Cornerstone Wealth Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Cornerstone Wealth Advisors, Inc. reported 45 stock positions worth $360.2 million. Its top holding was Schwab Intermediate-Term US (SCHR) at 23.6% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 13.8%) and Schwab US Large-Cap Growth (SCHG, 12.1%). Compared with Q4 2024, it sold out of 6, added to 18 and reduced 19. The biggest buy was Schwab Intermediate-Term US (SCHR, shares +3%) and the biggest sale an exit from Berkshire Hathaway Class A (BRK.A).
- Most Recent 13F
- Q2 2026
- Location
- EDINA, MN
- CIK
- 0001862176
- Portfolio Value
- $360.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002184 ↗ filed Apr 17, 2025
Holdings Value
Holdings 45 stocks · $360.2M
| SCHR Schwab Intermediate-Term US | 23.62% | 3,421,646 | $85.1M | Add +3.5% |
| VGSH Vanguard Short-Term Treasury | 13.76% | 844,703 | $49.6M | Add +2.0% |
| SCHG Schwab US Large-Cap Growth | 12.12% | 1,742,740 | $43.6M | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 9.63% | 93,546 | $34.7M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.05% | 188,797 | $32.6M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 4.40% | 312,039 | $15.9M | Reduce -4.6% |
| SCHV Schwab US Large-Cap Value | 4.26% | 577,134 | $15.3M | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 3.14% | 571,683 | $11.3M | Add +1.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.74% | 39,226 | $9.9M | Add +1.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.30% | 44,449 | $8.3M | Add +2.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.57% | 204,466 | $5.6M | Reduce -1.7% |
| SCHX Schwab US Large-Cap ETF | 1.55% | 253,443 | $5.6M | Reduce -6.9% |
| VWO Vanguard Ftse Emerging Marke | 1.35% | 107,763 | $4.9M | Add +10.4% |
| IWF iShares Russell 1000 Growth | 1.27% | 12,682 | $4.6M | Reduce -8.1% |
| SCHO Schwab Short-Term US Treas | 0.98% | 145,140 | $3.5M | Add +29.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.83% | 25,875 | $3.0M | Add +0.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.82% | 82,012 | $2.9M | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 0.80% | 15,363 | $2.9M | Reduce -1.9% |
| VGIT Vanguard Intermediate-Term T | 0.68% | 41,090 | $2.4M | Add +13.4% |
| AAPL Apple Inc. | 0.57% | 9,277 | $2.1M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 3,694 | $2.0M | Reduce -5.1% |
| IWO iShares Russell 2000 Growth | 0.42% | 5,965 | $1.5M | Reduce -7.2% |
| IWN iShares Russell 2000 Value E | 0.39% | 9,409 | $1.4M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 5,592 | $1.2M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.34% | 2,360 | $1.2M | No change |
| TSLA Tesla Inc. | 0.33% | 4,563 | $1.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 3,479 | $956K | Reduce -5.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 8,970 | $897K | Add +22.0% |
| NVDA Nvidia Corp. | 0.17% | 5,657 | $613K | Add +1.8% |
| SPGI S&P Global Inc. | 0.14% | 959 | $487K | Add +0.4% |
| SCHA Schwab US Small-Cap ETF | 0.13% | 19,756 | $463K | Reduce -3.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.11% | 6,240 | $396K | Add +0.5% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.10% | 8,084 | $370K | Add +20.9% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 3,889 | $361K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.10% | 3,530 | $346K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 658 | $338K | No change |
| WFC Wells Fargo & Co. | 0.09% | 4,634 | $333K | Reduce -2.6% |
| COST Costco Wholesale Corp. | 0.09% | 340 | $322K | No change |
| MSFT Microsoft Corp. | 0.09% | 851 | $319K | No change |
| EEM iShares MSCI Emerging Market | 0.08% | 6,820 | $298K | Reduce -2.3% |
| EFA iShares MSCI Eafe ETF | 0.08% | 3,582 | $293K | Reduce -7.1% |
| AMZN Amazon.com Inc. | 0.08% | 1,525 | $290K | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.07% | 318 | $263K | Reduce -4.5% |
| PEP Pepsico Inc. | 0.07% | 1,564 | $235K | Reduce -0.5% |
| MCD McDonald's Corp. | 0.06% | 738 | $231K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.37 |
| IWF iShares Russell 1000 Growth | Reduce -8.1% | 1.27% | −0.25 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.9% | 1.55% | −0.18 |
| CGUS Cap Group Core Equity | Sold out | 0.00% | −0.09 |
| IWO iShares Russell 2000 Growth | Reduce -7.2% | 0.42% | −0.08 |
| AAPL Apple Inc. | Reduce -1.0% | 0.57% | −0.07 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.06 |
| ESML iShares ESG Aware MSCI USA S | Sold out | 0.00% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| IWN iShares Russell 2000 Value E | Reduce -0.3% | 0.39% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.4% | 0.27% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -6.2% | 0.08% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.4% | 0.13% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.07% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -2.6% | 0.09% | +0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -7.1% | 0.08% | +0.00 |
| LLY Eli Lilly & Co. | Reduce -4.5% | 0.07% | +0.00 |
| EEM iShares MSCI Emerging Market | Reduce -2.3% | 0.08% | +0.00 |
| IWD iShares Russell 1000 Value E | Reduce -1.9% | 0.80% | +0.01 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.4% | 0.82% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.7% | 1.57% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.1% | 0.55% | +0.06 |
| SCHV Schwab US Large-Cap Value | Reduce -0.6% | 4.26% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.6% | 4.40% | +0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHR Schwab Intermediate-Term US | Add +3.5% | 23.62% | +1.56 |
| VGSH Vanguard Short-Term Treasury | Add +2.0% | 13.76% | +0.54 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 9.05% | +0.34 |
| SCHF Schwab Intl Equity ETF | Add +1.0% | 3.14% | +0.27 |
| SCHO Schwab Short-Term US Treas | Add +29.4% | 0.98% | +0.24 |
| VWO Vanguard Ftse Emerging Marke | Add +10.4% | 1.35% | +0.17 |
| VGIT Vanguard Intermediate-Term T | Add +13.4% | 0.68% | +0.10 |
| EFG iShares MSCI Eafe Growth ETF | Add +22.0% | 0.25% | +0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.5% | 0.83% | +0.02 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +20.9% | 0.10% | +0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Add +0.5% | 0.11% | +0.01 |
| SPGI S&P Global Inc. | Add +0.4% | 0.14% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.34% | −0.02 |
| NVDA Nvidia Corp. | Add +1.8% | 0.17% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.1% | 2.30% | −0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.5% | 2.74% | −0.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 9.63% | −0.83 |
| SCHG Schwab US Large-Cap Growth | Add +2.0% | 12.12% | −0.95 |
Notes & Other Activity Q4 2024 → Q1 2025
| RINGCENTRAL INC (RNG 0 03/01/25) | NOTE 3/0 · principal | Sold out | 30,000 | $30Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $477.2M | SCHR, VGSH, SCHG, VUG, VTV |
| Q1 2026 | 49 | $434.3M | SCHR, VGSH, SCHG, VUG, VTV |
| Q4 2025 | 51 | $430.0M | SCHR, VGSH, SCHG, VUG, VTV |
| Q3 2025 | 51 | $413.1M | SCHR, SCHG, VGSH, VUG, VTV |
| Q2 2025 | 48 | $387.0M | SCHR, SCHG, VGSH, VUG, VTV |
| Q1 2025 | 45 | $360.2M | SCHR, VGSH, SCHG, VUG, VTV |
| Q4 2024 | 51 | $364.3M | SCHR, VGSH, SCHG, VUG, VTV |
| Q3 2024 | 48 | $359.7M | SCHR, VGSH, SCHG, VUG, VTV |
| Q2 2024 | 48 | $334.1M | VGSH, SCHR, SCHG, VUG, VTV |
| Q1 2024 | 44 | $324.8M | VGSH, SCHR, SCHG, VUG, VTV |