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Cornerstone Wealth Advisors, Inc.

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13F filer, CIK 1862176, EDINA, MN

Cornerstone Wealth Advisors, Inc. reported $429,983,269 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14. Its ten largest share positions make up 85.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001862176-26-000001

Period
2025-12-31
Reported value
$430M
Holdings
51
Top 10 weight
85.54%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+56,457$3.53M
VGSHadded+50,635$2.97M
SCHRadded+106,603$2.67M
SCHFadded+85,410$2.05M
SCHVadded+30,774$911K

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-36,741-$1.2M
SLVexited-5,000-$212K
WFCreduced-1,900-$177K
IWFreduced-286-$135K
SCHXreduced-3,282-$88.3K

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, Q4 2025

Share positions as resolved from 13F-HR 0001862176-26-000001, largest first. % of portfolio is the value over $429,983,269, 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; 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; 2025Q4: 3,762,996 shares 3,762,996$94.4M21.95%+106,603Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,310 shares; 2024Q4: 828,259 shares; 2025Q1: 844,703 shares; 2025Q2: 860,921 shares; 2025Q3: 899,185 shares; 2025Q4: 949,820 shares 949,820$55.8M12.97%+50,635Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,628,504 shares 1,628,504$53.1M12.35%-36,741Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,789 shares; 2024Q4: 92,848 shares; 2025Q1: 93,546 shares; 2025Q2: 98,550 shares; 2025Q3: 99,047 shares; 2025Q4: 99,655 shares 99,655$48.6M11.31%+608Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,554 shares; 2024Q4: 187,603 shares; 2025Q1: 188,797 shares; 2025Q2: 178,341 shares; 2025Q3: 173,067 shares; 2025Q4: 175,743 shares 175,743$33.6M7.81%+2,676Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,184 shares; 2024Q4: 327,032 shares; 2025Q1: 312,039 shares; 2025Q2: 304,551 shares; 2025Q3: 346,945 shares; 2025Q4: 403,402 shares 403,402$25.2M5.86%+56,457Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,518 shares; 2024Q4: 565,878 shares; 2025Q1: 571,683 shares; 2025Q2: 622,448 shares; 2025Q3: 702,951 shares; 2025Q4: 788,361 shares 788,361$19M4.41%+85,410Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,210 shares; 2024Q4: 580,354 shares; 2025Q1: 577,134 shares; 2025Q2: 585,360 shares; 2025Q3: 598,110 shares; 2025Q4: 628,884 shares 628,884$18.6M4.33%+30,774Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,798 shares; 2024Q4: 38,634 shares; 2025Q1: 39,226 shares; 2025Q2: 38,433 shares; 2025Q3: 36,472 shares; 2025Q4: 36,500 shares 36,500$11M2.56%+28Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,563 shares; 2024Q4: 43,521 shares; 2025Q1: 44,449 shares; 2025Q2: 41,966 shares; 2025Q3: 39,561 shares; 2025Q4: 40,347 shares 40,347$8.55M1.99%+786Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,380 shares; 2024Q4: 207,925 shares; 2025Q1: 204,466 shares; 2025Q2: 199,511 shares; 2025Q3: 195,796 shares; 2025Q4: 194,635 shares 194,635$6.37M1.48%-1,161Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,791 shares; 2024Q4: 272,165 shares; 2025Q1: 253,443 shares; 2025Q2: 246,977 shares; 2025Q3: 234,798 shares; 2025Q4: 231,516 shares 231,516$6.23M1.45%-3,282Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,004 shares; 2024Q4: 97,584 shares; 2025Q1: 107,763 shares; 2025Q2: 108,964 shares; 2025Q3: 107,988 shares; 2025Q4: 111,265 shares 111,265$5.98M1.39%+3,277Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,360 shares; 2024Q4: 13,793 shares; 2025Q1: 12,682 shares; 2025Q2: 12,379 shares; 2025Q3: 12,246 shares; 2025Q4: 11,960 shares 11,960$5.66M1.32%-286Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,762 shares; 2024Q4: 112,125 shares; 2025Q1: 145,140 shares; 2025Q2: 149,315 shares; 2025Q3: 149,152 shares; 2025Q4: 148,357 shares 148,357$3.62M0.84%-795Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,136 shares; 2024Q4: 83,199 shares; 2025Q1: 82,012 shares; 2025Q2: 78,810 shares; 2025Q3: 76,263 shares; 2025Q4: 78,836 shares 78,836$3.59M0.83%+2,573Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,214 shares; 2024Q4: 25,752 shares; 2025Q1: 25,875 shares; 2025Q2: 25,733 shares; 2025Q3: 24,167 shares; 2025Q4: 23,922 shares 23,922$3.43M0.8%-245Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 15,663 shares; 2025Q1: 15,363 shares; 2025Q2: 14,376 shares; 2025Q3: 14,023 shares; 2025Q4: 13,669 shares 13,669$2.88M0.67%-354Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,350 shares; 2024Q4: 36,235 shares; 2025Q1: 41,090 shares; 2025Q2: 41,373 shares; 2025Q3: 40,655 shares; 2025Q4: 46,830 shares 46,830$2.81M0.65%+6,175Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 9,367 shares; 2025Q1: 9,277 shares; 2025Q2: 6,574 shares; 2025Q3: 6,839 shares; 2025Q4: 6,684 shares 6,684$1.82M0.42%-155Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,893 shares; 2025Q1: 3,694 shares; 2025Q2: 3,683 shares; 2025Q3: 3,484 shares; 2025Q4: 3,420 shares 3,420$1.72M0.4%-64Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 6,427 shares; 2025Q1: 5,965 shares; 2025Q2: 5,593 shares; 2025Q3: 5,307 shares; 2025Q4: 5,122 shares 5,122$1.65M0.38%-185Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares 3,650$1.64M0.38%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 5,577 shares; 2025Q1: 5,592 shares; 2025Q2: 5,769 shares; 2025Q3: 5,760 shares; 2025Q4: 5,918 shares 5,918$1.53M0.36%+158Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2$1.51M0.35%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,531 shares; 2024Q4: 9,441 shares; 2025Q1: 9,409 shares; 2025Q2: 8,609 shares; 2025Q3: 8,211 shares; 2025Q4: 7,851 shares 7,851$1.42M0.33%-360Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,355 shares; 2025Q1: 8,970 shares; 2025Q2: 8,745 shares; 2025Q3: 8,970 shares; 2025Q4: 8,958 shares 8,958$1.02M0.24%-12Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,679 shares; 2025Q1: 3,479 shares; 2025Q2: 2,789 shares; 2025Q3: 2,774 shares; 2025Q4: 2,569 shares 2,569$861K0.2%-205Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300$759K0.18%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,759 shares; 2025Q1: 4,634 shares; 2025Q2: 6,921 shares; 2025Q3: 8,650 shares; 2025Q4: 6,750 shares 6,750$629K0.15%-1,900Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 20,447 shares; 2025Q1: 19,756 shares; 2025Q2: 20,890 shares; 2025Q3: 20,297 shares; 2025Q4: 20,002 shares 20,002$570K0.13%-295Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,689 shares; 2025Q1: 8,084 shares; 2025Q2: 8,204 shares; 2025Q3: 9,389 shares; 2025Q4: 9,385 shares 9,385$527K0.12%-4Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 959 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares 955$499K0.12%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,889 shares; 2025Q1: 3,889 shares; 2025Q2: 3,889 shares; 2025Q3: 3,864 shares; 2025Q4: 3,864 shares 3,864$476K0.11%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 6,210 shares; 2025Q1: 6,240 shares; 2025Q2: 5,965 shares; 2025Q3: 5,800 shares; 2025Q4: 5,545 shares 5,545$430K0.1%-255Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 657 shares 657$412K0.1%-1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares 834$403K0.09%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,982 shares; 2025Q1: 6,820 shares; 2025Q2: 6,820 shares; 2025Q3: 6,720 shares; 2025Q4: 6,695 shares 6,695$366K0.09%-25Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,455 shares; 2025Q3: 3,025 shares; 2025Q4: 2,895 shares 2,895$350K0.08%-130Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares 318$342K0.08%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,582 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,460 shares 3,460$332K0.08%-100Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,050 shares; 2025Q1: not reported; 2025Q2: 5,190 shares; 2025Q3: 4,795 shares; 2025Q4: 5,445 shares 5,445$250K0.06%+650Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares; 2025Q4: 3,445 shares 3,445$247K0.06%+55Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 5,557 shares; 2025Q1: 5,657 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,306 shares 1,306$244K0.06%-100Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 342 shares; 2025Q3: 276 shares; 2025Q4: 276 shares 276$238K0.06%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares 745$233K0.05%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares; 2025Q4: 1,116 shares 1,116$231K0.05%-46Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 709 shares 709$229K0.05%+2Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares 738$226K0.05%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares 1,564$224K0.05%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 3,862 shares; 2025Q1: not reported; 2025Q2: 3,033 shares; 2025Q3: 3,033 shares; 2025Q4: 3,008 shares 3,008$221K0.05%-25Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SLVISHARES SILVER TR5,000$212Kshares

How Q4 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 0001862176-26-000001 base2026-01-14acceptance time not in the bulk data set