Filed: 10/15/2025ACC: 0001862176-25-000003
📋 What this filing means
CORNERSTONE WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $413.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$413.11M
Total AUM (reported)
9.21M
Total Shares
Allocation by class
INT-TRM U.S TRES$91.89M22.2%
US LCAP GR ETF$53.14M12.9%
SHORT TERM TREAS$52.92M12.8%
GROWTH ETF$47.50M11.5%
VALUE ETF$32.28M7.8%
VAN FTSE DEV MKT$20.79M5.0%
US LCAP VA ETF$17.41M4.2%
Portfolio Concentration
Top 3$197.94M47.9%
4–10$153.46M37.1%
11–25$49.94M12.1%
Rest$11.77M2.8%
Top 3 weight
47.9%
Top 10 weight
85.1%
Voting Authority Distribution
Total shares with voting rights: 9.21M
Sole
Full voting authority
9.21M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
SCHWAB STRATEGIC TR
SOLEShares3.66M
TypeSH
Market value$91.89M
22.24%
Sole
3.66M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.67M
TypeSH
Market value$53.14M
12.86%
Sole
1.67M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares899.18K
TypeSH
Market value$52.92M
12.81%
Sole
899.18K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares99.05K
TypeSH
Market value$47.50M
11.50%
Sole
99.05K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares173.07K
TypeSH
Market value$32.28M
7.81%
Sole
173.07K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares346.94K
TypeSH
Market value$20.79M
5.03%
Sole
346.94K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares598.11K
TypeSH
Market value$17.41M
4.21%
Sole
598.11K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares702.95K
TypeSH
Market value$16.36M
3.96%
Sole
702.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares36.47K
TypeSH
Market value$10.85M
2.63%
Sole
36.47K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares39.56K
TypeSH
Market value$8.26M
2.00%
Sole
39.56K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares195.80K
TypeSH
Market value$6.53M
1.58%
Sole
195.80K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares234.80K
TypeSH
Market value$6.18M
1.50%
Sole
234.80K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares107.99K
TypeSH
Market value$5.85M
1.42%
Sole
107.99K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.25K
TypeSH
Market value$5.74M
1.39%
Sole
12.25K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares149.15K
TypeSH
Market value$3.64M
0.88%
Sole
149.15K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares76.26K
TypeSH
Market value$3.47M
0.84%
Sole
76.26K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares24.17K
TypeSH
Market value$3.44M
0.83%
Sole
24.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.02K
TypeSH
Market value$2.85M
0.69%
Sole
14.02K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares40.66K
TypeSH
Market value$2.44M
0.59%
Sole
40.66K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.48K
TypeSH
Market value$1.75M
0.42%
Sole
3.48K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.84K
TypeSH
Market value$1.74M
0.42%
Sole
6.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.31K
TypeSH
Market value$1.70M
0.41%
Sole
5.31K
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.65K
TypeSH
Market value$1.62M
0.39%
Sole
3.65K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.51M
0.37%
Sole
2.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.76K
TypeSH
Market value$1.46M
0.35%
Sole
5.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 3.66M | SH | $91.89M 22.24% | 3.66M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.67M | SH | $53.14M 12.86% | 1.67M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 899.18K | SH | $52.92M 12.81% | 899.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 99.05K | SH | $47.50M 11.50% | 99.05K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 173.07K | SH | $32.28M 7.81% | 173.07K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 346.94K | SH | $20.79M 5.03% | 346.94K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 598.11K | SH | $17.41M 4.21% | 598.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 702.95K | SH | $16.36M 3.96% | 702.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 36.47K | SH | $10.85M 2.63% | 36.47K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 39.56K | SH | $8.26M 2.00% | 39.56K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 195.80K | SH | $6.53M 1.58% | 195.80K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 234.80K | SH | $6.18M 1.50% | 234.80K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 107.99K | SH | $5.85M 1.42% | 107.99K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 12.25K | SH | $5.74M 1.39% | 12.25K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 149.15K | SH | $3.64M 0.88% | 149.15K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 76.26K | SH | $3.47M 0.84% | 76.26K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 24.17K | SH | $3.44M 0.83% | 24.17K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 14.02K | SH | $2.85M 0.69% | 14.02K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 40.66K | SH | $2.44M 0.59% | 40.66K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.48K | SH | $1.75M 0.42% | 3.48K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.84K | SH | $1.74M 0.42% | 6.84K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 5.31K | SH | $1.70M 0.41% | 5.31K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.65K | SH | $1.62M 0.39% | 3.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.51M 0.37% | 2.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.76K | SH | $1.46M 0.35% | 5.76K | 0.00 | 0.00 |
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