13FBOX
Cornerstone Wealth Partners, LLC · 13F Holdings
Options Calculator Rankings

Cornerstone Wealth Partners, LLC

No.6892 Data as of 2026Q2
Latest AUM (Q2 2026)
$215.1M
QoQ Change Q1 2026
+$38.9M+22.0%
Holdings
17
New Buys
2
Adds
14
Reduces
0
Exits
4
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAVANTIS U SAVUV
29.47%29.32%$63.4M508,262$51.7M467,881+40,381+8.63%Add
AAMERICAN CENTY ETF TRAVSC
12.19%11.54%$26.2M357,505$20.3M326,613+30,892+9.46%Add
AAMERICAN CENTY ETF TRAVLV
11.83%11.58%$25.5M279,084$20.4M253,305+25,779+10.18%Add
DDIMENSIONAL ETF TRUSTDFSD
11.76%12.4%$25.3M529,635$21.9M456,631+73,004+15.99%Add
AAvantis US Small Cap Value ETFAVDV
7.79%8.23%$16.8M162,609$14.5M145,241+17,368+11.96%Add
IISHARES TRIVV
5.87%5.4%$12.6M16,875$9.5M14,576+2,299+15.77%Add
AAMERICAN CENTY ETF TRDSPY
4.08%4.02%$8.8M133,744$7.1M118,009+15,735+13.33%Add
AAMERICAN CENTY ETF TRAVEE
4.07%4%$8.7M126,209$7.1M111,283+14,926+13.41%Add
IISHARES TREFV
3.15%3.28%$6.8M87,479$5.8M77,336+10,143+13.12%Add
AAVANTIS INTERNATIONAL SMALL CAP EQUITY ETFAVDS
3.14%3.21%$6.7M89,637$5.7M78,805+10,832+13.75%Add
DDIMENSIONAL ETF TRUSTDFGX
2.54%2.64%$5.5M102,092$4.7M88,737+13,355+15.05%Add
DDIMENSIONAL ETF TRUSTDFCF
2.52%2.65%$5.4M128,374$4.7M110,621+17,753+16.05%Add
AVANTIS INTLNGG
1.59%1.62%$3.4M38,322$2.9M33,699+4,623+13.72%Add
GE AEROSPACEGE
<0.01%$7,10119$00+19New Buy
ABBOTT LABORATORIESABT
<0.01%<0.01%$4,41349$4,95648+1+2.08%Add
GE VERNOVA INCGEV
<0.01%$3,5253$00+3New Buy
JOHNSON & JOHNSONJNJ
<0.01%<0.01%$1,2845$1,229500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow