Cornerstone Wealth Partners, LLC
CIK: 0002109292SEC EDGAR →
Portfolio Value
$144.1M
Holdings
20
As of
Q4 2025
New Positions
20
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 406,210 | $40.9M | 28.39% |
| 2 | DIMENSIONAL ETF TRUST | 362,878 | $17.2M | 11.90% |
| 3 | AMERICAN CENTY ETF TR | 222,541 | $16.4M | 11.36% |
| 4 | AMERICAN CENTY ETF TR | 282,093 | $16.1M | 11.16% |
| 5 | AMERICAN CENTY ETF TR | 130,711 | $11.8M | 8.19% |
| 6 | ISHARES TR | 12,076 | $7.8M | 5.42% |
| 7 | AMERICAN CENTY ETF TR | 102,213 | $5.5M | 3.83% |
| 8 | AMERICAN CENTY ETF TR | 92,165 | $5.3M | 3.69% |
| 9 | AMERICAN CENTY ETF TR | 68,611 | $4.5M | 3.09% |
| 10 | AMERICAN CENTY ETF TR | 69,268 | $4.4M | 3.06% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $138.8M | 100.0% |
| Healthcare | 2 | $7K | 0.0% |
| Industrials | 1 | $0 | 0.0% |