AI Portfolio Summary
In 2026 Q1, Cornerstone Wealth Partners, LLC maintained a portfolio of 21 distinct positions. The most significant new addition to the portfolio was PROCTER & GAMBLE CO, which now represents 0.03% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF T, increasing their position by 15.2%. Conversely, Cornerstone Wealth Partners, LLC completely exited their position in VANGUARD BD INDEX FD.
Total Positions
21
Quarter
2026 Q1
Top Holding
AVUV (29.3%)
Top 10 Concentration
93.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-21 of 21
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVUV
AMERICAN CENTY ...
|
ETF | 29.32% | 28.75% |
#1
Prev: #1
|
8.0 | 61,671 | 15.2% |
P
S
|
467,881 | $51,686,780 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 12.40% | 12.08% |
#2
Prev: #2
|
8.0 | 93,753 | 25.8% |
P
S
|
456,631 | $21,863,458 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 11.58% | 11.70% |
#3
Prev: #3
|
7.0 | 30,764 | 13.8% |
P
S
|
253,305 | $20,418,815 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVSC
AMERICAN CENTY ...
|
Bond/Debt | 11.54% | 11.50% |
#4
Prev: #4
|
6.5 | 44,520 | 15.8% |
P
S
|
326,613 | $20,347,984 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 8.23% | 8.52% |
#5
Prev: #5
|
5.8 | 14,530 | 11.1% |
P
S
|
145,241 | $14,503,688 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVV
ISHARES TR
|
ETF | 5.40% | 5.74% |
#6
Prev: #6
|
4.7 | 2,500 | 20.7% |
P
S
|
14,576 | $9,520,638 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 4.02% | 4.14% |
#7
Prev: #7
|
3.6 | 15,796 | 15.5% |
P
S
|
118,009 | $7,078,134 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVEE
AMERICAN CENTY ...
|
Bond/Debt | 4.00% | 3.99% |
#8
Prev: #8
|
4.1 | 19,118 | 20.7% |
P
S
|
111,283 | $7,058,663 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 3.28% | 3.39% |
#9
Prev: #9
|
3.3 | 8,725 | 12.7% |
P
S
|
77,336 | $5,786,983 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVDS
AMERICAN CENTY ...
|
Bond/Debt | 3.21% | 3.36% |
#10
Prev: #10
|
3.3 | 9,537 | 13.8% |
P
S
|
78,805 | $5,662,068 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.65% | 2.58% |
#11
Prev: #11
|
3.6 | 23,108 | 26.4% |
P
S
|
110,621 | $4,670,399 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 2.64% | 2.57% |
#12
Prev: #12
|
3.6 | 18,366 | 26.1% |
P
S
|
88,737 | $4,654,303 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.62% | 1.68% |
#13
Prev: #13
|
2.6 | 4,310 | 14.7% |
P
S
|
33,699 | $2,858,957 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.03% | — |
#14
Prev: #—
|
3.5 | 357 | no change |
NEW
|
357 | $51,565 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NBSD
NEUBERGER BERMA...
|
ETF | 0.03% | — |
#15
Prev: #—
|
3.5 | 1,004 | no change |
NEW
|
1,004 | $50,923 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RDVI
FIRST TR EXCHAN...
|
Unknown | 0.03% | — |
#16
Prev: #—
|
3.5 | 1,856 | no change |
NEW
|
1,856 | $47,412 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NBOS
NEUBERGER BERMA...
|
ETF | 0.01% | — |
#17
Prev: #—
|
3.5 | 655 | no change |
NEW
|
655 | $17,510 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.00% | 0.00% |
#18
4
Prev: #14
|
1.0 | no change | no change |
P
S
|
48 | $4,956 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.00% | 0.00% |
#19
2
Prev: #17
|
1.0 | no change | no change |
P
S
|
5 | $1,229 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #16) |
0.0 | -16 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #15) |
0.0 | -60 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-21 of 21 holdings