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Cornerstone Wealth Advisors

Latest statistics and disclosures from Cornerstone Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHR, VGSH, SCHG, VUG, VTV, and represent 66.88% of Cornerstone Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHR (+$33M), VTV, VEA, VBR, SCHF, VWO, VBK, VUG, MCD, AAPL.
Started 1 new stock position in MCD.
Reduced shares in these 10 stocks: VGSH (-$25M), SCHO, GOOGL, SCHX, SCHC, IWD, BRK.B, IWN, IWF, SCHV.
Sold out of its position in GOOGL.
Cornerstone Wealth Advisors was a net buyer of stock by $9.5M.
Cornerstone Wealth Advisors has $360M in assets under management (AUM), dropping by 7.68%.
Central Index Key (CIK): 0001862176

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Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 49 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	22.1	$79M	+71%	1.6M	50.60	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	12.9	$47M	-34%	789k	59.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.8	$46M		441k	104.18	View chart
Vanguard Index Fds Growth Etf (VUG)	10.1	$36M		95k	383.93	View chart
Vanguard Index Fds Value Etf (VTV)	9.0	$32M	+3%	185k	174.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.5	$16M	+5%	305k	52.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.2	$15M		189k	80.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.1	$11M	+5%	274k	41.12	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.9	$10M	+3%	39k	267.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.3	$8.3M	+9%	42k	200.78	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.8	$6.4M	-2%	95k	67.85	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$6.1M		209k	29.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$5.4M		14k	375.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$4.5M	+7%	95k	47.85	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.9	$3.1M	-2%	80k	38.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$3.1M	+3%	24k	125.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$3.0M	-2%	16k	189.80	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.8	$2.9M	-42%	59k	48.98	View chart
Apple (AAPL)	0.6	$2.2M	+5%	9.4k	232.99	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$2.0M		33k	60.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$1.9M		6.7k	283.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.8M	-4%	3.9k	460.26	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$1.6M	-4%	9.5k	166.82	View chart
UnitedHealth (UNH)	0.4	$1.4M		2.4k	584.80	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.4M		2.00	691180.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.4M	+2%	5.8k	237.21	View chart
Tesla Motors (TSLA)	0.3	$1.2M		4.6k	261.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.0M		3.7k	283.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$783k		7.3k	107.65	View chart
NVIDIA Corporation (NVDA)	0.2	$738k		6.1k	121.44	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$552k		11k	51.50	View chart
S&p Global (SPGI)	0.1	$493k		955.00	516.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$459k	-7%	6.8k	67.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$369k		3.9k	95.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$347k		658.00	527.67	View chart
Microsoft Corporation (MSFT)	0.1	$323k	+23%	751.00	430.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$323k		3.9k	83.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$320k		7.0k	45.86	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.1	$315k		6.7k	47.25	View chart
Costco Wholesale Corporation (COST)	0.1	$302k		340.00	886.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$298k		4.7k	62.99	View chart
Eli Lilly & Co. (LLY)	0.1	$295k	-5%	333.00	885.94	View chart
Amazon (AMZN)	0.1	$275k	-3%	1.5k	186.33	View chart
Wells Fargo & Company (WFC)	0.1	$269k		4.8k	56.49	View chart
Pepsi (PEP)	0.1	$267k		1.6k	170.05	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$250k		2.5k	101.65	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$232k		5.6k	41.82	View chart
McDonald's Corporation (MCD)	0.1	$225k	NEW	738.00	304.51	View chart
Ringcentral Note 3/0 (Principal)	0.0	$29k		30k	0.97	View chart

Past Filings by Cornerstone Wealth Advisors

SEC 13F filings are viewable for Cornerstone Wealth Advisors going back to 2021

Cornerstone Wealth Advisors 2024 Q3 filed Oct. 25, 2024
Cornerstone Wealth Advisors 2024 Q2 filed July 12, 2024
Cornerstone Wealth Advisors 2024 Q1 filed April 11, 2024
Cornerstone Wealth Advisors 2023 Q4 filed Jan. 19, 2024
Cornerstone Wealth Advisors 2023 Q3 filed Oct. 24, 2023
Cornerstone Wealth Advisors 2023 Q2 filed July 20, 2023
Cornerstone Wealth Advisors 2023 Q1 filed May 12, 2023
Cornerstone Wealth Advisors 2022 Q4 filed Jan. 24, 2023
Cornerstone Wealth Advisors 2022 Q3 filed Oct. 19, 2022
Cornerstone Wealth Advisors 2022 Q2 filed July 18, 2022
Cornerstone Wealth Advisors 2022 Q1 filed April 19, 2022
Cornerstone Wealth Advisors 2021 Q4 filed Feb. 9, 2022
Cornerstone Wealth Advisors 2021 Q3 filed Nov. 15, 2021
Cornerstone Wealth Advisors 2021 Q2 filed July 16, 2021
Cornerstone Wealth Advisors 2021 Q1 filed May 17, 2021

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