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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, SCHG, VGSH, VUG, VTV, and represent 67.23% of Cornerstone Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHR, VEA, VGSH, SCHF, SCHV, VUG, VSGX, JNJ, SLV, WFC.
Started 3 new stock positions in JNJ, VSGX, SLV.
Reduced shares in these 10 stocks: SCHG, VTV, VBK, VBR, SCHX, VSS, SCHE, SCHC, BRK.B, IWO.
Cornerstone Wealth Advisors was a net buyer of stock by $6.8M.
Cornerstone Wealth Advisors has $413M in assets under management (AUM), dropping by 6.76%.
Central Index Key (CIK): 0001862176

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Positions held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 51 positions in its portfolio as reported in the September 2025 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)	22.2	$92M	+5%	3.7M	25.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.9	$53M	-4%	1.7M	31.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	12.8	$53M	+4%	899k	58.85	View chart
Vanguard Index Fds Growth Etf (VUG)	11.5	$48M		99k	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	7.8	$32M	-2%	173k	186.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.0	$21M	+13%	347k	59.92	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.2	$17M	+2%	598k	29.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.0	$16M	+12%	703k	23.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.6	$11M	-5%	37k	297.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.0	$8.3M	-5%	40k	208.71	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.6	$6.5M		196k	33.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$6.2M	-4%	235k	26.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$5.9M		108k	54.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$5.7M		12k	468.39	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$3.6M		149k	24.40	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$3.5M	-3%	76k	45.51	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$3.4M	-6%	24k	142.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.9M	-2%	14k	203.59	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$2.4M		41k	60.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.8M	-5%	3.5k	502.74	View chart
Apple (AAPL)	0.4	$1.7M	+4%	6.8k	254.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.7M	-5%	5.3k	320.02	View chart
Tesla Motors (TSLA)	0.4	$1.6M		3.7k	444.72	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M		2.00	754200.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.5M		5.8k	254.28	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$1.5M	-4%	8.2k	176.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.0M	+2%	9.0k	113.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$910k		2.8k	328.17	View chart
UnitedHealth (UNH)	0.2	$794k	-2%	2.3k	345.37	View chart
Wells Fargo & Company (WFC)	0.2	$725k	+24%	8.7k	83.82	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$566k	-2%	20k	27.90	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.1	$515k	+14%	9.4k	54.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$467k		3.9k	120.72	View chart
S&p Global (SPGI)	0.1	$465k		955.00	486.71	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$445k	-2%	5.8k	76.72	View chart
Microsoft Corporation (MSFT)	0.1	$432k		834.00	517.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$403k		658.00	612.38	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$359k		6.7k	53.40	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$358k	-12%	3.0k	118.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$332k		3.6k	93.37	View chart
NVIDIA Corporation (NVDA)	0.1	$262k		1.4k	186.58	View chart
Costco Wholesale Corporation (COST)	0.1	$256k	-19%	276.00	926.08	View chart
Eli Lilly & Co. (LLY)	0.1	$243k		318.00	763.00	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$235k	NEW	3.4k	69.37	View chart
McDonald's Corporation (MCD)	0.1	$224k		738.00	303.89	View chart
JPMorgan Chase & Co. (JPM)	0.1	$223k		707.00	315.60	View chart
Pepsi (PEP)	0.1	$220k		1.6k	140.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$217k		3.0k	71.37	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$216k	-7%	4.8k	45.08	View chart
Johnson & Johnson (JNJ)	0.1	$216k	NEW	1.2k	185.42	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$212k	NEW	5.0k	42.37	View chart

Past Filings by Cornerstone Wealth Advisors

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

Cornerstone Wealth Advisors 2025 Q3 filed Oct. 15, 2025
Cornerstone Wealth Advisors 2025 Q2 filed July 17, 2025
Cornerstone Wealth Advisors 2025 Q1 filed April 17, 2025
Cornerstone Wealth Advisors 2024 Q4 filed Jan. 21, 2025
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

View all past filings

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