Cornerstone Wealth Partners, LLC

CIK 0002109292

Annualised vol

6.7E-4%

Beta

2.0E-5

HHI

1458.900495

Top-10 weight

93.341468%

VaR 95%

6.0E-5%

VaR 99%

1.12E-4%

Max drawdown

8.7E-4%

Matched value

0.004287%

Returns of reported holdings

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What the latest 13F shows bought and sold against the quarter before, by share count.

Ticker	Change	Shares now	Shares before	Share change %	Value now ($)
ABT	ADDED	49	48	2.08%	4,413
GEV	NEW	3	-	-	3,525
JNJ	UNCHANGED	5	5	0.0%	1,284
PG	CLOSED OUT	0	357	-100.0%	0

Ticker	Change	Issuer	Class	CUSIP	Value ($)	Weight %	Shares
-		AMERICAN CENTY ETF TR	US SML CP VALU	025072877	63,410,810	29.47	508262.0
-		AMERICAN CENTY ETF TR	AVAN US SMAL ETF	025072323	26,219,444	12.19	357505.0
-		AMERICAN CENTY ETF TR	US LARGE CAP VLU	025072349	25,455,251	11.83	279084.0
-		DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	25434V864	25,290,070	11.76	529635.0
-		AMERICAN CENTY ETF TR	INTL SMCP VLU	025072802	16,756,867	7.79	162609.0
-		ISHARES TR	CORE S&P500 ETF	464287200	12,637,547	5.87	16875.0
-		AMERICAN CENTY ETF TR	EMERGING MKT VAL	025072372	8,773,586	4.08	133744.0
-		AMERICAN CENTY ETF TR	AVA MAR SMA ETF	025072141	8,749,421	4.07	126209.0
-		AMERICAN CENTY ETF TR	INTERNATIONAL LR	025072364	6,772,604	3.15	87479.0
-		AMERICAN CENTY ETF TR	AVANTIS INTL SML	025072190	6,746,048	3.14	89637.0
-		DIMENSIONAL ETF TRUST	INTL COR FIX ETF	25434V575	5,471,575	2.54	102092.0
-		DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	25434V872	5,418,673	2.52	128374.0
-		AMERICAN CENTY ETF TR	INTL EQT ETF	025072703	3,418,367	1.59	38322.0
-		GE AEROSPACE	COM NEW	369604301	7,101	0.0	19.0
ABT	ADDED	ABBOTT LABORATORIES	COM	002824100	4,413	0.0	49.0
GEV	NEW	GE VERNOVA INC	COM	36828A101	3,525	0.0	3.0
JNJ	UNCHANGED	JOHNSON & JOHNSON	COM	478160104	1,284	0.0	5.0

Period	Filed	Value ($)	Positions	Vol %	Beta	Max DD %
2026-06-30	2026-08-03	215,136,586	17	6.7E-4	2.0E-5	8.7E-4
2026-03-31	2026-05-12	176,284,465	19	0.006032	1.51E-4	0.008556
2025-12-31	2026-02-17	144,098,177	12059	1.35E-4	3.0E-6	2.18E-4