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Cornerstone Wealth Advisors, Inc.

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13F filer, CIK 1862176, EDINA, MN

Cornerstone Wealth Advisors, Inc. reported $434,280,257 across 49 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-09. Its ten largest share positions make up 86.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001862176-26-000002

Period
2026-03-31
Reported value
$434M
Holdings
49
Top 10 weight
86.27%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGSHadded+102,059$5.97M
SCHRadded+230,217$5.73M
SCHFadded+125,358$3.1M
VEAadded+20,072$1.29M
VUGadded+2,217$968K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BRK-Aexited-2-$1.51M
VBKreduced-3,685-$1.11M
VTVreduced-2,414-$474K
VBRreduced-1,572-$342K
AAPLreduced-1,259-$320K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001862176-26-000002, largest first. % of portfolio is the value over $434,280,257, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569,139 shares; 2024Q4: 3,307,596 shares; 2025Q1: 3,421,646 shares; 2025Q2: 3,470,641 shares; 2025Q3: 3,656,393 shares; 2025Q4: 3,762,996 shares; 2026Q1: 3,993,213 shares 3,993,213$99.5M22.9%+230,217Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789,310 shares; 2024Q4: 828,259 shares; 2025Q1: 844,703 shares; 2025Q2: 860,921 shares; 2025Q3: 899,185 shares; 2025Q4: 949,820 shares; 2026Q1: 1,051,879 shares 1,051,879$61.6M14.18%+102,059Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,425 shares; 2024Q4: 1,708,473 shares; 2025Q1: 1,742,740 shares; 2025Q2: 1,746,511 shares; 2025Q3: 1,665,245 shares; 2025Q4: 1,628,504 shares; 2026Q1: 1,626,488 shares 1,626,488$47.4M10.91%-2,016Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,789 shares; 2024Q4: 92,848 shares; 2025Q1: 93,546 shares; 2025Q2: 98,550 shares; 2025Q3: 99,047 shares; 2025Q4: 99,655 shares; 2026Q1: 101,872 shares 101,872$44.5M10.25%+2,217Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,554 shares; 2024Q4: 187,603 shares; 2025Q1: 188,797 shares; 2025Q2: 178,341 shares; 2025Q3: 173,067 shares; 2025Q4: 175,743 shares; 2026Q1: 173,329 shares 173,329$34M7.83%-2,414Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,184 shares; 2024Q4: 327,032 shares; 2025Q1: 312,039 shares; 2025Q2: 304,551 shares; 2025Q3: 346,945 shares; 2025Q4: 403,402 shares; 2026Q1: 423,474 shares 423,474$27.1M6.25%+20,072Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,518 shares; 2024Q4: 565,878 shares; 2025Q1: 571,683 shares; 2025Q2: 622,448 shares; 2025Q3: 702,951 shares; 2025Q4: 788,361 shares; 2026Q1: 913,719 shares 913,719$22.6M5.21%+125,358Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,210 shares; 2024Q4: 580,354 shares; 2025Q1: 577,134 shares; 2025Q2: 585,360 shares; 2025Q3: 598,110 shares; 2025Q4: 628,884 shares; 2026Q1: 643,115 shares 643,115$19.6M4.52%+14,231Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,798 shares; 2024Q4: 38,634 shares; 2025Q1: 39,226 shares; 2025Q2: 38,433 shares; 2025Q3: 36,472 shares; 2025Q4: 36,500 shares; 2026Q1: 32,815 shares 32,815$9.92M2.28%-3,685Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,563 shares; 2024Q4: 43,521 shares; 2025Q1: 44,449 shares; 2025Q2: 41,966 shares; 2025Q3: 39,561 shares; 2025Q4: 40,347 shares; 2026Q1: 38,775 shares 38,775$8.42M1.94%-1,572Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,380 shares; 2024Q4: 207,925 shares; 2025Q1: 204,466 shares; 2025Q2: 199,511 shares; 2025Q3: 195,796 shares; 2025Q4: 194,635 shares; 2026Q1: 217,177 shares 217,177$7.16M1.65%+22,542Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,004 shares; 2024Q4: 97,584 shares; 2025Q1: 107,763 shares; 2025Q2: 108,964 shares; 2025Q3: 107,988 shares; 2025Q4: 111,265 shares; 2026Q1: 119,824 shares 119,824$6.48M1.49%+8,559Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,791 shares; 2024Q4: 272,165 shares; 2025Q1: 253,443 shares; 2025Q2: 246,977 shares; 2025Q3: 234,798 shares; 2025Q4: 231,516 shares; 2026Q1: 224,944 shares 224,944$5.77M1.33%-6,572Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,360 shares; 2024Q4: 13,793 shares; 2025Q1: 12,682 shares; 2025Q2: 12,379 shares; 2025Q3: 12,246 shares; 2025Q4: 11,960 shares; 2026Q1: 11,773 shares 11,773$5.02M1.16%-187Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,762 shares; 2024Q4: 112,125 shares; 2025Q1: 145,140 shares; 2025Q2: 149,315 shares; 2025Q3: 149,152 shares; 2025Q4: 148,357 shares; 2026Q1: 170,750 shares 170,750$4.14M0.95%+22,393Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,136 shares; 2024Q4: 83,199 shares; 2025Q1: 82,012 shares; 2025Q2: 78,810 shares; 2025Q3: 76,263 shares; 2025Q4: 78,836 shares; 2026Q1: 78,681 shares 78,681$3.68M0.85%-155Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,214 shares; 2024Q4: 25,752 shares; 2025Q1: 25,875 shares; 2025Q2: 25,733 shares; 2025Q3: 24,167 shares; 2025Q4: 23,922 shares; 2026Q1: 24,325 shares 24,325$3.55M0.82%+403Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,350 shares; 2024Q4: 36,235 shares; 2025Q1: 41,090 shares; 2025Q2: 41,373 shares; 2025Q3: 40,655 shares; 2025Q4: 46,830 shares; 2026Q1: 49,390 shares 49,390$2.94M0.68%+2,560Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 15,663 shares; 2025Q1: 15,363 shares; 2025Q2: 14,376 shares; 2025Q3: 14,023 shares; 2025Q4: 13,669 shares; 2026Q1: 13,289 shares 13,289$2.84M0.65%-380Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,893 shares; 2025Q1: 3,694 shares; 2025Q2: 3,683 shares; 2025Q3: 3,484 shares; 2025Q4: 3,420 shares; 2026Q1: 3,352 shares 3,352$1.61M0.37%-68Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 5,577 shares; 2025Q1: 5,592 shares; 2025Q2: 5,769 shares; 2025Q3: 5,760 shares; 2025Q4: 5,918 shares; 2026Q1: 5,814 shares 5,814$1.52M0.35%-104Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 6,427 shares; 2025Q1: 5,965 shares; 2025Q2: 5,593 shares; 2025Q3: 5,307 shares; 2025Q4: 5,122 shares; 2026Q1: 4,398 shares 4,398$1.38M0.32%-724Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,531 shares; 2024Q4: 9,441 shares; 2025Q1: 9,409 shares; 2025Q2: 8,609 shares; 2025Q3: 8,211 shares; 2025Q4: 7,851 shares; 2026Q1: 7,263 shares 7,263$1.38M0.32%-588Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 9,367 shares; 2025Q1: 9,277 shares; 2025Q2: 6,574 shares; 2025Q3: 6,839 shares; 2025Q4: 6,684 shares; 2026Q1: 5,425 shares 5,425$1.38M0.32%-1,259Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650$1.36M0.31%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,679 shares; 2025Q1: 3,479 shares; 2025Q2: 2,789 shares; 2025Q3: 2,774 shares; 2025Q4: 2,569 shares; 2026Q1: 2,962 shares 2,962$950K0.22%+393Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,355 shares; 2025Q1: 8,970 shares; 2025Q2: 8,745 shares; 2025Q3: 8,970 shares; 2025Q4: 8,958 shares; 2026Q1: 8,453 shares 8,453$941K0.22%-505Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,350 shares 2,350$636K0.15%+50Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 20,447 shares; 2025Q1: 19,756 shares; 2025Q2: 20,890 shares; 2025Q3: 20,297 shares; 2025Q4: 20,002 shares; 2026Q1: 19,971 shares 19,971$581K0.13%-31Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,689 shares; 2025Q1: 8,084 shares; 2025Q2: 8,204 shares; 2025Q3: 9,389 shares; 2025Q4: 9,385 shares; 2026Q1: 9,325 shares 9,325$495K0.11%-60Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,759 shares; 2025Q1: 4,634 shares; 2025Q2: 6,921 shares; 2025Q3: 8,650 shares; 2025Q4: 6,750 shares; 2026Q1: 5,850 shares 5,850$466K0.11%-900Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,889 shares; 2025Q1: 3,889 shares; 2025Q2: 3,889 shares; 2025Q3: 3,864 shares; 2025Q4: 3,864 shares; 2026Q1: 3,864 shares 3,864$437K0.1%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 657 shares; 2026Q1: 719 shares 719$430K0.1%+62Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 6,210 shares; 2025Q1: 6,240 shares; 2025Q2: 5,965 shares; 2025Q3: 5,800 shares; 2025Q4: 5,545 shares; 2026Q1: 5,270 shares 5,270$413K0.1%-275Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 959 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 955 shares 955$406K0.09%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,982 shares; 2025Q1: 6,820 shares; 2025Q2: 6,820 shares; 2025Q3: 6,720 shares; 2025Q4: 6,695 shares; 2026Q1: 6,895 shares 6,895$392K0.09%+200Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,455 shares; 2025Q3: 3,025 shares; 2025Q4: 2,895 shares; 2026Q1: 2,900 shares 2,900$326K0.07%+5Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,582 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,460 shares; 2026Q1: 3,260 shares 3,260$317K0.07%-200Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 303 shares 303$279K0.06%-15Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 342 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276$275K0.06%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares 1,116$273K0.06%0Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,050 shares; 2025Q1: not reported; 2025Q2: 5,190 shares; 2025Q3: 4,795 shares; 2025Q4: 5,445 shares; 2026Q1: 5,570 shares 5,570$262K0.06%+125Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 654 shares 654$242K0.06%-180Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 5,557 shares; 2025Q1: 5,657 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,306 shares; 2026Q1: 1,356 shares 1,356$236K0.05%+50Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares 738$229K0.05%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 3,862 shares; 2025Q1: not reported; 2025Q2: 3,033 shares; 2025Q3: 3,033 shares; 2025Q4: 3,008 shares; 2026Q1: 3,008 shares 3,008$226K0.05%0Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares; 2025Q4: 3,445 shares; 2026Q1: 3,145 shares 3,145$226K0.05%-300Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 709 shares; 2026Q1: 709 shares 709$209K0.05%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares; 2026Q1: 720 shares 720$207K0.05%-25Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRK-ABERKSHIRE HATHAWAY INC DEL2$1.51Mshares
PEPPEPSICO INC1,564$224Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001862176-26-000002 base2026-04-09acceptance time not in the bulk data set