Cornerstone Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Cornerstone Wealth Partners, Llc disclosed 15 stock positions valued at approximately $215.14M as of quarter-end June 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 15
- Portfolio Value
- $215.14M
Holdings by Sector
Cornerstone Wealth Partners, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 15 of 15 holdings in the latest reporting period.