Cornerstone Wealth Partners, LLC
- SEC CIK
- 0002109292
- Latest filing
- Aug 3, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only.
- Positions
- 17
- No filing for Q3 2025
- Portfolio value
- $144.1M
- No filing for Q3 2025
Cornerstone Wealth Partners, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | 406,210 | $41.4M | 28.7% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 362,878 | $17.4M | 12.1% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 222,541 | $16.9M | 11.7% | – | – | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 282,093 | $16.6M | 11.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 130,711 | $12.3M | 8.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,076 | $8.27M | 5.7% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 102,213 | $5.96M | 4.1% | – | – | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 92,165 | $5.75M | 4.0% | – | – | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 68,611 | $4.89M | 3.4% | – | – | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 69,268 | $4.84M | 3.4% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 87,513 | $3.72M | 2.6% | – | – | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 70,371 | $3.70M | 2.6% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 29,389 | $2.42M | 1.7% | – | – | – |
| ABTAbbott Laboratories | Stock | 48 | $6.01K | <0.1% | – | – | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 60 | $2.90K | <0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 16 | $1.19K | <0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 5 | $1.03K | <0.1% | – | – | History |