CIK: 0002109292
Total reported value
$176.3M
Reporting period: 2026-03-31 · Number of holdings: 19
Cornerstone Wealth Partners, LLC disclosed 19 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $176.3M and a quarterly turnover rate of 20.1%.
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Cornerstone Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.145 — mathematically equivalent to about 7 equally-sized positions, well below its 19 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.36), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 7.7 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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Add AVUV
+15.2% $10.3M
Trim IVV
+20.7% $1.3M
Add DFSD
+25.8% $4.5M
Trim AVDV
+11.1% $2.2M
Trim AVDS
+13.8% $826.7K
Trim AVLV
+13.8% $3.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 29.32% | +0.57% | +15.18% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 12.40% | +0.32% | +25.84% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 11.58% | -0.12% | +13.82% | |
| 4 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 11.54% | +0.04% | +15.78% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 8.23% | -0.29% | +11.12% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.40% | -0.34% | +20.70% | |
| 7 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 4.02% | -0.12% | +15.45% | |
| 8 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 4.00% | +0.01% | +20.74% | |
| 9 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 3.28% | -0.11% | +12.72% | |
| 10 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 3.21% | -0.15% | +13.77% | |
| 11 | DFCF | Dimensional Core Fixed INC | ETF-Other | 2.65% | +0.07% | +26.41% | |
| 12 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.64% | +0.07% | +26.10% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 1.62% | -0.06% | +14.67% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.03% | +0.03% | NEW | |
| 15 | NBSD | Neuberger Short Duration INC | ETF-Other | 0.03% | +0.03% | NEW | |
| 16 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.03% | +0.03% | NEW | |
| 17 | NBOS | Neuberger Option Strategy Et | ETF-Other | 0.01% | +0.01% | NEW | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | — | — | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | — | — | — |
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+5.5%
Based on 5 months of available history
Cornerstone Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: Procter & Gamble Co/the (PG); New buy: Neuberger Short Duration INC (NBSD); New buy: Ft Vest Rising Dividend Achi (RDVI); New buy: Neuberger Option Strategy Et (NBOS); Sold out: Vanguard Total Intl Bond ETF (BNDX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.6% | +15.18% | Add |
| 2 | DFSD | Dimensional Short Duration | +0.3% | +25.84% | Add |
| 3 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.1% | +26.10% | Add |
| 4 | DFCF | Dimensional Core Fixed INC | +0.1% | +26.41% | Add |
| 5 | AVSC | Avantis US Small Cap Equity | 0% | +15.78% | Add |
| 6 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | 0% | +20.74% | Add |
| 7 | ABT | Abbott Laboratories | — | — | Unchanged |
| 8 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 9 | AVDE | Avantis International Equity | -0.1% | +14.67% | Add |
| 10 | AVIV | Avantis Int Lrg Cap Val ETF | -0.1% | +12.72% | Add |
| 11 | AVLV | Avantis US Large Cap Value | -0.1% | +13.82% | Add |
| 12 | AVES | Avantis Emerging Markets Val | -0.1% | +15.45% | Add |
| 13 | AVDS | Avantis Intl Sm Cap Eq ETF | -0.2% | +13.77% | Add |
| 14 | AVDV | Avantis Intl S/c Value ETF | -0.3% | +11.12% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | -0.3% | +20.70% | Add |
| 16 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 17 | NBSD | Neuberger Short Duration INC | — | NEW | New buy |
| 18 | RDVI | Ft Vest Rising Dividend Achi | — | NEW | New buy |
| 19 | NBOS | Neuberger Option Strategy Et | — | NEW | New buy |
| 20 | BNDX | Vanguard Total Intl Bond ETF | — | EXIT | Sold out |
| 21 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 22 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 23 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 24 | DAL | Delta Air Lines INC | — | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
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