Institutional
Cornerstone Wealth Advisors, Inc.
CIK 0001862176
$477.2M
Reported AUM
55
Positions
Q2 2026
Period
2026-07-20
Filed
Editorial summary
Summary for Cornerstone Wealth Advisors, Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | $24.41 | -0.20% | 1.18% | -0.93% | $101.6M | 21.29% | — | HELD |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $58.10 | -0.05% | 2.58% | 9.72% | $63.2M | 13.25% | — | HELD |
| 3 | SCHG | SCHWAB STRATEGIC TR | $34.17 | 1.12% | 16.16% | 78.59% | $53.8M | 11.28% | — | HELD |
| 4 | VUG | VANGUARD INDEX FDS | $85.20 | 1.10% | 15.36% | 71.23% | $52.6M | 11.03% | — | HELD |
| 5 | VTV | VANGUARD INDEX FDS | $219.95 | -0.27% | 27.94% | 74.87% | $37.8M | 7.91% | — | HELD |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $70.62 | -0.66% | 29.71% | 57.22% | $29.7M | 6.22% | — | HELD |
| 7 | SCHF | SCHWAB STRATEGIC TR | $27.43 | -0.58% | 30.87% | 59.76% | $25.6M | 5.36% | — | HELD |
| 8 | SCHV | SCHWAB STRATEGIC TR | $34.07 | -0.26% | 25.88% | 61.99% | $22.7M | 4.76% | — | HELD |
| 9 | VBK | VANGUARD INDEX FDS | $340.46 | -0.27% | 23.19% | 20.11% | $11.6M | 2.43% | — | HELD |
| 10 | VBR | VANGUARD INDEX FDS | $244.63 | -0.20% | 27.67% | 55.92% | $9.3M | 1.95% | — | HELD |
| 11 | SCHE | SCHWAB STRATEGIC TR | $36.03 | 0.87% | 22.24% | 32.24% | $8.0M | 1.67% | — | HELD |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $58.75 | 0.96% | 21.69% | 31.45% | $7.1M | 1.49% | — | HELD |
| 13 | SCHX | SCHWAB STRATEGIC TR | $29.44 | 0.65% | 20.88% | 72.78% | $6.5M | 1.36% | — | HELD |
| 14 | IWF | ISHARES TR | $118.32 | 0.76% | 9.98% | 67.58% | $5.5M | 1.14% | — | HELD |
| 15 | SCHO | SCHWAB STRATEGIC TR | $24.10 | -0.04% | 2.63% | 9.74% | $4.3M | 0.91% | — | HELD |
| 16 | SCHC | SCHWAB STRATEGIC TR | $48.34 | -0.41% | 18.31% | 29.55% | $3.8M | 0.80% | — | HELD |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $150.52 | -0.16% | 16.61% | 25.17% | $3.7M | 0.78% | — | HELD |
| 18 | IWD | ISHARES TR | $251.82 | 0.44% | 32.78% | 69.98% | $3.1M | 0.66% | — | HELD |
| 19 | VICR | VICOR CORP | $207.37 | 0.34% | 372.91% | 68.09% | $3.1M | 0.64% | — | HELD |
| 20 | VGIT | VANGUARD SCOTTSDALE FDS | $58.35 | -0.17% | 1.11% | -0.92% | $3.1M | 0.64% | — | HELD |
| 21 | IWO | ISHARES TR | $370.67 | -0.75% | 30.95% | 25.33% | $1.7M | 0.36% | — | HELD |
| 22 | VB | VANGUARD INDEX FDS | $295.14 | -0.22% | 25.91% | 40.50% | $1.7M | 0.35% | — | HELD |
| 23 | AAPL | APPLE INC | $308.91 | -7.35% | 53.24% | 108.42% | $1.6M | 0.34% | — | HELD |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.6M | 0.34% | — | HELD |
| 25 | IWN | ISHARES TR | $221.24 | -0.25% | 43.20% | 48.47% | $1.5M | 0.32% | — | HELD |
| 26 | EFG | ISHARES TR | $121.43 | -0.76% | 16.22% | 18.79% | $1.1M | 0.23% | — | HELD |
| 27 | UNH | UNITEDHEALTH GROUP INC | $414.40 | -1.68% | 78.95% | 8.68% | $977K | 0.20% | — | HELD |
| 28 | VTI | VANGUARD INDEX FDS | $368.21 | 0.53% | 21.84% | 69.38% | $966K | 0.20% | — | HELD |
| 29 | SCHA | SCHWAB STRATEGIC TR | $33.56 | -0.39% | 34.28% | 38.83% | $687K | 0.14% | — | HELD |
| 30 | SPYX | SPDR SERIES TRUST | $61.29 | 0.71% | 20.93% | 73.77% | $570K | 0.12% | — | HELD |
| 31 | IBDT | ISHARES TR | $25.20 | -0.04% | — | — | $562K | 0.12% | — | HELD |
| 32 | IVW | ISHARES TR | $135.25 | 1.44% | — | — | $531K | 0.11% | — | HELD |
| 33 | VOO | VANGUARD INDEX FDS | $686.65 | 0.71% | — | — | $494K | 0.10% | — | HELD |
| 34 | WMT2 | WELLS FARGO & CO | — | — | — | — | $483K | 0.10% | — | HELD |
| 35 | TQQQ | PROSHARES TR | $64.62 | 2.09% | — | — | $477K | 0.10% | — | HELD |
| 36 | EEM | ISHARES TR | $64.09 | 0.79% | — | — | $463K | 0.10% | — | HELD |
| 37 | SCZ | ISHARES TR | $83.90 | -0.56% | — | — | $432K | 0.09% | — | HELD |
| 38 | SPGI | S&P GLOBAL INC | $411.93 | -0.74% | — | — | $389K | 0.08% | — | HELD |
| 39 | ESGV | VANGUARD WORLD FD | $132.02 | 0.68% | — | — | $383K | 0.08% | — | HELD |
| 40 | EFA | ISHARES TR | $105.58 | -0.62% | — | — | $376K | 0.08% | — | HELD |
| 41 | LLY | ELI LILLY & CO | $1148.84 | -0.53% | — | — | $363K | 0.08% | — | HELD |
| 42 | GOOGL | ALPHABET INC | $356.13 | 6.73% | — | — | $346K | 0.07% | — | HELD |
| 43 | NVDA | NVIDIA CORPORATION | $200.75 | 2.93% | — | — | $291K | 0.06% | — | HELD |
| 44 | ESML | ISHARES TR | $53.72 | -0.17% | — | — | $288K | 0.06% | — | HELD |
| 45 | JNJ | JOHNSON & JOHNSON | $256.35 | 0.21% | — | — | $283K | 0.06% | — | HELD |
| 46 | MSFT | MICROSOFT CORP | $464.72 | 3.02% | — | — | $271K | 0.06% | — | HELD |
| 47 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $258K | 0.05% | — | HELD |
| 48 | JPM | JPMORGAN CHASE & CO | $351.79 | 0.27% | — | — | $257K | 0.05% | — | HELD |
| 49 | GLW | CORNING INC | $138.25 | 2.24% | — | — | $255K | 0.05% | — | HELD |
| 50 | VEU | VANGUARD INTL EQUITY INDEX F | $82.85 | -0.22% | — | — | $252K | 0.05% | — | HELD |
| 51 | VSGX | VANGUARD WORLD FD | $80.12 | -0.15% | — | — | $251K | 0.05% | — | HELD |
| 52 | XLK | SELECT SECTOR SPDR TR | $175.35 | -0.22% | — | — | $229K | 0.05% | — | HELD |
| 53 | NULG | NUSHARES ETF TR | $112.13 | 0.26% | — | — | $222K | 0.05% | — | HELD |
| 54 | AMZN | AMAZON COM INC | $271.58 | 15.32% | — | — | $216K | 0.05% | — | HELD |
| 55 | CAT | CATERPILLAR INC | $814.81 | 0.70% | — | — | $209K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001862176-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.