Cornerstone Wealth Advisors, Inc.

EDINA, MN · CIK 1862176 · 13F filing filed 2025-07-17

SEC-registered investment adviser since 2003 · corporation

Assets managed$608.7m
Staff8 · 8 in investment roles
Main clients (by assets)High net worth individuals 82%, Individuals 16%, Charities 1%
Websitecornerstonewealthadvisors.com
Form ADV · 2026-06-11SEC adviser record

Kindwealth
Others nearbyMinneapolis, MN

$387.0m reported value +7.4% vs Q1 2025

48positions

85.1%in top 10

4 new 14 added 23 reduced 1 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	3,470,641	$86.9m22.45%	22.45%	Added +49.0k	+48,995 1.4%
2	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,746,511	$51.0m13.18%	13.18%	Added +3.8k	+3,771 0.2%
3	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	860,921	$50.6m13.08%	13.08%	Added +16.2k	+16,218 1.9%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	98,550	$43.2m11.17%	11.17%	Added +5.0k	+5,004 5.3%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	178,341	$31.5m8.15%	8.15%	Reduced -10.5k	-10,456 -5.5%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	304,551	$17.4m4.49%	4.49%	Reduced -7.5k	-7,488 -2.4%
7	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	585,360	$16.2m4.19%	4.19%	Added +8.2k	+8,226 1.4%
8	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	622,448	$13.8m3.55%	3.55%	Added +50.8k	+50,765 8.9%
9	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	38,433	$10.6m2.75%	2.75%	Reduced -793	-793 -2.0%
10	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	41,966	$8.2m2.11%	2.11%	Reduced -2.5k	-2,483 -5.6%
11	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	246,977	$6.0m1.56%	1.56%	Reduced -6.5k	-6,466 -2.5%
12	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	199,511	$6.0m1.55%	1.55%	Reduced -5.0k	-4,955 -2.4%
13	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	108,964	$5.4m1.39%	1.39%	Added +1.2k	+1,201 1.1%
14	ISHARES TR RUS 1000 GRW ETF IWF	IWF	12,379	$5.3m1.36%	1.36%	Reduced -303	-303 -2.4%
15	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	149,315	$3.6m0.94%	0.94%	Added +4.2k	+4,175 2.9%
16	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	25,733	$3.5m0.89%	0.89%	Reduced -142	-142 -0.6%
17	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	78,810	$3.4m0.87%	0.87%	Reduced -3.2k	-3,202 -3.9%
18	ISHARES TR RUS 1000 VAL ETF IWD	IWD	14,376	$2.8m0.72%	0.72%	Reduced -987	-987 -6.4%
19	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	41,373	$2.5m0.64%	0.64%	Added +283	+283 0.7%
20	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,683	$1.8m0.46%	0.46%	Reduced -11	-11 -0.3%
21	ISHARES TR RUS 2000 GRW ETF IWO	IWO	5,593	$1.6m0.41%	0.41%	Reduced -372	-372 -6.2%
22	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.38%	0.38%	New
23	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,769	$1.4m0.35%	0.35%	Added +177	+177 3.2%
24	ISHARES TR RUS 2000 VAL ETF IWN	IWN	8,609	$1.4m0.35%	0.35%	Reduced -800	-800 -8.5%
25	APPLE INC COM AAPL	AAPL	6,574	$1.3m0.35%	0.35%	Reduced -2.7k	-2,703 -29.1%
26	TESLA INC COM TSLA	TSLA	3,650	$1.2m0.30%	0.30%	Reduced -913	-913 -20.0%
27	ISHARES TR EAFE GRWTH ETF EFG	EFG	8,745	$979.4k0.25%	0.25%	Reduced -225	-225 -2.5%
28	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,789	$847.7k0.22%	0.22%	Reduced -690	-690 -19.8%
29	UNITEDHEALTH GROUP INC COM UNH	UNH	2,360	$736.4k0.19%	0.19%	Unchanged
30	WELLS FARGO CO NEW COM WFC	WFC	6,921	$554.5k0.14%	0.14%	Added +2.3k	+2,287 49.4%
31	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	20,890	$528.5k0.14%	0.14%	Added +1.1k	+1,134 5.7%
32	S&P GLOBAL INC COM SPGI	SPGI	955	$503.6k0.13%	0.13%	Reduced -4	-4 -0.4%
33	ISHARES TR EAFE SML CP ETF SCZ	SCZ	5,965	$433.5k0.11%	0.11%	Reduced -275	-275 -4.4%
34	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,889	$428.2k0.11%	0.11%	Unchanged
35	SPDR SER TR SPDR S&P 500 ETF SPYX	SPYX	8,204	$417.8k0.11%	0.11%	Added +120	+120 1.5%
36	MICROSOFT CORP COM MSFT	MSFT	834	$414.7k0.11%	0.11%	Reduced -17	-17 -2.0%
37	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	3,455	$378.8k0.10%	0.10%	Reduced -75	-75 -2.1%
38	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	658	$373.8k0.10%	0.10%	Unchanged
39	COSTCO WHSL CORP NEW COM COST	COST	342	$338.7k0.09%	0.09%	Added +2	+2 0.6%
40	ISHARES TR MSCI EMG MKT ETF EEM	EEM	6,820	$329.0k0.09%	0.09%	Unchanged
41	ISHARES TR MSCI EAFE ETF EFA	EFA	3,560	$318.2k0.08%	0.08%	Reduced -22	-22 -0.6%
42	ELI LILLY & CO COM LLY	LLY	318	$247.9k0.06%	0.06%	Unchanged
43	NVIDIA CORPORATION COM NVDA	NVDA	1,406	$222.1k0.06%	0.06%	Reduced -4.3k	-4,251 -75.2%
44	MCDONALDS CORP COM MCD	MCD	738	$215.6k0.06%	0.06%	Unchanged
45	ISHARES TR ESG AWARE MSCI ESML	ESML	5,190	$214.5k0.06%	0.06%	New
46	PEPSICO INC COM PEP	PEP	1,564	$206.5k0.05%	0.05%	Unchanged
47	JPMORGAN CHASE & CO COM JPM	JPM	707	$205.1k0.05%	0.05%	New
48	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,033	$203.9k0.05%	0.05%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
AMAZON COM INC AMZN	AMZN	1,525	$290.1k1.5k shares