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 | $346K | 0.1% | 968 SH | New |
| AMAZON COM INC | COM | $216K | 0.0% | 906 SH | New |
| APPLE INC | COM | $1.6M | 0.3%Prev: 0.3% | 5,574 SH | Increased-1,000 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.3%Prev: 0.5% | 3,202 SH | Decreased-481 SH |
| CATERPILLAR INC | COM | $209K | 0.0% | 196 SH | New |
| CORNING INC | COM | $255K | 0.1% | 1,000 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $258K | 0.1% | 276 SH | New |
| ELI LILLY & CO | COM | $363K | 0.1%Prev: 0.1% | 303 SH | Increased-15 SH |
| ISHARES TR | EAFE GRWTH ETF | $1.1M | 0.2%Prev: 0.3% | 8,654 SH | Increased-91 SH |
| ISHARES TR | EAFE SML CP ETF | $432K | 0.1%Prev: 0.1% | 5,255 SH | Decreased-710 SH |
| ISHARES TR | ESG AWARE MSCI | $288K | 0.1%Prev: 0.1% | 5,145 SH | Increased-45 SH |
| ISHARES TR | IBDS DEC28 ETF | $562K | 0.1% | 22,250 SH | New |
| ISHARES TR | MSCI EAFE ETF | $376K | 0.1%Prev: 0.1% | 3,620 SH | Increased+60 SH |
| ISHARES TR | MSCI EMG MKT ETF | $463K | 0.1%Prev: 0.1% | 6,770 SH | Increased-50 SH |
| ISHARES TR | RUS 1000 GRW ETF | $5.5M | 1.1%Prev: 1.4% | 43,974 SH | Increased+31,595 SH |
| ISHARES TR | RUS 1000 VAL ETF | $3.1M | 0.7%Prev: 0.7% | 12,944 SH | Increased-1,432 SH |
| ISHARES TR | RUS 2000 GRW ETF | $1.7M | 0.4%Prev: 0.4% | 4,348 SH | Increased-1,245 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.5M | 0.3%Prev: 0.4% | 6,906 SH | Increased-1,703 SH |
| ISHARES TR | S&P 500 GRWT ETF | $531K | 0.1%Prev: 0.1% | 3,864 SH | Increased-25 SH |
| JOHNSON & JOHNSON | COM | $283K | 0.1% | 1,116 SH | New |
| JPMORGAN CHASE & CO | COM | $257K | 0.1% | 784 SH | New |
| MICROSOFT CORP | COM | $271K | 0.1%Prev: 0.1% | 728 SH | Decreased-106 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $222K | 0.0% | 1,900 SH | New |
| NVIDIA CORPORATION | COM | $291K | 0.1%Prev: 0.1% | 1,456 SH | Increased+50 SH |
| PROSHARES TR | ULTRAPRO QQQ | $477K | 0.1% | 5,883 SH | New |
| S&P GLOBAL INC | COM | $389K | 0.1%Prev: 0.1% | 955 SH | Decreased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $8.0M | 1.7%Prev: 1.6% | 220,246 SH | Increased+20,735 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $101.6M | 21.3%Prev: 22.4% | 4,120,062 SH | Increased+649,421 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $25.6M | 5.4%Prev: 3.6% | 923,776 SH | Increased+301,328 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $3.8M | 0.8%Prev: 0.9% | 79,382 SH | Increased+572 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $4.3M | 0.9%Prev: 0.9% | 179,940 SH | Increased+30,625 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $53.8M | 11.3%Prev: 13.2% | 1,590,638 SH | Increased-155,873 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $22.7M | 4.8%Prev: 4.2% | 652,147 SH | Increased+66,787 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $6.5M | 1.4%Prev: 1.6% | 220,937 SH | Increased-26,040 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $687K | 0.1%Prev: 0.1% | 19,003 SH | Increased-1,887 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $229K | 0.0% | 1,200 SH | New |
| SPDR SERIES TRUST | ST STR SP500FF | $570K | 0.1% | 9,325 SH | New |
| UNITEDHEALTH GROUP INC | COM | $977K | 0.2%Prev: 0.2% | 2,350 SH | Increased-10 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $52.6M | 11.0%Prev: 11.2% | 611,057 SH | Increased+512,507 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $494K | 0.1%Prev: 0.1% | 719 SH | Increased+61 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.3M | 1.9%Prev: 2.1% | 38,289 SH | Increased-3,677 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.7M | 0.3%Prev: 0.4% | 5,496 SH | Increased-273 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $11.6M | 2.4%Prev: 2.8% | 31,689 SH | Increased-6,744 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $966K | 0.2%Prev: 0.2% | 2,611 SH | Increased-178 SH |
| VANGUARD INDEX FDS | VALUE ETF | $37.8M | 7.9%Prev: 8.1% | 173,296 SH | Increased-5,045 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $252K | 0.1%Prev: 0.1% | 3,008 SH | Increased-25 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.1M | 1.5%Prev: 1.4% | 119,197 SH | Increased+10,233 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.7M | 0.8%Prev: 0.9% | 24,185 SH | Increased-1,548 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $3.1M | 0.6%Prev: 0.6% | 51,992 SH | Increased+10,619 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $63.2M | 13.3%Prev: 13.1% | 1,086,658 SH | Increased+225,737 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $29.7M | 6.2%Prev: 4.5% | 416,823 SH | Increased+112,272 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $251K | 0.1% | 3,050 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $383K | 0.1%Prev: 0.1% | 2,900 SH | Increased-555 SH |
| VICOR CORP | COM | $3.1M | 0.6% | 8,095 SH | New |
| WELLS FARGO & CO | COM | $483K | 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 |