13F-HR filed by Cornerstone Wealth Partners, LLC
Cornerstone Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-12, with 19 holding rows worth $176,284,465.
- Accession
- 0001999371-26-010548
- Filer
- CIK 2109292
- Filed
- 2026-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 19 entries on the cover page, a total value of $176,284,465 stated on the cover page (in dollars after the unit check, H1), rows summing to $176,284,465 with VALUE read as dollars as filed, 13F file number 028-26435. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 025072877 | SHS | 467,881 | $51,686,780 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 456,631 | $21,863,458 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 253,305 | $20,418,815 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 326,613 | $20,347,984 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 145,241 | $14,503,688 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 14,576 | $9,520,638 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 118,009 | $7,078,134 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072141 | AVA MAR SMA ETF | 111,283 | $7,058,663 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 77,336 | $5,786,983 | dollars as filed | |
| Avantis International Small Cp Eq ETF | 025072190 | SHS | 78,805 | $5,662,068 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 110,621 | $4,670,399 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V575 | INTL COR FIX ETF | 88,737 | $4,654,303 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 33,699 | $2,858,957 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 357 | $51,565 | dollars as filed | |
| NEUBERGER BERMAN ETF TRUST | 64135A887 | CMN | 1,004 | $50,923 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D879 | FT VEST RIS | 1,856 | $47,412 | dollars as filed | |
| NEUBERGER BERMAN ETF TRUST | 64135A705 | OPT STRATEGY ETF | 655 | $17,510 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 48 | $4,956 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5 | $1,229 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001999371-26-010548 | this filing | 2026-05-12 | acceptance time not in the bulk data set |