13F Filings History of Cornerstone Wealth Advisors, Inc.

Latest 13F report
Q3 2025 - 15 Oct 2025
Value $
$413,105,944
Signature - Title
Jonathan Guyton - Chief Compliance Officer
Location
Edina, MN
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Wealth Advisors, Inc. reported 51 stock holdings with total value $413,105,944 as of Q3 2025. Top holdings included SCHR, SCHG, VGSH, VUG, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 51 $413,105,944 +$12,909,154 -$6,137,649 +$6,771,505 SCHR, SCHG, VGSH, VUG, VTV 13F-HR 15 Oct 2025, 08:44
Q2 2025 48 $386,951,797 +$8,354,190 -$6,081,783 +$2,272,407 SCHR, SCHG, VGSH, VUG, VTV 13F-HR 17 Jul 2025, 17:12
Q1 2025 45 $360,172,311 +$7,370,577 -$4,820,567 +$2,550,010 SCHR, VGSH, SCHG, VUG, VTV 13F-HR 17 Apr 2025, 12:24
Q4 2024 52 $364,344,355 +$104,519,059 -$1,524,096 +$102,994,963 SCHR, VGSH, SCHG, VUG, VTV 13F-HR 21 Jan 2025, 11:13
Q3 2024 49 $359,745,078 +$37,670,648 -$28,182,564 +$9,488,084 SCHR, VGSH, SCHG, VUG, VTV 13F-HR 24 Oct 2024, 18:11
Q2 2024 49 $334,098,727 +$7,337,126 -$2,801,408 +$4,535,718 VGSH, SCHR, SCHG, VUG, VTV 13F-HR 12 Jul 2024, 14:54
Q1 2024 45 $324,783,470 +$6,189,026 -$5,523,553 +$665,473 VGSH, SCHR, SCHG, VUG, VTV 13F-HR 11 Apr 2024, 09:59
Q4 2023 45 $309,003,494 +$14,426,369 -$10,138,366 +$4,288,003 VGSH, SCHR, SCHG, VUG, VTV 13F-HR 19 Jan 2024, 16:52
Q3 2023 44 $283,708,235 +$5,788,132 -$4,179,129 +$1,609,003 VGSH, SCHR, SCHG, VUG, VTV 13F-HR 23 Oct 2023, 20:34
Q2 2023 45 $290,490,828 +$7,102,624 -$2,396,459 +$4,706,165 VGSH, SCHG, SCHR, VUG, VTV 13F-HR 20 Jul 2023, 10:33
Q1 2023 43 $275,245,110 +$7,735,953 -$3,663,533 +$4,072,420 VGSH, SCHR, SCHG, VUG, VTV 13F-HR 11 May 2023, 21:05
Q4 2022 43 $257,854,446 +$5,597,369 -$10,803,543 -$5,206,174 VGSH, SCHR, VTV, SCHG, VUG 13F-HR 23 Jan 2023, 21:40
Q3 2022 44 $253,236,000 +$10,206,211 -$6,247,068 +$3,959,143 VGSH, SCHR, SCHG, VTV, VUG 13F-HR 18 Oct 2022, 18:51
Q2 2022 43 $262,020,000 +$49,557,395 -$45,910,891 +$3,646,504 VGSH, SCHR, SCHG, VUG, VTV 13F-HR 15 Jul 2022, 17:52
Q1 2022 43 $289,494,000 +$32,971,725 -$12,068,647 +$20,903,078 VGSH, VCSH, SCHG, VUG, VTV 13F-HR 18 Apr 2022, 20:08
Q4 2021 40 $301,294,000 +$7,966,471 -$2,212,567 +$5,753,904 VGSH, VCSH, SCHG, VUG, VTV 13F-HR 08 Feb 2022, 17:42
Q3 2021 40 $285,782,000 +$7,574,316 -$4,052,094 +$3,522,222 VGSH, VCSH, SCHG, VUG, VTV 13F-HR 15 Nov 2021, 14:47
Q2 2021 39 $285,063,000 +$14,804,629 -$7,001,780 +$7,802,849 VGSH, VCSH, SCHG, VUG, VTV 13F-HR 16 Jul 2021, 17:03
Q1 2021 37 $264,939,000 $0 $0 $0 VGSH, VCSH, SCHG, VUG, VTV 13F-HR 17 May 2021, 15:38