Cornerstone Wealth Advisors, Inc. holds a concentrated book of 55 reported positions worth $477.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Vicor Corp and trimmed Schwab US Large-Cap Growth. Their largest long position is Schwab Intermediate-Term US at 21% of the reported non-option book. Cloning the disclosed picks since 2024 would be +21% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Cornerstone Wealth Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning Cornerstone Wealth Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cornerstone Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 55 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 7 / 55 | $4.4B |
| West Virginia University Foundation, Inc | 5 / 55 | $1.2B |
| Hoffman, Alan N Investment Management | 6 / 55 | $155.2M |
| Kearns & Associates LLC | 14 / 55 | $187.2M |
| Prosperity Advisers, LLC | 13 / 55 | $117.7M |
| Golden Road Advisors LLC | 22 / 55 | $170.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 55 | $381.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Cornerstone Wealth Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR INT-TRM U.S TRES | $101.6M | 4.12M | 21.3% | ▲+3.2% Added · +127K sh | |
| 2 | Vanguard Scottsdale FDS SHORT TERM TREAS | $63.2M | 1.09M | 13.3% | ▲+3.3% Added · +35K sh | |
| 3 | Schwab Strategic TR US LCAP GR ETF | $53.8M | 1.59M | 11.3% | ▼−2.2% Reduced · −36K sh | |
| 4 | Vanguard Index FDS GROWTH ETF | $52.6M | 611.1K | 11.0% | ▲+500% Added · +509K sh | |
| 5 | Vanguard Index FDS VALUE ETF | $37.8M | 173.3K | 7.9% | ▼~0% Reduced · −33 sh | |
| 6 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $29.7M | 416.8K | 6.2% | ▼−1.6% Reduced · −7K sh | |
| 7 | Schwab Strategic TR INTL EQTY ETF | $25.6M | 923.8K | 5.4% | ▲+1.1% Added · +10K sh | |
| 8 | Schwab Strategic TR US LCAP VA ETF | $22.7M | 652.1K | 4.8% | ▲+1.4% Added · +9K sh | |
| 9 | Vanguard Index FDS SML CP GRW ETF | $11.6M | 31.7K | 2.4% | ▼−3.4% Reduced · −1K sh | |
| 10 | Vanguard Index FDS SM CP VAL ETF | $9.3M | 38.3K | 1.9% | ▼−1.3% Reduced · −486 sh | |
| 11 | Schwab Strategic TR EMRG MKTEQ ETF | $8.0M | 220.2K | 1.7% | ▲+1.4% Added · +3K sh | |
| 12 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.1M | 119.2K | 1.5% | ▼−0.5% Reduced · −627 sh | |
| 13 | Schwab Strategic TR US LRG CAP ETF | $6.5M | 220.9K | 1.4% | ▼−1.8% Reduced · −4K sh | |
| 14 | Ishares TR RUS 1000 GRW ETF | $5.5M | 44.0K | 1.1% | ▲+274% Added · +32K sh | |
| 15 | Schwab Strategic TR SHT TM US TRES | $4.3M | 179.9K | 0.9% | ▲+5.4% Added · +9K sh | |
| 16 | Schwab Strategic TR INTL SCEQT ETF | $3.8M | 79.4K | 0.8% | ▲+0.9% Added · +701 sh | |
| 17 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $3.7M | 24.2K | 0.8% | ▼−0.6% Reduced · −140 sh | |
| 18 | Ishares TR RUS 1000 VAL ETF | $3.1M | 12.9K | 0.7% | ▼−2.6% Reduced · −345 sh | |
| 19 | Vicor Corp COM | $3.1M | 8.1K | 0.6% | ▲New New position | |
| 20 | Vanguard Scottsdale FDS INTER TERM TREAS | $3.1M | 52.0K | 0.6% | ▲+5.3% Added · +3K sh | |
| 21 | Ishares TR RUS 2000 GRW ETF | $1.7M | 4.3K | 0.4% | ▼−1.1% Reduced · −50 sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $1.7M | 5.5K | 0.3% | ▼−5.5% Reduced · −318 sh | |
| 23 | Apple Inc COM | $1.6M | 5.6K | 0.3% | ▲+2.7% Added · +149 sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.2K | 0.3% | ▼−4.5% Reduced · −150 sh | |
| 25 | Ishares TR RUS 2000 VAL ETF | $1.5M | 6.9K | 0.3% | ▼−4.9% Reduced · −357 sh | |
| 26 | Ishares TR EAFE GRWTH ETF | $1.1M | 8.7K | 0.2% | ▲+2.4% Added · +201 sh | |
| 27 | Unitedhealth Group Inc COM | $977K | 2.4K | 0.2% | —Held | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $966K | 2.6K | 0.2% | ▼−12% Reduced · −351 sh | |
| 29 | Schwab Strategic TR US SML CAP ETF | $687K | 19.0K | 0.1% | ▼−4.8% Reduced · −968 sh | |
| 30 | SPDR Series Trust ST STR SP500FF | $570K | 9.3K | 0.1% | —Held | |
| 31 | Ishares TR IBDS DEC28 ETF | $562K | 22.3K | 0.1% | ▲New New position | |
| 32 | Ishares TR S&P 500 GRWT ETF | $531K | 3.9K | 0.1% | —Held | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $494K | 719 | 0.1% | —Held | |
| 34 | Wells Fargo & Co COM | $483K | 5.8K | 0.1% | —Held | |
| 35 | Proshares TR ULTRAPRO QQQ | $477K | 5.9K | 0.1% | ▲New New position | |
| 36 | Ishares TR MSCI EMG MKT ETF | $463K | 6.8K | 0.1% | ▼−1.8% Reduced · −125 sh | |
| 37 | Ishares TR EAFE SML CP ETF | $432K | 5.3K | 0.1% | ▼−0.3% Reduced · −15 sh | |
| 38 | S&P Global Inc COM | $389K | 955 | 0.1% | —Held | |
| 39 | Vanguard World FD ESG US STK ETF | $383K | 2.9K | 0.1% | —Held | |
| 40 | Ishares TR MSCI EAFE ETF | $376K | 3.6K | 0.1% | ▲+11% Added · +360 sh | |
| 41 | Eli Lilly & Co COM | $363K | 303 | 0.1% | —Held | |
| 42 | Alphabet Inc CAP STK CL A | $346K | 968 | 0.1% | ▲+34% Added · +248 sh | |
| 43 | Nvidia Corporation COM | $291K | 1.5K | 0.1% | ▲+7.4% Added · +100 sh | |
| 44 | Ishares TR ESG AWARE MSCI | $288K | 5.1K | 0.1% | ▼−7.6% Reduced · −425 sh | |
| 45 | Johnson & Johnson COM | $283K | 1.1K | 0.1% | —Held | |
| 46 | Microsoft Corp COM | $271K | 728 | 0.1% | ▲+11% Added · +74 sh | |
| 47 | Costco Wholesale Corporation COM | $258K | 276 | 0.1% | —Held | |
| 48 | JPMorgan Chase & Co COM | $257K | 784 | 0.1% | ▲+11% Added · +75 sh | |
| 49 | Corning Inc COM | $255K | 1.0K | 0.1% | ▲New New position | |
| 50 | Vanguard Intl Equity Index F ALLWRLD EX US | $252K | 3.0K | 0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 55 | $477.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 49 | $434.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 51 | $430.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 51 | $413.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 48 | $387.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 45 | $360.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 52 | $364.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 49 | $359.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.