Cornerstone Wealth Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Cornerstone Wealth Advisors, Inc. reported 51 stock positions worth $413.1 million. Its top holding was Schwab Intermediate-Term US (SCHR) at 22.2% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 12.9%) and Vanguard Short-Term Treasury (VGSH, 12.8%). Compared with Q2 2025, it opened 3 new positions, added to 10 and reduced 26. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +14%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- EDINA, MN
- CIK
- 0001862176
- Portfolio Value
- $413.1M (Q3 2025)
- SEC Filing
- 0001862176-25-000003 ↗ filed Oct 15, 2025
Holdings Value
Holdings 51 stocks · $413.1M
| SCHR Schwab Intermediate-Term US | 22.24% | 3,656,393 | $91.9M | Add +5.3% |
| SCHG Schwab US Large-Cap Growth | 12.86% | 1,665,245 | $53.1M | Reduce -4.7% |
| VGSH Vanguard Short-Term Treasury | 12.81% | 899,185 | $52.9M | Add +4.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.50% | 99,047 | $47.5M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.81% | 173,067 | $32.3M | Reduce -3.0% |
| VEA Vanguard Ftse Developed ETF | 5.03% | 346,945 | $20.8M | Add +13.9% |
| SCHV Schwab US Large-Cap Value | 4.21% | 598,110 | $17.4M | Add +2.2% |
| SCHF Schwab Intl Equity ETF | 3.96% | 702,951 | $16.4M | Add +12.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.63% | 36,472 | $10.9M | Reduce -5.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.00% | 39,561 | $8.3M | Reduce -5.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.58% | 195,796 | $6.5M | Reduce -1.9% |
| SCHX Schwab US Large-Cap ETF | 1.50% | 234,798 | $6.2M | Reduce -4.9% |
| VWO Vanguard Ftse Emerging Marke | 1.42% | 107,988 | $5.9M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 1.39% | 12,246 | $5.7M | Reduce -1.1% |
| SCHO Schwab Short-Term US Treas | 0.88% | 149,152 | $3.6M | Reduce -0.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.84% | 76,263 | $3.5M | Reduce -3.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.83% | 24,167 | $3.4M | Reduce -6.1% |
| IWD iShares Russell 1000 Value E | 0.69% | 14,023 | $2.9M | Reduce -2.5% |
| VGIT Vanguard Intermediate-Term T | 0.59% | 40,655 | $2.4M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 3,484 | $1.8M | Reduce -5.4% |
| AAPL Apple Inc. | 0.42% | 6,839 | $1.7M | Add +4.0% |
| IWO iShares Russell 2000 Growth | 0.41% | 5,307 | $1.7M | Reduce -5.1% |
| TSLA Tesla Inc. | 0.39% | 3,650 | $1.6M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 2 | $1.5M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 5,760 | $1.5M | Reduce -0.2% |
| IWN iShares Russell 2000 Value E | 0.35% | 8,211 | $1.5M | Reduce -4.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 8,970 | $1.0M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,774 | $910K | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,300 | $794K | Reduce -2.5% |
| WFC Wells Fargo & Co. | 0.18% | 8,650 | $725K | Add +25.0% |
| SCHA Schwab US Small-Cap ETF | 0.14% | 20,297 | $566K | Reduce -2.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.12% | 9,389 | $515K | Add +14.4% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,864 | $466K | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.11% | 955 | $465K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.11% | 5,800 | $445K | Reduce -2.8% |
| MSFT Microsoft Corp. | 0.10% | 834 | $432K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 658 | $403K | No change |
| EEM iShares MSCI Emerging Market | 0.09% | 6,720 | $359K | Reduce -1.5% |
| ESGV Vanguard ESG US Stock ETF | 0.09% | 3,025 | $358K | Reduce -12.4% |
| EFA iShares MSCI Eafe ETF | 0.08% | 3,560 | $332K | No change |
| NVDA Nvidia Corp. | 0.06% | 1,406 | $262K | No change |
| COST Costco Wholesale Corp. | 0.06% | 276 | $256K | Reduce -19.3% |
| LLY Eli Lilly & Co. | 0.06% | 318 | $243K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.06% | 3,390 | $235K | New |
| MCD McDonald's Corp. | 0.05% | 738 | $224K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 707 | $223K | No change |
| PEP Pepsico Inc. | 0.05% | 1,564 | $220K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 3,033 | $216K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.05% | 4,795 | $216K | Reduce -7.6% |
| JNJ Johnson & Johnson | 0.05% | 1,162 | $215K | New |
| SLV iShares Silver Trust | 0.05% | 5,000 | $212K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.0% | 7.81% | −0.33 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.7% | 12.86% | −0.32 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -5.1% | 2.63% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.7% | 2.00% | −0.12 |
| SCHX Schwab US Large-Cap ETF | Reduce -4.9% | 1.50% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -0.1% | 0.88% | −0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -6.1% | 0.83% | −0.06 |
| VGIT Vanguard Intermediate-Term T | Reduce -1.7% | 0.59% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.4% | 0.42% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -2.5% | 0.69% | −0.03 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -3.2% | 0.84% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -19.3% | 0.06% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Reduce -12.4% | 0.09% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -2.8% | 0.11% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -7.6% | 0.05% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -5.1% | 0.41% | −0.00 |
| IWN iShares Russell 2000 Value E | Reduce -4.6% | 0.35% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.8% | 0.14% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.2% | 0.35% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.22% | +0.00 |
| EEM iShares MSCI Emerging Market | Reduce -1.5% | 0.09% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 0.19% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.6% | 0.11% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.9% | 1.42% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.9% | 1.58% | +0.03 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 1.39% | +0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| VEA Vanguard Ftse Developed ETF | Add +13.9% | 5.03% | +0.55 |
| SCHF Schwab Intl Equity ETF | Add +12.9% | 3.96% | +0.41 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.5% | 11.50% | +0.33 |
| AAPL Apple Inc. | Add +4.0% | 0.42% | +0.07 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | New | 0.05% | +0.05 |
| SLV iShares Silver Trust | New | 0.05% | +0.05 |
| WFC Wells Fargo & Co. | Add +25.0% | 0.18% | +0.03 |
| SCHV Schwab US Large-Cap Value | Add +2.2% | 4.21% | +0.03 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +14.4% | 0.12% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +2.6% | 0.25% | −0.01 |
| SCHR Schwab Intermediate-Term US | Add +5.3% | 22.24% | −0.21 |
| VGSH Vanguard Short-Term Treasury | Add +4.4% | 12.81% | −0.27 |
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 |