Cornerstone Wealth Partners, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $145,905,522 | Individuals and high net worth (100%) |
| Apr 2025 to Mar 2026 | $12,769,267 | Individuals and high net worth (100%) |
| Dec 2024 to Mar 2025 | $750 | Individuals and high net worth (100%) |
| May 2024 to Nov 2024 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 95.3%; sector active share 87.1% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
13 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $251,830,546 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFSD | Dimensional Short-Duration Fixed Income ETF | +168,752 | 698,387 | $32,455,440 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +83,877 | 592,139 | $69,736,210 | |
| AVSC | Avantis U.S. Small Cap Equity ETF | +49,367 | 406,872 | $28,131,130 | |
| AVLV | Avantis U.S. Large Cap Value ETF | +42,335 | 321,419 | $29,069,134 | |
| DFCF | Dimensional Core Fixed Income ETF | +41,351 | 169,725 | $6,809,367 | |
| AVDV | Avantis International Small Cap Value ETF | +35,350 | 197,959 | $21,652,755 | |
| DFGX | Dimensional International Core Fixed Income ETF | +32,790 | 134,882 | $6,897,730 | |
| AVES | Avantis Emerging Markets Value ETF | +28,239 | 161,983 | $10,549,952 | |
| AVEE | Avantis Emerging Markets Small Cap Equity ETF | +28,078 | 154,287 | $10,581,002 | |
| AVDS | Avantis International Small Cap Equity ETF | +19,141 | 108,778 | $8,498,879 | |
| AVIV | Avantis International Large Cap Value ETF | +17,765 | 105,244 | $8,380,579 | |
| AVDE | Avantis International Equity ETF | +7,822 | 46,144 | $4,158,035 | |
| IVV | iShares Core S&P 500 ETF | +2,594 | 19,469 | $14,910,333 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 592,139 | $69,736,210 | 27.69% | |
| DFSD |
Dimensional Short-Duration Fixed Income ETF
|
Added | 698,387 | $32,455,440 | 12.89% | |
| AVLV |
Avantis U.S. Large Cap Value ETF
|
Added | 321,419 | $29,069,134 | 11.54% | |
| AVSC |
Avantis U.S. Small Cap Equity ETF
|
Added | 406,872 | $28,131,130 | 11.17% | |
| AVDV |
Avantis International Small Cap Value ETF
|
Added | 197,959 | $21,652,755 | 8.60% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 19,469 | $14,910,333 | 5.92% | |
| AVEE |
Avantis Emerging Markets Small Cap Equity ETF
|
Added | 154,287 | $10,581,002 | 4.20% | |
| AVES |
Avantis Emerging Markets Value ETF
|
Added | 161,983 | $10,549,952 | 4.19% | |
| AVDS |
Avantis International Small Cap Equity ETF
|
Added | 108,778 | $8,498,879 | 3.37% | |
| AVIV |
Avantis International Large Cap Value ETF
|
Added | 105,244 | $8,380,579 | 3.33% | |
| DFGX |
Dimensional International Core Fixed Income ETF
|
Added | 134,882 | $6,897,730 | 2.74% | |
| DFCF |
Dimensional Core Fixed Income ETF
|
Added | 169,725 | $6,809,367 | 2.70% | |
| AVDE |
Avantis International Equity ETF
|
Added | 46,144 | $4,158,035 | 1.65% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.