Cornerstone Wealth Partners, LLC
13F Reported Value
ⓘ$215.1M
Holdings
17
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cornerstone Wealth Partners, LLC disclosed 17 positions worth $215.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 4 — including a new stake in $GE and a full exit from $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.
AI Fund Analysis
StableSector Allocation
13fpro.ai/research/fund/cornerstone-wealth-partners-llc-2109292
AUM History
13fpro.ai/research/fund/cornerstone-wealth-partners-llc-2109292
Top Equity Holdings by Value
13fpro.ai/research/fund/cornerstone-wealth-partners-llc-2109292
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$63.4M508,262 shAMERICAN CENTY ETF TR - AVAN US SMAL ETF
—Quality
$26.2M357,505 shAMERICAN CENTY ETF TR - US LARGE CAP VLU
—Quality
$25.5M279,084 shDIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
—Quality
$25.3M529,635 shAMERICAN CENTY ETF TR - INTL SMCP VLU
—Quality
$16.8M162,609 shISHARES TR - CORE S&P500 ETF
—Quality
$12.6M16,875 shAMERICAN CENTY ETF TR - EMERGING MKT VAL
—Quality
$8.8M133,744 shAMERICAN CENTY ETF TR - AVA MAR SMA ETF
—Quality
$8.7M126,209 shAMERICAN CENTY ETF TR - INTERNATIONAL LR
—Quality
$6.8M87,479 shAMERICAN CENTY ETF TR - AVANTIS INTL SML
—Quality
$6.7M89,637 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $63.4M | 508,262 |
| AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $26.2M | 357,505 |
| AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $25.5M | 279,084 |
| DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $25.3M | 529,635 |
| AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $16.8M | 162,609 |
| ISHARES TR - CORE S&P500 ETF | — | $12.6M | 16,875 |
| AMERICAN CENTY ETF TR - EMERGING MKT VAL | — | $8.8M | 133,744 |
| AMERICAN CENTY ETF TR - AVA MAR SMA ETF | — | $8.7M | 126,209 |
| AMERICAN CENTY ETF TR - INTERNATIONAL LR | — | $6.8M | 87,479 |
| AMERICAN CENTY ETF TR - AVANTIS INTL SML | — | $6.7M | 89,637 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cornerstone Wealth Partners, LLC's 17 positions.
Showing top 10 of 17 holdings.
Sector Allocation
Other
$215.1M
Technology
$10,626
Healthcare
$5,697
Full Holdings — Cornerstone Wealth Partners, LLC (Q2 2026)
All 17 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 - US SML CP VALU | $63.4M | 29.5% | +9% | — |
| 2 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $26.2M | 12.2% | +9% | — |
| 3 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $25.5M | 11.8% | +10% | — |
| 4 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $25.3M | 11.8% | +16% | — |
| 5 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $16.8M | 7.8% | +12% | — |
| 6 | — | ISHARES TR - CORE S&P500 ETF | $12.6M | 5.9% | +16% | — |
| 7 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | $8.8M | 4.1% | +13% | — |
| 8 | — | AMERICAN CENTY ETF TR - AVA MAR SMA ETF | $8.7M | 4.1% | +13% | — |
| 9 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $6.8M | 3.1% | +13% | — |
| 10 | — | AMERICAN CENTY ETF TR - AVANTIS INTL SML | $6.7M | 3.1% | +14% | — |
| 11 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | $5.5M | 2.5% | +15% | — |
| 12 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $5.4M | 2.5% | +16% | — |
| 13 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $3.4M | 1.6% | +14% | — |
| 14 | GENERAL ELECTRIC CO | $7,101 | 0.0% | NEW | 73.6 | |
| 15 | ABBOTT LABORATORIES | $4,413 | 0.0% | +2% | 65.2 | |
| 16 | GE Vernova Inc. | $3,525 | 0.0% | NEW | 81.1 | |
| 17 | JOHNSON & JOHNSON | $1,284 | 0.0% | +0% | 68.8 |
Exited Positions (4)
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AI-Powered Hedge Fund Analysis: Cornerstone Wealth Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Cornerstone Wealth Partners, LLC (SEC CIK: 2109292), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Cornerstone Wealth Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.