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Cornerstone Wealth Partners, LLC

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13F filer, CIK 2109292, OKEMOS, MI

Cornerstone Wealth Partners, LLC reported $215,136,586 across 17 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-03. Its ten largest share positions make up 93.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-016800

Period
2026-06-30
Reported value
$215M
Holdings
17
Top 10 weight
93.34%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUVadded+40,381$5.04M
DFSDadded+73,004$3.49M
AVLVadded+25,779$2.35M
AVSCadded+30,892$2.27M
AVDVadded+17,368$1.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PGexited-357-$51.6K
NBSDexited-1,004-$50.9K
RDVIexited-1,856-$47.4K
NBOSexited-655-$17.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001999371-26-016800, largest first. % of portfolio is the value over $215,136,586, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 406,210 shares; 2026Q1: 467,881 shares; 2026Q2: 508,262 shares 508,262$63.4M29.47%+40,381Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 282,093 shares; 2026Q1: 326,613 shares; 2026Q2: 357,505 shares 357,505$26.2M12.19%+30,892Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 222,541 shares; 2026Q1: 253,305 shares; 2026Q2: 279,084 shares 279,084$25.5M11.83%+25,779Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 362,878 shares; 2026Q1: 456,631 shares; 2026Q2: 529,635 shares 529,635$25.3M11.76%+73,004Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 130,711 shares; 2026Q1: 145,241 shares; 2026Q2: 162,609 shares 162,609$16.8M7.79%+17,368Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,076 shares; 2026Q1: 14,576 shares; 2026Q2: 16,875 shares 16,875$12.6M5.87%+2,299Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 102,213 shares; 2026Q1: 118,009 shares; 2026Q2: 133,744 shares 133,744$8.77M4.08%+15,735Timeline
AVEEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 92,165 shares; 2026Q1: 111,283 shares; 2026Q2: 126,209 shares 126,209$8.75M4.07%+14,926Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 68,611 shares; 2026Q1: 77,336 shares; 2026Q2: 87,479 shares 87,479$6.77M3.15%+10,143Timeline
AVDSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 69,268 shares; 2026Q1: 78,805 shares; 2026Q2: 89,637 shares 89,637$6.75M3.14%+10,832Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 70,371 shares; 2026Q1: 88,737 shares; 2026Q2: 102,092 shares 102,092$5.47M2.54%+13,355Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 87,513 shares; 2026Q1: 110,621 shares; 2026Q2: 128,374 shares 128,374$5.42M2.52%+17,753Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 29,389 shares; 2026Q1: 33,699 shares; 2026Q2: 38,322 shares 38,322$3.42M1.59%+4,623Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19$7.1K<0.01%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 49 shares 49$4.41K<0.01%+1Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3$3.52K<0.01%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5$1.28K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PGPROCTER & GAMBLE CO357$51.6Kshares
NBSDNEUBERGER BERMAN ETF TRUST1,004$50.9Kshares
RDVIFIRST TR EXCHANGE-TRADED FD1,856$47.4Kshares
NBOSNEUBERGER BERMAN ETF TRUST655$17.5Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001999371-26-016800 base2026-08-03acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001999371-26-016800 Quarter ended 2026-06-302026-08-03acceptance time not in the bulk data set
13F-HR 0001999371-26-010548 Quarter ended 2026-03-312026-05-12acceptance time not in the bulk data set
13F-HR 0001999371-26-003372 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set