Holdings
Cornerstone Wealth Advisors, Inc.
As of Sep 30, 2026, Cornerstone Wealth Advisors, Inc. reported 53 positions worth US$477M. Largest: Schwab Intermediate-Term US Treasury ETF, Schwab U.S. Large-Cap Growth ETF and Vanguard Morningstar Growth ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Schwab Intermediate-Term US Treasury ETF | 4.28M | US$101M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap Growth ETF | 1.54M | US$55.5M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 602K | US$54.2M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 172K | US$37.1M | new | Sep 30, 2026 |
| Vanguard Short-Term Treasury ETF | 612K | US$35.2M | new | Sep 30, 2026 |
| Vanguard Target Maturity 2028 Corporate Bond ETF | 407K | US$30.5M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 424K | US$29.9M | new | Sep 30, 2026 |
| Schwab International Equity ETF | 935K | US$25.7M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap Value ETF | 639K | US$21.3M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap Growth ETF | 31,473 | US$10.6M | new | Sep 30, 2026 |