Cornerstone Wealth Partners, LLC
- SEC CIK
- 0002109292
- Latest filing
- Aug 3, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 3, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 17
- −2 vs. Q1 2026
- Portfolio value
- $215.1M
- +$38.9M (+22.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | 508,262 | $63.4M | 29.5% | +40,381+8.6% | Added | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 357,505 | $26.2M | 12.2% | +30,892+9.5% | Added | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 279,084 | $25.5M | 11.8% | +25,779+10.2% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 529,635 | $25.3M | 11.8% | +73,004+16.0% | Added | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 162,609 | $16.8M | 7.8% | +17,368+12.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 16,875 | $12.6M | 5.9% | +2,299+15.8% | Added | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 133,744 | $8.77M | 4.1% | +15,735+13.3% | Added | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 126,209 | $8.75M | 4.1% | +14,926+13.4% | Added | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 87,479 | $6.77M | 3.1% | +10,143+13.1% | Added | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 89,637 | $6.75M | 3.1% | +10,832+13.7% | Added | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 102,092 | $5.47M | 2.5% | +13,355+15.1% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 128,374 | $5.42M | 2.5% | +17,753+16.0% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 38,322 | $3.42M | 1.6% | +4,623+13.7% | Added | – |
| GEGeneral Electric Co | Stock | 19 | $7.10K | <0.1% | +19 | New | History |
| ABTAbbott Laboratories | Stock | 49 | $4.41K | <0.1% | +1+2.1% | Added | History |
| GEVGE Vernova Inc. | Stock | 3 | $3.52K | <0.1% | +3 | New | History |
| JNJJohnson & Johnson | Stock | 5 | $1.28K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 357 | $51.6K | <0.1% | History |
| Neuberger Berman ETF Trust64135A887 | SHORT DURATION I | 1,004 | $50.9K | <0.1% | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 1,856 | $47.4K | <0.1% | – |
| Neuberger Berman ETF Trust64135A705 | OPT STRATEGY ETF | 655 | $17.5K | <0.1% | – |