Cornerstone Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Cornerstone Wealth Partners, LLC reported 17 stock positions worth $144.1 million. Its top holding was Avantis US Small Cap Value (AVUV) at 28.7% of the portfolio, followed by Dimensional Short Duration (DFSD, 12.1%) and Avantis US Large Cap Value (AVLV, 11.7%).
- Most Recent 13F
- Q2 2026
- Location
- OKEMOS, MI
- CIK
- 0002109292
- Portfolio Value
- $144.1M (Q4 2025)
- SEC Filing
- 0001999371-26-003372 ↗ filed Feb 17, 2026
Holdings Value
Holdings 17 stocks · $144.1M
| AVUV Avantis US Small Cap Value | 28.75% | 406,210 | $41.4M | — |
| DFSD Dimensional Short Duration | 12.08% | 362,878 | $17.4M | — |
| AVLV Avantis US Large Cap Value | 11.70% | 222,541 | $16.9M | — |
| AVSC Avantis US Small Cap Equity | 11.50% | 282,093 | $16.6M | — |
| AVDV Avantis Intl S/C Value ETF | 8.52% | 130,711 | $12.3M | — |
| IVV iShares Core S&P 500 ETF | 5.74% | 12,076 | $8.3M | — |
| AVES Avantis Emerging Markets Val | 4.14% | 102,213 | $6.0M | — |
| AVEE Avantis Em MKT SM Cap Eq ETF | 3.99% | 92,165 | $5.8M | — |
| AVIV Avantis Intl LRG Cap Val ETF | 3.39% | 68,611 | $4.9M | — |
| AVDS Avantis Intl SM Cap Eq ETF | 3.36% | 69,268 | $4.8M | — |
| DFCF Dimensional Core Fixed Inc. | 2.58% | 87,513 | $3.7M | — |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 2.57% | 70,371 | $3.7M | — |
| AVDE Avantis International Equity | 1.68% | 29,389 | $2.4M | — |
| ABT Abbott Laboratories | 0.00% | 48 | $6K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 60 | $3K | — |
| BND Vanguard Total Bond Market | 0.00% | 16 | $1K | — |
| JNJ Johnson & Johnson | 0.00% | 5 | $1K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.