Cornerstone Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Cornerstone Wealth Partners, LLC held in its portfolio 20 assets valued at $144,098,177 (i.e. $144.10M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($41.43M), DIMENSIONAL ETF TRUST ($17.40M), and AMERICAN CENTY ETF TR ($16.86M).
The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cornerstone Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 406210 | 41425939 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 362878 | 17400054 | SHORT DURATION F |
| AMERICAN CENTY ETF TR | 222541 | 16861298 | US LARGE CAP VLU |
| AMERICAN CENTY ETF TR | 282093 | 16570633 | AVANTIS US SMALL |
| AMERICAN CENTY ETF TR | 130711 | 12282741 | INTL SMCP VLU |
| ISHARES TR | 12076 | 8265363 | CORE S&P500 ETF |
| AMERICAN CENTY ETF TR | 102213 | 5960437 | EMERGING MKT VAL |
| AMERICAN CENTY ETF TR | 92165 | 5751322 | AVANTIS EMERGING |
| AMERICAN CENTY ETF TR | 68611 | 4886392 | INTERNATIONAL LR |
| AMERICAN CENTY ETF TR | 69268 | 4835372 | AVANTIS INTL SML |
| DIMENSIONAL ETF TRUST | 87513 | 3724130 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 70371 | 3703111 | GLOBAL EX US COR |
| AMERICAN CENTY ETF TR | 29389 | 2420252 | INTL EQT ETF |
| ABBOTT LABS | 48 | 6014 | COM |
| VANGUARD CHARLOTTE FDS | 60 | 2899 | TOTAL INT BD ETF |
| VANGUARD BD INDEX FDS | 16 | 1185 | TOTAL BND MRKT |
| JOHNSON & JOHNSON | 5 | 1035 | COM |
| DELTA AIR LINES INC DEL | 0 | 0 | COM NEW |
| VANGUARD STAR FDS | 0 | 0 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 0 | 0 | TOTAL STK MKT |
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