Fund Universe

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☆Cornerstone Wealth Partners, LLC

CIK 0002109292 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.869
AUM ($M)
215
Positions
17
Turnover
0.02
Top-10 wt
93%
Herfindahl
0.146
History (qtrs)
3
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 21 positions · portfolio value $215M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 29.5% +0.2% 63.4 508,262 +40,381 2 —
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR ADD — 12.2% +0.6% 26.2 357,505 +30,892 2 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 11.8% +0.2% 25.5 279,084 +25,779 2 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 11.8% -0.6% 25.3 529,635 +73,004 2 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 7.8% -0.4% 16.8 162,609 +17,368 2 —
☆IVV funds › ISHARES TR ADD — 5.9% +0.5% 12.6 16,875 +2,299 2 —
☆AVES funds › AMERICAN CENTY ETF TR ADD — 4.1% +0.1% 8.8 133,744 +15,735 2 —
☆AVEE funds › AMERICAN CENTY ETF TR ADD — 4.1% +0.1% 8.7 126,209 +14,926 2 —
☆AVIV funds › AMERICAN CENTY ETF TR ADD — 3.1% -0.1% 6.8 87,479 +10,143 2 —
☆AVDS funds › AMERICAN CENTY ETF TR ADD — 3.1% -0.1% 6.7 89,637 +10,832 2 —
☆DFGX funds › DIMENSIONAL ETF TRUST ADD — 2.5% -0.1% 5.5 102,092 +13,355 2 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 2.5% -0.1% 5.4 128,374 +17,753 2 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 1.6% -0.0% 3.4 38,322 +4,623 2 —
☆GE funds › GE AEROSPACE NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.0% -0.0% 0.0 49 +1 2 —
☆GEV funds › GE VERNOVA INC NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.0% -0.0% 0.0 5 +0 2 —
☆NBOS funds › NEUBERGER BERMAN ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -655 0 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.0% 0.0 0 -1,856 0 —
☆PG funds › PROCTER & GAMBLE CO EXIT — 0.0% -0.0% 0.0 0 -357 0 —
☆NBSD funds › NEUBERGER BERMAN ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -1,004 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 215 17 0.02 93% 0.146 0.869 — in
2026Q1 176 19 0.01 93% 0.145 0.856 — entered
2025Q4 144 20 0.00 93% 0.142 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status