Cornerstone Wealth Advisors, Inc. Reduced Holdings in Q3 2025

Cornerstone Wealth Advisors, Inc.

  • $413 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-66
- 19.3%
$915.95 - $994.57 $60.5K - $65.6K
276 $255K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-199
- 5.4%
$459.11 - $506.91 $91.4K - $101K
3.48K $1.75M
VGIT
Vanguard Intermediate Term Tre

ETFs
-718
- 1.74%
$58.97 - $60.36 $42.3K - $43.3K
40.7K $2.44M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-430
- 12.45%
$109.47 - $119.06 $47.1K - $51.2K
3.03K $358K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.57K
- 6.09%
$133.48 - $144.38 $209K - $226K
24.2K $3.45M
SCHO
Schwab Short Term Us Treasury

ETFs
-163
- 0.11%
$24.23 - $24.42 $3.95K - $3.98K
149K $3.64M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-395
- 7.61%
$41.34 - $45.65 $16.3K - $18K
4.8K $216K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-165
- 2.77%
$72.04 - $77.35 $11.9K - $12.8K
5.8K $444K
EEM
Ishares Msci Emerging Markets

ETFs
-100
- 1.47%
$48.07 - $53.4 $4.81K - $5.34K
6.72K $358K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-593
- 2.84%
$25.29 - $28.33 $15K - $16.8K
20.3K $566K
UNH
Unitedhealth Group Inc

Healthcare
-60
- 2.54%
$237.77 - $353.61 $14.3K - $21.2K
2.3K $794K
IWD
Ishares Russell 1000 Val ETF

ETFs
-353
- 2.46%
$192.76 - $203.86 $68K - $72K
14K $2.85M
VTI
Vanguard Total Stock Market Et

ETFs
-15
- 0.54%
$303.93 - $329.86 $4.56K - $4.95K
2.77K $910K
VBR
Vanguard Small Cap Value ETF

ETFs
-2.41K
- 5.73%
$195.41 - $212.37 $470K - $511K
39.6K $8.26M
IWN
Ishares Russell2000 Val ETF

ETFs
-398
- 4.62%
$157.1 - $178.94 $62.5K - $71.2K
8.21K $1.45M
VB
Vanguard Small Cap ETF

ETFs
-9
- 0.16%
$237.58 - $259.17 $2.14K - $2.33K
5.76K $1.46M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-286
- 5.11%
$284.45 - $324.95 $81.4K - $92.9K
5.31K $1.7M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.55K
- 3.23%
$42.28 - $45.71 $108K - $116K
76.3K $3.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-12.2K
- 4.93%
$24.46 - $26.5 $298K - $323K
235K $6.18M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.96K
- 5.1%
$276.51 - $305.12 $542K - $598K
36.5K $10.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-976
- 0.9%
$49.43 - $54.52 $48.2K - $53.2K
108K $5.85M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-133
- 1.07%
$420.11 - $472.68 $55.9K - $62.9K
12.2K $5.74M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.72K
- 1.86%
$30.13 - $33.37 $112K - $124K
196K $6.53M
VTV
Vanguard Value ETF

ETFs
-5.27K
- 2.96%
$175.51 - $186.57 $926K - $984K
173K $32.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-81.3K
- 4.65%
$28.92 - $32.19 $2.35M - $2.62M
1.67M $53.1M
Activity Summary
Buys All Purchases 13 New Holdings 3 Increased Positions 10 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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