DOSSIER · 13F-HR · Q2 2026

Cornerstone Wealth Partners, LLC

$215M in tracked AUM across 17 positions as of Q2 2026.

CW
CIK 0002109292 · last filed Jun 30, 2026
Total AUM
$215M
as of Q2 2026
Holdings
17
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cornerstone Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUV
AMERICAN CENTY ETF TR
$63M508K29.5%
02
AVSC
AMERICAN CENTY ETF TR
$26M358K12.2%
03
AVLV
AMERICAN CENTY ETF TR
$25M279K11.8%
04
DFSD
DIMENSIONAL ETF TRUST
$25M530K11.8%
05
AVDV
AMERICAN CENTY ETF TR
$17M163K7.8%
06
IVV
ISHARES TR
$13M17K5.9%
07
AVES
AMERICAN CENTY ETF TR
$9M134K4.1%
08
AVEE
AMERICAN CENTY ETF TR
$9M126K4.1%
09
AVIV
AMERICAN CENTY ETF TR
$7M87K3.1%
10
AVDS
AMERICAN CENTY ETF TR
$7M90K3.1%

Filing history

2026Q2Jun 30
$215M 22.0%
17 positionsView →
2026Q1Mar 31
$176M 22.3%
19 positionsView →
2025Q4Dec 31
$144M
12,059 positionsView →