Institutional Manager · CIK 0002109292
Cornerstone Wealth Partners, LLC
OKEMOS, MI · File #028-26435
Latest AUM
$144.1M
Positions
12,059
Top-10 Concentration
33.7%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072877 | 9,209 | $939,165 | 5.21% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 7,385 | $753,079 | 4.17% |
| 3 | AMERICAN CENTY ETF TR | 025072877 | 7,228 | $737,085 | 4.09% |
| 4 | DIMENSIONAL ETF TRUST | 25434V864 | 12,971 | $621,939 | 3.45% |
| 5 | AMERICAN CENTY ETF TR | 025072877 | 5,952 | $607,022 | 3.36% |
| 6 | AMERICAN CENTY ETF TR | 025072877 | 5,146 | $524,744 | 2.91% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 4,945 | $504,293 | 2.80% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 4,707 | $479,972 | 2.66% |
| 9 | AMERICAN CENTY ETF TR | 025072877 | 4,635 | $472,705 | 2.62% |
| 10 | AMERICAN CENTY ETF TR | 025072877 | 4,309 | $439,440 | 2.44% |
| 11 | AMERICAN CENTY ETF TR | 025072877 | 4,018 | $409,752 | 2.27% |
| 12 | AMERICAN CENTY ETF TR | 025072877 | 3,899 | $397,644 | 2.20% |
| 13 | DIMENSIONAL ETF TRUST | 25434V864 | 8,225 | $394,409 | 2.19% |
| 14 | AMERICAN CENTY ETF TR | 025072349 | 5,075 | $384,508 | 2.13% |
| 15 | AMERICAN CENTY ETF TR | 025072323 | 6,414 | $376,762 | 2.09% |
| 16 | AMERICAN CENTY ETF TR | 025072877 | 3,366 | $343,249 | 1.90% |
| 17 | AMERICAN CENTY ETF TR | 025072877 | 3,216 | $327,944 | 1.82% |
| 18 | AMERICAN CENTY ETF TR | 025072877 | 3,201 | $326,429 | 1.81% |
| 19 | AMERICAN CENTY ETF TR | 025072877 | 3,155 | $321,795 | 1.78% |
| 20 | AMERICAN CENTY ETF TR | 025072877 | 3,140 | $320,255 | 1.78% |