Cornerstone Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Cornerstone Wealth Advisors, Inc. held in its portfolio 51 assets valued at $429,983,269 (i.e. $429.98M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($94.38M), VANGUARD SCOTTSDALE FDS ($55.78M), and SCHWAB STRATEGIC TR ($53.12M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cornerstone Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 3762996 | 94375946 | INT-TRM U.S TRES |
| VANGUARD SCOTTSDALE FDS | 949820 | 55782900 | SHORT TERM TREAS |
| SCHWAB STRATEGIC TR | 1628504 | 53121789 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 99655 | 48617497 | GROWTH ETF |
| VANGUARD INDEX FDS | 175743 | 33565197 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 403402 | 25200530 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 788361 | 18952208 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 628884 | 18621260 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 36500 | 11027050 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 40347 | 8545070 | SM CP VAL ETF |
| SCHWAB STRATEGIC TR | 194635 | 6374282 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 231516 | 6230104 | US LRG CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 111265 | 5981628 | FTSE EMR MKT ETF |
| ISHARES TR | 11960 | 5660472 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 148357 | 3615460 | SHT TM US TRES |
| SCHWAB STRATEGIC TR | 78836 | 3589397 | INTL SCEQT ETF |
| VANGUARD INTL EQUITY INDEX F | 23922 | 3428802 | FTSE SMCAP ETF |
| ISHARES TR | 13669 | 2875072 | RUS 1000 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 46830 | 2806522 | INTER TERM TREAS |
| APPLE INC | 6684 | 1817103 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3420 | 1719063 | CL B NEW |
| ISHARES TR | 5122 | 1654547 | RUS 2000 GRW ETF |
| TESLA INC | 3650 | 1641478 | COM |
| VANGUARD INDEX FDS | 5918 | 1526548 | SMALL CP ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| ISHARES TR | 7851 | 1422680 | RUS 2000 VAL ETF |
| ISHARES TR | 8958 | 1020471 | EAFE GRWTH ETF |
| VANGUARD INDEX FDS | 2569 | 861309 | TOTAL STK MKT |
| UNITEDHEALTH GROUP INC | 2300 | 759416 | COM |
| WELLS FARGO CO NEW | 6750 | 629100 | COM |
| SCHWAB STRATEGIC TR | 20002 | 569667 | US SML CAP ETF |
| SPDR SERIES TRUST | 9385 | 527343 | STATE STREET SPD |
| S&P GLOBAL INC | 955 | 499073 | COM |
| ISHARES TR | 3864 | 476277 | S&P 500 GRWT ETF |
| ISHARES TR | 5545 | 429904 | EAFE SML CP ETF |
| VANGUARD INDEX FDS | 657 | 412024 | S&P 500 ETF SHS |
| MICROSOFT CORP | 834 | 403217 | COM |
| ISHARES TR | 6695 | 366285 | MSCI EMG MKT ETF |
| VANGUARD WORLD FD | 2895 | 350179 | ESG US STK ETF |
| ELI LILLY & CO | 318 | 341748 | COM |
| ISHARES TR | 3460 | 332264 | MSCI EAFE ETF |
| ISHARES TR | 5445 | 250361 | ESG AWARE MSCI |
| VANGUARD WORLD FD | 3445 | 246731 | ESG INTL STK ETF |
| NVIDIA CORPORATION | 1306 | 243569 | COM |
| COSTCO WHSL CORP NEW | 276 | 238123 | COM |
| ALPHABET INC | 745 | 233185 | CAP STK CL A |
| JOHNSON & JOHNSON | 1116 | 230956 | COM |
| JPMORGAN CHASE & CO. | 709 | 228574 | COM |
| MCDONALDS CORP | 738 | 225555 | COM |
| PEPSICO INC | 1564 | 224465 | COM |
| VANGUARD INTL EQUITY INDEX F | 3008 | 221268 | ALLWRLD EX US |
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