§ 13F · FUND PROFILE
Cornerstone Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $387M (13F)Positions · 48Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | 3.99M | $99M | 22.9% | +6% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 1.05M | $62M | 14.2% | +11% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.63M | $47M | 10.9% | ±0% |
| 4 | VUG | VANGUARD INDEX FDS | 102K | $44M | 10.2% | +2% |
| 5 | VTV | VANGUARD INDEX FDS | 173K | $34M | 7.8% | −1% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 423K | $27M | 6.2% | +5% |
| 7 | SCHF | SCHWAB STRATEGIC TR | 914K | $23M | 5.2% | +16% |
| 8 | SCHV | SCHWAB STRATEGIC TR | 643K | $20M | 4.5% | +2% |
| 9 | VBK | VANGUARD INDEX FDS | 33K | $10M | 2.3% | −10% |
| 10 | VBR | VANGUARD INDEX FDS | 39K | $8M | 1.9% | −4% |
§ 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 $387 million in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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