Cornerstone Wealth Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Cornerstone Wealth Advisors, Inc. reported 49 stock positions worth $434.3 million. Its top holding was Schwab Intermediate-Term US (SCHR) at 22.9% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 14.2%) and Schwab US Large-Cap Growth (SCHG, 10.9%). Compared with Q4 2025, it sold out of 2, added to 18 and reduced 23. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +11%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- EDINA, MN
- CIK
- 0001862176
- Portfolio Value
- $434.3M (Q1 2026)
- SEC Filing
- 0001862176-26-000002 ↗ filed Apr 9, 2026
Holdings Value
Holdings 49 stocks · $434.3M
| SCHR Schwab Intermediate-Term US | 22.90% | 3,993,213 | $99.5M | Add +6.1% |
| VGSH Vanguard Short-Term Treasury | 14.18% | 1,051,879 | $61.6M | Add +10.8% |
| SCHG Schwab US Large-Cap Growth | 10.91% | 1,626,488 | $47.4M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 10.25% | 101,872 | $44.5M | Add +2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.83% | 173,329 | $34.0M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 6.25% | 423,474 | $27.1M | Add +5.0% |
| SCHF Schwab Intl Equity ETF | 5.21% | 913,719 | $22.6M | Add +15.9% |
| SCHV Schwab US Large-Cap Value | 4.52% | 643,115 | $19.6M | Add +2.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.28% | 32,815 | $9.9M | Reduce -10.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.94% | 38,775 | $8.4M | Reduce -3.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.65% | 217,177 | $7.2M | Add +11.6% |
| VWO Vanguard Ftse Emerging Marke | 1.49% | 119,824 | $6.5M | Add +7.7% |
| SCHX Schwab US Large-Cap ETF | 1.33% | 224,944 | $5.8M | Reduce -2.8% |
| IWF iShares Russell 1000 Growth | 1.16% | 11,773 | $5.0M | Reduce -1.6% |
| SCHO Schwab Short-Term US Treas | 0.95% | 170,750 | $4.1M | Add +15.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.85% | 78,681 | $3.7M | Reduce -0.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.82% | 24,325 | $3.5M | Add +1.7% |
| VGIT Vanguard Intermediate-Term T | 0.68% | 49,390 | $2.9M | Add +5.5% |
| IWD iShares Russell 1000 Value E | 0.65% | 13,289 | $2.8M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 3,352 | $1.6M | Reduce -2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 5,814 | $1.5M | Reduce -1.8% |
| IWO iShares Russell 2000 Growth | 0.32% | 4,398 | $1.4M | Reduce -14.1% |
| IWN iShares Russell 2000 Value E | 0.32% | 7,263 | $1.4M | Reduce -7.5% |
| AAPL Apple Inc. | 0.32% | 5,425 | $1.4M | Reduce -18.8% |
| TSLA Tesla Inc. | 0.31% | 3,650 | $1.4M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,962 | $950K | Add +15.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 8,453 | $941K | Reduce -5.6% |
| UNH Unitedhealth Group Inc. | 0.15% | 2,350 | $636K | Add +2.2% |
| SCHA Schwab US Small-Cap ETF | 0.13% | 19,971 | $581K | Reduce -0.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.11% | 9,325 | $495K | Reduce -0.6% |
| WFC Wells Fargo & Co. | 0.11% | 5,850 | $466K | Reduce -13.3% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 3,864 | $437K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 719 | $430K | Add +9.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.10% | 5,270 | $413K | Reduce -5.0% |
| SPGI S&P Global Inc. | 0.09% | 955 | $406K | No change |
| EEM iShares MSCI Emerging Market | 0.09% | 6,895 | $392K | Add +3.0% |
| ESGV Vanguard ESG US Stock ETF | 0.07% | 2,900 | $326K | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.07% | 3,260 | $317K | Reduce -5.8% |
| LLY Eli Lilly & Co. | 0.06% | 303 | $279K | Reduce -4.7% |
| COST Costco Wholesale Corp. | 0.06% | 276 | $275K | No change |
| JNJ Johnson & Johnson | 0.06% | 1,116 | $273K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.06% | 5,570 | $262K | Add +2.3% |
| MSFT Microsoft Corp. | 0.06% | 654 | $242K | Reduce -21.6% |
| NVDA Nvidia Corp. | 0.05% | 1,356 | $236K | Add +3.8% |
| MCD McDonald's Corp. | 0.05% | 738 | $229K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 3,008 | $226K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.05% | 3,145 | $226K | Reduce -8.7% |
| JPM JPMorgan Chase & Co. | 0.05% | 709 | $209K | No change |
| GOOGL Alphabet Inc. Class A | 0.05% | 720 | $207K | Reduce -3.4% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHG Schwab US Large-Cap Growth | Reduce -0.1% | 10.91% | −1.44 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.35 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -10.1% | 2.28% | −0.28 |
| IWF iShares Russell 1000 Growth | Reduce -1.6% | 1.16% | −0.16 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.8% | 1.33% | −0.12 |
| AAPL Apple Inc. | Reduce -18.8% | 0.32% | −0.11 |
| IWO iShares Russell 2000 Growth | Reduce -14.1% | 0.32% | −0.07 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.9% | 1.94% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -13.3% | 0.11% | −0.04 |
| MSFT Microsoft Corp. | Reduce -21.6% | 0.06% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.37% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -5.6% | 0.22% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -4.7% | 0.06% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -2.8% | 0.65% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -7.5% | 0.32% | −0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -0.6% | 0.11% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 0.05% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -8.7% | 0.05% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -5.0% | 0.10% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -5.8% | 0.07% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.8% | 0.35% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.1% | 0.13% | +0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.2% | 0.85% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.4% | 7.83% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VGSH Vanguard Short-Term Treasury | Add +10.8% | 14.18% | +1.21 |
| SCHR Schwab Intermediate-Term US | Add +6.1% | 22.90% | +0.96 |
| SCHF Schwab Intl Equity ETF | Add +15.9% | 5.21% | +0.80 |
| VEA Vanguard Ftse Developed ETF | Add +5.0% | 6.25% | +0.39 |
| SCHV Schwab US Large-Cap Value | Add +2.3% | 4.52% | +0.19 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +11.6% | 1.65% | +0.17 |
| SCHO Schwab Short-Term US Treas | Add +15.1% | 0.95% | +0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +7.7% | 1.49% | +0.10 |
| VGIT Vanguard Intermediate-Term T | Add +5.5% | 0.68% | +0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Add +1.7% | 0.82% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.3% | 0.22% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +3.0% | 0.09% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +9.4% | 0.10% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +2.3% | 0.06% | +0.00 |
| NVDA Nvidia Corp. | Add +3.8% | 0.05% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +0.2% | 0.07% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +2.2% | 0.15% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.2% | 10.25% | −1.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $477.2M | SCHR, VGSH, SCHG, VUG, VTV |
| Q1 2026 | 49 | $434.3M | SCHR, VGSH, SCHG, VUG, VTV |
| Q4 2025 | 51 | $430.0M | SCHR, VGSH, SCHG, VUG, VTV |
| Q3 2025 | 51 | $413.1M | SCHR, SCHG, VGSH, VUG, VTV |
| Q2 2025 | 48 | $387.0M | SCHR, SCHG, VGSH, VUG, VTV |
| Q1 2025 | 45 | $360.2M | SCHR, VGSH, SCHG, VUG, VTV |
| Q4 2024 | 51 | $364.3M | SCHR, VGSH, SCHG, VUG, VTV |
| Q3 2024 | 48 | $359.7M | SCHR, VGSH, SCHG, VUG, VTV |
| Q2 2024 | 48 | $334.1M | VGSH, SCHR, SCHG, VUG, VTV |
| Q1 2024 | 44 | $324.8M | VGSH, SCHR, SCHG, VUG, VTV |