Investor
Cornerstone Wealth Partners, LLC
CIK 0002109292 · filed 2026-05-12 · SEC filing
13F book
$176.3M
Positions
19
4 new · 5 sold
Largest name
29.3%
American Centy Etf Tr
Est. mark
$6.58M
Price effect on 15 names still held. Flow $25.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 467.9K | $51.7M | 29.3% | $3.45M | Added$10.3M |
| Dimensional Etf Trust | — | 456.6K | $21.9M | 12.4% | −$25.5K | Added$4.46M |
| American Centy Etf Tr | — | 253.3K | $20.4M | 11.6% | $1.08M | Added$3.56M |
| American Centy Etf Tr | — | 326.6K | $20.3M | 11.5% | $1M | Added$3.78M |
| American Centy Etf Tr | — | 145.2K | $14.5M | 8.2% | $770K | Added$2.22M |
| Ishares Tr | — | 14.6K | $9.52M | 5.4% | −$377.7K | Added$1.26M |
| American Centy Etf Tr | — | 118K | $7.08M | 4.0% | $170.3K | Added$1.12M |
| American Centy Etf Tr | — | 111.3K | $7.06M | 4.0% | $94.7K | Added$1.31M |
| American Centy Etf Tr | — | 77.3K | $5.79M | 3.3% | $247.7K | Added$900.6K |
| American Centy Etf Tr | — | 78.8K | $5.66M | 3.2% | $141.5K | Added$826.7K |
| Dimensional Etf Trust | — | 110.6K | $4.67M | 2.6% | −$29.3K | Added$946.3K |
| Dimensional Etf Trust | — | 88.7K | $4.65M | 2.6% | −$12.1K | Added$951.2K |
| American Centy Etf Tr | — | 33.7K | $2.86M | 1.6% | $73.1K | Added$438.7K |
| Procter And Gamble Co | PG | 357 | $51.6K | 0.0% | — | New |
| Neuberger Berman Etf Trust | — | 1K | $50.9K | 0.0% | — | New |
| First Tr Exchange-Traded Fd | — | 1.86K | $47.4K | 0.0% | — | New |
| Neuberger Berman Etf Trust | — | 655 | $17.5K | 0.0% | — | New |
| Abbott Labs | ABT | 48 | $4.96K | 0.0% | −$1.06K | Held |
| Johnson & Johnson | JNJ | 5 | $1.23K | 0.0% | $194 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.