Cornerstone Wealth Advisors, Inc.

Est. AUM

$434.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$99.5M	3993213	22.90%	SOLE
2	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$61.6M	1051879	14.18%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$47.4M	1626488	10.91%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$44.5M	101872	10.25%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$34.0M	173329	7.83%	SOLE
6	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$27.1M	423474	6.25%	SOLE
7	SCHWAB STRATEGIC TR	INTL EQTY ETF	$22.6M	913719	5.21%	SOLE
8	SCHWAB STRATEGIC TR	US LCAP VA ETF	$19.6M	643115	4.52%	SOLE
9	VANGUARD INDEX FDS	SML CP GRW ETF	$9.9M	32815	2.28%	SOLE
10	VANGUARD INDEX FDS	SM CP VAL ETF	$8.4M	38775	1.94%	SOLE
11	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$7.2M	217177	1.65%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.5M	119824	1.49%	SOLE
13	SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.8M	224944	1.33%	SOLE
14	ISHARES TR	RUS 1000 GRW ETF	$5.0M	11773	1.16%	SOLE
15	SCHWAB STRATEGIC TR	SHT TM US TRES	$4.1M	170750	0.95%	SOLE
16	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.7M	78681	0.85%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.5M	24325	0.82%	SOLE
18	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.9M	49390	0.68%	SOLE
19	ISHARES TR	RUS 1000 VAL ETF	$2.8M	13289	0.65%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	3352	0.37%	SOLE
21	VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	5814	0.35%	SOLE
22	ISHARES TR	RUS 2000 GRW ETF	$1.4M	4398	0.32%	SOLE
23	ISHARES TR	RUS 2000 VAL ETF	$1.4M	7263	0.32%	SOLE
24	APPLE INC	COM	$1.4M	5425	0.32%	SOLE
25	TESLA INC	COM	$1.4M	3650	0.31%	SOLE
26	VANGUARD INDEX FDS	TOTAL STK MKT	$950K	2962	0.22%	SOLE
27	ISHARES TR	EAFE GRWTH ETF	$941K	8453	0.22%	SOLE
28	UNITEDHEALTH GROUP INC	COM	$636K	2350	0.15%	SOLE
29	SCHWAB STRATEGIC TR	US SML CAP ETF	$581K	19971	0.13%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$495K	9325	0.11%	SOLE
31	WELLS FARGO & CO	COM	$466K	5850	0.11%	SOLE
32	ISHARES TR	S&P 500 GRWT ETF	$437K	3864	0.10%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$430K	719	0.10%	SOLE
34	ISHARES TR	EAFE SML CP ETF	$413K	5270	0.10%	SOLE
35	S&P GLOBAL INC	COM	$406K	955	0.09%	SOLE
36	ISHARES TR	MSCI EMG MKT ETF	$392K	6895	0.09%	SOLE
37	VANGUARD WORLD FD	ESG US STK ETF	$326K	2900	0.08%	SOLE
38	ISHARES TR	MSCI EAFE ETF	$317K	3260	0.07%	SOLE
39	ELI LILLY & CO	COM	$279K	303	0.06%	SOLE
40	COSTCO WHOLESALE CORPORATION	COM	$275K	276	0.06%	SOLE
41	JOHNSON & JOHNSON	COM	$273K	1116	0.06%	SOLE
42	ISHARES TR	ESG AWARE MSCI	$262K	5570	0.06%	SOLE
43	MICROSOFT CORP	COM	$242K	654	0.06%	SOLE
44	NVIDIA CORPORATION	COM	$236K	1356	0.05%	SOLE
45	MCDONALDS CORP	COM	$229K	738	0.05%	SOLE
46	VANGUARD WORLD FD	ESG INTL STK ETF	$226K	3145	0.05%	SOLE
47	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$226K	3008	0.05%	SOLE
48	JPMORGAN CHASE & CO	COM	$209K	709	0.05%	SOLE
49	ALPHABET INC	CAP STK CL A	$207K	720	0.05%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.