Filed: 4/9/2026ACC: 0001862176-26-000002
📋 What this filing means
CORNERSTONE WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $434.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$434.28M
Total AUM (reported)
10.03M
Total Shares
Allocation by class
INT-TRM U.S TRES$99.47M22.9%
SHORT TERM TREAS$61.58M14.2%
US LCAP GR ETF$47.38M10.9%
GROWTH ETF$44.50M10.2%
VALUE ETF$34.01M7.8%
VAN FTSE DEV MKT$27.14M6.2%
INTL EQTY ETF$22.61M5.2%
Portfolio Concentration
Top 3$208.43M48.0%
4–10$166.21M38.3%
11–25$50.19M11.6%
Rest$9.45M2.2%
Top 3 weight
48.0%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 10.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:
SCHWAB STRATEGIC TR
SOLEShares3.99M
TypeSH
Market value$99.47M
22.90%
Sole
0.00
Shared
0.00
None
3.99M
VANGUARD SCOTTSDALE FDS
SOLEShares1.05M
TypeSH
Market value$61.58M
14.18%
Sole
0.00
Shared
0.00
None
1.05M
SCHWAB STRATEGIC TR
SOLEShares1.63M
TypeSH
Market value$47.38M
10.91%
Sole
0.00
Shared
0.00
None
1.63M
VANGUARD INDEX FDS
SOLEShares101.87K
TypeSH
Market value$44.50M
10.25%
Sole
0.00
Shared
0.00
None
101.87K
VANGUARD INDEX FDS
SOLEShares173.33K
TypeSH
Market value$34.01M
7.83%
Sole
0.00
Shared
0.00
None
173.33K
VANGUARD TAX-MANAGED FDS
SOLEShares423.47K
TypeSH
Market value$27.14M
6.25%
Sole
0.00
Shared
0.00
None
423.47K
SCHWAB STRATEGIC TR
SOLEShares913.72K
TypeSH
Market value$22.61M
5.21%
Sole
0.00
Shared
0.00
None
913.72K
SCHWAB STRATEGIC TR
SOLEShares643.12K
TypeSH
Market value$19.62M
4.52%
Sole
0.00
Shared
0.00
None
643.12K
VANGUARD INDEX FDS
SOLEShares32.81K
TypeSH
Market value$9.92M
2.28%
Sole
0.00
Shared
0.00
None
32.81K
VANGUARD INDEX FDS
SOLEShares38.77K
TypeSH
Market value$8.42M
1.94%
Sole
0.00
Shared
0.00
None
38.77K
SCHWAB STRATEGIC TR
SOLEShares217.18K
TypeSH
Market value$7.16M
1.65%
Sole
0.00
Shared
0.00
None
217.18K
VANGUARD INTL EQUITY INDEX F
SOLEShares119.82K
TypeSH
Market value$6.48M
1.49%
Sole
0.00
Shared
0.00
None
119.82K
SCHWAB STRATEGIC TR
SOLEShares224.94K
TypeSH
Market value$5.77M
1.33%
Sole
0.00
Shared
0.00
None
224.94K
ISHARES TR
SOLEShares11.77K
TypeSH
Market value$5.02M
1.16%
Sole
0.00
Shared
0.00
None
11.77K
SCHWAB STRATEGIC TR
SOLEShares170.75K
TypeSH
Market value$4.14M
0.95%
Sole
0.00
Shared
0.00
None
170.75K
SCHWAB STRATEGIC TR
SOLEShares78.68K
TypeSH
Market value$3.68M
0.85%
Sole
0.00
Shared
0.00
None
78.68K
VANGUARD INTL EQUITY INDEX F
SOLEShares24.32K
TypeSH
Market value$3.55M
0.82%
Sole
0.00
Shared
0.00
None
24.32K
VANGUARD SCOTTSDALE FDS
SOLEShares49.39K
TypeSH
Market value$2.94M
0.68%
Sole
0.00
Shared
0.00
None
49.39K
ISHARES TR
SOLEShares13.29K
TypeSH
Market value$2.84M
0.65%
Sole
0.00
Shared
0.00
None
13.29K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.35K
TypeSH
Market value$1.61M
0.37%
Sole
0.00
Shared
0.00
None
3.35K
VANGUARD INDEX FDS
SOLEShares5.81K
TypeSH
Market value$1.52M
0.35%
Sole
0.00
Shared
0.00
None
5.81K
ISHARES TR
SOLEShares4.40K
TypeSH
Market value$1.38M
0.32%
Sole
0.00
Shared
0.00
None
4.40K
ISHARES TR
SOLEShares7.26K
TypeSH
Market value$1.38M
0.32%
Sole
0.00
Shared
0.00
None
7.26K
APPLE INC
SOLEShares5.42K
TypeSH
Market value$1.38M
0.32%
Sole
0.00
Shared
0.00
None
5.42K
TESLA INC
SOLEShares3.65K
TypeSH
Market value$1.36M
0.31%
Sole
0.00
Shared
0.00
None
3.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 3.99M | SH | $99.47M 22.90% | 0.00 | 0.00 | 3.99M |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.05M | SH | $61.58M 14.18% | 0.00 | 0.00 | 1.05M |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.63M | SH | $47.38M 10.91% | 0.00 | 0.00 | 1.63M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 101.87K | SH | $44.50M 10.25% | 0.00 | 0.00 | 101.87K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 173.33K | SH | $34.01M 7.83% | 0.00 | 0.00 | 173.33K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 423.47K | SH | $27.14M 6.25% | 0.00 | 0.00 | 423.47K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 913.72K | SH | $22.61M 5.21% | 0.00 | 0.00 | 913.72K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 643.12K | SH | $19.62M 4.52% | 0.00 | 0.00 | 643.12K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 32.81K | SH | $9.92M 2.28% | 0.00 | 0.00 | 32.81K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 38.77K | SH | $8.42M 1.94% | 0.00 | 0.00 | 38.77K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 217.18K | SH | $7.16M 1.65% | 0.00 | 0.00 | 217.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 119.82K | SH | $6.48M 1.49% | 0.00 | 0.00 | 119.82K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 224.94K | SH | $5.77M 1.33% | 0.00 | 0.00 | 224.94K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 11.77K | SH | $5.02M 1.16% | 0.00 | 0.00 | 11.77K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 170.75K | SH | $4.14M 0.95% | 0.00 | 0.00 | 170.75K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 78.68K | SH | $3.68M 0.85% | 0.00 | 0.00 | 78.68K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 24.32K | SH | $3.55M 0.82% | 0.00 | 0.00 | 24.32K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 49.39K | SH | $2.94M 0.68% | 0.00 | 0.00 | 49.39K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 13.29K | SH | $2.84M 0.65% | 0.00 | 0.00 | 13.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.35K | SH | $1.61M 0.37% | 0.00 | 0.00 | 3.35K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.81K | SH | $1.52M 0.35% | 0.00 | 0.00 | 5.81K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 4.40K | SH | $1.38M 0.32% | 0.00 | 0.00 | 4.40K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 7.26K | SH | $1.38M 0.32% | 0.00 | 0.00 | 7.26K |
APPLE INCSOLE | COM | 5.42K | SH | $1.38M 0.32% | 0.00 | 0.00 | 5.42K |
TESLA INCSOLE | COM | 3.65K | SH | $1.36M 0.31% | 0.00 | 0.00 | 3.65K |
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