Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 51 positions in its portfolio as reported in the December 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) 21.9 $94M 3.8M 25.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 13.0 $56M 950k 58.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.4 $53M 1.6M 32.62
Vanguard Index Fds Growth Etf (VUG) 11.3 $49M 100k 487.86
Vanguard Index Fds Value Etf (VTV) 7.8 $34M 176k 190.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.9 $25M 403k 62.47
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $19M 788k 24.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.3 $19M 629k 29.61
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.6 $11M 37k 302.11
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $8.5M 40k 211.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.5 $6.4M 195k 32.75
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $6.2M 232k 26.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $6.0M 111k 53.76
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $5.7M 12k 473.28
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $3.6M 148k 24.37
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $3.6M 79k 45.53
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $3.4M 24k 143.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $2.9M 14k 210.34
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $2.8M 47k 59.93
Apple (AAPL) 0.4 $1.8M 6.7k 271.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.7M 3.4k 502.65
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $1.7M 5.1k 323.03
Tesla Motors (TSLA) 0.4 $1.6M 3.7k 449.72
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.5M 5.9k 257.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754800.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $1.4M 7.9k 181.21
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.0M 9.0k 113.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $861k 2.6k 335.27
UnitedHealth (UNH) 0.2 $759k 2.3k 330.18
Wells Fargo & Company (WFC) 0.1 $629k 6.8k 93.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $570k 20k 28.48
Spdr Series Trust State Street Spd (SPYX) 0.1 $527k 9.4k 56.19
S&p Global (SPGI) 0.1 $499k 955.00 522.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $476k 3.9k 123.26
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $430k 5.5k 77.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $412k 657.00 627.13
Microsoft Corporation (MSFT) 0.1 $403k 834.00 483.47
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $366k 6.7k 54.71
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $350k 2.9k 120.96
Eli Lilly & Co. (LLY) 0.1 $342k 318.00 1074.68
Ishares Tr Msci Eafe Etf (EFA) 0.1 $332k 3.5k 96.03
Ishares Tr Esg Aware Msci (ESML) 0.1 $250k 5.4k 45.98
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $247k 3.4k 71.62
NVIDIA Corporation (NVDA) 0.1 $244k 1.3k 186.50
Costco Wholesale Corporation (COST) 0.1 $238k 276.00 862.76
Alphabet Cap Stk Cl A (GOOGL) 0.1 $233k 745.00 313.00
Johnson & Johnson (JNJ) 0.1 $231k 1.1k 206.95
JPMorgan Chase & Co. (JPM) 0.1 $229k 709.00 322.39
McDonald's Corporation (MCD) 0.1 $226k 738.00 305.63
Pepsi (PEP) 0.1 $225k 1.6k 143.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $221k 3.0k 73.56