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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, VUG, VTV, VGSH, and represent 59.47% of Cornerstone Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VBCB (+$31M), SCHR, TSLA, VGIT, VEA, SCHF, SCHC, SCHE, EFG, VWO.
Started 2 new stock positions in TSLA, VBCB.
Reduced shares in these 10 stocks: VGSH (-$27M), VICR, SCHG, VUG, SCHO, SCHV, VTV, SCHX, GLW, NULG.
Sold out of its positions in CAT, GLW, NULG, VICR.
Cornerstone Wealth Advisors was a net buyer of stock by $1.5M.
Cornerstone Wealth Advisors has $477M in assets under management (AUM), dropping by -0.11%.
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 53 positions in its portfolio as reported in the September 2026 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)	21.3	$101M	+3%	4.3M	23.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.6	$56M	-2%	1.5M	35.93	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	11.4	$54M		602k	90.11	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	7.8	$37M		172k	216.08	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	7.4	$35M	-43%	612k	57.56	View chart
Vanguard Wellesley Income Target Maturity (VBCB)	6.4	$31M	NEW	407k	74.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.3	$30M		424k	70.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.4	$26M		935k	27.47	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.5	$21M		639k	33.31	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	2.2	$11M		32k	337.83	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	1.9	$8.8M		38k	231.03	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$8.1M		223k	36.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$7.1M		120k	59.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$6.3M	-5%	210k	30.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$5.4M		43k	125.26	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.9	$4.1M	+3%	82k	49.74	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$3.8M		24k	155.25	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.8	$3.7M	+24%	65k	56.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$3.6M	-16%	150k	23.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$3.1M	-3%	13k	247.93	View chart
Apple (AAPL)	0.4	$1.8M		5.5k	333.03	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.3	$1.6M		5.5k	284.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M	-3%	3.1k	497.95	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.5M		4.3k	356.94	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$1.4M	-2%	6.8k	209.45	View chart
Tesla Motors (TSLA)	0.3	$1.3M	NEW	3.6k	354.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.1M	+6%	9.2k	119.83	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$970k		2.6k	374.24	View chart
UnitedHealth (UNH)	0.2	$863k		2.4k	367.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$613k		19k	32.63	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$562k	-3%	9.0k	62.48	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$555k		22k	24.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$550k		3.9k	142.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$504k		719.00	700.86	View chart
Wells Fargo & Company (WFC)	0.1	$468k		5.9k	80.05	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$450k		6.7k	66.79	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$446k		5.3k	84.42	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$393k		2.9k	135.53	View chart
Microsoft Corporation (MSFT)	0.1	$388k	+3%	756.00	512.73	View chart
S&p Global (SPGI)	0.1	$377k		955.00	394.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$376k		3.6k	103.89	View chart
Eli Lilly & Co. (LLY)	0.1	$351k		303.00	1157.08	View chart
NVIDIA Corporation (NVDA)	0.1	$347k	+4%	1.5k	228.38	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$332k	-27%	4.3k	78.03	View chart
Johnson & Johnson (JNJ)	0.1	$323k	+9%	1.2k	264.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$317k	-4%	920.00	344.08	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$267k		5.1k	52.00	View chart
JPMorgan Chase & Co. (JPM)	0.1	$260k		784.00	330.99	View chart
Costco Wholesale Corporation (COST)	0.1	$251k		276.00	910.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$250k		3.0k	82.97	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$249k		3.1k	81.07	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$235k		1.2k	195.75	View chart
Amazon (AMZN)	0.0	$209k	-7%	839.00	249.15	View chart

Past Filings by Cornerstone Wealth Advisors

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

Cornerstone Wealth Advisors 2026 Q3 filed Oct. 16, 2026
Cornerstone Wealth Advisors 2026 Q2 filed July 20, 2026
Cornerstone Wealth Advisors 2026 Q1 filed April 9, 2026
Cornerstone Wealth Advisors 2025 Q4 filed Jan. 14, 2026
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

View all past filings

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