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CIK: 0001862176
Total reported value
$476.6M
$476.6M
55 檔
64.8%
In Q2 2026, Cornerstone Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $476.6M, distributed across 55 disclosed stock positions.
In Q2 2026, Cornerstone Wealth Advisors, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 21.29% | -0.01% | +3.18% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 13.25% | -5.86% | +3.31% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.28% | +0.36% | -2.20% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 11.03% | +0.35% | +499.83% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.91% | -0.13% | -0.02% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.22% | +0.06% | -1.57% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.36% | +0.03% | +1.10% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.76% | -0.29% | +1.40% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.43% | -0.20% | -3.43% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.95% | -0.10% | -1.25% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.67% | +0.03% | +1.41% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.49% | — | -0.52% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.36% | -0.04% | -1.78% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.14% | -0.01% | +273.52% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.91% | -0.16% | +5.38% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.80% | +0.06% | +0.89% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.78% | +0.01% | -0.58% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | -0.01% | -2.60% | |
| 19 | VICR | Vicor CORP | Stock-Tech | 0.64% | -0.64% | EXIT | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.64% | +0.13% | +5.27% | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.36% | -0.04% | -1.14% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | -0.02% | -5.47% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.34% | +0.04% | +2.75% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | -4.47% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.32% | -0.02% | -4.92% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.23% | — | +2.38% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | -0.02% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | -11.85% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.14% | -0.01% | -4.85% | |
| 30 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 31 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.12% | — | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.10% | — | — | |
| 35 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.10% | -0.03% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.10% | -0.01% | -1.81% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | — | -0.28% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.08% | — | — | |
| 39 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.08% | — | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.08% | — | +11.04% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | -0.01% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | — | +34.44% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | +0.01% | +7.37% | |
| 44 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.06% | — | -7.63% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | +0.01% | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | +0.02% | +11.31% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.05% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | +10.58% | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.05% | -0.05% | EXIT | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Cornerstone Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $476.6M across 55 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHR, VGSH, SCHG) accounted for 64.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
VICR
市值: $3.1M
Top Position Liquidated / Trimmed
TSLA
前期市值: $1.4M
During Q2 2026, Cornerstone Wealth Advisors, Inc.'s top holdings by market value included SCHR (21.3%)、VGSH (13.3%)、SCHG (11.3%). The largest single position, SCHR, represented 21.3% of total portfolio value.
In Q2 2026, Cornerstone Wealth Advisors, Inc. made 46 total portfolio adjustments, initiating 8 new buys, adding to 17 positions, trimming 19 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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