Cornerstone Wealth Advisors, Inc.: 13F holdings
CIK 18621762026Q2
| Positions | 55 |
|---|
| Reported value | $477.2m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 55 (+6 vs prior quarter) |
|---|
| Reported value | $477.2m (+9.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHR SCHWAB STRATEGIC TR | 4,120,062 | $101.6m | 21.3% |
| VGSH VANGUARD SCOTTSDALE FDS | 1,086,658 | $63.2m | 13.3% |
| SCHG SCHWAB STRATEGIC TR | 1,590,638 | $53.8m | 11.3% |
| VUG VANGUARD INDEX FDS | 611,057 | $52.6m | 11.0% |
| VTV VANGUARD INDEX FDS | 173,296 | $37.8m | 7.9% |
| VEA VANGUARD TAX-MANAGED FDS | 416,823 | $29.7m | 6.2% |
| SCHF SCHWAB STRATEGIC TR | 923,776 | $25.6m | 5.4% |
| SCHV SCHWAB STRATEGIC TR | 652,147 | $22.7m | 4.8% |
| VBK VANGUARD INDEX FDS | 31,689 | $11.6m | 2.4% |
| VBR VANGUARD INDEX FDS | 38,289 | $9.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1862176")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples