Cornerstone Wealth Partners
Latest statistics and disclosures from Cornerstone Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVUV, DFSD, AVLV, AVSC, AVDV, and represent 71.89% of Cornerstone Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AVUV (+$9.9M), DFSD (+$7.8M), AVDV, AVLV, AVSC, IVV, AVEE, AVES, DFGX, DFCF.
- Reduced shares in these 4 stocks: GE, ABT, GEV, JNJ.
- Sold out of its positions in ABT, GEV, GE, JNJ.
- Cornerstone Wealth Partners was a net buyer of stock by $42M.
- Cornerstone Wealth Partners has $252M in assets under management (AUM), dropping by 17.06%.
- Central Index Key (CIK): 0002109292
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Portfolio Holdings for Cornerstone Wealth Partners
Cornerstone Wealth Partners holds 13 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 27.7 | $70M | +16% | 592k | 117.77 |
|
| Dimensional Etf Trust Shor Dur Fix Etf (DFSD) | 12.9 | $33M | +31% | 698k | 46.47 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 11.5 | $29M | +15% | 321k | 90.44 |
|
| American Centy Etf Tr Avan Us Smal Etf (AVSC) | 11.2 | $28M | +13% | 407k | 69.14 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 8.6 | $22M | +21% | 198k | 109.38 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.9 | $15M | +15% | 20k | 765.86 |
|
| American Centy Etf Tr Ava Mar Sma Etf (AVEE) | 4.2 | $11M | +22% | 154k | 68.58 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 4.2 | $11M | +21% | 162k | 65.13 |
|
| American Centy Etf Tr Avantis Intl Sml (AVDS) | 3.4 | $8.5M | +21% | 109k | 78.13 |
|
| American Centy Etf Tr International Lr (AVIV) | 3.3 | $8.4M | +20% | 105k | 79.63 |
|
| Dimensional Etf Trust Intl Cor Fix Etf (DFGX) | 2.7 | $6.9M | +32% | 135k | 51.14 |
|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 2.7 | $6.8M | +32% | 170k | 40.12 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.7 | $4.2M | +20% | 46k | 90.11 |
|
Past Filings by Cornerstone Wealth Partners
SEC 13F filings are viewable for Cornerstone Wealth Partners going back to 2026
- Cornerstone Wealth Partners 2026 Q3 filed Oct. 28, 2026
- Cornerstone Wealth Partners 2026 Q2 filed Aug. 3, 2026
- Cornerstone Wealth Partners 2026 Q1 filed May 12, 2026