Cornerstone Wealth Advisors, Inc.

Portfolio Overview

Cornerstone Wealth Advisors, Inc. disclosed 49 positions worth $434.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $PEP. The portfolio is most concentrated in Other (98.2% of disclosed assets). All figures are sourced directly from Cornerstone Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1862176.

• SCHWAB STRATEGIC TR

  —

  Quality

  $99.5M3,993,213 sh

• VANGUARD SCOTTSDALE FDS

  —

  Quality

  $61.6M1,051,879 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $47.4M1,626,488 sh

• VANGUARD INDEX FDS

  —

  Quality

  $44.5M101,872 sh

• VANGUARD INDEX FDS

  —

  Quality

  $34.0M173,329 sh

• VANGUARD TAX-MANAGED FDS

  —

  Quality

  $27.1M423,474 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $22.6M913,719 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $19.6M643,115 sh

• VANGUARD INDEX FDS

  —

  Quality

  $9.9M32,815 sh

• VANGUARD INDEX FDS

  —

  Quality

  $8.4M38,775 sh

Showing top 10 of 49 holdings.

Full Holdings — Cornerstone Wealth Advisors, Inc. (Q1 2026)

All 49 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	SCHWAB STRATEGIC TR	$99.5M	22.9%	+6%	—
2	—	VANGUARD SCOTTSDALE FDS	$61.6M	14.2%	+11%	—
3	—	SCHWAB STRATEGIC TR	$47.4M	10.9%	-0%	—
4	—	VANGUARD INDEX FDS	$44.5M	10.3%	+2%	—
5	—	VANGUARD INDEX FDS	$34.0M	7.8%	-1%	—
6	—	VANGUARD TAX-MANAGED FDS	$27.1M	6.3%	+5%	—
7	—	SCHWAB STRATEGIC TR	$22.6M	5.2%	+16%	—
8	—	SCHWAB STRATEGIC TR	$19.6M	4.5%	+2%	—
9	—	VANGUARD INDEX FDS	$9.9M	2.3%	-10%	—
10	—	VANGUARD INDEX FDS	$8.4M	1.9%	-4%	—
11	—	SCHWAB STRATEGIC TR	$7.2M	1.6%	+12%	—
12	—	VANGUARD INTL EQUITY INDEX F	$6.5M	1.5%	+8%	—
13	—	SCHWAB STRATEGIC TR	$5.8M	1.3%	-3%	—
14	—	ISHARES TR	$5.0M	1.2%	-2%	—
15	—	SCHWAB STRATEGIC TR	$4.1M	0.9%	+15%	—
16	—	SCHWAB STRATEGIC TR	$3.7M	0.8%	-0%	—
17	—	VANGUARD INTL EQUITY INDEX F	$3.5M	0.8%	+2%	—
18	—	VANGUARD SCOTTSDALE FDS	$2.9M	0.7%	+5%	—
19	—	ISHARES TR	$2.8M	0.7%	-3%	—
20	$BRK.B	BERKSHIRE HATHAWAY INC	$1.6M	0.4%	-2%	64.5
21	—	VANGUARD INDEX FDS	$1.5M	0.3%	-2%	—
22	—	ISHARES TR	$1.4M	0.3%	-14%	—
23	—	ISHARES TR	$1.4M	0.3%	-7%	—
24	$AAPL	Apple Inc.	$1.4M	0.3%	-19%	76.1
25	$TSLA	Tesla, Inc.	$1.4M	0.3%	+0%	50.1
26	—	VANGUARD INDEX FDS	$950,239	0.2%	+15%	—
27	—	ISHARES TR	$941,387	0.2%	-6%	—
28	$UNH	UNITEDHEALTH GROUP INC	$636,020	0.1%	+2%	66.8
29	—	SCHWAB STRATEGIC TR	$580,767	0.1%	-0%	—
30	—	SPDR SERIES TRUST	$494,505	0.1%	-1%	—
31	$WFC	WELLS FARGO & COMPANY/MN	$465,719	0.1%	-13%	—
32	—	ISHARES TR	$437,057	0.1%	+0%	—
33	—	VANGUARD INDEX FDS	$429,638	0.1%	+9%	—
34	—	ISHARES TR	$413,221	0.1%	-5%	—
35	$SPGI	S&P Global Inc.	$406,200	0.1%	+0%	79.4
36	—	ISHARES TR	$391,568	0.1%	+3%	—
37	—	VANGUARD WORLD FD	$325,583	0.1%	+0%	—
38	—	ISHARES TR	$316,644	0.1%	-6%	—
39	$LLY	ELI LILLY & Co	$278,690	0.1%	-5%	89.3
40	$COST	COSTCO WHOLESALE CORP /NEW	$275,150	0.1%	+0%	67
41	$JNJ	JOHNSON & JOHNSON	$272,795	0.1%	+0%	72.8
42	—	ISHARES TR	$261,901	0.1%	+2%	—
43	$MSFT	MICROSOFT CORP	$241,998	0.1%	-22%	83.7
44	$NVDA	NVIDIA CORP	$236,486	0.1%	+4%	90.2
45	$MCD	MCDONALDS CORP	$229,363	0.1%	+0%	73.9
46	—	VANGUARD INTL EQUITY INDEX F	$225,901	0.1%	+0%	—
47	—	VANGUARD WORLD FD	$225,591	0.1%	-9%	—
48	$JPM	JPMORGAN CHASE & CO	$208,669	0.1%	+0%	35.6
49	$GOOG	Alphabet Inc.	$207,043	0.1%	-3%	80.2