Cornerstone Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Cornerstone Wealth Advisors, Inc.Investment ActivityCornerstone Wealth Advisors, Inc. has $360.17 million in total holdings as of March 31, 2025.Cornerstone Wealth Advisors, Inc. owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.05% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Cornerstone Wealth Advisors, Inc. has purchased 52 new stocks and bought additional shares in 18 stocks.Cornerstone Wealth Advisors, Inc. sold shares of 19 stocks and completely divested from 7 stocks this quarter.Largest Holdings Schwab Intermediate-Term U.S. Treasury ETF $85,062,131Vanguard Short-Term Treasury Index ETF $49,575,619Schwab U.S. Large-Cap Growth ETF $43,638,220Vanguard Growth ETF $34,688,594Vanguard Value ETF $32,612,871 Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 114,050 shares (about $2.84M)Vanguard Short-Term Treasury Index ETF 16,444 shares (about $965.10K)Schwab U.S. Large-Cap Growth ETF 34,267 shares (about $858.05K)Schwab Short-Term U.S. Treasury ETF 33,015 shares (about $803.59K)Vanguard FTSE Emerging Markets ETF 10,179 shares (about $460.70K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 14,993 shares (about $762.09K)Schwab US Large-Cap ETF 18,722 shares (about $413.38K)iShares Russell 1000 Growth ETF 1,111 shares (about $401.16K)iShares Russell 2000 Growth ETF 462 shares (about $118.06K)Berkshire Hathaway 199 shares (about $105.98K) 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$85,062,131$2,835,283 ▲3.4%3,421,64623.6%ETFVGSHVanguard Short-Term Treasury Index ETF$49,575,619$965,098 ▲2.0%844,70313.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$43,638,220$858,046 ▲2.0%1,742,74012.1%ETFVUGVanguard Growth ETF$34,688,594$258,831 ▲0.8%93,5469.6%ETFVTVVanguard Value ETF$32,612,871$206,252 ▲0.6%188,7979.1%ETFVEAVanguard FTSE Developed Markets ETF$15,860,948$762,094 ▼-4.6%312,0394.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$15,340,225$85,588 ▼-0.6%577,1344.3%ETFSCHFSchwab International Equity ETF$11,307,881$114,823 ▲1.0%571,6833.1%ETFVBKVanguard Small-Cap Growth ETF$9,876,052$149,050 ▲1.5%39,2262.7%ETFVBRVanguard Small-Cap Value ETF$8,280,420$172,877 ▲2.1%44,4492.3%ETFSCHESchwab Emerging Markets Equity ETF$5,637,129$95,365 ▼-1.7%204,4661.6%ETFSCHXSchwab US Large-Cap ETF$5,596,028$413,382 ▼-6.9%253,4431.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,877,367$460,703 ▲10.4%107,7631.4%ETFIWFiShares Russell 1000 Growth ETF$4,579,194$401,158 ▼-8.1%12,6821.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,532,708$803,585 ▲29.4%145,1401.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,991,097$14,219 ▲0.5%25,8750.8%ETFSCHCSchwab International Small-Cap Equity ETF$2,942,597$42,590 ▼-1.4%82,0120.8%ETFIWDiShares Russell 1000 Value ETF$2,890,736$56,449 ▼-1.9%15,3630.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$2,440,746$288,387 ▲13.4%41,0900.7%ETFAAPLApple$2,060,640$19,991 ▼-1.0%9,2770.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,967,351$105,983 ▼-5.1%3,6940.5%FinanceIWOiShares Russell 2000 Growth ETF$1,524,325$118,062 ▼-7.2%5,9650.4%ETFIWNiShares Russell 2000 Value ETF$1,420,571$4,831 ▼-0.3%9,4090.4%ETFVBVanguard Small-Cap ETF$1,240,026$3,326 ▲0.3%5,5920.3%ETFUNHUnitedHealth Group$1,236,3090.0%2,3600.3%MedicalTSLATesla$1,182,5470.0%4,5630.3%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$956,168$54,968 ▼-5.4%3,4790.3%ETFEFGiShares MSCI EAFE Growth ETF$897,000$161,500 ▲22.0%8,9700.2%ETFNVDANVIDIA$613,106$10,838 ▲1.8%5,6570.2%Computer and TechnologySPGIS&P Global$487,268$2,032 ▲0.4%9590.1%Business ServicesSCHASchwab US Small-Cap ETF$462,891$16,190 ▼-3.4%19,7560.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$396,427$1,906 ▲0.5%6,2400.1%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$369,843$63,821 ▲20.9%8,0840.1%ETFIVWiShares S&P 500 Growth ETF$361,0160.0%3,8890.1%ETFESGVVanguard ESG US Stock ETF$345,7640.0%3,5300.1%ETFVOOVanguard S&P 500 ETF$338,1530.0%6580.1%ETFWFCWells Fargo & Company$332,675$8,974 ▼-2.6%4,6340.1%FinanceCOSTCostco Wholesale$321,6930.0%3400.1%Retail/WholesaleMSFTMicrosoft$319,3620.0%8510.1%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$298,035$7,079 ▼-2.3%6,8200.1%FinanceEFAiShares MSCI EAFE ETF$292,757$22,476 ▼-7.1%3,5820.1%FinanceAMZNAmazon.com$290,147$19,026 ▼-6.2%1,5250.1%Retail/WholesaleLLYEli Lilly and Company$262,639$12,389 ▼-4.5%3180.1%MedicalPEPPepsiCo$234,506$1,200 ▼-0.5%1,5640.1%Consumer StaplesMCDMcDonald's$230,5290.0%7380.1%Retail/WholesaleBRK.ABerkshire Hathaway$0$1,361,840 ▼-100.0%00.0%FinanceCGUSCapital Group Core Equity ETF$0$315,185 ▼-100.0%00.0%ETFGOOGLAlphabet$0$225,267 ▼-100.0%00.0%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$0$221,717 ▼-100.0%00.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$0$212,353 ▼-100.0%00.0%ETFBXBlackstone$0$206,904 ▼-100.0%00.0%FinanceRINGCENTRAL INC$0$29,506 ▼-100.0%00.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
