Top 19 Cornerstone Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 29.32% | 467.9K | $51.7M | +15.18%(+61.67K) | $101.48(+21.71%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 12.4% | 456.6K | $21.9M | +25.84%(+93.75K) | $48.04(-0.60%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 11.58% | 253.3K | $20.4M | +13.82%(+30.76K) | $74.52(+21.88%) | 2026-03-31 | |
| AVSC | AMERICAN CENTY ETF TR | 11.54% | 326.6K | $20.3M | +15.78%(+44.52K) | $58.34(+24.50%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 8.23% | 145.2K | $14.5M | +11.12%(+14.53K) | $92.04(+13.45%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.4% | 14.6K | $9.5M | +20.70%(+2.50K) | $675.74(+10.76%) | 2026-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 4.02% | 118.0K | $7.1M | +15.45%(+15.80K) | $58.01(+11.78%) | 2026-03-31 | |
| AVEE | AMERICAN CENTY ETF TR | 4% | 111.3K | $7.1M | +20.74%(+19.12K) | $63.21(+8.31%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 3.28% | 77.3K | $5.8M | +12.72%(+8.72K) | $69.75(+12.43%) | 2026-03-31 | |
| AVDS | AMERICAN CENTY ETF TR | 3.21% | 78.8K | $5.7M | +13.77%(+9.54K) | $68.94(+10.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.54% | +70.82% |
| Top 20 Holdings Unweighted | +5.98% | +19.04% |
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