StockDriftsStockDriftsTop 17 Cornerstone Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 29.47% | 508.3K | $63.4M | +8.63%(+40.38K) | $102.67(+24.15%) | 2026-06-30 | |
| AVSC | AMERICAN CENTY ETF TR | 12.19% | 357.5K | $26.2M | +9.46%(+30.89K) | $59.09(+25.16%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 11.83% | 279.1K | $25.5M | +10.18%(+25.78K) | $75.49(+25.09%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 11.76% | 529.6K | $25.3M | +15.99%(+73.00K) | $48.00(-1.20%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 7.79% | 162.6K | $16.8M | +11.96%(+17.37K) | $92.87(+18.22%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.87% | 16.9K | $12.6M | +15.77%(+2.30K) | $677.94(+14.66%) | 2026-06-30 | |
| AVES | AMERICAN CENTY ETF TR | 4.08% | 133.7K | $8.8M | +13.33%(+15.73K) | $58.47(+11.76%) | 2026-06-30 | |
| AVEE | AMERICAN CENTY ETF TR | 4.07% | 126.2K | $8.7M | +13.41%(+14.93K) | $63.49(+6.94%) | 2026-06-30 | |
| AVIV | AMERICAN CENTY ETF TR | 3.15% | 87.5K | $6.8M | +13.12%(+10.14K) | $70.36(+17.59%) | 2026-06-30 | |
| AVDS | AMERICAN CENTY ETF TR | 3.14% | 89.6K | $6.7M | +13.75%(+10.83K) | $69.36(+14.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.27% |
Cornerstone Wealth Partners, LLC reports $215.14M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (29.5%), AVSC (12.2%) and AVLV (11.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +14.54% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109292). View Cornerstone Wealth Partners, LLC’s 13F filings on SEC