AI Portfolio Summary
In 2025 Q4, Cornerstone Wealth Partners, LLC maintained a portfolio of 17 distinct positions. The most significant new addition to the portfolio was AMERICAN CENTY ETF T, which now represents 28.75% of the total fund value.
Total Positions
17
Quarter
2025 Q4
Top Holding
AVUV (28.7%)
Top 10 Concentration
93.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-17 of 17
| 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 | 28.75% | — |
#1
Prev: #—
|
10.0 | 406,210 | no change |
NEW
|
406,210 | $41,425,939 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 12.08% | — |
#2
Prev: #—
|
6.8 | 362,878 | no change |
NEW
|
362,878 | $17,400,054 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 11.70% | — |
#3
Prev: #—
|
6.7 | 222,541 | no change |
NEW
|
222,541 | $16,861,298 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVSC
AMERICAN CENTY ...
|
Bond/Debt | 11.50% | — |
#4
Prev: #—
|
6.6 | 282,093 | no change |
NEW
|
282,093 | $16,570,633 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 8.52% | — |
#5
Prev: #—
|
5.4 | 130,711 | no change |
NEW
|
130,711 | $12,282,741 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 5.74% | — |
#6
Prev: #—
|
4.3 | 12,076 | no change |
NEW
|
12,076 | $8,265,363 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 4.14% | — |
#7
Prev: #—
|
3.7 | 102,213 | no change |
NEW
|
102,213 | $5,960,437 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVEE
AMERICAN CENTY ...
|
Bond/Debt | 3.99% | — |
#8
Prev: #—
|
3.6 | 92,165 | no change |
NEW
|
92,165 | $5,751,322 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 3.39% | — |
#9
Prev: #—
|
3.4 | 68,611 | no change |
NEW
|
68,611 | $4,886,392 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDS
AMERICAN CENTY ...
|
Bond/Debt | 3.36% | — |
#10
Prev: #—
|
3.3 | 69,268 | no change |
NEW
|
69,268 | $4,835,372 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.58% | — |
#11
Prev: #—
|
3.0 | 87,513 | no change |
NEW
|
87,513 | $3,724,130 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGX
DIMENSIONAL ETF...
|
ETF | 2.57% | — |
#12
Prev: #—
|
3.0 | 70,371 | no change |
NEW
|
70,371 | $3,703,111 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.68% | — |
#13
Prev: #—
|
2.7 | 29,389 | no change |
NEW
|
29,389 | $2,420,252 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABS
|
Unknown | 0.00% | — |
#14
Prev: #—
|
2.0 | 48 | no change |
NEW
|
48 | $6,014 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.00% | — |
#15
Prev: #—
|
2.0 | 60 | no change |
NEW
|
60 | $2,899 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.00% | — |
#16
Prev: #—
|
2.0 | 16 | no change |
NEW
|
16 | $1,185 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Unknown | 0.00% | — |
#17
Prev: #—
|
2.0 | 5 | no change |
NEW
|
5 | $1,035 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-17 of 17 holdings