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

Currently, Cornerstone Wealth Partners, LLC holds 19 types of securities in its portfolio with a total value $176.3M. In the most recent quarter, they have increased their positions in AVUV (+61.7K shares, valued at $6.8M), DFSD (+93.8K shares, valued at $4.5M), AVSC (+44.5K shares, valued at $2.8M); initiated new positions in PG (+357 shares, valued at $51.6K), NBSD (+1.0K shares, valued at $50.9K), RDVI (+1.9K shares, valued at $47.4K).

1M P&L

+2.3M+1.21%

3M P&L

+6.1M+3.25%

HY P&L

+16.1M+9.06%

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/A176.2M

100.0%

2Household & Personal Products51.6K

0.0%

3Medical Devices5.0K

0.0%

Top Industries by Stock Count

1N/A16 stocks

84.2%

2Medical Devices1 stocks

5.3%

3Drug Manufacturers - General1 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUV AMERICAN CENTY ETF TR467.9K shares15.18%2026-03-312026-05-12

DFSD DIMENSIONAL ETF TRUST456.6K shares25.84%2026-03-312026-05-12

AVLV AMERICAN CENTY ETF TR253.3K shares13.82%2026-03-312026-05-12

AVSC AMERICAN CENTY ETF TR326.6K shares15.78%2026-03-312026-05-12

AVDV AMERICAN CENTY ETF TR145.2K shares11.12%2026-03-312026-05-12

IVV ISHARES TR14.6K shares20.70%2026-03-312026-05-12

AVES AMERICAN CENTY ETF TR118.0K shares15.45%2026-03-312026-05-12

AVEE AMERICAN CENTY ETF TR111.3K shares20.74%2026-03-312026-05-12

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AVIV AMERICAN CENTY ETF TR77.3K shares12.72%2026-03-312026-05-12

AVDS AMERICAN CENTY ETF TR78.8K shares13.77%2026-03-312026-05-12

DFCF DIMENSIONAL ETF TRUST110.6K shares26.41%2026-03-312026-05-12

DFGX DIMENSIONAL ETF TRUST88.7K shares26.10%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR33.7K shares14.67%2026-03-312026-05-12

PG PROCTER & GAMBLE CO357 sharesnew addition2026-03-312026-05-12

NBSD NEUBERGER BERMAN ETF TRUST1.0K sharesnew addition2026-03-312026-05-12

RDVI FIRST TR EXCHANGE-TRADED FD1.9K sharesnew addition2026-03-312026-05-12

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NBOS NEUBERGER BERMAN ETF TRUST655 sharesnew addition2026-03-312026-05-12

ABT ABBOTT LABORATORIES48 shares0.00%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON5 shares0.00%2026-03-312026-05-12

AVUV

AMERICAN CENTY ETF TR

15.18%

Shares467.9K

Event2026-03-31

Filed2026-05-12

DFSD

DIMENSIONAL ETF TRUST

25.84%

Shares456.6K

Event2026-03-31

Filed2026-05-12

AVLV

AMERICAN CENTY ETF TR

13.82%

Shares253.3K

Event2026-03-31

Filed2026-05-12

AVSC

AMERICAN CENTY ETF TR

15.78%

Shares326.6K

Event2026-03-31

Filed2026-05-12

AVDV

AMERICAN CENTY ETF TR

11.12%

Shares145.2K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

20.70%

Shares14.6K

Event2026-03-31

Filed2026-05-12

AVES

AMERICAN CENTY ETF TR

15.45%

Shares118.0K

Event2026-03-31

Filed2026-05-12

AVEE

AMERICAN CENTY ETF TR

20.74%

Shares111.3K

Event2026-03-31

Filed2026-05-12

AVIV

AMERICAN CENTY ETF TR

12.72%

Shares77.3K

Event2026-03-31

Filed2026-05-12

AVDS

AMERICAN CENTY ETF TR

13.77%

Shares78.8K

Event2026-03-31

Filed2026-05-12

DFCF

DIMENSIONAL ETF TRUST

26.41%

Shares110.6K

Event2026-03-31

Filed2026-05-12

DFGX

DIMENSIONAL ETF TRUST

26.10%

Shares88.7K

Event2026-03-31

Filed2026-05-12

AVDE

AMERICAN CENTY ETF TR

14.67%

Shares33.7K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

New

Shares357

Event2026-03-31

Filed2026-05-12

NBSD

NEUBERGER BERMAN ETF TRUST

New

Shares1.0K

Event2026-03-31

Filed2026-05-12

RDVI

FIRST TR EXCHANGE-TRADED FD

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

NBOS

NEUBERGER BERMAN ETF TRUST

New

Shares655

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

0.00%

Shares48

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

0.00%

Shares5

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available