Cornerstone Wealth Partners, Llc Portfolio Stock Holdings
Cornerstone Wealth Partners, Llc disclosed 19 stock positions valued at approximately $176.3 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 19
- Portfolio Value
- $176.3M
Holdings by Sector
Cornerstone Wealth Partners, Llc Portfolio Holdings in Q1 2026
17 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUV | Other | 29.32% | 467,881 | +63,069 | +15.58% | $51,686,780 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 12.40% | 456,631 | +93,831 | +25.86% | $21,863,458 |
| AMERICAN CENTY ETF TR | AVLV | Other | 11.58% | 253,305 | +32,494 | +14.72% | $20,418,815 |
| AMERICAN CENTY ETF TR | AVSC | Other | 11.54% | 326,613 | +46,395 | +16.56% | $20,347,984 |
| AMERICAN CENTY ETF TR | AVDV | Other | 8.23% | 145,241 | +15,176 | +11.67% | $14,503,688 |
| ISHARES TR | IVV | Other | 5.40% | 14,576 | +2,666 | +22.38% | $9,520,638 |
| AMERICAN CENTY ETF TR | AVES | Other | 4.02% | 118,009 | +17,631 | +17.56% | $7,078,134 |
| AMERICAN CENTY ETF TR | AVIV | Other | 3.28% | 77,336 | +9,808 | +14.52% | $5,786,983 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.65% | 110,621 | +23,378 | +26.80% | $4,670,399 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 2.64% | 88,737 | +18,775 | +26.84% | $4,654,303 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.62% | 33,699 | +5,080 | +17.75% | $2,858,957 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.03% | 357 | +357 | +100.00% | $51,565 |
| NEUBERGER BERMAN ETF TRUST | NBSD | Other | 0.03% | 1,004 | +1,004 | +100.00% | $50,923 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 0.03% | 1,856 | +1,856 | +100.00% | $47,412 |
| NEUBERGER BERMAN ETF TRUST | NBOS | Other | 0.01% | 655 | +655 | +100.00% | $17,510 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.00% | 48 | - | - | $4,956 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.00% | 5 | - | - | $1,229 |