Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of Sept. 30, 2025

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