Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of March 31, 2026

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