CORNERSTONE WEALTH ADVISORS, INC.

Filed: 1/14/2026ACC: 0001862176-26-000001

📋 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 $429.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$429.98M

Total AUM (reported)

9.50M

Total Shares

Allocation by class

INT-TRM U.S TRES$94.38M21.9%

SHORT TERM TREAS$55.78M13.0%

US LCAP GR ETF$53.12M12.4%

GROWTH ETF$48.62M11.3%

VALUE ETF$33.57M7.8%

VAN FTSE DEV MKT$25.20M5.9%

INTL EQTY ETF$18.95M4.4%

Portfolio Concentration

Top 3$203.28M47.3%

4–10$164.53M38.3%

11–25$50.43M11.7%

Rest$11.74M2.7%

Top 3 weight

47.3%

Top 10 weight

85.5%

Voting Authority Distribution

Total shares with voting rights: 9.50M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.50M

% of voting shares100.0%

Investment Discretion (by position count)

Sole51

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings51

Rows:

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares3.76M

TypeSH

Market value$94.38M

21.95%

Sole

0.00

Shared

0.00

None

3.76M

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares949.82K

TypeSH

Market value$55.78M

12.97%

Sole

0.00

Shared

0.00

None

949.82K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares1.63M

TypeSH

Market value$53.12M

12.35%

Sole

0.00

Shared

0.00

None

1.63M

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares99.66K

TypeSH

Market value$48.62M

11.31%

Sole

0.00

Shared

0.00

None

99.66K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares175.74K

TypeSH

Market value$33.57M

7.81%

Sole

0.00

Shared

0.00

None

175.74K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares403.40K

TypeSH

Market value$25.20M

5.86%

Sole

0.00

Shared

0.00

None

403.40K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares788.36K

TypeSH

Market value$18.95M

4.41%

Sole

0.00

Shared

0.00

None

788.36K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares628.88K

TypeSH

Market value$18.62M

4.33%

Sole

0.00

Shared

0.00

None

628.88K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares36.50K

TypeSH

Market value$11.03M

2.56%

Sole

0.00

Shared

0.00

None

36.50K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares40.35K

TypeSH

Market value$8.55M

1.99%

Sole

0.00

Shared

0.00

None

40.35K

SCHWAB STRATEGIC TR

SOLE

EMRG MKTEQ ETF

Shares194.63K

TypeSH

Market value$6.37M

1.48%

Sole

0.00

Shared

0.00

None

194.63K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares231.52K

TypeSH

Market value$6.23M

1.45%

Sole

0.00

Shared

0.00

None

231.52K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares111.27K

TypeSH

Market value$5.98M

1.39%

Sole

0.00

Shared

0.00

None

111.27K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares11.96K

TypeSH

Market value$5.66M

1.32%

Sole

0.00

Shared

0.00

None

11.96K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares148.36K

TypeSH

Market value$3.62M

0.84%

Sole

0.00

Shared

0.00

None

148.36K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares78.84K

TypeSH

Market value$3.59M

0.83%

Sole

0.00

Shared

0.00

None

78.84K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares23.92K

TypeSH

Market value$3.43M

0.80%

Sole

0.00

Shared

0.00

None

23.92K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares13.67K

TypeSH

Market value$2.88M

0.67%

Sole

0.00

Shared

0.00

None

13.67K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares46.83K

TypeSH

Market value$2.81M

0.65%

Sole

0.00

Shared

0.00

None

46.83K

APPLE INC

SOLE

COM

Shares6.68K

TypeSH

Market value$1.82M

0.42%

Sole

0.00

Shared

0.00

None

6.68K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.42K

TypeSH

Market value$1.72M

0.40%

Sole

0.00

Shared

0.00

None

3.42K

ISHARES TR

SOLE

RUS 2000 GRW ETF

Shares5.12K

TypeSH

Market value$1.65M

0.38%

Sole

0.00

Shared

0.00

None

5.12K

TESLA INC

SOLE

COM

Shares3.65K

TypeSH

Market value$1.64M

0.38%

Sole

0.00

Shared

0.00

None

3.65K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares5.92K

TypeSH

Market value$1.53M

0.36%

Sole

0.00

Shared

0.00

None

5.92K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares2.00

TypeSH

Market value$1.51M

0.35%

Sole

0.00

Shared

0.00

None

2.00

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	3.76M	SH	$94.38M 21.95%	3.76M
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	949.82K	SH	$55.78M 12.97%	949.82K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	1.63M	SH	$53.12M 12.35%	1.63M
VANGUARD INDEX FDSSOLE	GROWTH ETF	99.66K	SH	$48.62M 11.31%	99.66K
VANGUARD INDEX FDSSOLE	VALUE ETF	175.74K	SH	$33.57M 7.81%	175.74K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	403.40K	SH	$25.20M 5.86%	403.40K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	788.36K	SH	$18.95M 4.41%	788.36K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	628.88K	SH	$18.62M 4.33%	628.88K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	36.50K	SH	$11.03M 2.56%	36.50K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	40.35K	SH	$8.55M 1.99%	40.35K
SCHWAB STRATEGIC TRSOLE	EMRG MKTEQ ETF	194.63K	SH	$6.37M 1.48%	194.63K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	231.52K	SH	$6.23M 1.45%	231.52K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	111.27K	SH	$5.98M 1.39%	111.27K
ISHARES TRSOLE	RUS 1000 GRW ETF	11.96K	SH	$5.66M 1.32%	11.96K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	148.36K	SH	$3.62M 0.84%	148.36K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	78.84K	SH	$3.59M 0.83%	78.84K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	23.92K	SH	$3.43M 0.80%	23.92K
ISHARES TRSOLE	RUS 1000 VAL ETF	13.67K	SH	$2.88M 0.67%	13.67K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	46.83K	SH	$2.81M 0.65%	46.83K
APPLE INCSOLE	COM	6.68K	SH	$1.82M 0.42%	6.68K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.42K	SH	$1.72M 0.40%	3.42K
ISHARES TRSOLE	RUS 2000 GRW ETF	5.12K	SH	$1.65M 0.38%	5.12K
TESLA INCSOLE	COM	3.65K	SH	$1.64M 0.38%	3.65K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	5.92K	SH	$1.53M 0.36%	5.92K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	2.00	SH	$1.51M 0.35%	2.00

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