Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of Sept. 30, 2026

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 53 positions in its portfolio as reported in the September 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) 21.3 $101M 4.3M 23.70
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.6 $56M 1.5M 35.93
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 11.4 $54M 602k 90.11
Vanguard Index Fds Mrngstr Val Etf (VTV) 7.8 $37M 172k 216.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 7.4 $35M 612k 57.56
Vanguard Wellesley Income Target Maturity (VBCB) 6.4 $31M 407k 74.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.3 $30M 424k 70.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.4 $26M 935k 27.47
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.5 $21M 639k 33.31
Vanguard Index Fds MRNGSTR SM CP GR (VBK) 2.2 $11M 32k 337.83
Vanguard Index Fds MRNGSTR SML CP V (VBR) 1.9 $8.8M 38k 231.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $8.1M 223k 36.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $7.1M 120k 59.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $6.3M 210k 30.00
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $5.4M 43k 125.26
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $4.1M 82k 49.74
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $3.8M 24k 155.25
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.8 $3.7M 65k 56.66
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $3.6M 150k 23.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $3.1M 13k 247.93
Apple (AAPL) 0.4 $1.8M 5.5k 333.03
Vanguard Index Fds Mrngstr Sml Cap (VB) 0.3 $1.6M 5.5k 284.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 3.1k 497.95
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.5M 4.3k 356.94
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $1.4M 6.8k 209.45
Tesla Motors (TSLA) 0.3 $1.3M 3.6k 354.81
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.1M 9.2k 119.83
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.2 $970k 2.6k 374.24
UnitedHealth (UNH) 0.2 $863k 2.4k 367.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $613k 19k 32.63
Spdr Series Trust ST STR SP500FF (SPYX) 0.1 $562k 9.0k 62.48
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $555k 22k 24.96
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $550k 3.9k 142.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $504k 719.00 700.86
Wells Fargo & Company (WFC) 0.1 $468k 5.9k 80.05
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $450k 6.7k 66.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $446k 5.3k 84.42
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $393k 2.9k 135.53
Microsoft Corporation (MSFT) 0.1 $388k 756.00 512.73
S&p Global (SPGI) 0.1 $377k 955.00 394.47
Ishares Tr Msci Eafe Etf (EFA) 0.1 $376k 3.6k 103.89
Eli Lilly & Co. (LLY) 0.1 $351k 303.00 1157.08
NVIDIA Corporation (NVDA) 0.1 $347k 1.5k 228.38
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $332k 4.3k 78.03
Johnson & Johnson (JNJ) 0.1 $323k 1.2k 264.84
Alphabet Cap Stk Cl A (GOOGL) 0.1 $317k 920.00 344.08
Ishares Tr Esg Aware Msci (ESML) 0.1 $267k 5.1k 52.00
JPMorgan Chase & Co. (JPM) 0.1 $260k 784.00 330.99
Costco Wholesale Corporation (COST) 0.1 $251k 276.00 910.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $250k 3.0k 82.97
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $249k 3.1k 81.07
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $235k 1.2k 195.75
Amazon (AMZN) 0.0 $209k 839.00 249.15