Holders — by stockHoldings — by fund
Cornerstone Wealth Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001862176
$477.2M
disclosed book value
55
positions
21.3%
largest position share
Positions, as of 2026-06-30
top 55 of 55 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SCHRSCHWAB STRATEGIC TR | 4.1M | $101.6M | 21.3% |
| 2 | VGSHVANGUARD SCOTTSDALE FDS | 1.1M | $63.2M | 13.3% |
| 3 | SCHGSCHWAB STRATEGIC TR | 1.6M | $53.8M | 11.3% |
| 4 | VUGVANGUARD INDEX FDS | 611,057 | $52.6M | 11% |
| 5 | VTVVANGUARD INDEX FDS | 173,296 | $37.8M | 7.9% |
| 6 | VEAVANGUARD TAX-MANAGED FDS | 416,823 | $29.7M | 6.2% |
| 7 | SCHFSCHWAB STRATEGIC TR | 923,776 | $25.6M | 5.4% |
| 8 | SCHVSCHWAB STRATEGIC TR | 652,147 | $22.7M | 4.8% |
| 9 | VBKVANGUARD INDEX FDS | 31,689 | $11.6M | 2.4% |
| 10 | VBRVANGUARD INDEX FDS | 38,289 | $9.3M | 1.9% |
| 11 | SCHESCHWAB STRATEGIC TR | 220,246 | $8.0M | 1.7% |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 119,197 | $7.1M | 1.5% |
| 13 | SCHXSCHWAB STRATEGIC TR | 220,937 | $6.5M | 1.4% |
| 14 | IWFISHARES TR | 43,974 | $5.5M | 1.1% |
| 15 | SCHOSCHWAB STRATEGIC TR | 179,940 | $4.3M | 0.9% |
| 16 | SCHCSCHWAB STRATEGIC TR | 79,382 | $3.8M | 0.8% |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 24,185 | $3.7M | 0.8% |
| 18 | IWDISHARES TR | 12,944 | $3.1M | 0.7% |
| 19 | VICRVICOR CORP | 8,095 | $3.1M | 0.6% |
| 20 | VGITVANGUARD SCOTTSDALE FDS | 51,992 | $3.1M | 0.6% |
| 21 | IWOISHARES TR | 4,348 | $1.7M | 0.4% |
| 22 | VBVANGUARD INDEX FDS | 5,496 | $1.7M | 0.3% |
| 23 | AAPLAPPLE INC | 5,574 | $1.6M | 0.3% |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,202 | $1.6M | 0.3% |
| 25 | IWNISHARES TR | 6,906 | $1.5M | 0.3% |
| 26 | EFGISHARES TR | 8,654 | $1.1M | 0.2% |
| 27 | UNHUNITEDHEALTH GROUP INC | 2,350 | $976,936 | 0.2% |
| 28 | VTIVANGUARD INDEX FDS | 2,611 | $966,174 | 0.2% |
| 29 | SCHASCHWAB STRATEGIC TR | 19,003 | $686,591 | 0.1% |
| 30 | SPYXSPDR SERIES TRUST | 9,325 | $569,758 | 0.1% |
| 31 | IBDTISHARES TR | 22,250 | $561,813 | 0.1% |
| 32 | IVWISHARES TR | 3,864 | $531,416 | 0.1% |
| 33 | VOOVANGUARD INDEX FDS | 719 | $493,816 | 0.1% |
| 34 | WFCWELLS FARGO & CO | 5,850 | $483,444 | 0.1% |
| 35 | TQQQPROSHARES TR | 5,883 | $476,523 | 0.1% |
| 36 | EEMISHARES TR | 6,770 | $463,137 | 0.1% |
| 37 | SCZISHARES TR | 5,255 | $432,329 | 0.1% |
| 38 | SPGIS&P GLOBAL INC | 955 | $388,933 | 0.1% |
| 39 | ESGVVANGUARD WORLD FD | 2,900 | $383,496 | 0.1% |
| 40 | EFAISHARES TR | 3,620 | $376,046 | 0.1% |
| 41 | LLYELI LILLY & CO | 303 | $363,427 | 0.1% |
| 42 | GOOGLALPHABET INC | 968 | $345,934 | 0.1% |
| 43 | NVDANVIDIA CORPORATION | 1,456 | $291,331 | 0.1% |
| 44 | ESMLISHARES TR | 5,145 | $287,760 | 0.1% |
| 45 | JNJJOHNSON & JOHNSON | 1,116 | $283,431 | 0.1% |
| 46 | MSFTMICROSOFT CORP | 728 | $271,464 | 0.1% |
| 47 | COSTCOSTCO WHOLESALE CORPORATION | 276 | $258,316 | 0.1% |
| 48 | JPMJPMORGAN CHASE & CO | 784 | $256,748 | 0.1% |
| 49 | GLWCORNING INC | 1,000 | $255,430 | 0.1% |
| 50 | VEUVANGUARD INTL EQUITY INDEX F | 3,008 | $251,920 | 0.1% |
| 51 | VSGXVANGUARD WORLD FD | 3,050 | $251,137 | 0.1% |
| 52 | XLKSELECT SECTOR SPDR TR | 1,200 | $228,624 | 0% |
| 53 | NULGNUSHARES ETF TR | 1,900 | $222,414 | 0% |
| 54 | AMZNAMAZON COM INC | 906 | $215,936 | 0% |
| 55 | CATCATERPILLAR INC | 196 | $208,720 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.