Cornerstone Wealth Advisors, Inc.
CIK 0001862176 · EDINA, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
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
Top Holdings
SCHR
SCHWAB STRATEGIC TR
21.3%
VGSH
VANGUARD SCOTTSDALE FDS
13.3%
SCHG
SCHWAB STRATEGIC TR
11.3%
VUG
VANGUARD INDEX FDS
11.0%
VTV
VANGUARD INDEX FDS
7.9%
VEA
VANGUARD TAX-MANAGED FDS
6.2%
SCHF
SCHWAB STRATEGIC TR
5.4%
SCHV
SCHWAB STRATEGIC TR
4.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.