Cornerstone Wealth Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Edina, MN
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$477,174
Net value change ($000)
+42,894 (9.9%)
New positions
8
Sold out positions
2
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 8,139 18.3%
SCHG 6,447 13.6%
VTV 3,759 11.1%
SCHV 3,086 15.7%
VICR 3,074 NEW
SCHWAB STRATEGIC TRUST 2,974 13.2%
VEA 2,563 9.4%
SCHR 2,130 2.1%
VBK 1,671 16.8%
VGSH 1,666 2.7%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -1,357 -100.0%
MCD -229 -100.0%
COST -17 -6.2%
SPGI -17 -4.2%
BRK-B -4 -0.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type