What does Cornerstone Wealth Advisors, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Cornerstone Wealth Advisors, Inc.

Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $429.98M

1. Portfolio Overview

Cornerstone Wealth Advisors, Inc. has executed a dramatic transformation of its portfolio during the quarter ending December 31, 2025. The total assets under management (AUM) surged by 617.5%, growing from approximately $59.92M to $429.98M. This explosive growth suggests a significant capit...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHR

SCHWAB STRATEGIC TR

$99M4.0M22.9%

VGSH

VANGUARD SCOTTSDALE FDS

$62M1.1M14.2%

SCHG

SCHWAB STRATEGIC TR

$47M1.6M10.9%

VUG

VANGUARD INDEX FDS

$44M102K10.2%

VTV

VANGUARD INDEX FDS

$34M173K7.8%

VEA

VANGUARD TAX-MANAGED FDS

$27M423K6.2%

SCHF

SCHWAB STRATEGIC TR

$23M914K5.2%

SCHV

SCHWAB STRATEGIC TR

$20M643K4.5%

VBK

VANGUARD INDEX FDS

$10M33K2.3%

VBR

VANGUARD INDEX FDS

$8M39K1.9%

Filing history

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