Cornerstone Wealth Advisors, Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$434.3M
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$SCHR
SCHWAB STRATEGIC TR
Q4 2025: Increased +2.9% (3.66M → 3.76M shares)
22.9%
02
$VGSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +5.6% (899.2k → 949.8k shares)
14.2%
03
$SCHG
SCHWAB STRATEGIC TR
Q4 2025: Sold 2.2% (1.67M → 1.63M shares)
10.9%
04
$VUG
VANGUARD INDEX FDS
Q4 2025: Increased +0.6% (99.0k → 99.7k shares)
10.2%
05
$VTV
VANGUARD INDEX FDS
Q4 2025: Increased +1.6% (173.1k → 175.7k shares)
7.8%
06
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Increased +16.3% (346.9k → 403.4k shares)
6.2%
07
$SCHF
SCHWAB STRATEGIC TR
Q4 2025: Increased +12.2% (703.0k → 788.4k shares)
5.2%
08
$SCHV
SCHWAB STRATEGIC TR
Q4 2025: Increased +5.2% (598.1k → 628.9k shares)
4.5%
09
$VBK
VANGUARD INDEX FDS
Q3 2025: Sold 5.1% (38.4k → 36.5k shares)
2.3%
10
$VBR
VANGUARD INDEX FDS
Q4 2025: Increased +2.0% (39.6k → 40.3k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 10:43 UTC.