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Cornerstone Wealth Advisors, Inc.

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13F filer, CIK 1862176, EDINA, MN

Cornerstone Wealth Advisors, Inc. reported $413,105,944 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-15. Its ten largest share positions make up 85.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001862176-25-000003

Period
2025-09-30
Reported value
$413M
Holdings
51
Top 10 weight
85.06%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHRadded+185,752$4.67M
VEAadded+42,394$2.54M
VGSHadded+38,264$2.25M
SCHFadded+80,503$1.87M
SCHVadded+12,750$371K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHGreduced-81,266-$2.59M
VTVreduced-5,274-$984K
VBKreduced-1,961-$584K
VBRreduced-2,405-$502K
SCHXreduced-12,179-$321K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001862176-25-000003, largest first. % of portfolio is the value over $413,105,944, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569,139 shares; 2024Q4: 3,307,596 shares; 2025Q1: 3,421,646 shares; 2025Q2: 3,470,641 shares; 2025Q3: 3,656,393 shares 3,656,393$91.9M22.24%+185,752Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,425 shares; 2024Q4: 1,708,473 shares; 2025Q1: 1,742,740 shares; 2025Q2: 1,746,511 shares; 2025Q3: 1,665,245 shares 1,665,245$53.1M12.86%-81,266Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,310 shares; 2024Q4: 828,259 shares; 2025Q1: 844,703 shares; 2025Q2: 860,921 shares; 2025Q3: 899,185 shares 899,185$52.9M12.81%+38,264Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,789 shares; 2024Q4: 92,848 shares; 2025Q1: 93,546 shares; 2025Q2: 98,550 shares; 2025Q3: 99,047 shares 99,047$47.5M11.5%+497Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,554 shares; 2024Q4: 187,603 shares; 2025Q1: 188,797 shares; 2025Q2: 178,341 shares; 2025Q3: 173,067 shares 173,067$32.3M7.81%-5,274Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,184 shares; 2024Q4: 327,032 shares; 2025Q1: 312,039 shares; 2025Q2: 304,551 shares; 2025Q3: 346,945 shares 346,945$20.8M5.03%+42,394Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,210 shares; 2024Q4: 580,354 shares; 2025Q1: 577,134 shares; 2025Q2: 585,360 shares; 2025Q3: 598,110 shares 598,110$17.4M4.21%+12,750Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,518 shares; 2024Q4: 565,878 shares; 2025Q1: 571,683 shares; 2025Q2: 622,448 shares; 2025Q3: 702,951 shares 702,951$16.4M3.96%+80,503Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,798 shares; 2024Q4: 38,634 shares; 2025Q1: 39,226 shares; 2025Q2: 38,433 shares; 2025Q3: 36,472 shares 36,472$10.9M2.63%-1,961Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,563 shares; 2024Q4: 43,521 shares; 2025Q1: 44,449 shares; 2025Q2: 41,966 shares; 2025Q3: 39,561 shares 39,561$8.26M2%-2,405Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,380 shares; 2024Q4: 207,925 shares; 2025Q1: 204,466 shares; 2025Q2: 199,511 shares; 2025Q3: 195,796 shares 195,796$6.53M1.58%-3,715Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,791 shares; 2024Q4: 272,165 shares; 2025Q1: 253,443 shares; 2025Q2: 246,977 shares; 2025Q3: 234,798 shares 234,798$6.18M1.5%-12,179Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,004 shares; 2024Q4: 97,584 shares; 2025Q1: 107,763 shares; 2025Q2: 108,964 shares; 2025Q3: 107,988 shares 107,988$5.85M1.42%-976Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,360 shares; 2024Q4: 13,793 shares; 2025Q1: 12,682 shares; 2025Q2: 12,379 shares; 2025Q3: 12,246 shares 12,246$5.74M1.39%-133Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,762 shares; 2024Q4: 112,125 shares; 2025Q1: 145,140 shares; 2025Q2: 149,315 shares; 2025Q3: 149,152 shares 149,152$3.64M0.88%-163Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,136 shares; 2024Q4: 83,199 shares; 2025Q1: 82,012 shares; 2025Q2: 78,810 shares; 2025Q3: 76,263 shares 76,263$3.47M0.84%-2,547Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,214 shares; 2024Q4: 25,752 shares; 2025Q1: 25,875 shares; 2025Q2: 25,733 shares; 2025Q3: 24,167 shares 24,167$3.44M0.83%-1,566Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 15,663 shares; 2025Q1: 15,363 shares; 2025Q2: 14,376 shares; 2025Q3: 14,023 shares 14,023$2.85M0.69%-353Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,350 shares; 2024Q4: 36,235 shares; 2025Q1: 41,090 shares; 2025Q2: 41,373 shares; 2025Q3: 40,655 shares 40,655$2.44M0.59%-718Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,893 shares; 2025Q1: 3,694 shares; 2025Q2: 3,683 shares; 2025Q3: 3,484 shares 3,484$1.75M0.42%-199Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 9,367 shares; 2025Q1: 9,277 shares; 2025Q2: 6,574 shares; 2025Q3: 6,839 shares 6,839$1.74M0.42%+265Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 6,427 shares; 2025Q1: 5,965 shares; 2025Q2: 5,593 shares; 2025Q3: 5,307 shares 5,307$1.7M0.41%-286Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares 3,650$1.62M0.39%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares 2$1.51M0.37%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 5,577 shares; 2025Q1: 5,592 shares; 2025Q2: 5,769 shares; 2025Q3: 5,760 shares 5,760$1.46M0.35%-9Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,531 shares; 2024Q4: 9,441 shares; 2025Q1: 9,409 shares; 2025Q2: 8,609 shares; 2025Q3: 8,211 shares 8,211$1.45M0.35%-398Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,355 shares; 2025Q1: 8,970 shares; 2025Q2: 8,745 shares; 2025Q3: 8,970 shares 8,970$1.02M0.25%+225Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,679 shares; 2025Q1: 3,479 shares; 2025Q2: 2,789 shares; 2025Q3: 2,774 shares 2,774$910K0.22%-15Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,300 shares 2,300$794K0.19%-60Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,759 shares; 2025Q1: 4,634 shares; 2025Q2: 6,921 shares; 2025Q3: 8,650 shares 8,650$725K0.18%+1,729Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 20,447 shares; 2025Q1: 19,756 shares; 2025Q2: 20,890 shares; 2025Q3: 20,297 shares 20,297$566K0.14%-593Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,689 shares; 2025Q1: 8,084 shares; 2025Q2: 8,204 shares; 2025Q3: 9,389 shares 9,389$515K0.12%+1,185Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,889 shares; 2025Q1: 3,889 shares; 2025Q2: 3,889 shares; 2025Q3: 3,864 shares 3,864$466K0.11%-25Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 959 shares; 2025Q2: 955 shares; 2025Q3: 955 shares 955$465K0.11%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 6,210 shares; 2025Q1: 6,240 shares; 2025Q2: 5,965 shares; 2025Q3: 5,800 shares 5,800$445K0.11%-165Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 834 shares; 2025Q3: 834 shares 834$432K0.1%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares 658$403K0.1%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,982 shares; 2025Q1: 6,820 shares; 2025Q2: 6,820 shares; 2025Q3: 6,720 shares 6,720$359K0.09%-100Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,455 shares; 2025Q3: 3,025 shares 3,025$358K0.09%-430Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,582 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares 3,560$332K0.08%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 5,557 shares; 2025Q1: 5,657 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares 1,406$262K0.06%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 342 shares; 2025Q3: 276 shares 276$256K0.06%-66Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares 318$243K0.06%0Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares 3,390$235K0.06%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares 738$224K0.05%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707 shares; 2025Q3: 707 shares 707$223K0.05%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares 1,564$220K0.05%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 3,862 shares; 2025Q1: not reported; 2025Q2: 3,033 shares; 2025Q3: 3,033 shares 3,033$216K0.05%0Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,050 shares; 2025Q1: not reported; 2025Q2: 5,190 shares; 2025Q3: 4,795 shares 4,795$216K0.05%-395Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares 1,162$215K0.05%newTimeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares 5,000$212K0.05%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001862176-25-000003 base2025-10-15acceptance time not in the bulk data set