§ 13F · FUND PROFILE
Cornerstone Wealth Partners, LLC.
AUM · $215M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 508K | $63M | 29.5% | +9% |
| 2 | AVSC | AMERICAN CENTY ETF TR | 358K | $26M | 12.2% | +9% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 279K | $25M | 11.8% | +10% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 530K | $25M | 11.8% | +16% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 163K | $17M | 7.8% | +12% |
| 6 | IVV | ISHARES TR | 17K | $13M | 5.9% | +16% |
| 7 | AVES | AMERICAN CENTY ETF TR | 134K | $9M | 4.1% | +13% |
| 8 | AVEE | AMERICAN CENTY ETF TR | 126K | $9M | 4.1% | +13% |
| 9 | AVIV | AMERICAN CENTY ETF TR | 87K | $7M | 3.1% | +13% |
| 10 | AVDS | AMERICAN CENTY ETF TR | 90K | $7M | 3.1% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Wealth Partners, LLC is a Other fund managing $215 million in assets. The fund runs a focused portfolio of just 17 positions.
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