Cornerstone Wealth Partners, LLC
- SEC CIK
- 0002109292
- Latest filing
- Aug 3, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 19
- +2 vs. Q4 2025
- Portfolio value
- $176.3M
- +$32.2M (+22.3%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | 467,881 | $51.7M | 29.3% | +61,671+15.2% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 456,631 | $21.9M | 12.4% | +93,753+25.8% | Added | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 253,305 | $20.4M | 11.6% | +30,764+13.8% | Added | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 326,613 | $20.3M | 11.5% | +44,520+15.8% | Added | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 145,241 | $14.5M | 8.2% | +14,530+11.1% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,576 | $9.52M | 5.4% | +2,500+20.7% | Added | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 118,009 | $7.08M | 4.0% | +15,796+15.5% | Added | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 111,283 | $7.06M | 4.0% | +19,118+20.7% | Added | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 77,336 | $5.79M | 3.3% | +8,725+12.7% | Added | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 78,805 | $5.66M | 3.2% | +9,537+13.8% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 110,621 | $4.67M | 2.6% | +23,108+26.4% | Added | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 88,737 | $4.65M | 2.6% | +18,366+26.1% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 33,699 | $2.86M | 1.6% | +4,310+14.7% | Added | – |
| PGProcter & Gamble Co | Stock | 357 | $51.6K | <0.1% | +357 | New | History |
| Neuberger Berman ETF Trust64135A887 | SHORT DURATION I | 1,004 | $50.9K | <0.1% | +1,004 | New | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 1,856 | $47.4K | <0.1% | +1,856 | New | – |
| Neuberger Berman ETF Trust64135A705 | OPT STRATEGY ETF | 655 | $17.5K | <0.1% | +655 | New | – |
| ABTAbbott Laboratories | Stock | 48 | $4.96K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 5 | $1.23K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| Vanguard Total International Bond ETF92203J407 | ETF | 60 | $2.90K | <0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 16 | $1.19K | <0.1% | – |