# Cornerstone Wealth Advisors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1862176. Source: https://holderbook.com/funds/1862176-cornerstone-wealth-advisors-inc/

- Reported value: $477.2M
- Positions: 55
- Weight of the ten largest: 85.5%
- Filed: 2026-07-20

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $101.6M | 4,120,062 | 21.3% | 17 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $63.2M | 1,086,658 | 13.3% | 22 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $53.8M | 1,590,638 | 11.3% | 22 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $52.6M | 611,057 | 11.0% | 22 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $37.8M | 173,296 | 7.9% | 22 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $29.7M | 416,823 | 6.2% | 22 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $25.6M | 923,776 | 5.4% | 22 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $22.7M | 652,147 | 4.8% | 22 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $11.6M | 31,689 | 2.4% | 22 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $9.3M | 38,289 | 1.9% | 22 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $8.0M | 220,246 | 1.7% | 22 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $7.1M | 119,197 | 1.5% | 22 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $6.5M | 220,937 | 1.4% | 22 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $5.5M | 43,974 | 1.1% | 22 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $4.3M | 179,940 | 0.9% | 19 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $3.8M | 79,382 | 0.8% | 22 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $3.7M | 24,185 | 0.8% | 22 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $3.1M | 12,944 | 0.7% | 22 |
| VICOR CORP | [VICR](https://holderbook.com/stocks/VICR/) | $3.1M | 8,095 | 0.6% | 1 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $3.1M | 51,992 | 0.6% | 16 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $1.7M | 4,348 | 0.4% | 22 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.7M | 5,496 | 0.3% | 22 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.6M | 5,574 | 0.3% | 22 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.6M | 3,202 | 0.3% | 22 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $1.5M | 6,906 | 0.3% | 22 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $1.1M | 8,654 | 0.2% | 16 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $976.9K | 2,350 | 0.2% | 15 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $966.2K | 2,611 | 0.2% | 22 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $686.6K | 19,003 | 0.1% | 22 |
| SPDR SERIES TRUST | [SPYX](https://holderbook.com/stocks/SPYX/) | $569.8K | 9,325 | 0.1% | 9 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $561.8K | 22,250 | 0.1% | 1 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $531.4K | 3,864 | 0.1% | 22 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $493.8K | 719 | 0.1% | 21 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $483.4K | 5,850 | 0.1% | 13 |
| PROSHARES TR | [TQQQ](https://holderbook.com/stocks/TQQQ/) | $476.5K | 5,883 | 0.1% | 1 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $463.1K | 6,770 | 0.1% | 22 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $432.3K | 5,255 | 0.1% | 22 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $388.9K | 955 | 0.1% | 21 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $383.5K | 2,900 | 0.1% | 9 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $376.0K | 3,620 | 0.1% | 22 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $363.4K | 303 | 0.1% | 12 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $345.9K | 968 | 0.1% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $291.3K | 1,456 | 0.1% | 13 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $287.8K | 5,145 | 0.1% | 5 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $283.4K | 1,116 | 0.1% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $271.5K | 728 | 0.1% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $258.3K | 276 | 0.1% | 9 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $256.7K | 784 | 0.1% | 5 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $255.4K | 1,000 | 0.1% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $251.9K | 3,008 | 0.1% | 5 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $251.1K | 3,050 | 0.1% | 4 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $228.6K | 1,200 | 0.0% | 1 |
| NUSHARES ETF TR | [NULG](https://holderbook.com/stocks/NULG/) | $222.4K | 1,900 | 0.0% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $215.9K | 906 | 0.0% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $208.7K | 196 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.3% | +14.8% | -6.5% | 100% |
| Q1 2026 | -2.4% | -4.6% | +2.2% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 100% |
| Q3 2025 | +5.0% | +7.8% | -2.8% | 100% |
| Q2 2025 | +6.8% | +10.5% | -3.6% | 100% |
| Q1 2025 | -1.8% | -4.6% | +2.7% | 100% |
| Q4 2024 | -0.7% | +2.1% | -2.8% | 100% |
| Q3 2024 | +4.8% | +5.4% | -0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $477.2M | 55 |
| Q1 2026 | $434.3M | 49 |
| Q4 2025 | $430.0M | 51 |
| Q3 2025 | $413.1M | 51 |
| Q2 2025 | $387.0M | 48 |
| Q1 2025 | $360.2M | 45 |
| Q4 2024 | $364.3M | 52 |
| Q3 2024 | $359.7M | 49 |
| Q2 2024 | $334.1M | 49 |
| Q1 2024 | $324.8M | 45 |
| Q4 2023 | $309.0M | 45 |
| Q3 2023 | $283.7M | 44 |