Cornerstone Wealth Partners, LLC Top Holdings and 13F Report (2026) About Cornerstone Wealth Partners, LLCInvestment ActivityCornerstone Wealth Partners, LLC has $215.14 million in total holdings as of June 30, 2026.Cornerstone Wealth Partners, LLC owns shares of 17 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 10.32% of the portfolio was purchased this quarter.About 0.08% of the portfolio was sold this quarter.This quarter, Cornerstone Wealth Partners, LLC has purchased 19 new stocks and bought additional shares in 14 stocks.Cornerstone Wealth Partners, LLC sold shares of 0 stocks and completely divested from 4 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $63,410,810Avantis U.S. Small Cap Equity ETF $26,219,444Avantis U.S. Large Cap Value ETF $25,455,251Dimensional Short-Duration Fixed Income ETF $25,290,070Avantis International Small Cap Value ETF $16,756,867 Largest New Holdings this Quarter 369604301 - GE Aerospace $7,101 Holding36828A101 - GE VERNOVA INC $3,525 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 40,381 shares (about $5.04M)Dimensional Short-Duration Fixed Income ETF 73,004 shares (about $3.49M)Avantis U.S. Large Cap Value ETF 25,779 shares (about $2.35M)Avantis U.S. Small Cap Equity ETF 30,892 shares (about $2.27M)Avantis International Small Cap Value ETF 17,368 shares (about $1.79M) 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$63,410,810$5,037,937 â–²8.6%508,26229.5%ETFAVSCAvantis U.S. Small Cap Equity ETF$26,219,444$2,265,622 â–²9.5%357,50512.2%ETFAVLVAvantis U.S. Large Cap Value ETF$25,455,251$2,351,303 â–²10.2%279,08411.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$25,290,070$3,485,941 â–²16.0%529,63511.8%ETFAVDVAvantis International Small Cap Value ETF$16,756,867$1,789,773 â–²12.0%162,6097.8%ETFIVViShares Core S&P 500 ETF$12,637,547$1,721,702 â–²15.8%16,8755.9%ETFAVESAvantis Emerging Markets Value ETF$8,773,586$1,032,214 â–²13.3%133,7444.1%ETFAMERICAN CENTY ETF TR$8,749,421$1,034,743 â–²13.4%126,2094.1%AVA MAR SMA ETFAVIVAvantis International Large Cap Value ETF$6,772,604$785,269 â–²13.1%87,4793.1%ETFAMERICAN CENTY ETF TR$6,746,048$815,212 â–²13.7%89,6373.1%AVANTIS INTL SMLDIMENSIONAL ETF TRUST$5,471,575$715,755 â–²15.1%102,0922.5%INTL COR FIX ETFDFCFDimensional Core Fixed Income ETF$5,418,673$749,355 â–²16.0%128,3742.5%ETFAVDEAvantis International Equity ETF$3,418,367$412,377 â–²13.7%38,3221.6%ETFGEGE Aerospace$7,101$7,101 â–²New Holding190.0%IndustrialsABTAbbott Laboratories$4,413$90 â–²2.1%490.0%HealthcareGE VERNOVA INC$3,525$3,525 â–²New Holding30.0%COMJNJJohnson & Johnson$1,2840.0%50.0%HealthcarePGProcter & Gamble$0$51,565 â–¼-100.0%00.0%Consumer StaplesNEUBERGER BERMAN ETF TRUST$0$50,923 â–¼-100.0%00.0%SHORT DURATION IRDVIFT Vest Rising Dividend Achievers Target Income ETF$0$47,412 â–¼-100.0%00.0%ETFNEUBERGER BERMAN ETF TRUST$0$17,510 â–¼-100.0%00.0%OPT STRATEGY 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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