Cornerstone Wealth Partners, LLC

Est. AUM

$176.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US SML CP VALU	$51.7M	467881	29.32%	SOLE
2	DIMENSIONAL ETF TRUST	SHORT DURATION F	$21.9M	456631	12.40%	SOLE
3	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$20.4M	253305	11.58%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$20.3M	326613	11.54%	SOLE
5	AMERICAN CENTY ETF TR	INTL SMCP VLU	$14.5M	145241	8.23%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$9.5M	14576	5.40%	SOLE
7	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$7.1M	118009	4.02%	SOLE
8	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$7.1M	111283	4.00%	SOLE
9	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$5.8M	77336	3.28%	SOLE
10	AMERICAN CENTY ETF TR	AVANTIS INTL SML	$5.7M	78805	3.21%	SOLE
11	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.7M	110621	2.65%	SOLE
12	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$4.7M	88737	2.64%	SOLE
13	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.9M	33699	1.62%	SOLE
14	PROCTER & GAMBLE CO	COM	$52K	357	0.03%	SOLE
15	NEUBERGER BERMAN ETF TRUST	SHORT DURATION I	$51K	1004	0.03%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$47K	1856	0.03%	SOLE
17	NEUBERGER BERMAN ETF TRUST	OPT STRATEGY ETF	$18K	655	0.01%	SOLE
18	ABBOTT LABORATORIES	COM	$5K	48	0.00%	SOLE
19	JOHNSON & JOHNSON	COM	$1K	5	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.