Cornerstone Wealth Partners, LLC 13F Holdings · Q2 2026
Cornerstone Wealth Partners, LLC reported 17 securities worth $215.14M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVUV (29.47%), AVSC (12.19%), AVLV (11.83%). Among its top 25 positions this quarter: 2 new, 14 added, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $63.4M | 29.47% | 508,262 | Added |
| 2 | AVSC | AMERICAN CENTY ETF TR | $26.2M | 12.19% | 357,505 | Added |
| 3 | AVLV | AMERICAN CENTY ETF TR | $25.5M | 11.83% | 279,084 | Added |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $25.3M | 11.76% | 529,635 | Added |
| 5 | AVDV | AMERICAN CENTY ETF TR | $16.8M | 7.79% | 162,609 | Added |
| 6 | IVV | ISHARES TR | $12.6M | 5.87% | 16,875 | Added |
| 7 | AVES | AMERICAN CENTY ETF TR | $8.8M | 4.08% | 133,744 | Added |
| 8 | AVEE | AMERICAN CENTY ETF TR | $8.7M | 4.07% | 126,209 | Added |
| 9 | AVIV | AMERICAN CENTY ETF TR | $6.8M | 3.15% | 87,479 | Added |
| 10 | AVDS | AMERICAN CENTY ETF TR | $6.7M | 3.14% | 89,637 | Added |
| 11 | DFGX | DIMENSIONAL ETF TRUST | $5.5M | 2.54% | 102,092 | Added |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $5.4M | 2.52% | 128,374 | Added |
| 13 | AVDE | AMERICAN CENTY ETF TR | $3.4M | 1.59% | 38,322 | Added |
| 14 | ABT | ABBOTT LABORATORIES | $4,413 | 0.00% | 49 | Added |
| 15 | GE | GE AEROSPACE | $7,101 | 0.00% | 19 | New |
| 16 | GEV | GE VERNOVA INC | $3,525 | 0.00% | 3 | New |
| 17 | JNJ | JOHNSON & JOHNSON | $1,284 | 0.00% | 5 | Hold |
| 18 | NBOS | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | Exited |
| 19 | NBSD | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | Exited |
| 20 | PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | Exited |
| 21 | RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR