Filed: 5/12/2026ACC: 0001999371-26-010548
📋 What this filing means
CORNERSTONE WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $176.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$176.28M
Total AUM (reported)
2.29M
Total Shares
Allocation by class
US SML CP VALU$51.69M29.3%
SHORT DURATION F$21.86M12.4%
US LARGE CAP VLU$20.42M11.6%
AVANTIS US SMALL$20.35M11.5%
INTL SMCP VLU$14.50M8.2%
CORE S&P500 ETF$9.52M5.4%
EMERGING MKT VAL$7.08M4.0%
Portfolio Concentration
Top 3$93.97M53.3%
4–10$69.96M39.7%
11–25$12.36M7.0%
Top 3 weight
53.3%
Top 10 weight
93.0%
Voting Authority Distribution
Total shares with voting rights: 2.29M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings19
Rows:
AMERICAN CENTY ETF TR
SOLEShares467.88K
TypeSH
Market value$51.69M
29.32%
Sole
0.00
Shared
0.00
None
467.88K
DIMENSIONAL ETF TRUST
SOLEShares456.63K
TypeSH
Market value$21.86M
12.40%
Sole
0.00
Shared
0.00
None
456.63K
AMERICAN CENTY ETF TR
SOLEShares253.31K
TypeSH
Market value$20.42M
11.58%
Sole
0.00
Shared
0.00
None
253.31K
AMERICAN CENTY ETF TR
SOLEShares326.61K
TypeSH
Market value$20.35M
11.54%
Sole
0.00
Shared
0.00
None
326.61K
AMERICAN CENTY ETF TR
SOLEShares145.24K
TypeSH
Market value$14.50M
8.23%
Sole
0.00
Shared
0.00
None
145.24K
ISHARES TR
SOLEShares14.58K
TypeSH
Market value$9.52M
5.40%
Sole
0.00
Shared
0.00
None
14.58K
AMERICAN CENTY ETF TR
SOLEShares118.01K
TypeSH
Market value$7.08M
4.02%
Sole
0.00
Shared
0.00
None
118.01K
AMERICAN CENTY ETF TR
SOLEShares111.28K
TypeSH
Market value$7.06M
4.00%
Sole
0.00
Shared
0.00
None
111.28K
AMERICAN CENTY ETF TR
SOLEShares77.34K
TypeSH
Market value$5.79M
3.28%
Sole
0.00
Shared
0.00
None
77.34K
AMERICAN CENTY ETF TR
SOLEShares78.81K
TypeSH
Market value$5.66M
3.21%
Sole
0.00
Shared
0.00
None
78.81K
DIMENSIONAL ETF TRUST
SOLEShares110.62K
TypeSH
Market value$4.67M
2.65%
Sole
0.00
Shared
0.00
None
110.62K
DIMENSIONAL ETF TRUST
SOLEShares88.74K
TypeSH
Market value$4.65M
2.64%
Sole
0.00
Shared
0.00
None
88.74K
AMERICAN CENTY ETF TR
SOLEShares33.70K
TypeSH
Market value$2.86M
1.62%
Sole
0.00
Shared
0.00
None
33.70K
PROCTER & GAMBLE CO
SOLEShares357.00
TypeSH
Market value$51.6K
0.03%
Sole
0.00
Shared
0.00
None
357.00
NEUBERGER BERMAN ETF TRUST
SOLEShares1K
TypeSH
Market value$50.9K
0.03%
Sole
0.00
Shared
0.00
None
1K
FIRST TR EXCHANGE-TRADED FD
SOLEShares1.86K
TypeSH
Market value$47.4K
0.03%
Sole
0.00
Shared
0.00
None
1.86K
NEUBERGER BERMAN ETF TRUST
SOLEShares655.00
TypeSH
Market value$17.5K
<0.01%
Sole
0.00
Shared
0.00
None
655.00
ABBOTT LABORATORIES
SOLEShares48.00
TypeSH
Market value$5.0K
<0.01%
Sole
0.00
Shared
0.00
None
48.00
JOHNSON & JOHNSON
SOLEShares5.00
TypeSH
Market value$1.2K
<0.01%
Sole
0.00
Shared
0.00
None
5.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 467.88K | SH | $51.69M 29.32% | 0.00 | 0.00 | 467.88K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 456.63K | SH | $21.86M 12.40% | 0.00 | 0.00 | 456.63K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 253.31K | SH | $20.42M 11.58% | 0.00 | 0.00 | 253.31K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 326.61K | SH | $20.35M 11.54% | 0.00 | 0.00 | 326.61K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 145.24K | SH | $14.50M 8.23% | 0.00 | 0.00 | 145.24K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.58K | SH | $9.52M 5.40% | 0.00 | 0.00 | 14.58K |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 118.01K | SH | $7.08M 4.02% | 0.00 | 0.00 | 118.01K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING | 111.28K | SH | $7.06M 4.00% | 0.00 | 0.00 | 111.28K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 77.34K | SH | $5.79M 3.28% | 0.00 | 0.00 | 77.34K |
AMERICAN CENTY ETF TRSOLE | AVANTIS INTL SML | 78.81K | SH | $5.66M 3.21% | 0.00 | 0.00 | 78.81K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 110.62K | SH | $4.67M 2.65% | 0.00 | 0.00 | 110.62K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 88.74K | SH | $4.65M 2.64% | 0.00 | 0.00 | 88.74K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 33.70K | SH | $2.86M 1.62% | 0.00 | 0.00 | 33.70K |
PROCTER & GAMBLE COSOLE | COM | 357.00 | SH | $51.6K 0.03% | 0.00 | 0.00 | 357.00 |
NEUBERGER BERMAN ETF TRUSTSOLE | SHORT DURATION I | 1K | SH | $50.9K 0.03% | 0.00 | 0.00 | 1K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 1.86K | SH | $47.4K 0.03% | 0.00 | 0.00 | 1.86K |
NEUBERGER BERMAN ETF TRUSTSOLE | OPT STRATEGY ETF | 655.00 | SH | $17.5K <0.01% | 0.00 | 0.00 | 655.00 |
ABBOTT LABORATORIESSOLE | COM | 48.00 | SH | $5.0K <0.01% | 0.00 | 0.00 | 48.00 |
JOHNSON & JOHNSONSOLE | COM | 5.00 | SH | $1.2K <0.01% | 0.00 | 0.00 | 5.00 |