Cornerstone Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Cornerstone Wealth Partners, Llc disclosed 13 stock positions valued at approximately $251.83M as of quarter-end September 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 13
- Portfolio Value
- $251.83M
Holdings by Sector
Cornerstone Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUV | Other | 27.69% | 592,139 | +83,877 | +16.50% | $69,736,240 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 12.89% | 698,387 | +168,752 | +31.86% | $32,455,438 |
| AMERICAN CENTY ETF TR | AVLV | Other | 11.54% | 321,419 | +42,335 | +15.17% | $29,069,129 |
| AMERICAN CENTY ETF TR | AVSC | Other | 11.17% | 406,872 | +49,367 | +13.81% | $28,131,117 |
| AMERICAN CENTY ETF TR | AVDV | Other | 8.60% | 197,959 | +35,350 | +21.74% | $21,652,784 |
| ISHARES TR | IVV | Other | 5.92% | 19,469 | +2,594 | +15.37% | $14,910,461 |
| AMERICAN CENTY ETF TR | AVEE | Other | 4.20% | 154,287 | +28,078 | +22.25% | $10,581,023 |
| AMERICAN CENTY ETF TR | AVES | Other | 4.19% | 161,983 | +28,239 | +21.11% | $10,549,951 |
| AMERICAN CENTY ETF TR | AVDS | Other | 3.37% | 108,778 | +19,141 | +21.35% | $8,498,910 |
| AMERICAN CENTY ETF TR | AVIV | Other | 3.33% | 105,244 | +17,765 | +20.31% | $8,380,556 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 2.74% | 134,882 | +32,790 | +32.12% | $6,897,658 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.70% | 169,725 | +41,351 | +32.21% | $6,809,348 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.65% | 46,144 | +7,822 | +20.41% | $4,158,052 |
Showing 13 of 13 holdings in the latest reporting period.