Q3 2026 13F · SEC CIK 1862176

Cornerstone Wealth Advisors, Inc.

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $476.6M
Reported positions: 53
Top holdings a year, 3 yrs: +11.8%
Assets under management: $608.7M

Cornerstone Wealth Advisors, Inc. is a wealth manager that reported 53 positions worth $476.6M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Schwab Strategic Tr (SCHR, 21.3%), Schwab Strategic Tr (SCHG, 11.6%), Vanguard Index Fds (VUG, 11.4%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

Cornerstone Wealth Advisors, Inc. holdings largest 50 of 53 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cornerstone Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHRSchwab Strategic Tr	21.3%	21.3%	4,279,824	+3.9%	$101.4M
SCHGSchwab Strategic Tr	11.6%	11.3%	1,544,054	-2.9%	$55.5M
VUGVanguard Index Fds	11.4%	11.0%	601,849	-1.5%	$54.2M
VTVVanguard Index Fds	7.8%	7.9%	171,561	-1.0%	$37.1M
VGSHVanguard Scottsdale Fds	7.4%	13.3%	611,855	-43.7%	$35.2M
VBCBVanguard Wellesley Income Fd	6.4%	—	407,325	—	$30.5M
VEAVanguard Ftse Developed Markets Index Fu	6.3%	6.2%	424,087	+1.7%	$29.9M
SCHFSchwab Strategic Tr	5.4%	5.4%	935,344	+1.3%	$25.7M
SCHVSchwab Strategic Tr	4.5%	4.8%	639,394	-2.0%	$21.3M
VBKVanguard Index Fds	2.2%	2.4%	31,473	-0.7%	$10.6M
VBRVanguard Index Fds	1.9%	1.9%	38,262	-0.1%	$8.8M
SCHESchwab Strategic Tr	1.7%	1.7%	222,851	+1.2%	$8.1M
VWOVanguard Intl Equity Index F	1.5%	1.5%	119,865	+0.6%	$7.1M
SCHXSchwab Strategic Tr	1.3%	1.4%	209,888	-5.0%	$6.3M
IWFIshares Tr	1.1%	1.1%	43,141	-1.9%	$5.4M
SCHCSchwab Strategic Tr	0.9%	0.8%	82,166	+3.5%	$4.1M
VSSVanguard Intl Equity Index F	0.8%	0.8%	24,278	+0.4%	$3.8M
VGITVanguard Scottsdale Fds	0.8%	0.6%	64,767	+24.6%	$3.7M
SCHOSchwab Strategic Tr	0.8%	0.9%	149,810	-16.7%	$3.6M
IWDIshares Tr	0.7%	0.7%	12,537	-3.1%	$3.1M
AAPLApple Inc	0.4%	0.3%	5,505	-1.2%	$1.8M
VBVanguard Index Fds	0.3%	0.3%	5,498	+0.0%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	3,090	-3.5%	$1.5M
IWOIshares Tr	0.3%	0.4%	4,281	-1.5%	$1.5M
IWNIshares Tr	0.3%	0.3%	6,756	-2.2%	$1.4M
TSLATesla Inc	0.3%	—	3,559	—	$1.3M
EFGIshares Tr	0.2%	0.2%	9,204	+6.4%	$1.1M
VTIVanguard Index Fds	0.2%	0.2%	2,591	-0.8%	$970K
UNHUnitedhealth Group Inc	0.2%	0.2%	2,350	+0.0%	$863K
SCHASchwab Strategic Tr	0.1%	0.1%	18,798	-1.1%	$613K
SPYXSpdr Series Trust	0.1%	0.1%	9,000	-3.5%	$562K
IBDTIshares Ibonds Dec 2028 Term Corporate E	0.1%	0.1%	22,250	+0.0%	$555K
IVWIshares Tr	0.1%	0.1%	3,864	+0.0%	$550K
VOOVanguard Index Fds	0.1%	0.1%	719	+0.0%	$504K
WFCWells Fargo & Co	0.1%	0.1%	5,850	+0.0%	$468K
EEMIshares Tr	0.1%	0.1%	6,740	-0.4%	$450K
SCZIshares Tr	0.1%	0.1%	5,280	+0.5%	$446K
ESGVVanguard World Fd	0.1%	0.1%	2,900	+0.0%	$393K
MSFTMicrosoft Corp	0.1%	0.1%	756	+3.8%	$388K
SPGIS&p Global Inc	0.1%	0.1%	955	+0.0%	$377K
EFAIshares Tr	0.1%	0.1%	3,620	+0.0%	$376K
LLYEli Lilly & Co	0.1%	0.1%	303	+0.0%	$351K
NVDANvidia Corporation	0.1%	0.1%	1,518	+4.3%	$347K
TQQQProshares Tr	0.1%	0.1%	4,250	-27.8%	$332K
JNJJohnson & Johnson	0.1%	0.1%	1,220	+9.3%	$323K
GOOGLAlphabet Inc	0.1%	0.1%	920	-5.0%	$317K
ESMLIshares Tr	0.1%	0.1%	5,135	-0.2%	$267K
JPMJpmorgan Chase & Co	0.1%	0.1%	784	+0.0%	$259K
COSTCostco Wholesale Corporation	0.1%	0.1%	276	+0.0%	$251K
VEUVanguard Intl Equity Index F	0.1%	0.1%	3,008	+0.0%	$250K

What Cornerstone Wealth Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.6% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +20.4%
5 years: +5.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$476.6M	53
Q2 2026	$477.2M	55
Q1 2026	$434.3M	49
Q4 2025	$430.0M	51
Q3 2025	$413.1M	51
Q2 2025	$387.0M	48
Q1 2025	$360.2M	45
Q4 2024	$364.3M	51
Q3 2024	$359.7M	48
Q2 2024	$334.1M	48
Q1 2024	$324.8M	44
Q4 2023	$309.0M	44

Questions about Cornerstone Wealth Advisors, Inc.'s portfolio

What stocks does Cornerstone Wealth Advisors, Inc. own?

Cornerstone Wealth Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 53 positions worth $476.6M. The largest are Schwab Strategic Tr (SCHR) at 21.3%, Schwab Strategic Tr (SCHG) at 11.6%, Vanguard Index Fds (VUG) at 11.4%, Vanguard Index Fds (VTV) at 7.8% and Vanguard Scottsdale Fds (VGSH) at 7.4%.

What did Cornerstone Wealth Advisors, Inc. buy last quarter?

In Q3 2026, Cornerstone Wealth Advisors, Inc. added Vanguard Scottsdale Fds (VGIT) (+24.6% shares), Johnson & Johnson (JNJ) (+9.3% shares) and Ishares Tr (EFG) (+6.4% shares), compared with its Q2 2026 filing.

What did Cornerstone Wealth Advisors, Inc. sell last quarter?

In Q3 2026, Cornerstone Wealth Advisors, Inc. cut from its top 50 Vicor Corp (VICR), cut from its top 50 Corning Inc (GLW), Vanguard Scottsdale Fds (VGSH) (-43.7% shares), Proshares Tr (TQQQ) (-27.8% shares) and Schwab Strategic Tr (SCHO) (-16.7% shares), compared with its Q2 2026 filing.

How has Cornerstone Wealth Advisors, Inc.'s portfolio performed?

A portfolio copying Cornerstone Wealth Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.6% against +20.1%. Over 5 years: +5.3% a year against +11.6%.

When is Cornerstone Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Cornerstone Wealth Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cornerstone Wealth Advisors, Inc. manage?

Cornerstone Wealth Advisors, Inc. reported $608.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $476.6M.