Institutions / Cornerstone Wealth Partners, LLC
Cornerstone Wealth Partners, LLC
CIK 2109292 · Institution · as of Dec 31, 2025
Portfolio value
$144.10M
Positions
20
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $41.43M | 28.7% |
| Dimensional ETF Trust | $17.40M | 12.1% |
| American Centy ETF Tr | $16.86M | 11.7% |
| American Centy ETF Tr | $16.57M | 11.5% |
| American Centy ETF Tr | $12.28M | 8.5% |
| iShares Tr | $8.27M | 5.7% |
| American Century ETF Trust | $5.96M | 4.1% |
| American Centy ETF Tr | $5.75M | 4.0% |
| American Centy ETF Tr | $4.89M | 3.4% |
| American Centy ETF Tr | $4.84M | 3.4% |
| Dimensional ETF Trust | $3.72M | 2.6% |
| Dimensional ETF Trust | $3.70M | 2.6% |
| American Centy ETF Tr | $2.42M | 1.7% |
| Abbott Laboratories | $6.0K | 0.0% |
| Vanguard Charlotte Fds | $2.9K | 0.0% |
| Vanguard Bd Index Fds | $1.2K | 0.0% |
| Johnson & Johnson | $1.0K | 0.0% |
| Vanguard Index Fds | $0 | 0.0% |
| Delta Air Lines, Inc. | $0 | 0.0% |
| Vanguard Star Fds | $0 | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.