Cornerstone Wealth Advisors, Inc. Portfolio Stock Holdings
Cornerstone Wealth Advisors, Inc. disclosed 55 stock positions valued at approximately $477.2 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD SCOTTSDALE FDS, and SCHWAB STRATEGIC TR. The filing reflects positions held as of June 30, 2026 and was filed on July 20, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 55
- Portfolio Value
- $477.2M
Holdings by Sector
Cornerstone Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
55 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHR | Other | 21.29% | 4,120,062 | +126,849 | +3.18% | $101,600,732 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 13.25% | 1,086,658 | +34,779 | +3.31% | $63,243,485 |
| SCHWAB STRATEGIC TR | SCHG | Other | 11.28% | 1,590,638 | -35,850 | -2.20% | $53,827,175 |
| VANGUARD INDEX FDS | VUG | Other | 11.03% | 611,057 | +509,185 | +499.83% | $52,636,415 |
| VANGUARD INDEX FDS | VTV | Other | 7.91% | 173,296 | -33 | -0.02% | $37,766,469 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.22% | 416,823 | -6,651 | -1.57% | $29,698,652 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.36% | 923,776 | +10,057 | +1.10% | $25,588,586 |
| SCHWAB STRATEGIC TR | SCHV | Other | 4.76% | 652,147 | +9,032 | +1.40% | $22,701,249 |
| VANGUARD INDEX FDS | VBK | Other | 2.43% | 31,689 | -1,126 | -3.43% | $11,588,763 |
| VANGUARD INDEX FDS | VBR | Other | 1.95% | 38,289 | -486 | -1.25% | $9,303,771 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.67% | 220,246 | +3,069 | +1.41% | $7,986,102 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.49% | 119,197 | -627 | -0.52% | $7,114,896 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.36% | 220,937 | -4,007 | -1.78% | $6,502,183 |
| ISHARES TR | IWF | Other | 1.14% | 43,974 | +32,201 | +273.52% | $5,460,200 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.91% | 179,940 | +9,190 | +5.38% | $4,343,752 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.80% | 79,382 | +701 | +0.89% | $3,819,871 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.78% | 24,185 | -140 | -0.58% | $3,731,447 |
| ISHARES TR | IWD | Other | 0.66% | 12,944 | -345 | -2.60% | $3,138,118 |
| VICOR CORP | VICR | Technology | 0.64% | 8,095 | +8,095 | +100.00% | $3,074,319 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.64% | 51,992 | +2,602 | +5.27% | $3,066,488 |
| ISHARES TR | IWO | Other | 0.36% | 4,348 | -50 | -1.14% | $1,713,085 |
| VANGUARD INDEX FDS | VB | Other | 0.35% | 5,496 | -318 | -5.47% | $1,665,948 |
| APPLE INC | AAPL | Technology | 0.34% | 5,574 | +149 | +2.75% | $1,612,883 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 3,202 | -150 | -4.47% | $1,602,249 |
| ISHARES TR | IWN | Other | 0.32% | 6,906 | -357 | -4.92% | $1,527,607 |
| ISHARES TR | EFG | Other | 0.23% | 8,654 | +201 | +2.38% | $1,076,753 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.20% | 2,350 | - | - | $976,936 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 2,611 | -351 | -11.85% | $966,174 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.14% | 19,003 | -968 | -4.85% | $686,591 |
| SPDR SERIES TRUST | SPYX | Other | 0.12% | 9,325 | - | - | $569,758 |
| ISHARES TR | IBDT | Other | 0.12% | 22,250 | +22,250 | +100.00% | $561,813 |
| ISHARES TR | IVW | Other | 0.11% | 3,864 | - | - | $531,416 |
| VANGUARD INDEX FDS | VOO | Other | 0.10% | 719 | - | - | $493,816 |
| WELLS FARGO & CO | WFC | Financial Services | 0.10% | 5,850 | - | - | $483,444 |
| PROSHARES TR | TQQQ | Other | 0.10% | 5,883 | +5,883 | +100.00% | $476,523 |
| ISHARES TR | EEM | Other | 0.10% | 6,770 | -125 | -1.81% | $463,137 |
| ISHARES TR | SCZ | Other | 0.09% | 5,255 | -15 | -0.28% | $432,329 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.08% | 955 | - | - | $388,933 |
| VANGUARD WORLD FD | ESGV | Other | 0.08% | 2,900 | - | - | $383,496 |
| ISHARES TR | EFA | Other | 0.08% | 3,620 | +360 | +11.04% | $376,046 |
| ELI LILLY & CO | LLY | Healthcare | 0.08% | 303 | - | - | $363,427 |
| ALPHABET INC | GOOGL | Communication Services | 0.07% | 968 | +248 | +34.44% | $345,934 |
| NVIDIA CORPORATION | NVDA | Technology | 0.06% | 1,456 | +100 | +7.37% | $291,331 |
| ISHARES TR | ESML | Other | 0.06% | 5,145 | -425 | -7.63% | $287,760 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.06% | 1,116 | - | - | $283,431 |
| MICROSOFT CORP | MSFT | Technology | 0.06% | 728 | +74 | +11.31% | $271,464 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.05% | 276 | - | - | $258,316 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.05% | 784 | +75 | +10.58% | $256,748 |
| CORNING INC | GLW | Technology | 0.05% | 1,000 | +1,000 | +100.00% | $255,430 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.05% | 3,008 | - | - | $251,920 |
| VANGUARD WORLD FD | VSGX | Other | 0.05% | 3,050 | -95 | -3.02% | $251,137 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.05% | 1,200 | +1,200 | +100.00% | $228,624 |
| NUSHARES ETF TR | NULG | Other | 0.05% | 1,900 | +1,900 | +100.00% | $222,414 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.05% | 906 | +906 | +100.00% | $215,936 |
| CATERPILLAR INC | CAT | Industrials | 0.04% | 196 | +196 | +100.00% | $208,720 |