Cornerstone Wealth Advisors, Inc.

Portfolio Overview

Cornerstone Wealth Advisors, Inc. disclosed 55 positions worth $477.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 2 — including a new stake in $VICR and a full exit from $TSLA. The portfolio is most concentrated in Other (97.7% 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 - INT-TRM U.S TRES

  —

  Quality

  $101.6M4,120,062 sh

• VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS

  —

  Quality

  $63.2M1,086,658 sh

• SCHWAB STRATEGIC TR - US LCAP GR ETF

  —

  Quality

  $53.8M1,590,638 sh

• VANGUARD INDEX FDS - GROWTH ETF

  —

  Quality

  $52.6M611,057 sh

• VANGUARD INDEX FDS - VALUE ETF

  —

  Quality

  $37.8M173,296 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $29.7M416,823 sh

• SCHWAB STRATEGIC TR - INTL EQTY ETF

  —

  Quality

  $25.6M923,776 sh

• SCHWAB STRATEGIC TR - US LCAP VA ETF

  —

  Quality

  $22.7M652,147 sh

• VANGUARD INDEX FDS - SML CP GRW ETF

  —

  Quality

  $11.6M31,689 sh

• VANGUARD INDEX FDS - SM CP VAL ETF

  —

  Quality

  $9.3M38,289 sh

Showing top 10 of 55 holdings.

Full Holdings — Cornerstone Wealth Advisors, Inc. (Q2 2026)

All 55 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 - INT-TRM U.S TRES	$101.6M	21.3%	+3%	—
2	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	$63.2M	13.3%	+3%	—
3	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$53.8M	11.3%	-2%	—
4	—	VANGUARD INDEX FDS - GROWTH ETF	$52.6M	11.0%	+500%	—
5	—	VANGUARD INDEX FDS - VALUE ETF	$37.8M	7.9%	-0%	—
6	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$29.7M	6.2%	-2%	—
7	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$25.6M	5.4%	+1%	—
8	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$22.7M	4.8%	+1%	—
9	—	VANGUARD INDEX FDS - SML CP GRW ETF	$11.6M	2.4%	-3%	—
10	—	VANGUARD INDEX FDS - SM CP VAL ETF	$9.3M	1.9%	-1%	—
11	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$8.0M	1.7%	+1%	—
12	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$7.1M	1.5%	-1%	—
13	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$6.5M	1.4%	-2%	—
14	—	ISHARES TR - RUS 1000 GRW ETF	$5.5M	1.1%	+274%	—
15	—	SCHWAB STRATEGIC TR - SHT TM US TRES	$4.3M	0.9%	+5%	—
16	—	SCHWAB STRATEGIC TR - INTL SCEQT ETF	$3.8M	0.8%	+1%	—
17	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	$3.7M	0.8%	-1%	—
18	—	ISHARES TR - RUS 1000 VAL ETF	$3.1M	0.7%	-3%	—
19	$VICR	VICOR CORP	$3.1M	0.6%	NEW	58
20	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	$3.1M	0.6%	+5%	—
21	—	ISHARES TR - RUS 2000 GRW ETF	$1.7M	0.4%	-1%	—
22	—	VANGUARD INDEX FDS - SMALL CP ETF	$1.7M	0.3%	-5%	—
23	$AAPL	Apple Inc.	$1.6M	0.3%	+3%	76.3
24	$BRK.B	BERKSHIRE HATHAWAY INC	$1.6M	0.3%	-4%	73.6
25	—	ISHARES TR - RUS 2000 VAL ETF	$1.5M	0.3%	-5%	—
26	—	ISHARES TR - EAFE GRWTH ETF	$1.1M	0.2%	+2%	—
27	$UNH	UNITEDHEALTH GROUP INC	$976,936	0.2%	+0%	62.5
28	—	VANGUARD INDEX FDS - TOTAL STK MKT	$966,174	0.2%	-12%	—
29	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$686,591	0.1%	-5%	—
30	—	SPDR SERIES TRUST - ST STR SP500FF	$569,758	0.1%	+0%	—
31	—	ISHARES TR - IBDS DEC28 ETF	$561,813	0.1%	NEW	—
32	—	ISHARES TR - S&P 500 GRWT ETF	$531,416	0.1%	+0%	—
33	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$493,816	0.1%	+0%	—
34	$WFC	WELLS FARGO & COMPANY/MN	$483,444	0.1%	+0%	61.5
35	—	PROSHARES TR - ULTRAPRO QQQ	$476,523	0.1%	NEW	—
36	—	ISHARES TR - MSCI EMG MKT ETF	$463,137	0.1%	-2%	—
37	—	ISHARES TR - EAFE SML CP ETF	$432,329	0.1%	-0%	—
38	$SPGI	S&P Global Inc.	$388,933	0.1%	+0%	75.8
39	—	VANGUARD WORLD FD - ESG US STK ETF	$383,496	0.1%	+0%	—
40	—	ISHARES TR - MSCI EAFE ETF	$376,046	0.1%	+11%	—
41	$LLY	ELI LILLY & Co	$363,427	0.1%	+0%	87.5
42	$GOOG	Alphabet Inc.	$345,934	0.1%	+34%	78.1
43	$NVDA	NVIDIA CORP	$291,331	0.1%	+7%	85.9
44	—	ISHARES TR - ESG AWARE MSCI	$287,760	0.1%	-8%	—
45	$JNJ	JOHNSON & JOHNSON	$283,431	0.1%	+0%	68.8
46	$MSFT	MICROSOFT CORP	$271,464	0.1%	+11%	79.7
47	$COST	COSTCO WHOLESALE CORP /NEW	$258,316	0.1%	+0%	65.9
48	$JPM	JPMORGAN CHASE & CO	$256,748	0.1%	+11%	70.3
49	$GLW	CORNING INC /NY	$255,430	0.1%	NEW	73.5
50	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$251,920	0.1%	+0%	—
51	—	VANGUARD WORLD FD - ESG INTL STK ETF	$251,137	0.1%	-3%	—
52	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$228,624	0.1%	NEW	—
53	—	NUSHARES ETF TR - NUVEEN ESG LRGCP	$222,414	0.1%	NEW	—
54	$AMZN	AMAZON COM INC	$215,936	0.1%	NEW	68.4
55	$CAT	CATERPILLAR INC	$208,720	0.0%	NEW	66.3