Cornerstone Wealth Partners, LLC
- SEC CIK
- 0002109292
- Latest filing
- Aug 3, 2026
The latest 13F from Cornerstone Wealth Partners, LLC covers Q2 2026 (filed Aug 3, 2026): 17 long positions worth $215.1M. The top 10 holdings make up 93.3% of the portfolio, and the largest is American Centy ETF Tr at 29.5%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 2
- Est. +$10.6K
- Added
- 14
- Est. +$22.2M
- Reduced
- 0
- Sold out
- 4
- Est. −$167.4K
Top 5 holdings
Share of this quarter's portfolio value
- American Centy ETF Tr02507287729.5%$63.4M
- American Centy ETF Tr02507232312.2%$26.2M
- American Centy ETF Tr02507234911.8%$25.5M
- Dimensional ETF Trust25434V86411.8%$25.3M
- American Centy ETF Tr0250728027.8%$16.8M
Biggest buys
New and added positions, by estimated amount bought
- American Centy ETF Tr025072877+$5.04MAdded
- Dimensional ETF Trust25434V864+$3.49MAdded
- American Centy ETF Tr025072349+$2.35MAdded
- American Centy ETF Tr025072323+$2.27MAdded
- American Centy ETF Tr025072802+$1.79MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- American Centy ETF Tr025072323+0.64 pp11.5% → 12.2%
- iShares Core S&P 500 ETF464287200+0.47 pp5.4% → 5.9%
- American Centy ETF Tr025072349+0.25 pp11.6% → 11.8%
- American Centy ETF Tr025072877+0.15 pp29.3% → 29.5%
- American Centy ETF Tr025072372+0.06 pp4.0% → 4.1%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- PGProcter & Gamble Co
- Neuberger Berman ETF Trust64135A887−$50.9KSold out
- First Tr Exchange-Traded FD33738D879−$47.4KSold out
- Neuberger Berman ETF Trust64135A705−$17.5KSold out
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- PGProcter & Gamble Co
- Neuberger Berman ETF Trust64135A887−0.03 pp<0.1% → 0.0%
- First Tr Exchange-Traded FD33738D879−0.03 pp<0.1% → 0.0%
- Neuberger Berman ETF Trust64135A705−0.01 pp<0.1% → 0.0%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $215.1M
- +$38.9M (+22.0%) vs. prior quarter
- Positions
- 17
- −2 vs. prior quarter
- Top 10 concentration
- 93.3%
- Top 10 as share of value
- Turnover
- 0.1%
- Q2 2026, one quarter
- Average holding period
- 3.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $215.1M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 3, 2026 | 17 | $215.1M | American Centy ETF TrAmerican Centy ETF TrAmerican Centy ETF Tr | vs. Q1 2026 | SEC |
| Q1 2026 | May 12, 2026 | 19 | $176.3M | American Centy ETF TrDimensional ETF TrustAmerican Centy ETF Tr | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 17 | $144.1M | American Centy ETF TrDimensional ETF TrustAmerican Centy ETF Tr | – | SEC |