Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cornerstone Wealth Advisors, Inc. (CIK 1862176) reported $434.3M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHR ($99.5M, 22.90%), VGSH ($61.6M, 14.18%), SCHG ($47.4M, 10.91%), VUG ($44.5M, 10.25%), VTV ($34.0M, 7.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | $99.5M | 22.90% | 4.0M | Added |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $61.6M | 14.18% | 1.1M | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $47.4M | 10.91% | 1.6M | Trimmed |
| 4 | VUG | VANGUARD INDEX FDS | $44.5M | 10.25% | 101,872 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $34.0M | 7.83% | 173,329 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $27.1M | 6.25% | 423,474 | Added |
| 7 | SCHF | SCHWAB STRATEGIC TR | $22.6M | 5.21% | 913,719 | Added |
| 8 | SCHV | SCHWAB STRATEGIC TR | $19.6M | 4.52% | 643,115 | Added |
| 9 | VBK | VANGUARD INDEX FDS | $9.9M | 2.28% | 32,815 | Trimmed |
| 10 | VBR | VANGUARD INDEX FDS | $8.4M | 1.94% | 38,775 | Trimmed |
| 11 | SCHE | SCHWAB STRATEGIC TR | $7.2M | 1.65% | 217,177 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $6.5M | 1.49% | 119,824 | Added |
| 13 | SCHX | SCHWAB STRATEGIC TR | $5.8M | 1.33% | 224,944 | Trimmed |
| 14 | IWF | ISHARES TR | $5.0M | 1.16% | 11,773 | Trimmed |
| 15 | SCHO | SCHWAB STRATEGIC TR | $4.1M | 0.95% | 170,750 | Added |
| 16 | SCHC | SCHWAB STRATEGIC TR | $3.7M | 0.85% | 78,681 | Trimmed |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $3.5M | 0.82% | 24,325 | Added |
| 18 | VGIT | VANGUARD SCOTTSDALE FDS | $2.9M | 0.68% | 49,390 | Added |
| 19 | IWD | ISHARES TR | $2.8M | 0.65% | 13,289 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.37% | 3,352 | Trimmed |
| 21 | VB | VANGUARD INDEX FDS | $1.5M | 0.35% | 5,814 | Trimmed |
| 22 | AAPL | APPLE INC | $1.4M | 0.32% | 5,425 | Trimmed |
| 23 | IWO | ISHARES TR | $1.4M | 0.32% | 4,398 | Trimmed |
| 24 | IWN | ISHARES TR | $1.4M | 0.32% | 7,263 | Trimmed |
| 25 | TSLA | TESLA INC | $1.4M | 0.31% | 3,650 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31