Cornerstone Wealth Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Cornerstone Wealth Advisors, Inc. reported 51 stock positions worth $430.0 million. Its top holding was Schwab Intermediate-Term US (SCHR) at 21.9% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 13.0%) and Schwab US Large-Cap Growth (SCHG, 12.4%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 16 and reduced 24. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +16%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- EDINA, MN
- CIK
- 0001862176
- Portfolio Value
- $430.0M (Q4 2025)
- SEC Filing
- 0001862176-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 51 stocks · $430.0M
| SCHR Schwab Intermediate-Term US | 21.95% | 3,762,996 | $94.4M | Add +2.9% |
| VGSH Vanguard Short-Term Treasury | 12.97% | 949,820 | $55.8M | Add +5.6% |
| SCHG Schwab US Large-Cap Growth | 12.35% | 1,628,504 | $53.1M | Reduce -2.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.31% | 99,655 | $48.6M | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.81% | 175,743 | $33.6M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 5.86% | 403,402 | $25.2M | Add +16.3% |
| SCHF Schwab Intl Equity ETF | 4.41% | 788,361 | $19.0M | Add +12.2% |
| SCHV Schwab US Large-Cap Value | 4.33% | 628,884 | $18.6M | Add +5.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.56% | 36,500 | $11.0M | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.99% | 40,347 | $8.5M | Add +2.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.48% | 194,635 | $6.4M | Reduce -0.6% |
| SCHX Schwab US Large-Cap ETF | 1.45% | 231,516 | $6.2M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 1.39% | 111,265 | $6.0M | Add +3.0% |
| IWF iShares Russell 1000 Growth | 1.32% | 11,960 | $5.7M | Reduce -2.3% |
| SCHO Schwab Short-Term US Treas | 0.84% | 148,357 | $3.6M | Reduce -0.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.83% | 78,836 | $3.6M | Add +3.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.80% | 23,922 | $3.4M | Reduce -1.0% |
| IWD iShares Russell 1000 Value E | 0.67% | 13,669 | $2.9M | Reduce -2.5% |
| VGIT Vanguard Intermediate-Term T | 0.65% | 46,830 | $2.8M | Add +15.2% |
| AAPL Apple Inc. | 0.42% | 6,684 | $1.8M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 3,420 | $1.7M | Reduce -1.8% |
| IWO iShares Russell 2000 Growth | 0.38% | 5,122 | $1.7M | Reduce -3.5% |
| TSLA Tesla Inc. | 0.38% | 3,650 | $1.6M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 5,918 | $1.5M | Add +2.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.35% | 2 | $1.5M | No change |
| IWN iShares Russell 2000 Value E | 0.33% | 7,851 | $1.4M | Reduce -4.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.24% | 8,958 | $1.0M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 2,569 | $861K | Reduce -7.4% |
| UNH Unitedhealth Group Inc. | 0.18% | 2,300 | $759K | No change |
| WFC Wells Fargo & Co. | 0.15% | 6,750 | $629K | Reduce -22.0% |
| SCHA Schwab US Small-Cap ETF | 0.13% | 20,002 | $570K | Reduce -1.4% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.12% | 9,385 | $527K | Reduce -0.0% |
| SPGI S&P Global Inc. | 0.12% | 955 | $499K | No change |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,864 | $476K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.10% | 5,545 | $430K | Reduce -4.4% |
| VOO Vanguard S&P 500 ETF | 0.10% | 657 | $412K | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.09% | 834 | $403K | No change |
| EEM iShares MSCI Emerging Market | 0.09% | 6,695 | $366K | Reduce -0.4% |
| ESGV Vanguard ESG US Stock ETF | 0.08% | 2,895 | $350K | Reduce -4.3% |
| LLY Eli Lilly & Co. | 0.08% | 318 | $342K | No change |
| EFA iShares MSCI Eafe ETF | 0.08% | 3,460 | $332K | Reduce -2.8% |
| ESML iShares ESG Aware MSCI USA S | 0.06% | 5,445 | $250K | Add +13.6% |
| VSGX Vanguard ESG Intl Stock ETF | 0.06% | 3,445 | $247K | Add +1.6% |
| NVDA Nvidia Corp. | 0.06% | 1,306 | $244K | Reduce -7.1% |
| COST Costco Wholesale Corp. | 0.06% | 276 | $238K | No change |
| GOOGL Alphabet Inc. Class A | 0.05% | 745 | $233K | New |
| JNJ Johnson & Johnson | 0.05% | 1,116 | $231K | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 0.05% | 709 | $229K | Add +0.3% |
| MCD McDonald's Corp. | 0.05% | 738 | $226K | No change |
| PEP Pepsico Inc. | 0.05% | 1,564 | $224K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 3,008 | $221K | Reduce -0.8% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHG Schwab US Large-Cap Growth | Reduce -2.2% | 12.35% | −0.51 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.6% | 1.48% | −0.10 |
| IWF iShares Russell 1000 Growth | Reduce -2.3% | 1.32% | −0.07 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.4% | 1.45% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -0.5% | 0.84% | −0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -1.0% | 0.80% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -22.0% | 0.15% | −0.03 |
| IWO iShares Russell 2000 Growth | Reduce -3.5% | 0.38% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.40% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -2.5% | 0.67% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -4.4% | 0.33% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.4% | 0.20% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.1% | 0.24% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.4% | 0.10% | −0.01 |
| NVDA Nvidia Corp. | Reduce -7.1% | 0.06% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -4.3% | 0.08% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.4% | 0.13% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -2.8% | 0.08% | −0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -0.0% | 0.12% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -0.4% | 0.09% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 0.10% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.8% | 0.05% | −0.00 |
| AAPL Apple Inc. | Reduce -2.3% | 0.42% | +0.00 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.05% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VEA Vanguard Ftse Developed ETF | Add +16.3% | 5.86% | +0.83 |
| SCHF Schwab Intl Equity ETF | Add +12.2% | 4.41% | +0.45 |
| VGSH Vanguard Short-Term Treasury | Add +5.6% | 12.97% | +0.16 |
| SCHV Schwab US Large-Cap Value | Add +5.2% | 4.33% | +0.12 |
| VGIT Vanguard Intermediate-Term T | Add +15.2% | 0.65% | +0.06 |
| GOOGL Alphabet Inc. Class A | New | 0.05% | +0.05 |
| ESML iShares ESG Aware MSCI USA S | Add +13.6% | 0.06% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +1.6% | 0.06% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.7% | 0.35% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.05% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Add +3.4% | 0.83% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.6% | 7.81% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.0% | 1.99% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +3.0% | 1.39% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.1% | 2.56% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.6% | 11.31% | −0.19 |
| SCHR Schwab Intermediate-Term US | Add +2.9% | 21.95% | −0.29 |
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 |