Cornerstone Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$176.3M
Q ending 2026-03-31
Prior quarter
$144.1M
Q ending 2025-12-31
Change
+22.3% QoQ
Positions
19
reported holdings
Largest positions
All 19 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUV | Shares | $51.7M | 468K |
| Dimensional Etf Trust | DFSD | Shares | $21.9M | 457K |
| American Centy Etf Tr | AVLV | Shares | $20.4M | 253K |
| American Centy Etf Tr | AVSC | Shares | $20.3M | 327K |
| American Centy Etf Tr | AVDV | Shares | $14.5M | 145K |
| Ishares Tr | IVV | Shares | $9.5M | 15K |
| American Centy Etf Tr | AVES | Shares | $7.1M | 118K |
| American Centy Etf Tr | AVEE | Shares | $7.1M | 111K |
| American Centy Etf Tr | AVIV | Shares | $5.8M | 77K |
| American Centy Etf Tr | AVDS | Shares | $5.7M | 79K |
| Dimensional Etf Trust | DFCF | Shares | $4.7M | 111K |
| Dimensional Etf Trust | DFGX | Shares | $4.7M | 89K |
| American Centy Etf Tr | AVDE | Shares | $2.9M | 34K |
| Procter & Gamble Co | PG | Shares | $52K | 357 |
| Neuberger Berman Etf Trust | NBSD | Shares | $51K | 1K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $47K | 2K |
| Neuberger Berman Etf Trust | NBOS | Shares | $18K | 655 |
| Abbott Laboratories | ABT | Shares | $5K | 48 |
| Johnson & Johnson | JNJ | Shares | $1K | 5 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.