Loading…
CIK 0001862176 • 7 13F filings • Apr 17, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("cornerstone-wealth-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $207K | 0.0% | 720 SH | New |
| APPLE INC | COM | $1.4M | 0.3%Prev: 0.6% | 5,425 SH | Decreased-3,852 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.4%Prev: 0.5% | 3,352 SH | Decreased-342 SH |
| COSTCO WHOLESALE CORPORATION | COM | $275K | 0.1% | 276 SH | New |
| ELI LILLY & CO | COM | $279K | 0.1%Prev: 0.1% | 303 SH | Increased-15 SH |
| ISHARES TR | EAFE GRWTH ETF | $941K | 0.2%Prev: 0.2% | 8,453 SH | Increased-517 SH |
| ISHARES TR | EAFE SML CP ETF | $413K | 0.1%Prev: 0.1% | 5,270 SH | Increased-970 SH |
| ISHARES TR | ESG AWARE MSCI | $262K | 0.1% | 5,570 SH | New |
| ISHARES TR | MSCI EAFE ETF | $317K | 0.1%Prev: 0.1% | 3,260 SH | Increased-322 SH |
| ISHARES TR | MSCI EMG MKT ETF | $392K | 0.1%Prev: 0.1% | 6,895 SH | Increased+75 SH |
| ISHARES TR | RUS 1000 GRW ETF | $5.0M | 1.2%Prev: 1.3% | 11,773 SH | Increased-909 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.8M | 0.7%Prev: 0.8% | 13,289 SH | Decreased-2,074 SH |
| ISHARES TR | RUS 2000 GRW ETF | $1.4M | 0.3%Prev: 0.4% | 4,398 SH | Decreased-1,567 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.4M | 0.3%Prev: 0.4% | 7,263 SH | Decreased-2,146 SH |
| ISHARES TR | S&P 500 GRWT ETF | $437K | 0.1%Prev: 0.1% | 3,864 SH | Increased-25 SH |
| JOHNSON & JOHNSON | COM | $273K | 0.1% | 1,116 SH | New |
| JPMORGAN CHASE & CO | COM | $209K | 0.0% | 709 SH | New |
| MCDONALDS CORP | COM | $229K | 0.1%Prev: 0.1% | 738 SH | Decreased |
| MICROSOFT CORP | COM | $242K | 0.1%Prev: 0.1% | 654 SH | Decreased-197 SH |
| NVIDIA CORPORATION | COM | $236K | 0.1%Prev: 0.2% | 1,356 SH | Decreased-4,301 SH |
| S&P GLOBAL INC | COM | $406K | 0.1%Prev: 0.1% | 955 SH | Decreased-4 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $7.2M | 1.6%Prev: 1.6% | 217,177 SH | Increased+12,711 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $99.5M | 22.9%Prev: 23.6% | 3,993,213 SH | Increased+571,567 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $22.6M | 5.2%Prev: 3.1% | 913,719 SH | Increased+342,036 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $3.7M | 0.8%Prev: 0.8% | 78,681 SH | Increased-3,331 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $4.1M | 1.0%Prev: 1.0% | 170,750 SH | Increased+25,610 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $47.4M | 10.9%Prev: 12.1% | 1,626,488 SH | Increased-116,252 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $19.6M | 4.5%Prev: 4.3% | 643,115 SH | Increased+65,981 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $5.8M | 1.3%Prev: 1.6% | 224,944 SH | Increased-28,499 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $581K | 0.1%Prev: 0.1% | 19,971 SH | Increased+215 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $495K | 0.1% | 9,325 SH | New |
| TESLA INC | COM | $1.4M | 0.3%Prev: 0.3% | 3,650 SH | Increased-913 SH |
| UNITEDHEALTH GROUP INC | COM | $636K | 0.1%Prev: 0.3% | 2,350 SH | Decreased-10 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $44.5M | 10.2%Prev: 9.6% | 101,872 SH | Increased+8,326 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $430K | 0.1%Prev: 0.1% | 719 SH | Increased+61 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.4M | 1.9%Prev: 2.3% | 38,775 SH | Increased-5,674 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 0.4%Prev: 0.3% | 5,814 SH | Increased+222 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.9M | 2.3%Prev: 2.7% | 32,815 SH | Increased-6,411 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $950K | 0.2%Prev: 0.3% | 2,962 SH | Decreased-517 SH |
| VANGUARD INDEX FDS | VALUE ETF | $34.0M | 7.8%Prev: 9.1% | 173,329 SH | Increased-15,468 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $226K | 0.1% | 3,008 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.5M | 1.5%Prev: 1.4% | 119,824 SH | Increased+12,061 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.5M | 0.8%Prev: 0.8% | 24,325 SH | Increased-1,550 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.9M | 0.7%Prev: 0.7% | 49,390 SH | Increased+8,300 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $61.6M | 14.2%Prev: 13.8% | 1,051,879 SH | Increased+207,176 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $27.1M | 6.2%Prev: 4.4% | 423,474 SH | Increased+111,435 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $226K | 0.1% | 3,145 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $326K | 0.1%Prev: 0.1% | 2,900 SH | Decreased-630 SH |
| WELLS FARGO & CO | COM | $466K | 0.1% | 5,850 SH | New |
| 13F-HR |
| 0001862176-25-000003 |
| $413.1M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001862176-26-000003 | $477.2M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003954 | $387.0M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001862176-26-000002 | $434.3M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002184 | $360.2M | View |