Cornerstone Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Cornerstone Wealth Advisors, Inc.Investment ActivityCornerstone Wealth Advisors, Inc. has $364.34 million in total holdings as of December 31, 2024.Cornerstone Wealth Advisors, Inc. owns shares of 52 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 28.69% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Cornerstone Wealth Advisors, Inc. has purchased 49 new stocks and bought additional shares in 22 stocks.Cornerstone Wealth Advisors, Inc. sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab Intermediate-Term U.S. Treasury ETF $80,341,518Vanguard Short-Term Treasury Index ETF $48,188,109Schwab U.S. Large-Cap Growth ETF $47,615,151Vanguard Growth ETF $38,108,377Vanguard Value ETF $31,761,137 Largest New Holdings this Quarter Capital Group Core Equity ETF $315,185 HoldingAlphabet $225,267 HoldingBlackstone $206,904 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 1,738,457 shares (about $42.23M)Schwab U.S. Large-Cap Growth ETF 1,267,048 shares (about $35.31M)Schwab U.S. Large-Cap Value ETF 391,144 shares (about $10.20M)Schwab International Equity ETF 292,360 shares (about $5.41M)Schwab US Large-Cap ETF 177,374 shares (about $4.11M) Largest Sales this Quarter Vanguard Growth ETF 1,941 shares (about $796.66K)iShares Russell 1000 Growth ETF 567 shares (about $227.69K)iShares Russell 2000 Growth ETF 301 shares (about $86.64K)NVIDIA 523 shares (about $70.23K)Vanguard Small-Cap ETF 231 shares (about $55.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHRSchwab Intermediate-Term U.S. Treasury ETF$80,341,518$42,227,126 ▲110.8%3,307,59622.1%ETFVGSHVanguard Short-Term Treasury Index ETF$48,188,109$2,266,053 ▲4.9%828,25913.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$47,615,151$35,312,634 ▲287.0%1,708,47313.1%ETFVUGVanguard Growth ETF$38,108,377$796,661 ▼-2.0%92,84810.5%ETFVTVVanguard Value ETF$31,761,137$516,195 ▲1.7%187,6038.7%ETFVEAVanguard FTSE Developed Markets ETF$15,638,670$1,044,771 ▲7.2%327,0324.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$15,129,820$10,197,118 ▲206.7%580,3544.2%ETFVBKVanguard Small-Cap Growth ETF$10,819,828$45,930 ▼-0.4%38,6343.0%ETFSCHFSchwab International Equity ETF$10,468,735$5,408,656 ▲106.9%565,8782.9%ETFVBRVanguard Small-Cap Value ETF$8,625,053$388,039 ▲4.7%43,5212.4%ETFSCHXSchwab US Large-Cap ETF$6,308,794$4,111,535 ▲187.1%272,1651.7%ETFIWFiShares Russell 1000 Growth ETF$5,538,827$227,689 ▼-3.9%13,7931.5%ETFSCHESchwab Emerging Markets Equity ETF$5,537,044$38,747 ▼-0.7%207,9251.5%ETFVWOVanguard FTSE Emerging Markets ETF$4,297,589$113,623 ▲2.7%97,5841.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,948,036$176,067 ▲6.4%25,7520.8%ETFIWDiShares Russell 1000 Value ETF$2,899,724$20,920 ▼-0.7%15,6630.8%ETFSCHCSchwab International Small-Cap Equity ETF$2,856,228$105,153 ▲3.8%83,1990.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,697,728$1,283,914 ▲90.8%112,1250.7%ETFAAPLApple$2,345,616$1,002 ▲0.0%9,3670.6%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$2,101,630$167,330 ▲8.7%36,2350.6%ETFIWOiShares Russell 2000 Growth ETF$1,849,865$86,636 ▼-4.5%6,4270.5%ETFTSLATesla$1,842,722$18,980 ▼-1.0%4,5630.5%Auto/Tires/TrucksBRK.BBerkshire Hathaway$1,764,619$6,799 ▼-0.4%3,8930.5%FinanceIWNiShares Russell 2000 Value ETF$1,549,929$14,775 ▼-0.9%9,4410.4%ETFBRK.ABerkshire Hathaway$1,361,8400.0%20.4%FinanceVBVanguard Small-Cap ETF$1,340,042$55,505 ▼-4.0%5,5770.4%ETFUNHUnitedHealth Group$1,194,080$29,346 ▼-2.4%2,3600.3%MedicalVTIVanguard Total Stock Market ETF$1,066,211$6,086 ▼-0.6%3,6790.3%ETFNVDANVIDIA$746,250$70,234 ▼-8.6%5,5570.2%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$712,185$7,746 ▲1.1%7,3550.2%ETFSCHASchwab US Small-Cap ETF$528,769$251,726 ▲90.9%20,4470.1%ETFSPGIS&P Global$475,6190.0%9550.1%Business ServicesIVWiShares S&P 500 Growth ETF$394,850$3,960 ▲1.0%3,8890.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$377,258$34,931 ▼-8.5%6,2100.1%ETFESGVVanguard ESG US Stock ETF$370,262$112,757 ▲43.8%3,5300.1%ETFMSFTMicrosoft$358,590$42,137 ▲13.3%8510.1%Computer and TechnologyAMZNAmazon.com$356,509$32,909 ▲10.2%1,6250.1%Retail/WholesaleVOOVanguard S&P 500 ETF$354,5370.0%6580.1%ETFWFCWells Fargo & Company$334,2720.0%4,7590.1%FinanceSPYXSPDR S&P Fossil Fuel Reserves Free ETF$322,075$1,252 ▲0.4%6,6890.1%ETFCGUSCapital Group Core Equity ETF$315,185$315,185 ▲New Holding9,0130.1%ETFCOSTCostco Wholesale$311,6560.0%3400.1%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$291,9880.0%6,9820.1%FinanceEFAiShares MSCI EAFE ETF$291,6280.0%3,8570.1%FinanceLLYEli Lilly and Company$257,0760.0%3330.1%MedicalPEPPepsiCo$239,0380.0%1,5720.1%Consumer StaplesGOOGLAlphabet$225,267$225,267 ▲New Holding1,1900.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$221,717$49,832 ▼-18.4%3,8620.1%ETFMCDMcDonald's$213,9390.0%7380.1%Retail/WholesaleESMLiShares ESG Aware MSCI USA Small-Cap ETF$212,353$21,025 ▼-9.0%5,0500.1%ETFBXBlackstone$206,904$206,904 ▲New Holding1,2000.1%FinanceRINGCENTRAL INC$29,5060.0%30,0000.0%NOTE 3/0Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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