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Cornerstone Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 2109292 · latest 13F-HR filed 2026-05-12

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$176.3M

Long-equity book

Holdings

19

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+4 / −5 / ↑14 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMERICAN CENTY ETF TR$10.3M +24.8%
  • DIMENSIONAL ETF TRUST$4.5M +25.7%
  • AMERICAN CENTY ETF TR$3.8M +22.8%
  • AMERICAN CENTY ETF TR$3.6M +21.1%
  • AMERICAN CENTY ETF TR$2.2M +18.1%
Show all 14 →

Top Trims

  • ABBOTT LABORATORIES-$1.1K -17.6%
Show all 1 →

New Positions

  • PROCTER & GAMBLE CO$51.6K
  • NEUBERGER BERMAN ETF TRUST$50.9K
  • FIRST TR EXCHANGE-TRADED FD$47.4K
  • NEUBERGER BERMAN ETF TRUST$17.5K
Show all 4 →

Exited Positions

  • VANGUARD CHARLOTTE FDS$2.9K
  • VANGUARD BD INDEX FDS$1.2K
  • VANGUARD STAR FDS$0
  • VANGUARD INDEX FDS$0
  • DELTA AIR LINES INC DEL$0
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMERICAN CENTY ETF TR AVUV 025072877 $51.7M 29.32% 467,881 SH
2 DIMENSIONAL ETF TRUST DFSD 25434V864 $21.9M 12.40% 456,631 SH
3 AMERICAN CENTY ETF TR AVLV 025072349 $20.4M 11.58% 253,305 SH
4 AMERICAN CENTY ETF TR AVSC 025072323 $20.3M 11.54% 326,613 SH
5 AMERICAN CENTY ETF TR AVDV 025072802 $14.5M 8.23% 145,241 SH
6 ISHARES TR IVV 464287200 $9.5M 5.40% 14,576 SH
7 AMERICAN CENTY ETF TR AVES 025072372 $7.1M 4.02% 118,009 SH
8 AMERICAN CENTY ETF TR AVEE 025072141 $7.1M 4.00% 111,283 SH
9 AMERICAN CENTY ETF TR AVIV 025072364 $5.8M 3.28% 77,336 SH
10 AMERICAN CENTY ETF TR AVDS 025072190 $5.7M 3.21% 78,805 SH
11 DIMENSIONAL ETF TRUST DFCF 25434V872 $4.7M 2.65% 110,621 SH
12 DIMENSIONAL ETF TRUST DFGX 25434V575 $4.7M 2.64% 88,737 SH
13 AMERICAN CENTY ETF TR AVDE 025072703 $2.9M 1.62% 33,699 SH
14 PROCTER & GAMBLE CO PG 742718109 $51.6K 0.03% 357 SH
15 NEUBERGER BERMAN ETF TRUST NBSD 64135A887 $50.9K 0.03% 1,004 SH
16 FIRST TR EXCHANGE-TRADED FD RDVI 33738D879 $47.4K 0.03% 1,856 SH
17 NEUBERGER BERMAN ETF TRUST NBOS 64135A705 $17.5K 0.01% 655 SH
18 ABBOTT LABORATORIES ABT 002824100 $5.0K 0.00% 48 SH
19 JOHNSON & JOHNSON JNJ 478160104 $1.2K 0.00% 5 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $176.3M 19 0001999371-26-010548
2025-12-31 2026-02-17 $144.1M 12,059 0001999371-26-003372