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Cornerstone Wealth Advisors, Inc. Top Holdings and 13F Report (2025)

About Cornerstone Wealth Advisors, Inc.

Investment Activity

  • Cornerstone Wealth Advisors, Inc. has $413.11 million in total holdings as of September 30, 2025.
  • Cornerstone Wealth Advisors, Inc. owns shares of 51 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 3.12% of the portfolio was purchased this quarter.
  • About 1.49% of the portfolio was sold this quarter.
  • This quarter, Cornerstone Wealth Advisors, Inc. has purchased 48 new stocks and bought additional shares in 10 stocks.
  • Cornerstone Wealth Advisors, Inc. sold shares of 26 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

921910725 - Vanguard ESG International Stock ETF
$235,164 Holding
478160104 - Johnson & Johnson
$215,458 Holding
46428Q109 - iShares Silver Trust
$211,850 Holding

Largest Purchases this Quarter

Schwab Intermediate-Term U.S. Treasury ETF
185,752 shares (about $4.67M)
Vanguard FTSE Developed Markets ETF
42,394 shares (about $2.54M)
Vanguard Short-Term Treasury ETF
38,264 shares (about $2.25M)
Schwab International Equity ETF
80,503 shares (about $1.87M)
Schwab U.S. Large-Cap Value ETF
12,750 shares (about $371.15K)

Largest Sales this Quarter

Schwab U.S. Large-Cap Growth ETF
81,266 shares (about $2.59M)
Vanguard Value ETF
5,274 shares (about $983.55K)
Vanguard Small-Cap Growth ETF
1,961 shares (about $583.63K)
Vanguard Small-Cap Value ETF
2,405 shares (about $501.95K)
Schwab US Large-Cap ETF
12,179 shares (about $320.80K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCornerstone Wealth Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$91,885,145$4,667,947 5.4%3,656,39322.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$53,137,954$2,593,197 -4.7%1,665,24512.9%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$52,917,037$2,251,836 4.4%899,18512.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$47,503,695$238,365 0.5%99,04711.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$32,275,311$983,550 -3.0%173,0677.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$20,788,946$2,540,249 13.9%346,9455.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$17,410,977$371,152 2.2%598,1104.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$16,364,708$1,874,111 12.9%702,9514.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$10,854,773$583,632 -5.1%36,4722.6%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$8,256,735$501,945 -5.7%39,5612.0%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$6,533,703$123,969 -1.9%195,7961.6%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$6,184,592$320,796 -4.9%234,7981.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$5,850,770$52,880 -0.9%107,9881.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$5,735,955$62,296 -1.1%12,2461.4%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$3,639,309$3,977 -0.1%149,1520.9%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$3,470,709$115,913 -3.2%76,2630.8%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$3,444,971$223,231 -6.1%24,1670.8%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,854,979$71,868 -2.5%14,0230.7%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$2,440,520$43,102 -1.7%40,6550.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,751,546$100,045 -5.4%3,4840.4%Finance
Apple Inc. stock logo
AAPL
Apple
$1,741,406$67,477 4.0%6,8390.4%Computer and Technology
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,698,336$91,525 -5.1%5,3070.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,623,2280.0%3,6500.4%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,508,4000.0%20.4%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,464,653$2,289 -0.2%5,7600.4%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$1,451,787$70,370 -4.6%8,2110.4%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,021,504$25,623 2.6%8,9700.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$910,344$4,923 -0.5%2,7740.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$794,361$20,722 -2.5%2,3000.2%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$725,043$144,925 25.0%8,6500.2%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$566,296$16,545 -2.8%20,2970.1%ETF
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$514,987$64,997 14.4%9,3890.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$466,462$3,018 -0.6%3,8640.1%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$464,8080.0%9550.1%Finance
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$444,976$12,659 -2.8%5,8000.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$431,8400.0%8340.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$402,9460.0%6580.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$358,849$5,340 -1.5%6,7200.1%Finance
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$358,281$50,929 -12.4%3,0250.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$332,3970.0%3,5600.1%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$262,3310.0%1,4060.1%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$255,599$61,122 -19.3%2760.1%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$242,6340.0%3180.1%Medical
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$235,164$235,164 New Holding3,3900.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$224,2710.0%7380.1%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$223,1260.0%7070.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$219,6480.0%1,5640.1%Consumer Staples
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$216,4650.0%3,0330.1%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$216,159$17,807 -7.6%4,7950.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$215,458$215,458 New Holding1,1620.1%Medical
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$211,850$211,850 New Holding5,0000.1%ETF

Showing largest 100 holdings. View all holdings.
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