Cornerstone Wealth Advisors, Inc.
CIK 1862176
13F filing for Q2 2026・No. 4,010
- Holdings
- US$477.17M
- Quarter change
- +US$42.89M
- Entries
- 55
- Net bought (estimate)
- +US$6.83M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 2
- Cut 21
- Added 15
- Corporate actions 0
- Unchanged 11
Largest holdings
55 stocks worth US$477.17M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRINT-TRM U.S TRES | Added | 4,120,062 | US$101.6M | 21.29% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 1,086,658 | US$63.24M | 13.25% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Cut | 1,590,638 | US$53.83M | 11.28% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 611,057 | US$52.64M | 11.03% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 173,296 | US$37.77M | 7.91% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 416,823 | US$29.7M | 6.22% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 923,776 | US$25.59M | 5.36% |
| SCHWAB STRATEGIC TRUS LCAP VA ETF | Added | 652,147 | US$22.7M | 4.76% |
| VANGUARD INDEX FDSSML CP GRW ETF | Cut | 31,689 | US$11.59M | 2.43% |
| VANGUARD INDEX FDSSM CP VAL ETF | Cut | 38,289 | US$9.3M | 1.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.