Cornerstone Wealth Partners

Cornerstone Wealth Partners as of March 31, 2026

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