Cornerstone Wealth Partners, LLC
17 holdingsFiling period: 2026-06-30Current AUM: $215.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 508.3K | $63.4M | $63.0M | 29.25% | +40.4K | 2026-06-30 |
| 2 | AVSC | AMERICAN CENTY ETF TR | 357.5K | $26.2M | $25.4M | 11.78% | +30.9K | 2026-06-30 |
| 3 | AVLV | AMERICAN CENTY ETF TR | 279.1K | $25.5M | $26.0M | 12.07% | +25.8K | 2026-06-30 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 529.6K | $25.3M | $24.8M | 11.52% | +73.0K | 2026-06-30 |
| 5 | AVDV | AMERICAN CENTY ETF TR | 162.6K | $16.8M | $18.0M | 8.34% | +17.4K | 2026-06-30 |
| 6 | IVV | ISHARES TR | 16.9K | $12.6M | $12.8M | 5.95% | +2.3K | 2026-06-30 |
| 7 | AVES | AMERICAN CENTY ETF TR | 133.7K | $8.8M | $8.7M | 4.02% | +15.7K | 2026-06-30 |
| 8 | AVEE | AMERICAN CENTY ETF TR | 126.2K | $8.7M | $8.5M | 3.94% | +14.9K | 2026-06-30 |
| 9 | AVIV | AMERICAN CENTY ETF TR | 87.5K | $6.8M | $7.2M | 3.33% | +10.1K | 2026-06-30 |
| 10 | AVDS | AMERICAN CENTY ETF TR | 89.6K | $6.7M | $7.1M | 3.28% | +10.8K | 2026-06-30 |
| 11 | DFGX | DIMENSIONAL ETF TRUST | 102.1K | $5.5M | $5.2M | 2.43% | +13.4K | 2026-06-30 |
| 12 | DFCF | DIMENSIONAL ETF TRUST | 128.4K | $5.4M | $5.2M | 2.44% | +17.8K | 2026-06-30 |
| 13 | AVDE | AMERICAN CENTY ETF TR | 38.3K | $3.4M | $3.5M | 1.64% | +4.6K | 2026-06-30 |
| 14 | GE | GE AEROSPACE | 19 | $7K | $6K | 0.00% | -- | 2026-06-30 |
| 15 | ABT | ABBOTT LABORATORIES | 49 | $4K | $4K | 0.00% | +1 | 2026-06-30 |
| 16 | GEV | GE VERNOVA INC | 3 | $3K | $2K | 0.00% | -- | 2026-06-30 |
| 17 | JNJ | JOHNSON & JOHNSON | 5 | $1K | $1K | 0.00% | -- | 2026-06-30 |
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