13F Insight
DOSSIER · 13F-HR · Q3 2026

Cornerstone Wealth Advisors, Inc.

$477M in tracked AUM across 53 positions as of Q3 2026.

CW
CIK 0001862176 · last filed Sep 30, 2026
Total AUM
$477M
as of Q3 2026
Holdings
53
−2 QoQ
positions
Whale Score
68
68
tracked
Activity
44
+2 new, −4 sold
changes this Q
AI Analysis · Q3 2026

Cornerstone Wealth Advisors, Inc. filed its latest 13F-HR for Q3 2026. 44 position changes this quarter — 2 new, 4 exited, 15 added, 23 trimmed.

Quarter at a glance — Q3 2026

44 material changes this filing.

NEW
VBCBVANGUARD WELLESLEY INCOME FD
+407K sh
+$30M
6.4%
TRIM
VGSHVANGUARD SCOTTSDALE FDS
-475K sh
$-28M
7.4%
EXIT
VICRVICOR CORP
-8K sh
$-3M
—
TRIM
SCHGSCHWAB STRATEGIC TR
-47K sh
+$2M
11.6%
TRIM
VUGVANGUARD INDEX FDS
-9K sh
+$2M
11.4%
TRIM
SCHVSCHWAB STRATEGIC TR
-13K sh
$-1M
4.5%
NEW
TSLATESLA INC
+4K sh
+$1M
0.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SCHR
SCHWAB STRATEGIC TR
$101M4.3M21.3%02
SCHG
SCHWAB STRATEGIC TR
$55M1.5M11.6%03
VUG
VANGUARD INDEX FDS
$54M602K11.4%04
VTV
VANGUARD INDEX FDS
$37M172K7.8%05
VGSH
VANGUARD SCOTTSDALE FDS
$35M612K7.4%06
VBCB
VANGUARD WELLESLEY INCOME FD
$30M407K6.4%07
VEA
VANGUARD TAX-MANAGED FDS
$30M424K6.3%08
SCHF
SCHWAB STRATEGIC TR
$26M935K5.4%09
SCHV
SCHWAB STRATEGIC TR
$21M639K4.5%10
VBK
VANGUARD INDEX FDS
$11M31K2.2%

Filing history

2026Q3Sep 30
$477M▼ 0.1%
53 positionsView →2026Q2Jun 30
$477M▲ 9.9%
55 positionsView →2026Q1Mar 31
$434M▲ 1.0%
49 positionsView →2025Q4Dec 31
$430M▲ 4.1%
51 positionsView →2025Q3Sep 30
$413M▲ 6.8%
51 positionsLocked2025Q2Jun 30
$387M▲ 7.4%
48 positionsLocked2025Q1Mar 31
$360M▼ 1.1%
45 positionsLocked2024Q4Dec 31
$364M▲ 1.3%
52 positionsLocked2024Q3Sep 30
$360M▲ 7.7%
49 positionsLocked2024Q2Jun 30
$334M▲ 2.9%
49 positionsLocked2024Q1Mar 31
$325M▲ 5.1%
45 positionsLocked2023Q4Dec 31
$309M▲ 8.9%
45 positionsLocked
Showing 12 of 23