Portfolio (Quarterly) Guide ↗

Cornerstone Wealth Partners, LLC

· CIK 0002109292

13F Portfolio $215M AUM 17 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 14 Added 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PG	PROCTER & GAMBLE CO	Consumer Defensive	357	$52K	0.03%	SOLD
2	NBSD	NEUBERGER BERMAN ETF TRUST	—	1,004	$51K	0.03%	SOLD
3	RDVI	FIRST TR EXCHANGE-TRADED FD	—	1,856	$47K	0.03%	SOLD
4	NBOS	NEUBERGER BERMAN ETF TRUST	—	655	$18K	0.01%	SOLD

Sector Allocation

Industrials 43.5%

Healthcare 34.9%

Utilities 21.6%