CORNERSTONE WEALTH ADVISORS, INC.

Filed: 7/17/2025ACC: 0001085146-25-003954

📋 What this filing means

CORNERSTONE WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $386.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$386.95M

Total AUM (reported)

8.95M

Total Shares

Allocation by class

INT-TRM U.S TRES$86.87M22.4%

US LCAP GR ETF$51.02M13.2%

SHORT TERM TREAS$50.60M13.1%

GROWTH ETF$43.20M11.2%

VALUE ETF$31.52M8.1%

VAN FTSE DEV MKT$17.36M4.5%

US LCAP VA ETF$16.20M4.2%

Portfolio Concentration

Top 3$188.49M48.7%

4–10$140.87M36.4%

11–25$47.34M12.2%

Rest$10.26M2.7%

Top 3 weight

48.7%

Top 10 weight

85.1%

Voting Authority Distribution

Total shares with voting rights: 8.95M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.95M

% of voting shares100.0%

Investment Discretion (by position count)

Sole48

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings48

Rows:

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares3.47M

TypeSH

Market value$86.87M

22.45%

Sole

0.00

Shared

0.00

None

3.47M

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares1.75M

TypeSH

Market value$51.02M

13.18%

Sole

0.00

Shared

0.00

None

1.75M

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares860.92K

TypeSH

Market value$50.60M

13.08%

Sole

0.00

Shared

0.00

None

860.92K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares98.55K

TypeSH

Market value$43.20M

11.17%

Sole

0.00

Shared

0.00

None

98.55K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares178.34K

TypeSH

Market value$31.52M

8.15%

Sole

0.00

Shared

0.00

None

178.34K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares304.55K

TypeSH

Market value$17.36M

4.49%

Sole

0.00

Shared

0.00

None

304.55K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares585.36K

TypeSH

Market value$16.20M

4.19%

Sole

0.00

Shared

0.00

None

585.36K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares622.45K

TypeSH

Market value$13.76M

3.55%

Sole

0.00

Shared

0.00

None

622.45K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares38.43K

TypeSH

Market value$10.64M

2.75%

Sole

0.00

Shared

0.00

None

38.43K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares41.97K

TypeSH

Market value$8.18M

2.11%

Sole

0.00

Shared

0.00

None

41.97K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares246.98K

TypeSH

Market value$6.04M

1.56%

Sole

0.00

Shared

0.00

None

246.98K

SCHWAB STRATEGIC TR

SOLE

EMRG MKTEQ ETF

Shares199.51K

TypeSH

Market value$6.01M

1.55%

Sole

0.00

Shared

0.00

None

199.51K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares108.96K

TypeSH

Market value$5.39M

1.39%

Sole

0.00

Shared

0.00

None

108.96K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares12.38K

TypeSH

Market value$5.26M

1.36%

Sole

0.00

Shared

0.00

None

12.38K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares149.31K

TypeSH

Market value$3.64M

0.94%

Sole

0.00

Shared

0.00

None

149.31K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares25.73K

TypeSH

Market value$3.46M

0.89%

Sole

0.00

Shared

0.00

None

25.73K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares78.81K

TypeSH

Market value$3.36M

0.87%

Sole

0.00

Shared

0.00

None

78.81K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares14.38K

TypeSH

Market value$2.79M

0.72%

Sole

0.00

Shared

0.00

None

14.38K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares41.37K

TypeSH

Market value$2.47M

0.64%

Sole

0.00

Shared

0.00

None

41.37K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.68K

TypeSH

Market value$1.79M

0.46%

Sole

0.00

Shared

0.00

None

3.68K

ISHARES TR

SOLE

RUS 2000 GRW ETF

Shares5.59K

TypeSH

Market value$1.60M

0.41%

Sole

0.00

Shared

0.00

None

5.59K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares2.00

TypeSH

Market value$1.46M

0.38%

Sole

0.00

Shared

0.00

None

2.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares5.77K

TypeSH

Market value$1.37M

0.35%

Sole

0.00

Shared

0.00

None

5.77K

ISHARES TR

SOLE

RUS 2000 VAL ETF

Shares8.61K

TypeSH

Market value$1.36M

0.35%

Sole

0.00

Shared

0.00

None

8.61K

APPLE INC

SOLE

COM

Shares6.57K

TypeSH

Market value$1.35M

0.35%

Sole

0.00

Shared

0.00

None

6.57K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	3.47M	SH	$86.87M 22.45%	3.47M
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	1.75M	SH	$51.02M 13.18%	1.75M
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	860.92K	SH	$50.60M 13.08%	860.92K
VANGUARD INDEX FDSSOLE	GROWTH ETF	98.55K	SH	$43.20M 11.17%	98.55K
VANGUARD INDEX FDSSOLE	VALUE ETF	178.34K	SH	$31.52M 8.15%	178.34K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	304.55K	SH	$17.36M 4.49%	304.55K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	585.36K	SH	$16.20M 4.19%	585.36K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	622.45K	SH	$13.76M 3.55%	622.45K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	38.43K	SH	$10.64M 2.75%	38.43K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	41.97K	SH	$8.18M 2.11%	41.97K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	246.98K	SH	$6.04M 1.56%	246.98K
SCHWAB STRATEGIC TRSOLE	EMRG MKTEQ ETF	199.51K	SH	$6.01M 1.55%	199.51K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	108.96K	SH	$5.39M 1.39%	108.96K
ISHARES TRSOLE	RUS 1000 GRW ETF	12.38K	SH	$5.26M 1.36%	12.38K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	149.31K	SH	$3.64M 0.94%	149.31K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	25.73K	SH	$3.46M 0.89%	25.73K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	78.81K	SH	$3.36M 0.87%	78.81K
ISHARES TRSOLE	RUS 1000 VAL ETF	14.38K	SH	$2.79M 0.72%	14.38K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	41.37K	SH	$2.47M 0.64%	41.37K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.68K	SH	$1.79M 0.46%	3.68K
ISHARES TRSOLE	RUS 2000 GRW ETF	5.59K	SH	$1.60M 0.41%	5.59K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	2.00	SH	$1.46M 0.38%	2.00
VANGUARD INDEX FDSSOLE	SMALL CP ETF	5.77K	SH	$1.37M 0.35%	5.77K
ISHARES TRSOLE	RUS 2000 VAL ETF	8.61K	SH	$1.36M 0.35%	8.61K
APPLE INCSOLE	COM	6.57K	SH	$1.35M 0.35%	6.57K

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