Cornerstone Wealth Partners, LLC
13F Reported Value
ⓘ$176.3M
Holdings
19
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Cornerstone Wealth Partners, LLC disclosed 19 positions worth $176.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $PG. The portfolio is most concentrated in Other (100.0% of disclosed assets). All figures are sourced directly from Cornerstone Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2109292.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AMERICAN CENTY ETF TR
—Quality
$51.7M467,881 shDIMENSIONAL ETF TRUST
—Quality
$21.9M456,631 shAMERICAN CENTY ETF TR
—Quality
$20.4M253,305 shAMERICAN CENTY ETF TR
—Quality
$20.3M326,613 shAMERICAN CENTY ETF TR
—Quality
$14.5M145,241 shISHARES TR
—Quality
$9.5M14,576 shAMERICAN CENTY ETF TR
—Quality
$7.1M118,009 shAMERICAN CENTY ETF TR
—Quality
$7.1M111,283 shAMERICAN CENTY ETF TR
—Quality
$5.8M77,336 shAMERICAN CENTY ETF TR
—Quality
$5.7M78,805 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMERICAN CENTY ETF TR | — | $51.7M | 467,881 |
| DIMENSIONAL ETF TRUST | — | $21.9M | 456,631 |
| AMERICAN CENTY ETF TR | — | $20.4M | 253,305 |
| AMERICAN CENTY ETF TR | — | $20.3M | 326,613 |
| AMERICAN CENTY ETF TR | — | $14.5M | 145,241 |
| ISHARES TR | — | $9.5M | 14,576 |
| AMERICAN CENTY ETF TR | — | $7.1M | 118,009 |
| AMERICAN CENTY ETF TR | — | $7.1M | 111,283 |
| AMERICAN CENTY ETF TR | — | $5.8M | 77,336 |
| AMERICAN CENTY ETF TR | — | $5.7M | 78,805 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cornerstone Wealth Partners, LLC's 19 positions.
Showing top 10 of 19 holdings.
Sector Allocation
Other
$176.2M
Consumer Staples
$51,565
Healthcare
$6,185
Full Holdings — Cornerstone Wealth Partners, LLC (Q1 2026)
All 19 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | AMERICAN CENTY ETF TR | $51.7M | 29.3% | +15% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $21.9M | 12.4% | +26% | — |
| 3 | — | AMERICAN CENTY ETF TR | $20.4M | 11.6% | +14% | — |
| 4 | — | AMERICAN CENTY ETF TR | $20.3M | 11.5% | +16% | — |
| 5 | — | AMERICAN CENTY ETF TR | $14.5M | 8.2% | +11% | — |
| 6 | — | ISHARES TR | $9.5M | 5.4% | +21% | — |
| 7 | — | AMERICAN CENTY ETF TR | $7.1M | 4.0% | +15% | — |
| 8 | — | AMERICAN CENTY ETF TR | $7.1M | 4.0% | +21% | — |
| 9 | — | AMERICAN CENTY ETF TR | $5.8M | 3.3% | +13% | — |
| 10 | — | AMERICAN CENTY ETF TR | $5.7M | 3.2% | +14% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $4.7M | 2.6% | +26% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $4.7M | 2.6% | +26% | — |
| 13 | — | AMERICAN CENTY ETF TR | $2.9M | 1.6% | +15% | — |
| 14 |  $PG | PROCTER & GAMBLE Co | $51,565 | 0.0% | NEW | 72.9 |
| 15 | — | NEUBERGER BERMAN ETF TRUST | $50,923 | 0.0% | NEW | — |
| 16 | — | FIRST TR EXCHANGE-TRADED FD | $47,412 | 0.0% | NEW | — |
| 17 | — | NEUBERGER BERMAN ETF TRUST | $17,510 | 0.0% | NEW | — |
| 18 |  $ABT | ABBOTT LABORATORIES | $4,956 | 0.0% | +0% | 67 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $1,229 | 0.0% | +0% | 72.8 |
New Positions (4)
$PG PROCTER & GAMBLE Co$51,565Exited Positions (5)
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