Cornerstone Wealth Partners, LLC In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Cornerstone Wealth Partners, LLC reported 19 stock positions worth $176.3 million . Its top holding was Avantis US Small Cap Value (AVUV) at 29.3% of the portfolio, followed by Dimensional Short Duration (DFSD, 12.4% ) and Avantis US Large Cap Value (AVLV, 11.6% ). Compared with Q4 2025, it opened 4 new positions, sold out of 2 and added to 13. The biggest buy was Avantis US Small Cap Value (AVUV, shares +15% ) and the biggest sale an exit from Vanguard Total Intl Bond ETF (BNDX).
Location OKEMOS, MI
CIK 0002109292
Portfolio Value $176.3M (Q1 2026) Holdings 19 stocks · $176.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 AVUV Avantis US Small Cap Value 467,881 $51.7M Add +15.2% DFSD Dimensional Short Duration 456,631 $21.9M Add +25.8% AVLV Avantis US Large Cap Value 253,305 $20.4M Add +13.8% AVSC Avantis US Small Cap Equity 326,613 $20.3M Add +15.8% AVDV Avantis Intl S/C Value ETF 145,241 $14.5M Add +11.1% IVV iShares Core S&P 500 ETF 14,576 $9.5M Add +20.7% AVES Avantis Emerging Markets Val 118,009 $7.1M Add +15.4% AVEE Avantis Em MKT SM Cap Eq ETF 111,283 $7.1M Add +20.7% AVIV Avantis Intl LRG Cap Val ETF 77,336 $5.8M Add +12.7% AVDS Avantis Intl SM Cap Eq ETF 78,805 $5.7M Add +13.8% DFCF Dimensional Core Fixed Inc. 110,621 $4.7M Add +26.4% DFGX Dimsnl Intr CF in ETF-Usd Inc. 88,737 $4.7M Add +26.1% AVDE Avantis International Equity 33,699 $2.9M Add +14.7% PG The Procter & Gamble Co. 357 $52K New NBSD Neuberger Short Duration Inc. 1,004 $51K New RDVI FT Vest Rising Dividend Achi 1,856 $47K New NBOS Neuberger Option Strategy Et 655 $18K New ABT Abbott Laboratories 48 $5K No change JNJ Johnson & Johnson 5 $1K No change
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.00 BND Vanguard Total Bond Market Sold out 0.00% −0.00
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ AVUV Avantis US Small Cap Value Add +15.2% 29.32% +0.57 DFSD Dimensional Short Duration Add +25.8% 12.40% +0.33 DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +26.1% 2.64% +0.07 DFCF Dimensional Core Fixed Inc. Add +26.4% 2.65% +0.06 AVSC Avantis US Small Cap Equity Add +15.8% 11.54% +0.04 PG The Procter & Gamble Co. New 0.03% +0.03 NBSD Neuberger Short Duration Inc. New 0.03% +0.03 RDVI FT Vest Rising Dividend Achi New 0.03% +0.03 AVEE Avantis Em MKT SM Cap Eq ETF Add +20.7% 4.00% +0.01 NBOS Neuberger Option Strategy Et New 0.01% +0.01 AVDE Avantis International Equity Add +14.7% 1.62% −0.06 AVIV Avantis Intl LRG Cap Val ETF Add +12.7% 3.28% −0.11 AVLV Avantis US Large Cap Value Add +13.8% 11.58% −0.12 AVES Avantis Emerging Markets Val Add +15.4% 4.02% −0.12 AVDS Avantis Intl SM Cap Eq ETF Add +13.8% 3.21% −0.14 AVDV Avantis Intl S/C Value ETF Add +11.1% 8.23% −0.30 IVV iShares Core S&P 500 ETF Add +20.7% 5.40% −0.34
Notes & Other Activity Q4 2025 → Q1 2026 Security Class Change vs Q4 2025 Shares / Principal Value ▼ DAL Delta Air Lines Inc. COM NEW Sold out 0 $0before exit VXUS Vanguard Total Intl Stock VG TL INTL STK F Sold out 0 $0before exit VTI VG Morningstar TS MKT ETF-US TOTAL STK MKT Sold out 0 $0before exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 17 $215.1M AVUV, AVSC, AVLV, DFSD, AVDV Q1 2026 19 $176.3M AVUV, DFSD, AVLV, AVSC, AVDV Q4 2025 17 $144.1M AVUV, DFSD, AVLV, AVSC, AVDV