Holders — by stockHoldings — by fund
Cornerstone Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002109292
$215.1M
disclosed book value
17
positions
29.5%
largest position share
Positions, as of 2026-06-30
top 17 of 17 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 508,262 | $63.4M | 29.5% |
| 2 | AVSCAMERICAN CENTY ETF TR | 357,505 | $26.2M | 12.2% |
| 3 | AVLVAMERICAN CENTY ETF TR | 279,084 | $25.5M | 11.8% |
| 4 | DFSDDIMENSIONAL ETF TRUST | 529,635 | $25.3M | 11.8% |
| 5 | AVDVAMERICAN CENTY ETF TR | 162,609 | $16.8M | 7.8% |
| 6 | IVVISHARES TR | 16,875 | $12.6M | 5.9% |
| 7 | AVESAMERICAN CENTY ETF TR | 133,744 | $8.8M | 4.1% |
| 8 | AVEEAMERICAN CENTY ETF TR | 126,209 | $8.7M | 4.1% |
| 9 | AVIVAMERICAN CENTY ETF TR | 87,479 | $6.8M | 3.1% |
| 10 | AVDSAMERICAN CENTY ETF TR | 89,637 | $6.7M | 3.1% |
| 11 | DFGXDIMENSIONAL ETF TRUST | 102,092 | $5.5M | 2.5% |
| 12 | DFCFDIMENSIONAL ETF TRUST | 128,374 | $5.4M | 2.5% |
| 13 | AVDEAMERICAN CENTY ETF TR | 38,322 | $3.4M | 1.6% |
| 14 | GEGE AEROSPACE | 19 | $7,101 | 0% |
| 15 | ABTABBOTT LABORATORIES | 49 | $4,413 | 0% |
| 16 | GEVGE VERNOVA INC | 3 | $3,525 | 0% |
| 17 | JNJJOHNSON & JOHNSON | 5 | $1,284 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.