Cornerstone Wealth Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Cornerstone Wealth Advisors, Inc. reported 48 stock positions worth $387.0 million. Its top holding was Schwab Intermediate-Term US (SCHR) at 22.4% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 13.2%) and Vanguard Short-Term Treasury (VGSH, 13.1%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 14 and reduced 23. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +5%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- EDINA, MN
- CIK
- 0001862176
- Portfolio Value
- $387.0M (Q2 2025)
- SEC Filing
- 0001085146-25-003954 ↗ filed Jul 17, 2025
Holdings Value
Holdings 48 stocks · $387.0M
| SCHR Schwab Intermediate-Term US | 22.45% | 3,470,641 | $86.9M | Add +1.4% |
| SCHG Schwab US Large-Cap Growth | 13.18% | 1,746,511 | $51.0M | Add +0.2% |
| VGSH Vanguard Short-Term Treasury | 13.08% | 860,921 | $50.6M | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.17% | 98,550 | $43.2M | Add +5.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.15% | 178,341 | $31.5M | Reduce -5.5% |
| VEA Vanguard Ftse Developed ETF | 4.49% | 304,551 | $17.4M | Reduce -2.4% |
| SCHV Schwab US Large-Cap Value | 4.19% | 585,360 | $16.2M | Add +1.4% |
| SCHF Schwab Intl Equity ETF | 3.56% | 622,448 | $13.8M | Add +8.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.75% | 38,433 | $10.6M | Reduce -2.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.11% | 41,966 | $8.2M | Reduce -5.6% |
| SCHX Schwab US Large-Cap ETF | 1.56% | 246,977 | $6.0M | Reduce -2.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.55% | 199,511 | $6.0M | Reduce -2.4% |
| VWO Vanguard Ftse Emerging Marke | 1.39% | 108,964 | $5.4M | Add +1.1% |
| IWF iShares Russell 1000 Growth | 1.36% | 12,379 | $5.3M | Reduce -2.4% |
| SCHO Schwab Short-Term US Treas | 0.94% | 149,315 | $3.6M | Add +2.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.89% | 25,733 | $3.5M | Reduce -0.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.87% | 78,810 | $3.4M | Reduce -3.9% |
| IWD iShares Russell 1000 Value E | 0.72% | 14,376 | $2.8M | Reduce -6.4% |
| VGIT Vanguard Intermediate-Term T | 0.64% | 41,373 | $2.5M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 3,683 | $1.8M | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 0.41% | 5,593 | $1.6M | Reduce -6.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 2 | $1.5M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 5,769 | $1.4M | Add +3.2% |
| IWN iShares Russell 2000 Value E | 0.35% | 8,609 | $1.4M | Reduce -8.5% |
| AAPL Apple Inc. | 0.35% | 6,574 | $1.3M | Reduce -29.1% |
| TSLA Tesla Inc. | 0.30% | 3,650 | $1.2M | Reduce -20.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 8,745 | $979K | Reduce -2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,789 | $848K | Reduce -19.8% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,360 | $736K | No change |
| WFC Wells Fargo & Co. | 0.14% | 6,921 | $555K | Add +49.4% |
| SCHA Schwab US Small-Cap ETF | 0.14% | 20,890 | $529K | Add +5.7% |
| SPGI S&P Global Inc. | 0.13% | 955 | $504K | Reduce -0.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.11% | 5,965 | $434K | Reduce -4.4% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,889 | $428K | No change |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.11% | 8,204 | $418K | Add +1.5% |
| MSFT Microsoft Corp. | 0.11% | 834 | $415K | Reduce -2.0% |
| ESGV Vanguard ESG US Stock ETF | 0.10% | 3,455 | $379K | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 0.10% | 658 | $374K | No change |
| COST Costco Wholesale Corp. | 0.09% | 342 | $339K | Add +0.6% |
| EEM iShares MSCI Emerging Market | 0.09% | 6,820 | $329K | No change |
| EFA iShares MSCI Eafe ETF | 0.08% | 3,560 | $318K | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.06% | 318 | $248K | No change |
| NVDA Nvidia Corp. | 0.06% | 1,406 | $222K | Reduce -75.2% |
| MCD McDonald's Corp. | 0.06% | 738 | $216K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.06% | 5,190 | $215K | New |
| PEP Pepsico Inc. | 0.05% | 1,564 | $207K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 707 | $205K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 3,033 | $204K | New |
Portfolio Sells Q1 2025 → Q2 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.5% | 8.15% | −0.91 |
| AAPL Apple Inc. | Reduce -29.1% | 0.35% | −0.22 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.6% | 2.11% | −0.18 |
| NVDA Nvidia Corp. | Reduce -75.2% | 0.06% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.46% | −0.08 |
| IWD iShares Russell 1000 Value E | Reduce -6.4% | 0.72% | −0.08 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -19.8% | 0.22% | −0.05 |
| IWN iShares Russell 2000 Value E | Reduce -8.5% | 0.35% | −0.04 |
| TSLA Tesla Inc. | Reduce -20.0% | 0.30% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.4% | 1.55% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -6.2% | 0.41% | −0.01 |
| SPGI S&P Global Inc. | Reduce -0.4% | 0.13% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.6% | 0.08% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -2.1% | 0.10% | +0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.4% | 0.11% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -2.5% | 0.25% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.5% | 1.56% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.0% | 2.75% | +0.01 |
| MSFT Microsoft Corp. | Reduce -2.0% | 0.11% | +0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -3.9% | 0.87% | +0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.6% | 0.89% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.4% | 4.49% | +0.08 |
| IWF iShares Russell 1000 Growth | Reduce -2.4% | 1.36% | +0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.3% | 11.17% | +1.53 |
| SCHG Schwab US Large-Cap Growth | Add +0.2% | 13.18% | +1.07 |
| SCHF Schwab Intl Equity ETF | Add +8.9% | 3.56% | +0.42 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.38% | +0.38 |
| ESML iShares ESG Aware MSCI USA S | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | New | 0.05% | +0.05 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.05% | +0.05 |
| WFC Wells Fargo & Co. | Add +49.4% | 0.14% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +1.1% | 1.39% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.2% | 0.35% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +5.7% | 0.14% | +0.01 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +1.5% | 0.11% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.6% | 0.09% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Add +0.7% | 0.64% | −0.04 |
| SCHO Schwab Short-Term US Treas | Add +2.9% | 0.94% | −0.04 |
| SCHV Schwab US Large-Cap Value | Add +1.4% | 4.19% | −0.07 |
| VGSH Vanguard Short-Term Treasury | Add +1.9% | 13.08% | −0.69 |
| SCHR Schwab Intermediate-Term US | Add +1.4% | 22.45% | −1.17 |
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 |