Cornerstone Wealth Partners

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

  • Top 5 stock holdings are AVUV, AVSC, AVLV, DFSD, AVDV, and represent 73.04% of Cornerstone Wealth Partners's stock portfolio.
  • Added to shares of these 10 stocks: AVUV (+$5.0M), DFSD, AVLV, AVSC, AVDV, IVV, AVEE, AVES, AVDS, AVIV.
  • Started 2 new stock positions in GE, GEV.
  • Reduced shares in these 4 stocks: PG, NBSD, RDVI, NBOS.
  • Sold out of its positions in RDVI, NBOS, NBSD, PG.
  • Cornerstone Wealth Partners was a net buyer of stock by $22M.
  • Cornerstone Wealth Partners has $215M in assets under management (AUM), dropping by 22.04%.
  • Central Index Key (CIK): 0002109292

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Portfolio Holdings for Cornerstone Wealth Partners

Cornerstone Wealth Partners holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV) 29.5 $63M +8% 508k 124.76
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American Centy Etf Tr Avan Us Smal Etf (AVSC) 12.2 $26M +9% 358k 73.34
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 11.8 $26M +10% 279k 91.21
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Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 11.8 $25M +15% 530k 47.75
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.8 $17M +11% 163k 103.05
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Ishares Tr Core S&p500 Etf (IVV) 5.9 $13M +15% 17k 748.89
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American Centy Etf Tr Emerging Mkt Val (AVES) 4.1 $8.8M +13% 134k 65.60
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American Centy Etf Tr Ava Mar Sma Etf (AVEE) 4.1 $8.7M +13% 126k 69.32
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American Centy Etf Tr International Lr (AVIV) 3.1 $6.8M +13% 88k 77.42
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American Centy Etf Tr Avantis Intl Sml (AVDS) 3.1 $6.7M +13% 90k 75.26
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Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 2.5 $5.5M +15% 102k 53.59
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Dimensional Etf Trust Core Fixe In Etf (DFCF) 2.5 $5.4M +16% 128k 42.21
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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.6 $3.4M +13% 38k 89.20
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Ge Aerospace Com New (GE) 0.0 $7.1k NEW 19.00 373.74
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Abbott Laboratories (ABT) 0.0 $4.4k +2% 49.00 90.06
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Ge Vernova (GEV) 0.0 $3.5k NEW 3.00 1175.00
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Johnson & Johnson (JNJ) 0.0 $1.3k 5.00 256.80
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Past Filings by Cornerstone Wealth Partners

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