Cornerstone Wealth Partners, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Joshua VanDyke, the Chief Compliance Officer, reports a total of 13 equity securities held by the firm.
The portfolio is dominated by American Century Investments ETFs, which comprise the bulk of the disclosed positions. The largest holding is the American Century ETF Trust US Small Cap Value ETF, with 592,139 shares. Other significant positions include the American Century ETF Trust US Large Cap Value ETF (321,419 shares) and the American Century ETF Trust US Small Cap ETF (406,872 shares).
The filing also lists several other American Century ETFs, including the American Century ETF Trust International Large Cap ETF (105,244 shares), the American Century ETF Trust Emerging Market Value ETF (161,983 shares), and the American Century ETF Trust International Small Cap Value ETF (197,959 shares). Additionally, the firm holds Dimensional ETF Trust funds, specifically the Short Duration Fixed Income ETF (698,387 shares) and the International Core Fixed Income ETF (134,882 shares). The portfolio concludes with a position in the iShares Core S&P 500 ETF, with 19,469 shares.
