Cornerstone Wealth Advisors, Inc.
Holdings as of 2026-06-30, filed 2026-07-20
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 20 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
55
Value reported by manager
$477.2M
Sum of our stored positions
$477.2M
should match the line above
Disclosure lag
20 d
quarter end to filing
Top 5 concentration
64.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
55 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $101.6M | 4,120,062 | — | 808524854 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $63.2M | 1,086,658 | — | 92206C102 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $53.8M | 1,590,638 | — | 808524300 |
| VANGUARD INDEX FDS | GROWTH ETF | $52.6M | 611,057 | — | 922908736 |
| VANGUARD INDEX FDS | VALUE ETF | $37.8M | 173,296 | — | 922908744 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $29.7M | 416,823 | — | 921943858 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $25.6M | 923,776 | — | 808524805 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $22.7M | 652,147 | — | 808524409 |
| VANGUARD INDEX FDS | SML CP GRW ETF | $11.6M | 31,689 | — | 922908595 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.3M | 38,289 | — | 922908611 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $8M | 220,246 | — | 808524706 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.1M | 119,197 | — | 922042858 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $6.5M | 220,937 | — | 808524201 |
| ISHARES TR | RUS 1000 GRW ETF | $5.5M | 43,974 | — | 464287614 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $4.3M | 179,940 | — | 808524862 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $3.8M | 79,382 | — | 808524888 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.7M | 24,185 | — | 922042718 |
| ISHARES TR | RUS 1000 VAL ETF | $3.1M | 12,944 | — | 464287598 |
| VICOR CORP | COM | $3.1M | 8,095 | — | 925815102 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $3.1M | 51,992 | — | 92206C706 |
| ISHARES TR | RUS 2000 GRW ETF | $1.7M | 4,348 | — | 464287648 |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.7M | 5,496 | — | 922908751 |
| APPLE INC | COM | $1.6M | 5,574 | — | 037833100 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 3,202 | — | 084670702 |
| ISHARES TR | RUS 2000 VAL ETF | $1.5M | 6,906 | — | 464287630 |
| ISHARES TR | EAFE GRWTH ETF | $1.1M | 8,654 | — | 464288885 |
| UNITEDHEALTH GROUP INC | COM | $976.9K | 2,350 | — | 91324P102 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $966.2K | 2,611 | — | 922908769 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $686.6K | 19,003 | — | 808524607 |
| SPDR SERIES TRUST | ST STR SP500FF | $569.8K | 9,325 | — | 78468R796 |
| ISHARES TR | IBDS DEC28 ETF | $561.8K | 22,250 | — | 46435U515 |
| ISHARES TR | S&P 500 GRWT ETF | $531.4K | 3,864 | — | 464287309 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $493.8K | 719 | — | 922908363 |
| WELLS FARGO & CO | COM | $483.4K | 5,850 | — | 949746101 |
| PROSHARES TR | ULTRAPRO QQQ | $476.5K | 5,883 | — | 74347X831 |
| ISHARES TR | MSCI EMG MKT ETF | $463.1K | 6,770 | — | 464287234 |
| ISHARES TR | EAFE SML CP ETF | $432.3K | 5,255 | — | 464288273 |
| S&P GLOBAL INC | COM | $388.9K | 955 | — | 78409V104 |
| VANGUARD WORLD FD | ESG US STK ETF | $383.5K | 2,900 | — | 921910733 |
| ISHARES TR | MSCI EAFE ETF | $376K | 3,620 | — | 464287465 |
| ELI LILLY & CO | COM | $363.4K | 303 | — | 532457108 |
| ALPHABET INC | CAP STK CL A | $345.9K | 968 | — | 02079K305 |
| NVIDIA CORPORATION | COM | $291.3K | 1,456 | — | 67066G104 |
| ISHARES TR | ESG AWARE MSCI | $287.8K | 5,145 | — | 46435U663 |
| JOHNSON & JOHNSON | COM | $283.4K | 1,116 | — | 478160104 |
| MICROSOFT CORP | COM | $271.5K | 728 | — | 594918104 |
| COSTCO WHOLESALE CORPORATION | COM | $258.3K | 276 | — | 22160K105 |
| JPMORGAN CHASE & CO | COM | $256.7K | 784 | — | 46625H100 |
| CORNING INC | COM | $255.4K | 1,000 | — | 219350105 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $251.9K | 3,008 | — | 922042775 |
| VANGUARD WORLD FD | ESG INTL STK ETF | $251.1K | 3,050 | — | 921910725 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $228.6K | 1,200 | — | 81369Y803 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $222.4K | 1,900 | — | 67092P201 |
| AMAZON COM INC | COM | $215.9K | 906 | — | 023135106 |
| CATERPILLAR INC | COM | $208.7K | 196 | — | 149123101 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-20