Cornerstone Wealth Advisors, Inc.

CIK 0001862176 · EDINA, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Cornerstone Wealth Advisors, Inc. reported 55 positions worth $477.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: SCHR (21.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$477.2M
2026 Q2
Positions
55
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.5%
Est. Net Flow (Q)
2026 Q2
10 / 55 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHRSCHWAB STRATEGIC TRSH$101.6M21.29%4,120,062
2VGSHVANGUARD SCOTTSDALE FDSSH$63.2M13.25%1,086,658
3SCHGSCHWAB STRATEGIC TRSH$53.8M11.28%1,590,638
4VUGVANGUARD INDEX FDSSH$52.6M11.03%611,057
5VTVVANGUARD INDEX FDSSH$37.8M7.91%173,296
6VEAVANGUARD TAX-MANAGED FDSSH$29.7M6.22%416,823
7SCHFSCHWAB STRATEGIC TRSH$25.6M5.36%923,776
8SCHVSCHWAB STRATEGIC TRSH$22.7M4.76%652,147
9VBKVANGUARD INDEX FDSSH$11.6M2.43%31,689
10VBRVANGUARD INDEX FDSSH$9.3M1.95%38,289

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cornerstone Wealth Advisors, Inc. hold as of Q2 2026?

Cornerstone Wealth Advisors, Inc. reported 55 positions worth $477.2M in its Q2 2026 13F filing. Largest positions: SCHR (21.3%), VGSH (13.3%), SCHG (11.3%), VUG (11.0%) and VTV (7.9%).

What did Cornerstone Wealth Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cornerstone Wealth Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.