CORNERSTONE WEALTH ADVISORS, INC.

Filed: 4/17/2025ACC: 0001085146-25-002184

📋 What this filing means

CORNERSTONE WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $360.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$360.17M

Total AUM (reported)

8.85M

Total Shares

Allocation by class

INT-TRM U.S TRES$85.06M23.6%

SHORT TERM TREAS$49.58M13.8%

US LCAP GR ETF$43.64M12.1%

GROWTH ETF$34.69M9.6%

VALUE ETF$32.61M9.1%

VAN FTSE DEV MKT$15.86M4.4%

US LCAP VA ETF$15.34M4.3%

Portfolio Concentration

Top 3$178.28M49.5%

4–10$127.97M35.5%

11–25$44.94M12.5%

Rest$8.99M2.5%

Top 3 weight

49.5%

Top 10 weight

85.0%

Voting Authority Distribution

Total shares with voting rights: 8.85M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.85M

% of voting shares100.0%

Investment Discretion (by position count)

Sole45

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings45

Rows:

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares3.42M

TypeSH

Market value$85.06M

23.62%

Sole

0.00

Shared

0.00

None

3.42M

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares844.70K

TypeSH

Market value$49.58M

13.76%

Sole

0.00

Shared

0.00

None

844.70K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares1.74M

TypeSH

Market value$43.64M

12.12%

Sole

0.00

Shared

0.00

None

1.74M

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares93.55K

TypeSH

Market value$34.69M

9.63%

Sole

0.00

Shared

0.00

None

93.55K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares188.80K

TypeSH

Market value$32.61M

9.05%

Sole

0.00

Shared

0.00

None

188.80K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares312.04K

TypeSH

Market value$15.86M

4.40%

Sole

0.00

Shared

0.00

None

312.04K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares577.13K

TypeSH

Market value$15.34M

4.26%

Sole

0.00

Shared

0.00

None

577.13K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares571.68K

TypeSH

Market value$11.31M

3.14%

Sole

0.00

Shared

0.00

None

571.68K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares39.23K

TypeSH

Market value$9.88M

2.74%

Sole

0.00

Shared

0.00

None

39.23K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares44.45K

TypeSH

Market value$8.28M

2.30%

Sole

0.00

Shared

0.00

None

44.45K

SCHWAB STRATEGIC TR

SOLE

EMRG MKTEQ ETF

Shares204.47K

TypeSH

Market value$5.64M

1.57%

Sole

0.00

Shared

0.00

None

204.47K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares253.44K

TypeSH

Market value$5.60M

1.55%

Sole

0.00

Shared

0.00

None

253.44K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares107.76K

TypeSH

Market value$4.88M

1.35%

Sole

0.00

Shared

0.00

None

107.76K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares12.68K

TypeSH

Market value$4.58M

1.27%

Sole

0.00

Shared

0.00

None

12.68K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares145.14K

TypeSH

Market value$3.53M

0.98%

Sole

0.00

Shared

0.00

None

145.14K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares25.88K

TypeSH

Market value$2.99M

0.83%

Sole

0.00

Shared

0.00

None

25.88K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares82.01K

TypeSH

Market value$2.94M

0.82%

Sole

0.00

Shared

0.00

None

82.01K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares15.36K

TypeSH

Market value$2.89M

0.80%

Sole

0.00

Shared

0.00

None

15.36K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares41.09K

TypeSH

Market value$2.44M

0.68%

Sole

0.00

Shared

0.00

None

41.09K

APPLE INC

SOLE

COM

Shares9.28K

TypeSH

Market value$2.06M

0.57%

Sole

0.00

Shared

0.00

None

9.28K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.69K

TypeSH

Market value$1.97M

0.55%

Sole

0.00

Shared

0.00

None

3.69K

ISHARES TR

SOLE

RUS 2000 GRW ETF

Shares5.96K

TypeSH

Market value$1.52M

0.42%

Sole

0.00

Shared

0.00

None

5.96K

ISHARES TR

SOLE

RUS 2000 VAL ETF

Shares9.41K

TypeSH

Market value$1.42M

0.39%

Sole

0.00

Shared

0.00

None

9.41K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares5.59K

TypeSH

Market value$1.24M

0.34%

Sole

0.00

Shared

0.00

None

5.59K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares2.36K

TypeSH

Market value$1.24M

0.34%

Sole

0.00

Shared

0.00

None

2.36K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	3.42M	SH	$85.06M 23.62%	3.42M
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	844.70K	SH	$49.58M 13.76%	844.70K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	1.74M	SH	$43.64M 12.12%	1.74M
VANGUARD INDEX FDSSOLE	GROWTH ETF	93.55K	SH	$34.69M 9.63%	93.55K
VANGUARD INDEX FDSSOLE	VALUE ETF	188.80K	SH	$32.61M 9.05%	188.80K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	312.04K	SH	$15.86M 4.40%	312.04K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	577.13K	SH	$15.34M 4.26%	577.13K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	571.68K	SH	$11.31M 3.14%	571.68K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	39.23K	SH	$9.88M 2.74%	39.23K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	44.45K	SH	$8.28M 2.30%	44.45K
SCHWAB STRATEGIC TRSOLE	EMRG MKTEQ ETF	204.47K	SH	$5.64M 1.57%	204.47K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	253.44K	SH	$5.60M 1.55%	253.44K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	107.76K	SH	$4.88M 1.35%	107.76K
ISHARES TRSOLE	RUS 1000 GRW ETF	12.68K	SH	$4.58M 1.27%	12.68K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	145.14K	SH	$3.53M 0.98%	145.14K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	25.88K	SH	$2.99M 0.83%	25.88K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	82.01K	SH	$2.94M 0.82%	82.01K
ISHARES TRSOLE	RUS 1000 VAL ETF	15.36K	SH	$2.89M 0.80%	15.36K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	41.09K	SH	$2.44M 0.68%	41.09K
APPLE INCSOLE	COM	9.28K	SH	$2.06M 0.57%	9.28K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.69K	SH	$1.97M 0.55%	3.69K
ISHARES TRSOLE	RUS 2000 GRW ETF	5.96K	SH	$1.52M 0.42%	5.96K
ISHARES TRSOLE	RUS 2000 VAL ETF	9.41K	SH	$1.42M 0.39%	9.41K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	5.59K	SH	$1.24M 0.34%	5.59K
UNITEDHEALTH GROUP INCSOLE	COM	2.36K	SH	$1.24M 0.34%	2.36K

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