§ 13F · FUND PROFILE
Cornerstone Wealth Advisors, Inc..
AUM · $477M (13F)Positions · 55Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | 4.12M | $102M | 21.3% | +3% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 1.09M | $63M | 13.3% | +3% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.59M | $54M | 11.3% | −2% |
| 4 | VUG | VANGUARD INDEX FDS | 611K | $53M | 11.0% | +500% |
| 5 | VTV | VANGUARD INDEX FDS | 173K | $38M | 7.9% | ±0% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 417K | $30M | 6.2% | −2% |
| 7 | SCHF | SCHWAB STRATEGIC TR | 924K | $26M | 5.4% | +1% |
| 8 | SCHV | SCHWAB STRATEGIC TR | 652K | $23M | 4.8% | +1% |
| 9 | VBK | VANGUARD INDEX FDS | 32K | $12M | 2.4% | −3% |
| 10 | VBR | VANGUARD INDEX FDS | 38K | $9M | 1.9% | −1% |
§ 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 $477 million in assets. The fund runs a portfolio of 55 positions.
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