Sponsored

The Analysis of Cornerstone Wealth Partners, LLC's Holdings & P&L

Currently, Cornerstone Wealth Partners, LLC holds 17 types of securities in its portfolio with a total value $215.1M. In the most recent quarter, they have increased their positions in AVUV (+40.4K shares, valued at $5.0M), DFSD (+73.0K shares, valued at $3.5M), AVLV (+25.8K shares, valued at $2.4M); initiated new positions in GE (+19 shares, valued at $7.1K), GEV (+3 shares, valued at $3.5K).

1M P&L

+2.1M+1.00%

3M P&L

+9.3M+4.68%

HY P&L

+20.8M+11.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A202.5M

100.0%

2Aerospace & Defense7.1K

0.0%

3Medical Devices4.4K

0.0%

Top Industries by Stock Count

1N/A12 stocks

75.0%

2Medical Devices1 stocks

6.3%

3Utilities - Renewable1 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUV AMERICAN CENTY ETF TR508.3K shares8.63%2026-06-302026-08-03

AVSC AMERICAN CENTY ETF TR357.5K shares9.46%2026-06-302026-08-03

AVLV AMERICAN CENTY ETF TR279.1K shares10.18%2026-06-302026-08-03

DFSD DIMENSIONAL ETF TRUST529.6K shares15.99%2026-06-302026-08-03

AVDV AMERICAN CENTY ETF TR162.6K shares11.96%2026-06-302026-08-03

ISHARES TR ISHARES TR16.9K shares15.77%2026-06-302026-08-03

AVES AMERICAN CENTY ETF TR133.7K shares13.33%2026-06-302026-08-03

AVEE AMERICAN CENTY ETF TR126.2K shares13.41%2026-06-302026-08-03

Sponsored

AVIV AMERICAN CENTY ETF TR87.5K shares13.12%2026-06-302026-08-03

AVDS AMERICAN CENTY ETF TR89.6K shares13.75%2026-06-302026-08-03

DFGX DIMENSIONAL ETF TRUST102.1K shares15.05%2026-06-302026-08-03

DFCF DIMENSIONAL ETF TRUST128.4K shares16.05%2026-06-302026-08-03

AVDE AMERICAN CENTY ETF TR38.3K shares13.72%2026-06-302026-08-03

GE GE AEROSPACE19 sharesnew addition2026-06-302026-08-03

ABT ABBOTT LABORATORIES49 shares2.08%2026-06-302026-08-03

GEV GE VERNOVA INC3 sharesnew addition2026-06-302026-08-03

Sponsored

JNJ JOHNSON & JOHNSON5 shares0.00%2026-06-302026-08-03

AVUV

AMERICAN CENTY ETF TR

8.63%

Shares508.3K

Event2026-06-30

Filed2026-08-03

AVSC

AMERICAN CENTY ETF TR

9.46%

Shares357.5K

Event2026-06-30

Filed2026-08-03

AVLV

AMERICAN CENTY ETF TR

10.18%

Shares279.1K

Event2026-06-30

Filed2026-08-03

DFSD

DIMENSIONAL ETF TRUST

15.99%

Shares529.6K

Event2026-06-30

Filed2026-08-03

AVDV

AMERICAN CENTY ETF TR

11.96%

Shares162.6K

Event2026-06-30

Filed2026-08-03

ISHARES TR

15.77%

Shares16.9K

Event2026-06-30

Filed2026-08-03

AVES

AMERICAN CENTY ETF TR

13.33%

Shares133.7K

Event2026-06-30

Filed2026-08-03

AVEE

AMERICAN CENTY ETF TR

13.41%

Shares126.2K

Event2026-06-30

Filed2026-08-03

AVIV

AMERICAN CENTY ETF TR

13.12%

Shares87.5K

Event2026-06-30

Filed2026-08-03

AVDS

AMERICAN CENTY ETF TR

13.75%

Shares89.6K

Event2026-06-30

Filed2026-08-03

DFGX

DIMENSIONAL ETF TRUST

15.05%

Shares102.1K

Event2026-06-30

Filed2026-08-03

DFCF

DIMENSIONAL ETF TRUST

16.05%

Shares128.4K

Event2026-06-30

Filed2026-08-03

AVDE

AMERICAN CENTY ETF TR

13.72%

Shares38.3K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

New

Shares19

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

2.08%

Shares49

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

New

Shares3

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

0.00%

Shares5

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available