Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of June 30, 2025

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 48 positions in its portfolio as reported in the June 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) 22.4 $87M 3.5M 25.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.2 $51M 1.7M 29.21
Vanguard Scottsdale Fds Short Term Treas (VGSH) 13.1 $51M 861k 58.78
Vanguard Index Fds Growth Etf (VUG) 11.2 $43M 99k 438.40
Vanguard Index Fds Value Etf (VTV) 8.1 $32M 178k 176.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.5 $17M 305k 57.01
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.2 $16M 585k 27.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.6 $14M 622k 22.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.8 $11M 38k 276.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $8.2M 42k 195.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $6.0M 247k 24.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $6.0M 200k 30.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $5.4M 109k 49.46
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $5.3M 12k 424.57
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $3.6M 149k 24.38
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $3.5M 26k 134.39
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $3.4M 79k 42.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $2.8M 14k 194.23
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $2.5M 41k 59.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.8M 3.7k 485.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $1.6M 5.6k 285.89
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 728800.00
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.4M 5.8k 236.98
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $1.4M 8.6k 157.76
Apple (AAPL) 0.3 $1.3M 6.6k 205.16
Tesla Motors (TSLA) 0.3 $1.2M 3.7k 317.66
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $979k 8.7k 112.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $848k 2.8k 303.93
UnitedHealth (UNH) 0.2 $736k 2.4k 312.04
Wells Fargo & Company (WFC) 0.1 $555k 6.9k 80.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $529k 21k 25.30
S&p Global (SPGI) 0.1 $504k 955.00 527.29
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $434k 6.0k 72.68
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $428k 3.9k 110.10
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 0.1 $418k 8.2k 50.93
Microsoft Corporation (MSFT) 0.1 $415k 834.00 497.26
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $379k 3.5k 109.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $374k 658.00 568.03
Costco Wholesale Corporation (COST) 0.1 $339k 342.00 990.33
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $329k 6.8k 48.24
Ishares Tr Msci Eafe Etf (EFA) 0.1 $318k 3.6k 89.39
Eli Lilly & Co. (LLY) 0.1 $248k 318.00 779.53
NVIDIA Corporation (NVDA) 0.1 $222k 1.4k 157.99
McDonald's Corporation (MCD) 0.1 $216k 738.00 292.17
Ishares Tr Esg Aware Msci (ESML) 0.1 $215k 5.2k 41.33
Pepsi (PEP) 0.1 $207k 1.6k 132.04
JPMorgan Chase & Co. (JPM) 0.1 $205k 707.00 290.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $204k 3.0k 67.22