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CIK: 0002109292
Total reported value
$215.1M
$215.1M
19 檔
59.9%
According to the latest 13F quarterly dataset, Cornerstone Wealth Partners, LLC managed an equity portfolio of $215.1M at the end of Q1 2026, spanning 19 distinct U.S. exchange-listed positions.
In Q1 2026, Cornerstone Wealth Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 29.32% | +0.15% | +15.18% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 12.40% | -0.64% | +25.84% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 11.58% | +0.25% | +13.82% | |
| 4 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 11.54% | +0.65% | +15.78% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 8.23% | -0.44% | +11.12% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.40% | +0.47% | +20.70% | |
| 7 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 4.02% | +0.06% | +15.45% | |
| 8 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 4.00% | +0.07% | +20.74% | |
| 9 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 3.28% | -0.13% | +12.72% | |
| 10 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 3.21% | -0.07% | +13.77% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.65% | -0.13% | +26.41% | |
| 12 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.64% | -0.10% | +26.10% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 1.62% | -0.03% | +14.67% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.03% | -0.03% | EXIT | |
| 15 | NBSD | Neuberger Short Duration Inc | ETF-Other | 0.03% | -0.03% | EXIT | |
| 16 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.03% | -0.03% | EXIT | |
| 17 | NBOS | Neuberger Option Strategy Et | ETF-Other | 0.01% | -0.01% | EXIT | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | — | — | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | — | — | — |
| # | 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 |
According to official SEC Form 13F filings, Cornerstone Wealth Partners, LLC reported a total U.S. public equity portfolio value of $215.1M across 19 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVUV, DFSD, AVLV) accounted for 59.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
PG
市值: $51.6K
Top Position Liquidated / Trimmed
BNDX
前期市值: $2.9K
During Q1 2026, Cornerstone Wealth Partners, LLC's top holdings by market value included AVUV (29.3%)、DFSD (12.4%)、AVLV (11.6%). The largest single position, AVUV, represented 29.3% of total portfolio value.
In Q1 2026, Cornerstone Wealth Partners, LLC made 19 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 0 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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