§ 13F · FUND PROFILE
Cornerstone Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $387.0T (13F)Positions · 48Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$430.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | 3.76M | $94.4T | 21.9% | NEW |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 950K | $55.8T | 13.0% | NEW |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.63M | $53.1T | 12.4% | NEW |
| 4 | VUG | VANGUARD INDEX FDS | 100K | $48.6T | 11.3% | NEW |
| 5 | VTV | VANGUARD INDEX FDS | 176K | $33.6T | 7.8% | NEW |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 403K | $25.2T | 5.9% | NEW |
| 7 | SCHF | SCHWAB STRATEGIC TR | 788K | $19.0T | 4.4% | NEW |
| 8 | SCHV | SCHWAB STRATEGIC TR | 629K | $18.6T | 4.3% | NEW |
| 9 | VBK | VANGUARD INDEX FDS | 37K | $11.0T | 2.6% | NEW |
| 10 | VBR | VANGUARD INDEX FDS | 40K | $8.5T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Wealth Advisors, Inc. is a Other fund managing $386951.8 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed