Cornerstone Wealth Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$434.3M
Q ending 2026-03-31
Prior quarter
$430.0M
Q ending 2025-12-31
Change
+1.0% QoQ · +20.6% YoY
Positions
49
reported holdings
Largest positions
All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHR | Shares | $99.5M | 4.0M |
| Vanguard Scottsdale Fds | VGSH | Shares | $61.6M | 1.1M |
| Schwab Strategic Tr | SCHG | Shares | $47.4M | 1.6M |
| Vanguard Index Fds | VUG | Shares | $44.5M | 102K |
| Vanguard Index Fds | VTV | Shares | $34.0M | 173K |
| Vanguard Tax-Managed Fds | VEA | Shares | $27.1M | 423K |
| Schwab Strategic Tr | SCHF | Shares | $22.6M | 914K |
| Schwab Strategic Tr | SCHV | Shares | $19.6M | 643K |
| Vanguard Index Fds | VBK | Shares | $9.9M | 33K |
| Vanguard Index Fds | VBR | Shares | $8.4M | 39K |
| Schwab Strategic Tr | SCHE | Shares | $7.2M | 217K |
| Vanguard Intl Equity Index F | VWO | Shares | $6.5M | 120K |
| Schwab Strategic Tr | SCHX | Shares | $5.8M | 225K |
| Ishares Tr | IWF | Shares | $5.0M | 12K |
| Schwab Strategic Tr | SCHO | Shares | $4.1M | 171K |
| Schwab Strategic Tr | SCHC | Shares | $3.7M | 79K |
| Vanguard Intl Equity Index F | VSS | Shares | $3.5M | 24K |
| Vanguard Scottsdale Fds | VGIT | Shares | $2.9M | 49K |
| Ishares Tr | IWD | Shares | $2.8M | 13K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.6M | 3K |
| Vanguard Index Fds | VB | Shares | $1.5M | 6K |
| Ishares Tr | IWO | Shares | $1.4M | 4K |
| Ishares Tr | IWN | Shares | $1.4M | 7K |
| Apple Inc | AAPL | Shares | $1.4M | 5K |
| Tesla Inc | TSLA | Shares | $1.4M | 4K |
| Vanguard Index Fds | VTI | Shares | $950K | 3K |
| Ishares Tr | EFG | Shares | $941K | 8K |
| Unitedhealth Group Inc | UNH | Shares | $636K | 2K |
| Schwab Strategic Tr | SCHA | Shares | $581K | 20K |
| Spdr Series Trust | SPYX | Shares | $495K | 9K |
| Wells Fargo & Co | WFC | Shares | $466K | 6K |
| Ishares Tr | IVW | Shares | $437K | 4K |
| Vanguard Index Fds | VOO | Shares | $430K | 719 |
| Ishares Tr | SCZ | Shares | $413K | 5K |
| S&P Global Inc | SPGI | Shares | $406K | 955 |
| Ishares Tr | EEM | Shares | $392K | 7K |
| Vanguard World Fd | ESGV | Shares | $326K | 3K |
| Ishares Tr | EFA | Shares | $317K | 3K |
| Eli Lilly & Co | LLY | Shares | $279K | 303 |
| Costco Wholesale Corporation | COST | Shares | $275K | 276 |
| Johnson & Johnson | JNJ | Shares | $273K | 1K |
| Ishares Tr | ESML | Shares | $262K | 6K |
| Microsoft Corp | MSFT | Shares | $242K | 654 |
| Nvidia Corporation | NVDA | Shares | $236K | 1K |
| Mcdonalds Corp | MCD | Shares | $229K | 738 |
| Vanguard Intl Equity Index F | VEU | Shares | $226K | 3K |
| Vanguard World Fd | VSGX | Shares | $226K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $209K | 709 |
| Alphabet Inc | GOOGL | Shares | $207K | 720 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.