13F HOLDINGS REPORT
Cornerstone Wealth Advisors, Inc.
Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0001862176-26-000001
Total Value
$430.0M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524854 | 3,762,996 | $94.4M | 21.95% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C102 | 949,820 | $55.8M | 12.97% |
| 3 | SCHWAB STRATEGIC TR | 808524300 | 1,628,504 | $53.1M | 12.35% |
| 4 | VANGUARD INDEX FDS | 922908736 | 99,655 | $48.6M | 11.31% |
| 5 | VANGUARD INDEX FDS | 922908744 | 175,743 | $33.6M | 7.81% |
| 6 | VANGUARD TAX-MANAGED FDS | 921943858 | 403,402 | $25.2M | 5.86% |
| 7 | SCHWAB STRATEGIC TR | 808524805 | 788,361 | $19.0M | 4.41% |
| 8 | SCHWAB STRATEGIC TR | 808524409 | 628,884 | $18.6M | 4.33% |
| 9 | VANGUARD INDEX FDS | 922908595 | 36,500 | $11.0M | 2.56% |
| 10 | VANGUARD INDEX FDS | 922908611 | 40,347 | $8.5M | 1.99% |
| 11 | SCHWAB STRATEGIC TR | 808524706 | 194,635 | $6.4M | 1.48% |
| 12 | SCHWAB STRATEGIC TR | 808524201 | 231,516 | $6.2M | 1.45% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042858 | 111,265 | $6.0M | 1.39% |
| 14 | ISHARES TR | 464287614 | 11,960 | $5.7M | 1.32% |
| 15 | SCHWAB STRATEGIC TR | 808524862 | 148,357 | $3.6M | 0.84% |
| 16 | SCHWAB STRATEGIC TR | 808524888 | 78,836 | $3.6M | 0.83% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042718 | 23,922 | $3.4M | 0.80% |
| 18 | ISHARES TR | 464287598 | 13,669 | $2.9M | 0.67% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C706 | 46,830 | $2.8M | 0.65% |
| 20 | APPLE INC | AAPL | 6,684 | $1.8M | 0.42% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,420 | $1.7M | 0.40% |
| 22 | ISHARES TR | 464287648 | 5,122 | $1.7M | 0.38% |
| 23 | TESLA INC | TSLA | 3,650 | $1.6M | 0.38% |
| 24 | VANGUARD INDEX FDS | 922908751 | 5,918 | $1.5M | 0.36% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.35% |
| 26 | ISHARES TR | 464287630 | 7,851 | $1.4M | 0.33% |
| 27 | ISHARES TR | 464288885 | 8,958 | $1.0M | 0.24% |
| 28 | VANGUARD INDEX FDS | 922908769 | 2,569 | $861,309 | 0.20% |
| 29 | UNITEDHEALTH GROUP INC | UNH | 2,300 | $759,416 | 0.18% |
| 30 | WELLS FARGO CO NEW | 949746101 | 6,750 | $629,100 | 0.15% |
| 31 | SCHWAB STRATEGIC TR | 808524607 | 20,002 | $569,667 | 0.13% |
| 32 | SPDR SERIES TRUST | 78468R796 | 9,385 | $527,343 | 0.12% |
| 33 | S&P GLOBAL INC | SPGI | 955 | $499,073 | 0.12% |
| 34 | ISHARES TR | 464287309 | 3,864 | $476,277 | 0.11% |
| 35 | ISHARES TR | 464288273 | 5,545 | $429,904 | 0.10% |
| 36 | VANGUARD INDEX FDS | 922908363 | 657 | $412,024 | 0.10% |
| 37 | MICROSOFT CORP | MSFT | 834 | $403,217 | 0.09% |
| 38 | ISHARES TR | 464287234 | 6,695 | $366,285 | 0.09% |
| 39 | VANGUARD WORLD FD | 921910733 | 2,895 | $350,179 | 0.08% |
| 40 | ELI LILLY & CO | LLY | 318 | $341,748 | 0.08% |
| 41 | ISHARES TR | 464287465 | 3,460 | $332,264 | 0.08% |
| 42 | ISHARES TR | 46435U663 | 5,445 | $250,361 | 0.06% |
| 43 | VANGUARD WORLD FD | 921910725 | 3,445 | $246,731 | 0.06% |
| 44 | NVIDIA CORPORATION | NVDA | 1,306 | $243,569 | 0.06% |
| 45 | COSTCO WHSL CORP NEW | 22160K105 | 276 | $238,123 | 0.06% |
| 46 | ALPHABET INC | GOOG | 745 | $233,185 | 0.05% |
| 47 | JOHNSON & JOHNSON | JNJ | 1,116 | $230,956 | 0.05% |
| 48 | JPMORGAN CHASE & CO. | VYLD | 709 | $228,574 | 0.05% |
| 49 | MCDONALDS CORP | MCD | 738 | $225,555 | 0.05% |
| 50 | PEPSICO INC | PEP | 1,564 | $224,465 | 0.05% |
| 51 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,008 | $221,268 | 0.05% |