Institutional Fund
Cornerstone Wealth Partners, LLC
Okemos, MICIK 21092922 filings on record
Portfolio Value
$176.28M
Q1 2026
Holdings
19
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+22.3%
from $144.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr29.3%
- Dimensional ETF Trust12.4%
- American Centy ETF Tr11.6%
- American Centy ETF Tr11.5%
- American Centy ETF Tr8.2%
- Ishares Tr5.4%
- Other21.5%
Portfolio Holdings
19 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 467.9K | $51.69M | 29.3% | +61.7K | Added |
| 2 | Dimensional ETF Trust | 456.6K | $21.86M | 12.4% | +93.8K | Added |
| 3 | American Centy ETF Tr | 253.3K | $20.42M | 11.6% | +30.8K | Added |
| 4 | American Centy ETF Tr | 326.6K | $20.35M | 11.5% | +44.5K | Added |
| 5 | American Centy ETF Tr | 145.2K | $14.50M | 8.2% | +14.5K | Added |
| 6 | Ishares Tr | 14.6K | $9.52M | 5.4% | +2.5K | Added |
| 7 | American Centy ETF Tr | 118.0K | $7.08M | 4.0% | +15.8K | Added |
| 8 | American Centy ETF Tr | 111.3K | $7.06M | 4.0% | +19.1K | Added |
| 9 | American Centy ETF Tr | 77.3K | $5.79M | 3.3% | +8.7K | Added |
| 10 | American Centy ETF Tr | 78.8K | $5.66M | 3.2% | +9.5K | Added |
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