Cornerstone Wealth Advisors, Inc. — 13F Holdings & Portfolio
CIK 1862176 · latest 13F-HR filed 2026-04-09
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$434.3M
Long-equity book
49
Distinct positions
2026-03-31
Filed 2026-04-09
+0 / −2 / ↑12 / ↓21
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD SCOTTSDALE FDS$5.8M +10.4%
- SCHWAB STRATEGIC TR$5.1M +5.4%
- SCHWAB STRATEGIC TR$3.7M +19.3%
- VANGUARD TAX-MANAGED FDS$1.9M +7.7%
- SCHWAB STRATEGIC TR$993.8K +5.3%
Top Trims
- SCHWAB STRATEGIC TR-$5.7M -10.8%
- VANGUARD INDEX FDS-$4.1M -8.5%
- VANGUARD INDEX FDS-$1.1M -10.1%
- ISHARES TR-$640.6K -11.3%
- SCHWAB STRATEGIC TR-$462.5K -7.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $99.5M | 22.90% | 3,993,213 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $61.6M | 14.18% | 1,051,879 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $47.4M | 10.91% | 1,626,488 | SH |
| 4 | VANGUARD INDEX FDS | VUG | 922908736 | $44.5M | 10.25% | 101,872 | SH |
| 5 | VANGUARD INDEX FDS | VTV | 922908744 | $34.0M | 7.83% | 173,329 | SH |
| 6 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $27.1M | 6.25% | 423,474 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $22.6M | 5.21% | 913,719 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $19.6M | 4.52% | 643,115 | SH |
| 9 | VANGUARD INDEX FDS | VBK | 922908595 | $9.9M | 2.28% | 32,815 | SH |
| 10 | VANGUARD INDEX FDS | VBR | 922908611 | $8.4M | 1.94% | 38,775 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $7.2M | 1.65% | 217,177 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $6.5M | 1.49% | 119,824 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $5.8M | 1.33% | 224,944 | SH |
| 14 | ISHARES TR | IWF | 464287614 | $5.0M | 1.16% | 11,773 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $4.1M | 0.95% | 170,750 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $3.7M | 0.85% | 78,681 | SH |
| 17 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $3.5M | 0.82% | 24,325 | SH |
| 18 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $2.9M | 0.68% | 49,390 | SH |
| 19 | ISHARES TR | IWD | 464287598 | $2.8M | 0.65% | 13,289 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.6M | 0.37% | 3,352 | SH |
| 21 | VANGUARD INDEX FDS | VB | 922908751 | $1.5M | 0.35% | 5,814 | SH |
| 22 | ISHARES TR | IWO | 464287648 | $1.4M | 0.32% | 4,398 | SH |
| 23 | ISHARES TR | IWN | 464287630 | $1.4M | 0.32% | 7,263 | SH |
| 24 | APPLE INC | AAPL | 037833100 | $1.4M | 0.32% | 5,425 | SH |
| 25 | TESLA INC | TSLA | 88160R101 | $1.4M | 0.31% | 3,650 | SH |
| 26 | VANGUARD INDEX FDS | VTI | 922908769 | $950.2K | 0.22% | 2,962 | SH |
| 27 | ISHARES TR | EFG | 464288885 | $941.4K | 0.22% | 8,453 | SH |
| 28 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $636.0K | 0.15% | 2,350 | SH |
| 29 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $580.8K | 0.13% | 19,971 | SH |
| 30 | SPDR SERIES TRUST | SPYX | 78468R796 | $494.5K | 0.11% | 9,325 | SH |
| 31 | WELLS FARGO & CO | WFC | 949746101 | $465.7K | 0.11% | 5,850 | SH |
| 32 | ISHARES TR | IVW | 464287309 | $437.1K | 0.10% | 3,864 | SH |
| 33 | VANGUARD INDEX FDS | VOO | 922908363 | $429.6K | 0.10% | 719 | SH |
| 34 | ISHARES TR | SCZ | 464288273 | $413.2K | 0.10% | 5,270 | SH |
| 35 | S&P GLOBAL INC | SPGI | 78409V104 | $406.2K | 0.09% | 955 | SH |
| 36 | ISHARES TR | EEM | 464287234 | $391.6K | 0.09% | 6,895 | SH |
| 37 | VANGUARD WORLD FD | ESGV | 921910733 | $325.6K | 0.07% | 2,900 | SH |
| 38 | ISHARES TR | EFA | 464287465 | $316.6K | 0.07% | 3,260 | SH |
| 39 | ELI LILLY & CO | LLY | 532457108 | $278.7K | 0.06% | 303 | SH |
| 40 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $275.1K | 0.06% | 276 | SH |
| 41 | JOHNSON & JOHNSON | JNJ | 478160104 | $272.8K | 0.06% | 1,116 | SH |
| 42 | ISHARES TR | ESML | 46435U663 | $261.9K | 0.06% | 5,570 | SH |
| 43 | MICROSOFT CORP | MSFT | 594918104 | $242.0K | 0.06% | 654 | SH |
| 44 | NVIDIA CORPORATION | NVDA | 67066G104 | $236.5K | 0.05% | 1,356 | SH |
| 45 | MCDONALDS CORP | MCD | 580135101 | $229.4K | 0.05% | 738 | SH |
| 46 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $225.9K | 0.05% | 3,008 | SH |
| 47 | VANGUARD WORLD FD | VSGX | 921910725 | $225.6K | 0.05% | 3,145 | SH |
| 48 | JPMORGAN CHASE & CO | JPM | 46625H100 | $208.7K | 0.05% | 709 | SH |
| 49 | ALPHABET INC | GOOGL | 02079K305 | $207.0K | 0.05% | 720 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $434.3M | 49 | 0001862176-26-000002 |
| 2025-12-31 | 2026-01-14 | $430.0M | 51 | 0001862176-26-000001 |