Cornerstone Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Cornerstone Wealth Partners, LLC reported 17 stock positions worth $215.1 million. Its top holding was Avantis US Small Cap Value (AVUV) at 29.5% of the portfolio, followed by Avantis US Small Cap Equity (AVSC, 12.2%) and Avantis US Large Cap Value (AVLV, 11.8%). Compared with Q1 2026, it opened 2 new positions, sold out of 4 and added to 14. The biggest buy was Avantis US Small Cap Equity (AVSC, shares +9%) and the biggest sale an exit from Procter & Gamble (PG).
- Most Recent 13F
- Q2 2026
- Location
- OKEMOS, MI
- CIK
- 0002109292
- Portfolio Value
- $215.1M (Q2 2026)
- SEC Filing
- 0001999371-26-016800 ↗ filed Aug 3, 2026
Holdings Value
Holdings 17 stocks · $215.1M
| AVUV Avantis US Small Cap Value | 29.47% | 508,262 | $63.4M | Add +8.6% |
| AVSC Avantis US Small Cap Equity | 12.19% | 357,505 | $26.2M | Add +9.5% |
| AVLV Avantis US Large Cap Value | 11.83% | 279,084 | $25.5M | Add +10.2% |
| DFSD Dimensional Short Duration | 11.76% | 529,635 | $25.3M | Add +16.0% |
| AVDV Avantis Intl S/C Value ETF | 7.79% | 162,609 | $16.8M | Add +12.0% |
| IVV iShares Core S&P 500 ETF | 5.87% | 16,875 | $12.6M | Add +15.8% |
| AVES Avantis Emerging Markets Val | 4.08% | 133,744 | $8.8M | Add +13.3% |
| AVEE Avantis Em MKT SM Cap Eq ETF | 4.07% | 126,209 | $8.7M | Add +13.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 3.15% | 87,479 | $6.8M | Add +13.1% |
| AVDS Avantis Intl SM Cap Eq ETF | 3.14% | 89,637 | $6.7M | Add +13.8% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 2.54% | 102,092 | $5.5M | Add +15.1% |
| DFCF Dimensional Core Fixed Inc. | 2.52% | 128,374 | $5.4M | Add +16.1% |
| AVDE Avantis International Equity | 1.59% | 38,322 | $3.4M | Add +13.7% |
| GE General Electric filed as GE AEROSPACE | 0.00% | 19 | $7K | New |
| ABT Abbott Laboratories | 0.00% | 49 | $4K | Add +2.1% |
| GEV GE Vernova Inc. | 0.00% | 3 | $4K | New |
| JNJ Johnson & Johnson | 0.00% | 5 | $1K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| AVSC Avantis US Small Cap Equity | Add +9.5% | 12.19% | +0.64 |
| IVV iShares Core S&P 500 ETF | Add +15.8% | 5.87% | +0.47 |
| AVLV Avantis US Large Cap Value | Add +10.2% | 11.83% | +0.25 |
| AVUV Avantis US Small Cap Value | Add +8.6% | 29.47% | +0.15 |
| AVES Avantis Emerging Markets Val | Add +13.3% | 4.08% | +0.06 |
| AVEE Avantis Em MKT SM Cap Eq ETF | Add +13.4% | 4.07% | +0.06 |
| GE General Electric | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | New | 0.00% | +0.00 |
| ABT Abbott Laboratories | Add +2.1% | 0.00% | −0.00 |
| AVDE Avantis International Equity | Add +13.7% | 1.59% | −0.03 |
| AVDS Avantis Intl SM Cap Eq ETF | Add +13.8% | 3.14% | −0.08 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +15.1% | 2.54% | −0.10 |
| DFCF Dimensional Core Fixed Inc. | Add +16.1% | 2.52% | −0.13 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +13.1% | 3.15% | −0.13 |
| AVDV Avantis Intl S/C Value ETF | Add +12.0% | 7.79% | −0.44 |
| DFSD Dimensional Short Duration | Add +16.0% | 11.76% | −0.65 |