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The Analysis of Cornerstone Wealth Advisors, Inc.'s Holdings & P&L

Currently, Cornerstone Wealth Advisors, Inc. holds 55 types of securities in its portfolio with a total value $477.2M. In the most recent quarter, they have increased their positions in VUG (+509.2K shares, valued at $43.9M), IWF (+32.2K shares, valued at $4.0M), SCHR (+126.8K shares, valued at $3.1M); decreased their positions in SCHG (-35.9K shares, valued at $1.2M), VEA (-6.7K shares, valued at $473.9K), VBK (-1.1K shares, valued at $411.8K); initiated new positions in VICR (+8.1K shares, valued at $3.1M), IBDT (+22.3K shares, valued at $561.8K), TQQQ (+5.9K shares, valued at $476.5K).

1M P&L

-2.0M-0.42%

3M P&L

+8.0M+1.70%

HY P&L

-205.7M-30.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A465.3M

98.1%

2Electronic Components3.3M

0.7%

3Consumer Electronics1.6M

0.3%

Top Industries by Stock Count

1N/A38 stocks

76.0%

2Electronic Components2 stocks

4.0%

3Drug Manufacturers - General2 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHR SCHWAB STRATEGIC TR4.1M shares3.18%2026-06-302026-07-20

VGSH VANGUARD SCOTTSDALE FDS1.1M shares3.31%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR1.6M shares-2.20%2026-06-302026-07-20

VUG VANGUARD INDEX FDS611.1K shares499.83%2026-06-302026-07-20

VTV VANGUARD INDEX FDS173.3K shares-0.02%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS416.8K shares-1.57%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR923.8K shares1.10%2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR652.1K shares1.40%2026-06-302026-07-20

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VBK VANGUARD INDEX FDS31.7K shares-3.43%2026-06-302026-07-20

VBR VANGUARD INDEX FDS38.3K shares-1.25%2026-06-302026-07-20

SCHE SCHWAB STRATEGIC TR220.2K shares1.41%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F119.2K shares-0.52%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR220.9K shares-1.78%2026-06-302026-07-20

IWF ISHARES TR44.0K shares273.52%2026-06-302026-07-20

SCHO SCHWAB STRATEGIC TR179.9K shares5.38%2026-06-302026-07-20

SCHC SCHWAB STRATEGIC TR79.4K shares0.89%2026-06-302026-07-20

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VSS VANGUARD INTL EQUITY INDEX F24.2K shares-0.58%2026-06-302026-07-20

IWD ISHARES TR12.9K shares-2.60%2026-06-302026-07-20

VICR VICOR CORP8.1K sharesnew addition2026-06-302026-07-20

VGIT VANGUARD SCOTTSDALE FDS52.0K shares5.27%2026-06-302026-07-20

IWO ISHARES TR4.3K shares-1.14%2026-06-302026-07-20

VB VANGUARD INDEX FDS5.5K shares-5.47%2026-06-302026-07-20

AAPL APPLE INC5.6K shares2.75%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL3.2K shares-4.47%2026-06-302026-07-20

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IWN ISHARES TR6.9K shares-4.92%2026-06-302026-07-20

EFG ISHARES TR8.7K shares2.38%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.4K shares0.00%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares-11.85%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR19.0K shares-4.85%2026-06-302026-07-20

SPYX SPDR SERIES TRUST9.3K shares0.00%2026-06-302026-07-20

IBDT ISHARES TR22.3K sharesnew addition2026-06-302026-07-20

IVW ISHARES TR3.9K shares0.00%2026-06-302026-07-20

Sponsored

VOO VANGUARD INDEX FDS719 shares0.00%2026-06-302026-07-20

WFC WELLS FARGO & CO5.8K shares0.00%2026-06-302026-07-20

TQQQ PROSHARES TR5.9K sharesnew addition2026-06-302026-07-20

EEM ISHARES TR6.8K shares-1.81%2026-06-302026-07-20

SCZ ISHARES TR5.3K shares-0.28%2026-06-302026-07-20

S&P GLOBAL INC S&P GLOBAL INC955 shares0.00%2026-06-302026-07-20

ESGV VANGUARD WORLD FD2.9K shares0.00%2026-06-302026-07-20

EFA ISHARES TR3.6K shares11.04%2026-06-302026-07-20

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LLY ELI LILLY & CO303 shares0.00%2026-06-302026-07-20

GOOGL ALPHABET INC968 shares34.44%2026-06-302026-07-20

NVDA NVIDIA CORPORATION1.5K shares7.37%2026-06-302026-07-20

ESML ISHARES TR5.1K shares-7.63%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON1.1K shares0.00%2026-06-302026-07-20

MSFT MICROSOFT CORP728 shares11.31%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION276 shares0.00%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO784 shares10.58%2026-06-302026-07-20

Sponsored

GLW CORNING INC1.0K sharesnew addition2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-06-302026-07-20

VSGX VANGUARD WORLD FD3.0K shares-3.02%2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR1.2K sharesnew addition2026-06-302026-07-20

NULG NUSHARES ETF TR1.9K sharesnew addition2026-06-302026-07-20

AMZN AMAZON COM INC906 sharesnew addition2026-06-302026-07-20

CAT CATERPILLAR INC196 sharesnew addition2026-06-302026-07-20

SCHR

SCHWAB STRATEGIC TR

3.18%

Shares4.1M

Event2026-06-30

Filed2026-07-20

VGSH

VANGUARD SCOTTSDALE FDS

3.31%

Shares1.1M

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

-2.20%

Shares1.6M

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

499.83%

Shares611.1K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

-0.02%

Shares173.3K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

-1.57%

Shares416.8K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

1.10%

Shares923.8K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

1.40%

Shares652.1K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

-3.43%

Shares31.7K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

-1.25%

Shares38.3K

Event2026-06-30

Filed2026-07-20

SCHE

SCHWAB STRATEGIC TR

1.41%

Shares220.2K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

-0.52%

Shares119.2K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

-1.78%

Shares220.9K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

273.52%

Shares44.0K

Event2026-06-30

Filed2026-07-20

SCHO

SCHWAB STRATEGIC TR

5.38%

Shares179.9K

Event2026-06-30

Filed2026-07-20

SCHC

SCHWAB STRATEGIC TR

0.89%

Shares79.4K

Event2026-06-30

Filed2026-07-20

VSS

VANGUARD INTL EQUITY INDEX F

-0.58%

Shares24.2K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

-2.60%

Shares12.9K

Event2026-06-30

Filed2026-07-20

VICR

VICOR CORP

New

Shares8.1K

Event2026-06-30

Filed2026-07-20

VGIT

VANGUARD SCOTTSDALE FDS

5.27%

Shares52.0K

Event2026-06-30

Filed2026-07-20

IWO

ISHARES TR

-1.14%

Shares4.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-5.47%

Shares5.5K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

2.75%

Shares5.6K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-4.47%

Shares3.2K

Event2026-06-30

Filed2026-07-20

IWN

ISHARES TR

-4.92%

Shares6.9K

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

2.38%

Shares8.7K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-11.85%

Shares2.6K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

-4.85%

Shares19.0K

Event2026-06-30

Filed2026-07-20

SPYX

SPDR SERIES TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-20

IBDT

ISHARES TR

New

Shares22.3K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

0.00%

Shares719

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-20

TQQQ

PROSHARES TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

-1.81%

Shares6.8K

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

-0.28%

Shares5.3K

Event2026-06-30

Filed2026-07-20

S&P GLOBAL INC

0.00%

Shares955

Event2026-06-30

Filed2026-07-20

ESGV

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

11.04%

Shares3.6K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

0.00%

Shares303

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

34.44%

Shares968

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

7.37%

Shares1.5K

Event2026-06-30

Filed2026-07-20

ESML

ISHARES TR

-7.63%

Shares5.1K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

11.31%

Shares728

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

0.00%

Shares276

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

10.58%

Shares784

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

VSGX

VANGUARD WORLD FD

-3.02%

Shares3.0K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

NULG

NUSHARES ETF TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

New

Shares906

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

New

Shares196

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available