Q3 2026 13F · SEC CIK 2109292
Cornerstone Wealth Partners, LLC
Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $251.8M
- Reported positions
- 13
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $145.9M
Cornerstone Wealth Partners, LLC is a wealth manager that reported 13 positions worth $251.8M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were American Centy ETF Tr (AVUV, 27.7%), Dimensional Short-Duration Fixed Income (DFSD, 12.9%), American Centy ETF Tr (AVLV, 11.5%).
Cornerstone Wealth Partners, LLC holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AVUVAmerican Centy ETF Tr | 27.7% | +16.5% | $69.7M |
| DFSDDimensional Short-Duration Fixed Income | 12.9% | +31.9% | $32.5M |
| AVLVAmerican Centy ETF Tr | 11.5% | +15.2% | $29.1M |
| AVSCAmerican Centy ETF Tr | 11.2% | +13.8% | $28.1M |
| AVDVAmerican Centy ETF Tr | 8.6% | +21.7% | $21.7M |
| IVVIshares Tr | 5.9% | +15.4% | $14.9M |
| AVEEAmerican Centy ETF Tr | 4.2% | +22.2% | $10.6M |
| AVESAmerican Centy ETF Tr | 4.2% | +21.1% | $10.5M |
| AVDSAmerican Centy ETF Tr | 3.4% | +21.4% | $8.5M |
| AVIVAmerican Centy ETF Tr | 3.3% | +20.3% | $8.4M |
| DFGXDimensional Global ex US Core Fixed Inco | 2.7% | +32.1% | $6.9M |
| DFCFDimensional ETF Trust | 2.7% | +32.2% | $6.8M |
| AVDEAvantis International Equity ETF | 1.7% | +20.4% | $4.2M |
What Cornerstone Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.
New positions
No new positions among the largest holdings.
Added to
- DFCF Dimensional ETF Trust+32.2% shares
- DFGX Dimensional Global ex US Core Fixed Inco+32.1% shares
- DFSD Dimensional Short-Duration Fixed Income +31.9% shares
- AVEE American Centy ETF Tr+22.2% shares
- AVDV American Centy ETF Tr+21.7% shares
- AVDS American Centy ETF Tr+21.4% shares
- AVES American Centy ETF Tr+21.1% shares
- AVDE Avantis International Equity ETF+20.4% shares
Reduced
No position shrank by more than 5%.
Sold out
- GE Ge Aerospacewas 0.0%
- ABT Abbott Laboratorieswas 0.0%
- GEV Ge Vernova Incwas 0.0%
- JNJ Johnson & Johnsonwas 0.0%
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $251.8M | 13 |
| Q2 2026 | $215.1M | 17 |
| Q1 2026 | $176.3M | 19 |
| Q4 2025 | $144.1M | 17 |
Questions about Cornerstone Wealth Partners, LLC's portfolio
What stocks does Cornerstone Wealth Partners, LLC own?
Cornerstone Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 13 positions worth $251.8M. The largest are American Centy ETF Tr (AVUV) at 27.7%, Dimensional Short-Duration Fixed Income (DFSD) at 12.9%, American Centy ETF Tr (AVLV) at 11.5%, American Centy ETF Tr (AVSC) at 11.2% and American Centy ETF Tr (AVDV) at 8.6%.
What did Cornerstone Wealth Partners, LLC buy last quarter?
In Q3 2026, Cornerstone Wealth Partners, LLC added Dimensional ETF Trust (DFCF) (+32.2% shares), Dimensional Global ex US Core Fixed Inco (DFGX) (+32.1% shares) and Dimensional Short-Duration Fixed Income (DFSD) (+31.9% shares), compared with its Q2 2026 filing.
What did Cornerstone Wealth Partners, LLC sell last quarter?
In Q3 2026, Cornerstone Wealth Partners, LLC sold all of Ge Aerospace (GE), sold all of Abbott Laboratories (ABT), sold all of Ge Vernova Inc (GEV) and sold all of Johnson & Johnson (JNJ), compared with its Q2 2026 filing.
When is Cornerstone Wealth Partners, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Cornerstone Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Cornerstone Wealth Partners, LLC manage?
Cornerstone Wealth Partners, LLC reported $145.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $251.8M.