Cornerstone Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Cornerstone Wealth Advisors, Inc.Investment ActivityCornerstone 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 Holdings Schwab Intermediate-Term U.S. Treasury ETF $91,885,145Schwab U.S. Large-Cap Growth ETF $53,137,954Vanguard Short-Term Treasury ETF $52,917,037Vanguard Growth ETF $47,503,695Vanguard Value ETF $32,275,311 Largest New Holdings this Quarter 921910725 - Vanguard ESG International Stock ETF $235,164 Holding478160104 - Johnson & Johnson $215,458 Holding46428Q109 - 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 TimeMap of 500 Largest Holdings ofCornerstone Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHRSchwab Intermediate-Term U.S. Treasury ETF$91,885,145$4,667,947 ▲5.4%3,656,39322.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$53,137,954$2,593,197 ▼-4.7%1,665,24512.9%ETFVGSHVanguard Short-Term Treasury ETF$52,917,037$2,251,836 ▲4.4%899,18512.8%ETFVUGVanguard Growth ETF$47,503,695$238,365 ▲0.5%99,04711.5%ETFVTVVanguard Value ETF$32,275,311$983,550 ▼-3.0%173,0677.8%ETFVEAVanguard FTSE Developed Markets ETF$20,788,946$2,540,249 ▲13.9%346,9455.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$17,410,977$371,152 ▲2.2%598,1104.2%ETFSCHFSchwab International Equity ETF$16,364,708$1,874,111 ▲12.9%702,9514.0%ETFVBKVanguard Small-Cap Growth ETF$10,854,773$583,632 ▼-5.1%36,4722.6%ETFVBRVanguard Small-Cap Value ETF$8,256,735$501,945 ▼-5.7%39,5612.0%ETFSCHESchwab Emerging Markets Equity ETF$6,533,703$123,969 ▼-1.9%195,7961.6%ETFSCHXSchwab US Large-Cap ETF$6,184,592$320,796 ▼-4.9%234,7981.5%ETFVWOVanguard FTSE Emerging Markets ETF$5,850,770$52,880 ▼-0.9%107,9881.4%ETFIWFiShares Russell 1000 Growth ETF$5,735,955$62,296 ▼-1.1%12,2461.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,639,309$3,977 ▼-0.1%149,1520.9%ETFSCHCSchwab International Small-Cap Equity ETF$3,470,709$115,913 ▼-3.2%76,2630.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,444,971$223,231 ▼-6.1%24,1670.8%ETFIWDiShares Russell 1000 Value ETF$2,854,979$71,868 ▼-2.5%14,0230.7%ETFVGITVanguard Intermediate-Term Treasury ETF$2,440,520$43,102 ▼-1.7%40,6550.6%ETFBRK.BBerkshire Hathaway$1,751,546$100,045 ▼-5.4%3,4840.4%FinanceAAPLApple$1,741,406$67,477 ▲4.0%6,8390.4%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$1,698,336$91,525 ▼-5.1%5,3070.4%ETFTSLATesla$1,623,2280.0%3,6500.4%Auto/Tires/TrucksBRK.ABerkshire Hathaway$1,508,4000.0%20.4%FinanceVBVanguard Small-Cap ETF$1,464,653$2,289 ▼-0.2%5,7600.4%ETFIWNiShares Russell 2000 Value ETF$1,451,787$70,370 ▼-4.6%8,2110.4%ETFEFGiShares MSCI EAFE Growth ETF$1,021,504$25,623 ▲2.6%8,9700.2%ETFVTIVanguard Total Stock Market ETF$910,344$4,923 ▼-0.5%2,7740.2%ETFUNHUnitedHealth Group$794,361$20,722 ▼-2.5%2,3000.2%MedicalWFCWells Fargo & Company$725,043$144,925 ▲25.0%8,6500.2%FinanceSCHASchwab US Small-Cap ETF$566,296$16,545 ▼-2.8%20,2970.1%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$514,987$64,997 ▲14.4%9,3890.1%ETFIVWiShares S&P 500 Growth ETF$466,462$3,018 ▼-0.6%3,8640.1%ETFSPGIS&P Global$464,8080.0%9550.1%FinanceSCZiShares MSCI EAFE Small-Cap ETF$444,976$12,659 ▼-2.8%5,8000.1%ETFMSFTMicrosoft$431,8400.0%8340.1%Computer and TechnologyVOOVanguard S&P 500 ETF$402,9460.0%6580.1%ETFEEMiShares MSCI Emerging Markets ETF$358,849$5,340 ▼-1.5%6,7200.1%FinanceESGVVanguard ESG U.S. Stock ETF$358,281$50,929 ▼-12.4%3,0250.1%ETFEFAiShares MSCI EAFE ETF$332,3970.0%3,5600.1%FinanceNVDANVIDIA$262,3310.0%1,4060.1%Computer and TechnologyCOSTCostco Wholesale$255,599$61,122 ▼-19.3%2760.1%Retail/WholesaleLLYEli Lilly and Company$242,6340.0%3180.1%MedicalVSGXVanguard ESG International Stock ETF$235,164$235,164 ▲New Holding3,3900.1%ETFMCDMcDonald's$224,2710.0%7380.1%Retail/WholesaleJPMJPMorgan Chase & Co.$223,1260.0%7070.1%FinancePEPPepsiCo$219,6480.0%1,5640.1%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$216,4650.0%3,0330.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$216,159$17,807 ▼-7.6%4,7950.1%ETFJNJJohnson & Johnson$215,458$215,458 ▲New Holding1,1620.1%MedicalSLViShares Silver Trust$211,850$211,850 ▲New Holding5,0000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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