Cornerstone Wealth Partners, LLC
CIK: 0002109292Latest portfolio: $144.1M · Q4 2025
Holdings
20
Total Value
$144.1M
New Positions
17
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 406,210 | $40.9M | 28.39% | |
| 2 | DFSDDIMENSIONAL ETF TRUST | 362,878 | $17.2M | 11.90% | |
| 3 | AVLVAMERICAN CENTY ETF TR | 222,541 | $16.4M | 11.36% | |
| 4 | AVSCAMERICAN CENTY ETF TR | 282,093 | $16.1M | 11.16% | |
| 5 | AVDVAMERICAN CENTY ETF TR | 130,711 | $11.8M | 8.19% | |
| 6 | IVVISHARES TR | 12,076 | $7.8M | 5.42% | |
| 7 | AVESAMERICAN CENTY ETF TR | 102,213 | $5.5M | 3.83% | |
| 8 | AVEEAMERICAN CENTY ETF TR | 92,165 | $5.3M | 3.69% | |
| 9 | AVIVAMERICAN CENTY ETF TR | 68,611 | $4.5M | 3.09% | |
| 10 | AVDSAMERICAN CENTY ETF TR | 69,268 | $4.4M | 3.06% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 87,513 | $3.5M | 2.42% | |
| 12 | DFGXDIMENSIONAL ETF TRUST | 70,371 | $3.5M | 2.40% | |
| 13 | AVDEAMERICAN CENTY ETF TR | 29,389 | $2.0M | 1.42% | |
| 14 | ABTABBOTT LABS | 48 | $6K | 0.00% | |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 60 | $2K | 0.00% | |
| 16 | JNJJOHNSON & JOHNSON | 5 | $1K | 0.00% | |
| 17 | BNDVANGUARD BD INDEX FDS | 16 | $1K | 0.00% | |
| 18 | DALDELTA AIR LINES INC DEL | 0 | $0 | 0.00% | |
| 19 | VXUSVANGUARD STAR FDS | 0 | $0 | 0.00% | |
| 20 | VTIVANGUARD INDEX FDS | 0 | $0 | 0.00% |
Sector Breakdown
Financial Services0.0% ($4.091317152163701e+51T)
Healthcare0.0% ($61K)
Industrials0.0% ($0)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $144.1M | 12,059 |
Fund Information
Cornerstone Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $144.1M across 20 holdings. The largest position is AMERICAN CENTY ETF TR (AVUV), representing 28.4% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.