Cornerstone Wealth Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Cornerstone Wealth Advisors, Inc. 13F Holdings
CIK 0001862176 · EDINA, MN
As of Sep 30, 2025, Cornerstone Wealth Advisors, Inc. reported
51 positions worth $413.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 3,656,393 | $91.9M | 22.24% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 1,665,245 | $53.1M | 12.86% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 899,185 | $52.9M | 12.81% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 99,047 | $47.5M | 11.50% |
| VANGUARD VALUE INDEX FUND | VTV | — | 173,067 | $32.3M | 7.81% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 346,945 | $20.8M | 5.03% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 598,110 |
|
7.4M4.21% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 702,951 |
6.4M | 3.96% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 36,472 |
0.9M | 2.63% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 39,561 | $8.3M | 2.00% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 195,796 | $6.5M | 1.58% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 234,798 | $6.2M | 1.50% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 107,988 | $5.9M | 1.42% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 12,246 | $5.7M | 1.39% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 149,152 | $3.6M | 0.88% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 76,263 | $3.5M | 0.84% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 24,167 | $3.4M | 0.83% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 14,023 | $2.9M | 0.69% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 40,655 | $2.4M | 0.59% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,484 |
.8M | 0.42% |
| APPLE INC | AAPL | Technology | 6,839 |
.7M | 0.42% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 5,307 |
.7M | 0.41% |
| TESLA INC | TSLA | Consumer Cyclical | 3,650 |
.6M | 0.39% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 2 |
.5M | 0.37% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 5,760 |
.5M | 0.35% |