Cornerstone Wealth Partners

Cornerstone Wealth Partners as of June 30, 2026

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 508k 124.76
American Centy Etf Tr Avan Us Smal Etf (AVSC) 12.2 $26M 358k 73.34
American Centy Etf Tr Us Large Cap Vlu (AVLV) 11.8 $26M 279k 91.21
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 11.8 $25M 530k 47.75
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.8 $17M 163k 103.05
Ishares Tr Core S&p500 Etf (IVV) 5.9 $13M 17k 748.89
American Centy Etf Tr Emerging Mkt Val (AVES) 4.1 $8.8M 134k 65.60
American Centy Etf Tr Ava Mar Sma Etf (AVEE) 4.1 $8.7M 126k 69.32
American Centy Etf Tr International Lr (AVIV) 3.1 $6.8M 88k 77.42
American Centy Etf Tr Avantis Intl Sml (AVDS) 3.1 $6.7M 90k 75.26
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 2.5 $5.5M 102k 53.59
Dimensional Etf Trust Core Fixe In Etf (DFCF) 2.5 $5.4M 128k 42.21
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.6 $3.4M 38k 89.20
Ge Aerospace Com New (GE) 0.0 $7.1k 19.00 373.74
Abbott Laboratories (ABT) 0.0 $4.4k 49.00 90.06
Ge Vernova (GEV) 0.0 $3.5k 3.00 1175.00
Johnson & Johnson (JNJ) 0.0 $1.3k 5.00 256.80