ETF Holders

Cornerstone Wealth Advisors, Inc. ETF holdings

Edina, MN

Reported $466.3M in 39 ETFs in its Form 13F for June 30, 2026.

ETF value
$466.3M
ETFs held
39
Change from prior quarter
+9.3%
With price moves
ETFs as a share of its 13F
97.7%
of $477.2M

Top 10 of 39 ETF holdings

TickerFundValueSharesChange
SCHRSchwab Intermediate-Term U.S. Treasury ETF$101.6M4,120,062+126,849 shares
VGSHVanguard Short-Term Treasury ETF$63.2M1,086,658+34,779 shares
SCHGSchwab U.S. Large-Cap Growth ETF$53.8M1,590,638−35,850 shares
VUGVanguard Morningstar Growth ETF$52.6M611,057+509,185 shares
VTVVanguard Morningstar Value ETF$37.8M173,296−33 shares
VEAVanguard FTSE Developed Markets ETF$29.7M416,823−6,651 shares
SCHFSchwab International Equity ETF$25.6M923,776+10,057 shares
SCHVSchwab U.S. Large-Cap Value ETF$22.7M652,147+9,032 shares
VBKVanguard Morningstar Small-Cap Growth ETF$11.6M31,689−1,126 shares
VBRVanguard Morningstar Small-Cap Value ETF$9.3M38,289−486 shares
29 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001862176. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Cornerstone Wealth Advisors, Inc. own?

Cornerstone Wealth Advisors, Inc. reported 39 ETF positions worth $466.3M in its Form 13F for June 30, 2026. The largest was SCHR, at $101.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.