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Cornerstone Wealth Partners, LLC

Portfolio Manager
Cornerstone Wealth Partners, LLC
Performance
+4.56% (2026 Q1)
AUM (13F)
$176.28M
# of Holdings
19
Performance Rank
Allocation (Top 20)
99.99%

Cornerstone Wealth Partners, LLC Holdings Map

Top 19 Cornerstone Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUV
AMERICAN CENTY ETF TR
29.32%467.9K$51.7M
+15.18%(+61.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 406.2K shares2026-Q1: 467.9K shares
$101.48(+21.71%)
2026-03-31
DFSD
DIMENSIONAL ETF TRUST
12.4%456.6K$21.9M
+25.84%(+93.75K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 362.9K shares2026-Q1: 456.6K shares
$48.04(-0.60%)
2026-03-31
AVLV
AMERICAN CENTY ETF TR
11.58%253.3K$20.4M
+13.82%(+30.76K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 222.5K shares2026-Q1: 253.3K shares
$74.52(+21.88%)
2026-03-31
AVSC
AMERICAN CENTY ETF TR
11.54%326.6K$20.3M
+15.78%(+44.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 282.1K shares2026-Q1: 326.6K shares
$58.34(+24.50%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
8.23%145.2K$14.5M
+11.12%(+14.53K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 130.7K shares2026-Q1: 145.2K shares
$92.04(+13.45%)
2026-03-31
IVV
ISHARES TR
5.4%14.6K$9.5M
+20.70%(+2.50K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.1K shares2026-Q1: 14.6K shares
$675.74(+10.76%)
2026-03-31
AVES
AMERICAN CENTY ETF TR
4.02%118.0K$7.1M
+15.45%(+15.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 102.2K shares2026-Q1: 118.0K shares
$58.01(+11.78%)
2026-03-31
AVEE
AMERICAN CENTY ETF TR
4%111.3K$7.1M
+20.74%(+19.12K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 92.2K shares2026-Q1: 111.3K shares
$63.21(+8.31%)
2026-03-31
AVIV
AMERICAN CENTY ETF TR
3.28%77.3K$5.8M
+12.72%(+8.72K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 68.6K shares2026-Q1: 77.3K shares
$69.75(+12.43%)
2026-03-31
AVDS
AMERICAN CENTY ETF TR
3.21%78.8K$5.7M
+13.77%(+9.54K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 69.3K shares2026-Q1: 78.8K shares
$68.94(+10.43%)
2026-03-31

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