Cornerstone Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Cornerstone Wealth Advisors, Inc.

Investment Activity

Cornerstone Wealth Advisors, Inc. has $476.63 million in total holdings as of September 30, 2026.
Cornerstone Wealth Advisors, Inc. owns shares of 53 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 7.87% of the portfolio was purchased this quarter.
About 7.57% of the portfolio was sold this quarter.
This quarter, Cornerstone Wealth Advisors, Inc. has purchased 55 new stocks and bought additional shares in 15 stocks.
Cornerstone Wealth Advisors, Inc. sold shares of 23 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Schwab Intermediate-Term U.S. Treasury ETF: $101,431,829
Schwab U.S. Large-Cap Growth ETF: $55,477,851
Vanguard Growth ETF: $54,232,591
Vanguard Value ETF: $37,070,801
Vanguard Short-Term Treasury ETF: $35,218,364

Largest New Holdings this Quarter

921938809 - VANGUARD WELLESLEY INCOME FD: $30,498,622 Holding
88160R101 - Tesla: $1,262,769 Holding

Largest Purchases this Quarter

VANGUARD WELLESLEY INCOME FD: 407,325 shares (about $30.50M)
Schwab Intermediate-Term U.S. Treasury ETF: 159,762 shares (about $3.79M)
Tesla: 3,559 shares (about $1.26M)
Vanguard Intermediate-Term Treasury ETF: 12,775 shares (about $723.83K)
Vanguard FTSE Developed Markets ETF: 7,264 shares (about $512.91K)

Largest Sales this Quarter

Vanguard Short-Term Treasury ETF: 474,803 shares (about $27.33M)
Schwab U.S. Large-Cap Growth ETF: 46,584 shares (about $1.67M)
Vanguard Growth ETF: 9,208 shares (about $829.73K)
Schwab Short-Term U.S. Treasury ETF: 30,130 shares (about $718.90K)
Schwab U.S. Large-Cap Value ETF: 12,753 shares (about $424.80K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$101,431,829	$3,786,359 ▲	3.9%	4,279,824	21.3%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$55,477,851	$1,673,763 ▼	-2.9%	1,544,054	11.6%	ETF
VUG Vanguard Growth ETF	$54,232,591	$829,733 ▼	-1.5%	601,849	11.4%	ETF
VTV Vanguard Value ETF	$37,070,801	$374,898 ▼	-1.0%	171,561	7.8%	ETF
VGSH Vanguard Short-Term Treasury ETF	$35,218,364	$27,329,653 ▼	-43.7%	611,855	7.4%	ETF
VANGUARD WELLESLEY INCOME FD	$30,498,622	$30,498,622 ▲	New Holding	407,325	6.4%	TARGET MATURITY
VEA Vanguard FTSE Developed Markets ETF	$29,944,766	$512,911 ▲	1.7%	424,087	6.3%	ETF
SCHF Schwab International Equity ETF	$25,693,891	$317,773 ▲	1.3%	935,344	5.4%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$21,298,207	$424,802 ▼	-2.0%	639,394	4.5%	ETF
VBK Vanguard Small-Cap Growth ETF	$10,632,633	$72,972 ▼	-0.7%	31,473	2.2%	ETF
VBR Vanguard Small-Cap Value ETF	$8,839,718	$6,238 ▼	-0.1%	38,262	1.9%	ETF
SCHE Schwab Emerging Markets Equity ETF	$8,122,901	$94,952 ▲	1.2%	222,851	1.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$7,109,192	$39,619 ▲	0.6%	119,865	1.5%	ETF
SCHX Schwab US Large-Cap ETF	$6,296,629	$331,469 ▼	-5.0%	209,888	1.3%	ETF
IWF iShares Russell 1000 Growth ETF	$5,403,790	$104,341 ▼	-1.9%	43,141	1.1%	ETF
SCHC Schwab International Small-Cap Equity ETF	$4,086,946	$138,476 ▲	3.5%	82,166	0.9%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$3,769,115	$14,438 ▲	0.4%	24,278	0.8%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$3,669,698	$723,831 ▲	24.6%	64,767	0.8%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$3,574,467	$718,902 ▼	-16.7%	149,810	0.7%	ETF
IWD iShares Russell 1000 Value ETF	$3,108,238	$100,906 ▼	-3.1%	12,537	0.7%	ETF
AAPL Apple	$1,833,324	$22,979 ▼	-1.2%	5,505	0.4%	Technology
VB Vanguard Small-Cap ETF	$1,564,126	$569 ▲	0.0%	5,498	0.3%	ETF
BRK.B Berkshire Hathaway	$1,538,666	$55,770 ▼	-3.5%	3,090	0.3%	Finance
IWO iShares Russell 2000 Growth ETF	$1,528,048	$23,915 ▼	-1.5%	4,281	0.3%	ETF
IWN iShares Russell 2000 Value ETF	$1,415,044	$31,417 ▼	-2.2%	6,756	0.3%	ETF
TSLA Tesla	$1,262,769	$1,262,769 ▲	New Holding	3,559	0.3%	Consumer Discretionary
EFG iShares MSCI EAFE Growth ETF	$1,102,937	$65,908 ▲	6.4%	9,204	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$969,656	$7,485 ▼	-0.8%	2,591	0.2%	ETF
UNH UnitedHealth Group	$862,820		0.0%	2,350	0.2%	Healthcare
SCHA Schwab US Small-Cap ETF	$613,390	$6,689 ▼	-1.1%	18,798	0.1%	ETF
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$562,320	$20,306 ▼	-3.5%	9,000	0.1%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$555,360		0.0%	22,250	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$549,693		0.0%	3,864	0.1%	ETF
VOO Vanguard S&P 500 ETF	$503,918		0.0%	719	0.1%	ETF
WFC Wells Fargo & Company	$468,293		0.0%	5,850	0.1%	Finance
EEM iShares MSCI Emerging Markets ETF	$450,166	$2,004 ▼	-0.4%	6,740	0.1%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$445,738	$2,111 ▲	0.5%	5,280	0.1%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$393,037		0.0%	2,900	0.1%	ETF
MSFT Microsoft	$387,623	$14,356 ▲	3.8%	756	0.1%	Technology
SPGI S&P Global	$376,719		0.0%	955	0.1%	Finance
EFA iShares MSCI EAFE ETF	$376,082		0.0%	3,620	0.1%	ETF
LLY Eli Lilly and Company	$350,595		0.0%	303	0.1%	Healthcare
NVDA NVIDIA	$346,681	$14,160 ▲	4.3%	1,518	0.1%	Technology
TQQQ ProShares UltraPro QQQ	$331,628	$127,423 ▼	-27.8%	4,250	0.1%	ETF
JNJ Johnson & Johnson	$323,102	$27,543 ▲	9.3%	1,220	0.1%	Healthcare
GOOGL Alphabet	$316,554	$16,516 ▼	-5.0%	920	0.1%	Communication Services
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$267,020	$520 ▼	-0.2%	5,135	0.1%	ETF
JPM JPMorgan Chase & Co.	$259,494		0.0%	784	0.1%	Finance
COST Costco Wholesale	$251,377		0.0%	276	0.1%	Consumer Staples
VEU Vanguard FTSE All-World ex-US ETF	$249,574		0.0%	3,008	0.1%	ETF
VSGX Vanguard ESG International Stock ETF	$248,480	$1,216 ▲	0.5%	3,065	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$234,900		0.0%	1,200	0.0%	ETF
AMZN Amazon.com	$209,037	$16,693 ▼	-7.4%	839	0.0%	Consumer Discretionary
VICR Vicor	$0	$3,074,319 ▼	-100.0%	0	0.0%	Industrials
GLW Corning	$0	$255,430 ▼	-100.0%	0	0.0%	Technology
NULG Nuveen ESG Large-Cap Growth ETF	$0	$222,414 ▼	-100.0%	0	0.0%	ETF
CAT Caterpillar	$0	$208,720 ▼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cornerstone Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Cornerstone Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Cornerstone Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Cornerstone Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCornerstone Wealth Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools