Holdings of Cornerstone Wealth Partners, LLC
15 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 98 % of the equity sleeve
Sector breakdown
- Funds 6.4 %
- Unattributed 93.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 15 | 149.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | American Century ETF Trust | 467,881 | 51.7M $ | |
| 2 | Avantis US Large Cap Value ETF | 253,305 | 20.4M $ | |
| 3 | Avantis US Small Cap Equity ETF | 326,613 | 20.3M $ | |
| 4 | Avantis International Small Cap Value ETF | 145,241 | 14.5M $ | |
| 5 | iShares Core S&P 500 ETF | 14,576 | 9.5M $ | |
| 6 | Avantis Emerging Markets Value ETF | 118,009 | 7.1M $ | |
| 7 | Avantis Emerging Markets Small Cap Equity ETF | 111,283 | 7.1M $ | |
| 8 | Avantis International Large Cap Value ETF | 77,336 | 5.8M $ | |
| 9 | Avantis International Small Cap Equity ETF | 78,805 | 5.7M $ | |
| 10 | Dimensional ETF Trust | 110,621 | 4.7M $ | |
| 11 | Avantis International Equity ETF | 33,699 | 2.9M $ | |
| 12 | Procter & Gamble Co/The | 357 | 51.6K $ | |
| 13 | First Trust Exchange-Traded Fund IV | 1,856 | 47.4K $ | |
| 14 | Abbott Laboratories | 48 | 5K $ | |
| 15 | Johnson & Johnson | 5 | 1.2K $ |