Cornerstone Wealth Partners, LLC Top Holdings and 13F Report (2026) About Cornerstone Wealth Partners, LLCInvestment ActivityCornerstone Wealth Partners, LLC has $176.28 million in total holdings as of March 31, 2026.Cornerstone Wealth Partners, LLC owns shares of 19 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 14.53% of the portfolio was purchased this quarter.About 0.00% of the portfolio was sold this quarter.This quarter, Cornerstone Wealth Partners, LLC has purchased 20 new stocks and bought additional shares in 13 stocks.Cornerstone Wealth Partners, LLC sold shares of 0 stocks and completely divested from 5 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $51,686,780Dimensional Short-Duration Fixed Income ETF $21,863,458Avantis U.S. Large Cap Value ETF $20,418,815Avantis U.S. Small Cap Equity ETF $20,347,984Avantis International Small Cap Value ETF $14,503,688 Largest New Holdings this Quarter 742718109 - Procter & Gamble $51,565 Holding64135A887 - NEUBERGER BERMAN ETF TRUST $50,923 Holding33738D879 - FT Vest Rising Dividend Achievers Target Income ETF $47,412 Holding64135A705 - NEUBERGER BERMAN ETF TRUST $17,510 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 61,671 shares (about $6.81M)Dimensional Short-Duration Fixed Income ETF 93,753 shares (about $4.49M)Avantis U.S. Small Cap Equity ETF 44,520 shares (about $2.77M)Avantis U.S. Large Cap Value ETF 30,764 shares (about $2.48M)iShares Core S&P 500 ETF 2,500 shares (about $1.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$51,686,780$6,812,791 â–²15.2%467,88129.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$21,863,458$4,488,887 â–²25.8%456,63112.4%ETFAVLVAvantis U.S. Large Cap Value ETF$20,418,815$2,479,874 â–²13.8%253,30511.6%ETFAVSCAvantis U.S. Small Cap Equity ETF$20,347,984$2,773,595 â–²15.8%326,61311.5%ETFAVDVAvantis International Small Cap Value ETF$14,503,688$1,450,958 â–²11.1%145,2418.2%ETFIVViShares Core S&P 500 ETF$9,520,638$1,632,931 â–²20.7%14,5765.4%ETFAVESAvantis Emerging Markets Value ETF$7,078,134$947,438 â–²15.5%118,0094.0%ETFAMERICAN CENTY ETF TR$7,058,663$1,212,652 â–²20.7%111,2834.0%AVANTIS EMERGINGAVIVAvantis International Large Cap Value ETF$5,786,983$652,884 â–²12.7%77,3363.3%ETFAMERICAN CENTY ETF TR$5,662,068$685,225 â–²13.8%78,8053.2%AVANTIS INTL SMLDFCFDimensional Core Fixed Income ETF$4,670,399$975,616 â–²26.4%110,6212.6%ETFDIMENSIONAL ETF TRUST$4,654,303$963,307 â–²26.1%88,7372.6%DIMENSIONAL INTEAVDEAvantis International Equity ETF$2,858,957$365,652 â–²14.7%33,6991.6%ETFPGProcter & Gamble$51,565$51,565 â–²New Holding3570.0%Consumer StaplesNEUBERGER BERMAN ETF TRUST$50,923$50,923 â–²New Holding1,0040.0%SHORT DURATION IRDVIFT Vest Rising Dividend Achievers Target Income ETF$47,412$47,412 â–²New Holding1,8560.0%ETFNEUBERGER BERMAN ETF TRUST$17,510$17,510 â–²New Holding6550.0%OPT STRATEGY ETFABTAbbott Laboratories$4,9560.0%480.0%MedicalJNJJohnson & Johnson$1,2290.0%50.0%MedicalBNDXVanguard Total International Bond ETF$0$2,899 â–¼-100.0%00.0%ETFBNDVanguard Total Bond Market ETF$0$1,185 â–¼-100.0%00.0%ETFDALDelta Air Lines$0NaN00.0%TransportationVTIVanguard Total Stock Market ETF$0NaN00.0%ETFVXUSVanguard Total International Stock ETF$0NaN00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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