Portfolio (Quarterly) Guide ↗

Cornerstone Wealth Partners, LLC

· CIK 0002109292

13F Portfolio $176M AUM 19 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 13 Added 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BNDX	VANGUARD CHARLOTTE FDS	—	60	$3K	0.00%	SOLD
2	BND	VANGUARD BD INDEX FDS	—	16	$1K	0.00%	SOLD
3	VTI	VANGUARD INDEX FDS	—	—	—	—	SOLD
4	VXUS	VANGUARD STAR FDS	—	—	—	—	SOLD
5	DAL	DELTA AIR LINES INC DEL	Industrials	—	—	—	SOLD

Sector Allocation

Consumer Defensive 89.3%

Healthcare 10.7%