Cornerstone Wealth Partners, Llc Portfolio Stock Holdings
Cornerstone Wealth Partners, Llc disclosed 17 stock positions valued at approximately $215.1 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 17
- Portfolio Value
- $215.1M
Holdings by Sector
Cornerstone Wealth Partners, Llc Portfolio Holdings in Q2 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUV | Other | 29.47% | 508,262 | +40,381 | +8.63% | $63,410,810 |
| AMERICAN CENTY ETF TR | AVSC | Other | 12.19% | 357,505 | +30,892 | +9.46% | $26,219,444 |
| AMERICAN CENTY ETF TR | AVLV | Other | 11.83% | 279,084 | +25,779 | +10.18% | $25,455,251 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 11.76% | 529,635 | +73,004 | +15.99% | $25,290,070 |
| AMERICAN CENTY ETF TR | AVDV | Other | 7.79% | 162,609 | +17,368 | +11.96% | $16,756,867 |
| ISHARES TR | IVV | Other | 5.87% | 16,875 | +2,299 | +15.77% | $12,637,547 |
| AMERICAN CENTY ETF TR | AVES | Other | 4.08% | 133,744 | +15,735 | +13.33% | $8,773,586 |
| AMERICAN CENTY ETF TR | AVIV | Other | 3.15% | 87,479 | +10,143 | +13.12% | $6,772,604 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 2.54% | 102,092 | +13,355 | +15.05% | $5,471,575 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.52% | 128,374 | +17,753 | +16.05% | $5,418,673 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.59% | 38,322 | +4,623 | +13.72% | $3,418,367 |
| GE AEROSPACE | GE | Industrials | 0.00% | 19 | +19 | +100.00% | $7,101 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.00% | 49 | +1 | +2.08% | $4,413 |
| GE VERNOVA INC | GEV | Utilities | 0.00% | 3 | +3 | +100.00% | $3,525 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.00% | 5 | - | - | $1,284 |