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Cornerstone Wealth Partners

Latest statistics and disclosures from Cornerstone Wealth Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109292

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Positions held by Cornerstone Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cornerstone Wealth Partners

Cornerstone Wealth Partners holds 19 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	29.3	$52M	468k	110.47	View chart
Dimensional Etf Trust Short Duration F (DFSD)	12.4	$22M	457k	47.88	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	11.6	$20M	253k	80.61	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	11.5	$20M	327k	62.30	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	8.2	$15M	145k	99.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.4	$9.5M	15k	653.17	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	4.0	$7.1M	118k	59.98	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	4.0	$7.1M	111k	63.43	View chart
American Centy Etf Tr International Lr (AVIV)	3.3	$5.8M	77k	74.83	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	3.2	$5.7M	79k	71.85	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.6	$4.7M	111k	42.22	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	2.6	$4.7M	89k	52.45	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.6	$2.9M	34k	84.84	View chart
Procter & Gamble Company (PG)	0.0	$52k	357.00	144.44	View chart
Neuberger Berman Etf Trust Short Duration I (NBSD)	0.0	$51k	1.0k	50.72	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$47k	1.9k	25.55	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.0	$18k	655.00	26.73	View chart
Abbott Laboratories (ABT)	0.0	$5.0k	48.00	103.25	View chart
Johnson & Johnson (JNJ)	0.0	$1.2k	5.00	245.80	View chart

Past Filings by Cornerstone Wealth Partners

SEC 13F filings are viewable for Cornerstone Wealth Partners going back to 2026

Cornerstone Wealth Partners 2026 Q1 filed May 12, 2026

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