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Cornerstone Wealth Advisors, Inc. Portfolio
$476.6M across 53 positions as of 2026-09-30, with 84% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $101.4M | 21.3% | 4,279,824 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $55.5M | 11.6% | 1,544,054 |
| VUGVanguard Growth ETF | $54.2M | 11.4% | 601,849 |
| VTVVanguard Value ETF | $37.1M | 7.8% | 171,561 |
| VGSHVanguard Short-Term Treasury ETF | $35.2M | 7.4% | 611,855 |
| VANGUARD WELLESLEY INCOME FD | $30.5M | 6.4% | 407,325 |
| VEAVanguard FTSE Developed Markets ETF | $29.9M | 6.3% | 424,087 |
| SCHFSchwab International Equity ETF | $25.7M | 5.4% | 935,344 |
| SCHVSchwab U.S. Large-Cap Value ETF | $21.3M | 4.5% | 639,394 |
| VBKVanguard Small-Cap Growth ETF | $10.6M | 2.2% | 31,473 |
| VBRVanguard Small-Cap Value ETF | $8.8M | 1.9% | 38,262 |
| SCHESchwab Emerging Markets Equity ETF | $8.1M | 1.7% | 222,851 |
| VWOVanguard FTSE Emerging Markets ETF | $7.1M | 1.5% | 119,865 |
| SCHXSchwab U.S. Large-Cap ETF | $6.3M | 1.3% | 209,888 |
| IWFiShares Russell 1000 Growth ETF | $5.4M | 1.1% | 43,141 |
| SCHCSchwab International Small-Cap Equity ETF | $4.1M | 0.9% | 82,166 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $3.8M | 0.8% | 24,278 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $3.7M | 0.8% | 64,767 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $3.6M | 0.7% | 149,810 |
| IWDiShares Russell 1000 Value ETF | $3.1M | 0.7% | 12,537 |
| AAPLApple Inc | $1.8M | 0.4% | 5,505 |
| VBVanguard Small-Cap ETF | $1.6M | 0.3% | 5,498 |
| BRK.BBerkshire Hathaway Inc | $1.5M | 0.3% | 3,090 |
| IWOiShares Russell 2000 Growth Fund | $1.5M | 0.3% | 4,281 |
| IWNiShares Russell 2000 Value ETF | $1.4M | 0.3% | 6,756 |
| TSLATesla Inc | $1.3M | 0.3% | 3,559 |
| EFGiShares MSCI EAFE Growth ETF | $1.1M | 0.2% | 9,204 |
| VTIVanguard Total Stock Market ETF | $969.7K | 0.2% | 2,591 |
| UNHUnitedHealth Group Inc | $862.8K | 0.2% | 2,350 |
| SCHASchwab U.S. Small-Cap ETF | $613.4K | 0.1% | 18,798 |
| SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF | $562.3K | 0.1% | 9,000 |
| ISHARES TR | $555.4K | 0.1% | 22,250 |
| IVWiShares S&P 500 Growth ETF | $549.7K | 0.1% | 3,864 |
| VOOVanguard S&P 500 ETF | $503.9K | 0.1% | 719 |
| WFCWells Fargo & Co | $468.3K | 0.1% | 5,850 |
| EEMiShares MSCI Emerging Index Fund | $450.2K | 0.1% | 6,740 |
| SCZiShares MSCI EAFE Small-Cap ETF | $445.7K | 0.1% | 5,280 |
| ESGVVanguard ESG U.S. Stock ETF | $393K | 0.1% | 2,900 |
| MSFTMicrosoft Corp | $387.6K | 0.1% | 756 |
| SPGIS&P Global Inc | $376.7K | 0.1% | 955 |
| EFAiShares MSCI EAFE ETF | $376.1K | 0.1% | 3,620 |
| LLYEli Lilly and Co | $350.6K | 0.1% | 303 |
| NVDANVIDIA Corp | $346.7K | 0.1% | 1,518 |
| TQQQProShares UltraPro QQQ | $331.6K | 0.1% | 4,250 |
| JNJJohnson & Johnson | $323.1K | 0.1% | 1,220 |
| GOOGLAlphabet Inc | $316.6K | 0.1% | 920 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $267K | 0.1% | 5,135 |
| JPMJPMorgan Chase & Co | $259.5K | 0.1% | 784 |
| COSTCostco Wholesale Corp | $251.4K | 0.1% | 276 |
| VEUVanguard FTSE All World Ex US ETF | $249.6K | 0.1% | 3,008 |
| VSGXVanguard ESG International Stock ETF | $248.5K | 0.1% | 3,065 |
| XLKState Street Technology Select Sector SPDR ETF | $234.9K | 0.0% | 1,200 |
| AMZNAmazon.com Inc | $209K | 0.0% | 839 |
Quarter ending 2026-09-30.
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