Institutional Fund
Cornerstone Wealth Advisors, Inc.
Edina, MNCIK 18621765 filings on record
Portfolio Value
$434.28M
Q1 2026
Holdings
49
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+1.0%
from $429.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr22.9%
- Vanguard Scottsdale Fds14.2%
- Schwab Strategic Tr10.9%
- Vanguard Index Fds10.2%
- Vanguard Index Fds7.8%
- Vanguard Tax-Managed Fds6.2%
- Other27.7%
Portfolio Holdings
49 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 3.99M | $99.47M | 22.9% | +230.2K | Added |
| 2 | Vanguard Scottsdale Fds | 1.05M | $61.58M | 14.2% | +102.1K | Added |
| 3 | Schwab Strategic Tr | 1.63M | $47.38M | 10.9% | −2.0K | Reduced |
| 4 | Vanguard Index Fds | 101.9K | $44.50M | 10.2% | +2.2K | Added |
| 5 | Vanguard Index Fds | 173.3K | $34.01M | 7.8% | −2.4K | Reduced |
| 6 | Vanguard Tax-Managed Fds | 423.5K | $27.14M | 6.2% | +20.1K | Added |
| 7 | Schwab Strategic Tr | 913.7K | $22.61M | 5.2% | +125.4K | Added |
| 8 | Schwab Strategic Tr | 643.1K | $19.62M | 4.5% | +14.2K | Added |
| 9 | Vanguard Index Fds | 32.8K | $9.92M | 2.3% | −3.7K | Reduced |
| 10 | Vanguard Index Fds | 38.8K | $8.42M | 1.9% | −1.6K | Reduced |
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