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CIK: 0001862176
Total reported value
$477.2M
$477.2M
49 檔
60.1%
As reported in its official Q1 2026 Form 13F filing, Cornerstone Wealth Advisors, Inc.'s tracked investment portfolio stood at $477.2M with 49 total positions.
In Q1 2026, Cornerstone Wealth Advisors, Inc. adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 22.90% | -1.61% | +6.12% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 14.18% | -0.93% | +10.75% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.91% | +0.37% | -0.12% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 10.25% | +0.78% | +2.22% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.83% | +0.08% | -1.37% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.25% | -0.03% | +4.98% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.21% | +0.15% | +15.90% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.52% | +0.24% | +2.26% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.28% | +0.15% | -10.10% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.94% | +0.01% | -3.90% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.65% | +0.02% | +11.58% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.49% | — | +7.69% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.33% | +0.03% | -2.84% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.16% | -0.02% | -1.56% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.95% | -0.04% | +15.09% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.85% | -0.05% | -0.20% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.82% | -0.04% | +1.68% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.68% | -0.04% | +5.47% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.65% | +0.01% | -2.78% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.03% | -1.99% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | — | -1.76% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.32% | +0.04% | -14.14% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.32% | — | -7.49% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.02% | -18.84% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.31% | EXIT | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | -0.02% | +15.30% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.22% | +0.01% | -5.64% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.15% | +0.05% | +2.17% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.13% | +0.01% | -0.15% | |
| 30 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -0.64% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.11% | -0.01% | -13.33% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | +9.44% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.10% | -0.01% | -4.96% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.09% | -0.01% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.09% | +0.01% | +2.99% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.07% | — | +0.17% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | +0.01% | -5.78% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.02% | -4.72% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.06% | -0.01% | — | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | — | — | |
| 42 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.06% | — | +2.30% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | -21.58% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | +0.01% | +3.83% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.05% | -0.05% | EXIT | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.05% | — | — | |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.05% | — | -8.71% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.02% | -3.36% |
According to official SEC Form 13F filings, Cornerstone Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $477.2M across 49 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHR, VGSH, SCHG) accounted for 60.1% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
BRK-A
前期市值: $1.5M
During Q1 2026, Cornerstone Wealth Advisors, Inc.'s top holdings by market value included SCHR (22.9%)、VGSH (14.2%)、SCHG (10.9%). The largest single position, SCHR, represented 22.9% of total portfolio value.
In Q1 2026, Cornerstone Wealth Advisors, Inc. made 43 total portfolio adjustments, initiating 0 new buys, adding to 18 positions, trimming 23 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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