Cornerstone Wealth Partners, LLC: 13F holdings
CIK 21092922026Q2
| Positions | 17 |
|---|
| Reported value | $215.1m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 17 (-2 vs prior quarter) |
|---|
| Reported value | $215.1m (+22.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUV AMERICAN CENTY ETF TR | 508,262 | $63.4m | 29.5% |
| AVSC AMERICAN CENTY ETF TR | 357,505 | $26.2m | 12.2% |
| AVLV AMERICAN CENTY ETF TR | 279,084 | $25.5m | 11.8% |
| DFSD DIMENSIONAL ETF TRUST | 529,635 | $25.3m | 11.8% |
| AVDV AMERICAN CENTY ETF TR | 162,609 | $16.8m | 7.8% |
| IVV ISHARES TR | 16,875 | $12.6m | 5.9% |
| EWL AMERICAN CENTY ETF TR | 133,744 | $8.8m | 4.1% |
| AMERICAN CENTY ETF TR | 126,209 | $8.7m | 4.1% |
| AVIV AMERICAN CENTY ETF TR | 87,479 | $6.8m | 3.1% |
| AMERICAN CENTY ETF TR | 89,637 | $6.7m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109292")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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