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CIK: 0001862176
Total reported value
$477.2M
$477.2M
51 檔
58.2%
During the Q3 2025 filing period, Cornerstone Wealth Advisors, Inc. (CIK: 0001862176) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $477.2M across 51 reported positions.
Cornerstone Wealth Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 1 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-Other | 22.24% | -1.61% | +5.35% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.86% | +0.37% | -4.65% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 12.81% | -0.93% | +4.44% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 11.50% | +0.78% | +0.50% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.81% | +0.08% | -2.96% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.03% | -0.03% | +13.92% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.21% | +0.24% | +2.18% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.96% | +0.15% | +12.93% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.63% | +0.15% | -5.10% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.00% | +0.01% | -5.73% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.58% | +0.02% | -1.86% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.50% | +0.03% | -4.93% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.42% | — | -0.90% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.39% | -0.02% | -1.07% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.88% | -0.04% | -0.11% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.84% | -0.05% | -3.23% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.83% | -0.04% | -6.09% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | +0.01% | -2.46% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.59% | -0.04% | -1.74% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | -5.40% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.02% | +4.03% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.41% | +0.04% | -5.11% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.31% | EXIT | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | — | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | — | -0.16% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.35% | — | -4.62% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.25% | +0.01% | +2.57% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | -0.02% | -0.54% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | +0.05% | -2.54% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.18% | -0.01% | +24.98% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.14% | +0.01% | -2.84% | |
| 32 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | +14.44% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -0.64% | |
| 34 | SPGI | S&p Global Inc | Stock-Financials | 0.11% | -0.01% | — | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.11% | -0.01% | -2.77% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.09% | +0.01% | -1.47% | |
| 39 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.09% | — | -12.45% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.08% | +0.01% | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | +0.01% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.06% | -0.01% | -19.30% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.02% | — | |
| 44 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.06% | — | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.05% | -0.05% | EXIT | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | — | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.05% | — | — | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.05% | — | — | |
| 49 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.05% | — | -7.61% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | — | — |
According to official SEC Form 13F filings, Cornerstone Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $477.2M across 51 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHR, SCHG, VGSH) accounted for 58.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRK-A
市值: $1.5M
Top Position Liquidated / Trimmed
AMZN
前期市值: $290.1K
During Q3 2025, Cornerstone Wealth Advisors, Inc.'s top holdings by market value included SCHR (22.2%)、SCHG (12.9%)、VGSH (12.8%). The largest single position, SCHR, represented 22.2% of total portfolio value.
In Q3 2025, Cornerstone Wealth Advisors, Inc. made 46 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 26 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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