DOSSIER · 13F-HR · Q1 2026

Cornerstone Wealth Partners, LLC

$176M in tracked AUM across 19 positions as of Q1 2026.

CW
CIK 0002109292 · last filed Mar 31, 2026
Total AUM
$176M
as of Q1 2026
Holdings
19
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Cornerstone Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUV
AMERICAN CENTY ETF TR
$52M468K29.3%
02
DFSD
DIMENSIONAL ETF TRUST
$22M457K12.4%
03
AVLV
AMERICAN CENTY ETF TR
$20M253K11.6%
04
AVSC
AMERICAN CENTY ETF TR
$20M327K11.5%
05
AVDV
AMERICAN CENTY ETF TR
$15M145K8.2%
06
IVV
ISHARES TR
$10M15K5.4%
07
AVES
AMERICAN CENTY ETF TR
$7M118K4.0%
08
AVEE
AMERICAN CENTY ETF TR
$7M111K4.0%
09
AVIV
AMERICAN CENTY ETF TR
$6M77K3.3%
10
AVDS
AMERICAN CENTY ETF TR
$6M79K3.2%

Filing history

2026Q1Mar 31
$176M 22.3%
19 positionsView →
2025Q4Dec 31
$144M
12,059 positionsView →