Titelia

Holdings of Cornerstone Wealth Advisors, Inc.

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Net assets
-
Positions
46 in 1 countries
Top ten
86.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Schwab Intermediate-Term U.S. Treasury ETF 3,993,21399.5M $
2Vanguard Scottsdale Funds 1,051,87961.6M $
3Schwab Strategic Trust 1,626,48847.4M $
4Vanguard Growth ETF 101,87244.5M $
5Vanguard Value ETF 173,32934M $
6Vanguard FTSE Developed Markets ETF 423,47427.1M $
7Schwab International Equity ETF 913,71922.6M $
8Schwab Strategic Trust 643,11519.6M $
9Vanguard Index Funds 32,8159.9M $
10Vanguard Index Funds 38,7758.4M $
11Schwab Emerging Markets Equity ETF 217,1777.2M $
12Vanguard International Equity Index Funds 119,8246.5M $
13Schwab U.S. Large-Cap ETF 224,9445.8M $
14iShares Russell 1000 Growth ETF 11,7735M $
15Schwab Short-Term U.S. Treasury ETF 170,7504.1M $
16Schwab International Small-Cap Equity ETF 78,6813.7M $
17Vanguard FTSE All World ex-US 24,3253.5M $
18Vanguard Scottsdale Funds 49,3902.9M $
19iShares Trust 13,2892.8M $
20Berkshire Hathaway Inc 3,3521.6M $
21Vanguard Small-Cap ETF 5,8141.5M $
22iShares Russell 2000 Growth ETF 4,3981.4M $
23iShares Russell 2000 Value ETF 7,2631.4M $
24Apple Inc 5,4251.4M $
25Tesla Inc 3,6501.4M $
26Vanguard Total Stock Market ETF 2,962950.2K $
27iShares MSCI EAFE Growth ETF 8,453941.4K $
28UnitedHealth Group Inc 2,350636K $
29Schwab U.S. Small-Cap ETF 19,971580.8K $
30Wells Fargo & Co 5,850465.7K $
31iShares Trust 3,864437.1K $
32Vanguard S&P 500 ETF 719429.6K $
33iShares MSCI EAFE Small-Cap ETF 5,270413.2K $
34S&P Global Inc 955406.2K $
35iShares MSCI Emerging Markets ETF 6,895391.6K $
36iShares MSCI EAFE ETF 3,260316.6K $
37Eli Lilly & Co 303278.7K $
38Costco Wholesale Corp 276275.2K $
39Johnson & Johnson 1,116272.8K $
40iShares ESG Aware MSCI USA Small-Cap ETF 5,570261.9K $
41Microsoft Corp 654242K $
42NVIDIA Corp 1,356236.5K $
43McDonald's Corp. 738229.4K $
44Vanguard FTSE All-World ex-US ETF 3,008225.9K $
45JPMorgan Chase & Co 709208.7K $
46Alphabet Inc 720207K $

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Sector breakdown

  • Funds 1.0 %
  • Financials 0.6 %
  • Technology 0.4 %
  • Consumer discretionary 0.4 %
  • Health care 0.3 %
  • Consumer staples 0.1 %
  • Unattributed 97.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States46433.2M $100.00 %
Cite this page

Titelia. "Holdings of Cornerstone Wealth Advisors, Inc.". https://titelia.com/en/funds/US13F1862176