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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 66.07% of Cornerstone Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$6.0M), SCHR (+$5.7M), SCHF, VEA, VUG, SCHE, SCHO, VWO, SCHV, VGIT.
Reduced shares in these 10 stocks: BRK.A, VBK, VTV, VBR, AAPL, IWO, PEP, SCHX, IWN, IWD.
Sold out of its positions in BRK.A, PEP.
Cornerstone Wealth Advisors was a net buyer of stock by $15M.
Cornerstone Wealth Advisors has $434M in assets under management (AUM), dropping by 1.00%.
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 49 positions in its portfolio as reported in the March 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)	22.9	$100M	+6%	4.0M	24.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	14.2	$62M	+10%	1.1M	58.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.9	$47M		1.6M	29.13	View chart
Vanguard Index Fds Growth Etf (VUG)	10.2	$45M	+2%	102k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	7.8	$34M		173k	196.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.2	$27M	+4%	424k	64.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.2	$23M	+15%	914k	24.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.5	$20M	+2%	643k	30.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.3	$9.9M	-10%	33k	302.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.9	$8.4M	-3%	39k	217.25	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.6	$7.2M	+11%	217k	32.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$6.5M	+7%	120k	54.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$5.8M	-2%	225k	25.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$5.0M		12k	426.38	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.0	$4.1M	+15%	171k	24.27	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$3.7M		79k	46.74	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$3.5M		24k	145.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$2.9M	+5%	49k	59.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.8M	-2%	13k	213.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.6M		3.4k	479.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.5M		5.8k	261.92	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.4M	-14%	4.4k	313.83	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$1.4M	-7%	7.3k	189.59	View chart
Apple (AAPL)	0.3	$1.4M	-18%	5.4k	253.79	View chart
Tesla Motors (TSLA)	0.3	$1.4M		3.7k	371.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$950k	+15%	3.0k	320.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$941k	-5%	8.5k	111.37	View chart
UnitedHealth (UNH)	0.1	$636k	+2%	2.4k	270.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$581k		20k	29.08	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$495k		9.3k	53.03	View chart
Wells Fargo & Company (WFC)	0.1	$466k	-13%	5.9k	79.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$437k		3.9k	113.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$430k	+9%	719.00	597.55	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$413k	-4%	5.3k	78.41	View chart
S&p Global (SPGI)	0.1	$406k		955.00	425.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$392k	+2%	6.9k	56.79	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$326k		2.9k	112.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$317k	-5%	3.3k	97.13	View chart
Eli Lilly & Co. (LLY)	0.1	$279k	-4%	303.00	919.77	View chart
Costco Wholesale Corporation (COST)	0.1	$275k		276.00	996.92	View chart
Johnson & Johnson (JNJ)	0.1	$273k		1.1k	244.44	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$262k	+2%	5.6k	47.02	View chart
Microsoft Corporation (MSFT)	0.1	$242k	-21%	654.00	370.03	View chart
NVIDIA Corporation (NVDA)	0.1	$237k	+3%	1.4k	174.40	View chart
McDonald's Corporation (MCD)	0.1	$229k		738.00	310.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$226k		3.0k	75.10	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$226k	-8%	3.1k	71.73	View chart
JPMorgan Chase & Co. (JPM)	0.0	$209k		709.00	294.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$207k	-3%	720.00	287.56	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 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
Cornerstone Wealth Advisors 2022 Q3 filed Oct. 19, 2022
Cornerstone Wealth Advisors 2022 Q2 filed July 18, 2022

View all past filings

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