Q4 2025 · 13F-HR
Cornerstone Wealth Partners, LLCholdings as filed
Filed 2026-02-17 · accession 0001999371-26-003372
$144.1M
Reported value
20
Positions
2025-12-31
Period end
The Brief · Cornerstone Wealth Partners, LLC · Q4 2025
AI · grounded in 13F
Cornerstone Wealth Partners, LLC established a new position in AVUV valued at $41.4M. The fund also initiated new stakes in DFSD for $17.4M and AVLV for $16.9M. Other new additions include AVSC at $16.6M, AVDV at $12.3M, and IVV at $8.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $41.4M | 28.7% | 406,210 | Common | SOLE |
| 25434V864 | DFSD | DIMENSIONAL ETF TRUST | $17.4M | 12.1% | 362,878 | Common | SOLE |
| 025072349 | AVLV | AMERICAN CENTY ETF TR | $16.9M | 11.7% | 222,541 | Common | SOLE |
| 025072323 | AVSC | AMERICAN CENTY ETF TR | $16.6M | 11.5% | 282,093 | Common | SOLE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $12.3M | 8.52% | 130,711 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $8.3M | 5.74% | 12,076 | Common | SOLE |
| 025072372 | AVES | AMERICAN CENTY ETF TR | $6.0M | 4.14% | 102,213 | Common | SOLE |
| 025072141 | AVEE | AMERICAN CENTY ETF TR | $5.8M | 3.99% | 92,165 | Common | SOLE |
| 025072364 | AVIV | AMERICAN CENTY ETF TR | $4.9M | 3.39% | 68,611 | Common | SOLE |
| 025072190 | AVDS | AMERICAN CENTY ETF TR | $4.8M | 3.36% | 69,268 | Common | SOLE |
| 25434V872 | DFCF | DIMENSIONAL ETF TRUST | $3.7M | 2.58% | 87,513 | Common | SOLE |
| 25434V575 | DFGX | DIMENSIONAL ETF TRUST | $3.7M | 2.57% | 70,371 | Common | SOLE |
| 025072703 | AVDE | AMERICAN CENTY ETF TR | $2.4M | 1.68% | 29,389 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $6,014 | 0.00% | 48 | Common | SOLE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $2,899 | 0.00% | 60 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $1,185 | 0.00% | 16 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1,035 | 0.00% | 5 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $0 | — | 0 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $0 | — | 0 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC DEL | $0 | — | 0 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.