Filed: 2/17/2026ACC: 0001999371-26-003372
📋 What this filing means
CORNERSTONE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $144.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$144.10M
Total AUM (reported)
1.94M
Total Shares
Allocation by class
US SML CP VALU$41.43M28.7%
SHORT DURATION F$17.40M12.1%
US LARGE CAP VLU$16.86M11.7%
AVANTIS US SMALL$16.57M11.5%
INTL SMCP VLU$12.28M8.5%
CORE S&P500 ETF$8.27M5.7%
EMERGING MKT VAL$5.96M4.1%
Portfolio Concentration
Top 3$75.69M52.5%
4–10$58.55M40.6%
11–25$9.86M6.8%
Top 3 weight
52.5%
Top 10 weight
93.2%
Voting Authority Distribution
Total shares with voting rights: 1.94M
Sole
Full voting authority
1.94M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
AMERICAN CENTY ETF TR
SOLEShares406.21K
TypeSH
Market value$41.43M
28.75%
Sole
406.21K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares362.88K
TypeSH
Market value$17.40M
12.08%
Sole
362.88K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares222.54K
TypeSH
Market value$16.86M
11.70%
Sole
222.54K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares282.09K
TypeSH
Market value$16.57M
11.50%
Sole
282.09K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares130.71K
TypeSH
Market value$12.28M
8.52%
Sole
130.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.08K
TypeSH
Market value$8.27M
5.74%
Sole
12.08K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares102.21K
TypeSH
Market value$5.96M
4.14%
Sole
102.21K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares92.17K
TypeSH
Market value$5.75M
3.99%
Sole
92.17K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares68.61K
TypeSH
Market value$4.89M
3.39%
Sole
68.61K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares69.27K
TypeSH
Market value$4.84M
3.36%
Sole
69.27K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares87.51K
TypeSH
Market value$3.72M
2.58%
Sole
87.51K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares70.37K
TypeSH
Market value$3.70M
2.57%
Sole
70.37K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares29.39K
TypeSH
Market value$2.42M
1.68%
Sole
29.39K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares48.00
TypeSH
Market value$6.0K
<0.01%
Sole
48.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares60.00
TypeSH
Market value$2.9K
<0.01%
Sole
60.00
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares16.00
TypeSH
Market value$1.2K
<0.01%
Sole
16.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares5.00
TypeSH
Market value$1.0K
<0.01%
Sole
5.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
DELTA AIR LINES INC DEL
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 406.21K | SH | $41.43M 28.75% | 406.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 362.88K | SH | $17.40M 12.08% | 362.88K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 222.54K | SH | $16.86M 11.70% | 222.54K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 282.09K | SH | $16.57M 11.50% | 282.09K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 130.71K | SH | $12.28M 8.52% | 130.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.08K | SH | $8.27M 5.74% | 12.08K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 102.21K | SH | $5.96M 4.14% | 102.21K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING | 92.17K | SH | $5.75M 3.99% | 92.17K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 68.61K | SH | $4.89M 3.39% | 68.61K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS INTL SML | 69.27K | SH | $4.84M 3.36% | 69.27K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 87.51K | SH | $3.72M 2.58% | 87.51K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 70.37K | SH | $3.70M 2.57% | 70.37K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 29.39K | SH | $2.42M 1.68% | 29.39K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 48.00 | SH | $6.0K <0.01% | 48.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 60.00 | SH | $2.9K <0.01% | 60.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 16.00 | SH | $1.2K <0.01% | 16.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.00 | SH | $1.0K <0.01% | 5.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
DELTA AIR LINES INC DELSOLE | COM NEW | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |