Cornerstone Wealth Partners, LLC - Portfolio overview

Cornerstone Wealth Partners, LLC has 19 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Healthcare.

Largest reported holdings by portfolio allocation

1. AVUV - AMERICAN CENTY ETF TR, 29.32%
2. DFSD - DIMENSIONAL ETF TRUST, 12.40%
3. AVLV - AMERICAN CENTY ETF TR, 11.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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