Cornerstone Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Edina, MN
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$434,280
Net value change ($000)
+4,297 (1.0%)
New positions
0
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGSH 5,794 10.4%
SCHR 5,095 5.4%
SCHWAB STRATEGIC TRUST 3,663 19.3%
VEA 1,935 7.7%
SCHV 994 5.3%
SCHE 782 12.3%
SCHO 529 14.6%
VWO 495 8.3%
VTV 442 1.3%
VGIT 134 4.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -5,742 -10.8%
VUG -4,120 -8.5%
BRK-B -1,510 -100.0%
VBK -1,109 -10.1%
IWF -640 -11.3%
SCHX -462 -7.4%
AAPL -440 -24.2%
TSLA -284 -17.3%
IWO -275 -16.6%
PEP -224 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type