Cornerstone Wealth Advisors, Inc.
All 13F Filings
- Location
- Edina, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 434,280
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 49 | 434,280 | 13F-HR | Cornerstone Wealth Advisors, Inc. |
| Q4 2025 | 1/14/2026 | 51 | 429,983 | 13F-HR | Cornerstone Wealth Advisors, Inc. |
| Q3 2025 | 10/15/2025 | 51 | 413,106 | 13F-HR | Cornerstone Wealth Advisors, Inc. |
| Q2 2025 | 7/17/2025 | 48 | 386,952 | 13F-HR | Cornerstone Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.798 K | 1.8% | 0 | 186.8 K | -186.8 K |
| ETFs | 426.5 K | 98.2% | 191.1 K | 0 | 191.1 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
434,280
Holdings
49
QoQ value change ($000)
4,297
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.