Cornerstone Wealth Partners, LLC
CIK 2109292 · Holdings on Sep 30, 2026 · First reported Oct 28, 2026
Top ten holdings
Q3 2026- AVUV27.69%
- DFSD12.89%
- AVLV11.54%
- AVSC11.17%
- AVDV8.60%
- IVV5.92%
- AVEE4.20%
- AVES4.19%
- AVDS3.37%
- AVIV3.33%
Share classes counted separately92.90%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVUVWeight decreased · -1.78 pp29.47% → 27.69%Shares +83.88K (+16.50%)
- DFSDWeight increased · +1.13 pp11.76% → 12.89%Shares +168.75K (+31.86%)
- AVSCWeight decreased · -1.02 pp12.19% → 11.17%Shares +49.37K (+13.81%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $69.74M | 27.69% | 592.14K shares | 29.47% → 27.69%-1.78 pp +83.88K (+16.50%) | Added | ↗▾ |
| 02 | DFSDDIMENSIONAL SHORT DURATIONSHOR DUR FIX ETF View history and evidence | $32.46M | 12.89% | 698.39K shares | 11.76% → 12.89%+1.13 pp +168.75K (+31.86%) | Added | ↗▾ |
| 03 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $29.07M | 11.54% | 321.42K shares | 11.83% → 11.54%-0.29 pp +42.34K (+15.17%) | Added | ↗▾ |
| 04 | AVSCAVANTIS US SMALL CAP EQUITYAVAN US SMAL ETF View history and evidence | $28.13M | 11.17% | 406.87K shares | 12.19% → 11.17%-1.02 pp +49.37K (+13.81%) | Added | ↗▾ |
| 05 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $21.65M | 8.60% | 197.96K shares | 7.79% → 8.60%+0.81 pp +35.35K (+21.74%) | Added | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $14.91M | 5.92% | 19.47K shares | 5.87% → 5.92%+0.05 pp +2.59K (+15.37%) | Added | ↗▾ |
| 07 | AVEEAVANTIS EM MKT SM CAP EQ ETFAVA MAR SMA ETF View history and evidence | $10.58M | 4.20% | 154.29K shares | 4.07% → 4.20%+0.13 pp +28.08K (+22.25%) | Added | ↗▾ |
| 08 | AVESAVANTIS EMERGING MARKETS VALEMERGING MKT VAL View history and evidence | $10.55M | 4.19% | 161.98K shares | 4.08% → 4.19%+0.11 pp +28.24K (+21.11%) | Added | ↗▾ |
| 09 | AVDSAVANTIS INTL SM CAP EQ ETFAVANTIS INTL SML View history and evidence | $8.50M | 3.37% | 108.78K shares | 3.14% → 3.37%+0.23 pp +19.14K (+21.35%) | Added | ↗▾ |
| 10 | AVIVAVANTIS INT LRG CAP VAL ETFINTERNATIONAL LR View history and evidence | $8.38M | 3.33% | 105.24K shares | 3.15% → 3.33%+0.18 pp +17.77K (+20.31%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GE GENERAL ELECTRIC | Non-derivative | -19 | -$7.10K | SEC filing ↗ | SEC filing ↗ |
| ABT ABBOTT LABORATORIES | Non-derivative | -49 | -$4.41K | SEC filing ↗ | SEC filing ↗ |
| GEV GE VERNOVA INC | Non-derivative | -3 | -$3.52K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2109292 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 28, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 251830667
}Take these holdings further.
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