Cornerstone Wealth Advisors, Inc.

EDINA, MN · CIK 1862176 · 13F filing filed 2026-07-20

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

$477.2m reported value +9.9% vs Q1 2026

55positions

85.5%in top 10

8 new 15 added 21 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

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	4,120,062	$101.6m21.29%	21.29%	Added +126.8k	+126,849 3.2%
2	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	1,086,658	$63.2m13.25%	13.25%	Added +34.8k	+34,779 3.3%
3	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,590,638	$53.8m11.28%	11.28%	Reduced -35.9k	-35,850 -2.2%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	611,057	$52.6m11.03%	11.03%	Reduced -175	-175 -0.0%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	173,296	$37.8m7.91%	7.91%	Reduced -33	-33 -0.0%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	416,823	$29.7m6.22%	6.22%	Reduced -6.7k	-6,651 -1.6%
7	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	923,776	$25.6m5.36%	5.36%	Added +10.1k	+10,057 1.1%
8	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	652,147	$22.7m4.76%	4.76%	Added +9.0k	+9,032 1.4%
9	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	31,689	$11.6m2.43%	2.43%	Reduced -1.1k	-1,126 -3.4%
10	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	38,289	$9.3m1.95%	1.95%	Reduced -486	-486 -1.2%
11	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	220,246	$8.0m1.67%	1.67%	Added +3.1k	+3,069 1.4%
12	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	119,197	$7.1m1.49%	1.49%	Reduced -627	-627 -0.5%
13	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	220,937	$6.5m1.36%	1.36%	Reduced -4.0k	-4,007 -1.8%
14	ISHARES TR RUS 1000 GRW ETF IWF	IWF	43,974	$5.5m1.14%	1.14%	Reduced -3.1k	-3,118 -6.6%
15	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	179,940	$4.3m0.91%	0.91%	Added +9.2k	+9,190 5.4%
16	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	79,382	$3.8m0.80%	0.80%	Added +701	+701 0.9%
17	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	24,185	$3.7m0.78%	0.78%	Reduced -140	-140 -0.6%
18	ISHARES TR RUS 1000 VAL ETF IWD	IWD	12,944	$3.1m0.66%	0.66%	Reduced -345	-345 -2.6%
19	VICOR CORP COM VICR	VICR	8,095	$3.1m0.64%	0.64%	New
20	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	51,992	$3.1m0.64%	0.64%	Added +2.6k	+2,602 5.3%
21	ISHARES TR RUS 2000 GRW ETF IWO	IWO	4,348	$1.7m0.36%	0.36%	Reduced -50	-50 -1.1%
22	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,496	$1.7m0.35%	0.35%	Reduced -318	-318 -5.5%
23	APPLE INC COM AAPL	AAPL	5,574	$1.6m0.34%	0.34%	Added +149	+149 2.8%
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,202	$1.6m0.34%	0.34%	Reduced -150	-150 -4.5%
25	ISHARES TR RUS 2000 VAL ETF IWN	IWN	6,906	$1.5m0.32%	0.32%	Reduced -357	-357 -4.9%
26	ISHARES TR EAFE GRWTH ETF EFG	EFG	8,654	$1.1m0.23%	0.23%	Added +201	+201 2.4%
27	UNITEDHEALTH GROUP INC COM UNH	UNH	2,350	$976.9k0.20%	0.20%	Unchanged
28	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,611	$966.2k0.20%	0.20%	Reduced -351	-351 -11.8%
29	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	19,003	$686.6k0.14%	0.14%	Reduced -968	-968 -4.8%
30	SPDR SER TR SPDR S&P 500 ETF SPYX	SPYX	9,325	$569.8k0.12%	0.12%	Unchanged
31	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	22,250	$561.8k0.12%	0.12%	New
32	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,864	$531.4k0.11%	0.11%	Unchanged
33	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	719	$493.8k0.10%	0.10%	Unchanged
34	WELLS FARGO CO NEW COM WFC	WFC	5,850	$483.4k0.10%	0.10%	Unchanged
35	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	5,883	$476.5k0.10%	0.10%	New
36	ISHARES TR MSCI EMG MKT ETF EEM	EEM	6,770	$463.1k0.10%	0.10%	Reduced -125	-125 -1.8%
37	ISHARES TR EAFE SML CP ETF SCZ	SCZ	5,255	$432.3k0.09%	0.09%	Reduced -15	-15 -0.3%
38	S&P GLOBAL INC COM SPGI	SPGI	955	$388.9k0.08%	0.08%	Unchanged
39	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	2,900	$383.5k0.08%	0.08%	Unchanged
40	ISHARES TR MSCI EAFE ETF EFA	EFA	3,620	$376.0k0.08%	0.08%	Added +360	+360 11.0%
41	ELI LILLY & CO COM LLY	LLY	303	$363.4k0.08%	0.08%	Unchanged
42	ALPHABET INC CAP STK CL A GOOGL	GOOGL	968	$345.9k0.07%	0.07%	Added +248	+248 34.4%
43	NVIDIA CORPORATION COM NVDA	NVDA	1,456	$291.3k0.06%	0.06%	Added +100	+100 7.4%
44	ISHARES TR ESG AWARE MSCI ESML	ESML	5,145	$287.8k0.06%	0.06%	Reduced -425	-425 -7.6%
45	JOHNSON & JOHNSON COM JNJ	JNJ	1,116	$283.4k0.06%	0.06%	Unchanged
46	MICROSOFT CORP COM MSFT	MSFT	728	$271.5k0.06%	0.06%	Added +74	+74 11.3%
47	COSTCO WHSL CORP NEW COM COST	COST	276	$258.3k0.05%	0.05%	Unchanged
48	JPMORGAN CHASE & CO COM JPM	JPM	784	$256.7k0.05%	0.05%	Added +75	+75 10.6%
49	CORNING INC COM GLW	GLW	1,000	$255.4k0.05%	0.05%	New
50	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,008	$251.9k0.05%	0.05%	Unchanged
51	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	3,050	$251.1k0.05%	0.05%	Reduced -95	-95 -3.0%
52	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,200	$228.6k0.05%	0.05%	New
53	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	1,900	$222.4k0.05%	0.05%	New
54	AMAZON COM INC COM AMZN	AMZN	906	$215.9k0.05%	0.05%	New
55	CATERPILLAR INC COM CAT	CAT	196	$208.7k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TESLA INC TSLA	TSLA	3,650	$1.4m3.6k shares
MCDONALDS CORP MCD	MCD	738	$229.4k738 shares