Cornerstone Wealth Partners, LLC
CIK 2109292 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- AVUV28.75%
- DFSD12.08%
- AVLV11.70%
- AVSC11.50%
- AVDV8.52%
- IVV5.74%
- AVES4.14%
- AVEE3.99%
- AVIV3.39%
- AVDS3.36%
Share classes counted separately93.17%
Portfolio value by quarter
Top 10 holdings 20
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 | $41.43M | 28.75% | 406.21K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $17.40M | 12.08% | 362.88K shares | Prior unavailable — | — | ↗▾ |
| 03 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $16.86M | 11.70% | 222.54K shares | Prior unavailable — | — | ↗▾ |
| 04 | AVSCAVANTIS US SMALL CAP EQUITYAVANTIS US SMALL View history and evidence | $16.57M | 11.50% | 282.09K shares | Prior unavailable — | — | ↗▾ |
| 05 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $12.28M | 8.52% | 130.71K shares | Prior unavailable — | — | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $8.27M | 5.74% | 12.08K shares | Prior unavailable — | — | ↗▾ |
| 07 | AVESAVANTIS EMERGING MARKETS VALEMERGING MKT VAL View history and evidence | $5.96M | 4.14% | 102.21K shares | Prior unavailable — | — | ↗▾ |
| 08 | AVEEAVANTIS EM MKT SM CAP EQ ETFAVANTIS EMERGING View history and evidence | $5.75M | 3.99% | 92.17K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVIVAVANTIS INT LRG CAP VAL ETFINTERNATIONAL LR View history and evidence | $4.89M | 3.39% | 68.61K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVDSAVANTIS INTL SM CAP EQ ETFAVANTIS INTL SML View history and evidence | $4.84M | 3.36% | 69.27K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2109292 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144098177
}Take these holdings further.
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