2026 Q3 Portfolio Activity
In 2026 Q3, Cornerstone Wealth Partners, LLC maintained a portfolio of 17 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 31.9%.
Position History
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Total Positions
17
Quarter
2026 Q3
Top Holding
AVUV (27.7%)
Top 10 Concentration
92.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
Cornerstone Wealth Partners, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVUV
AMERICAN CENTY ...
|
ETF | 27.69% | 29.47% |
#1
Prev: #1
|
8.0 |
—
|
83,877 | 16.5% |
P
S
|
592,139 | $69,736,240 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 12.89% | 11.76% |
#2
2
Prev: #4
|
8.0 |
—
|
168,752 | 31.9% |
P
S
|
698,387 | $32,455,438 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 11.54% | 11.83% |
#3
Prev: #3
|
7.0 |
—
|
42,335 | 15.2% |
P
S
|
321,419 | $29,069,129 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AVSC
AMERICAN CENTY ...
|
ETF | 11.17% | 12.19% |
#4
2
Prev: #2
|
6.5 |
—
|
49,367 | 13.8% |
P
S
|
406,872 | $28,131,117 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 8.60% | 7.79% |
#5
Prev: #5
|
6.4 |
—
|
35,350 | 21.7% |
P
S
|
197,959 | $21,652,784 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
IVV
ISHARES TR
|
ETF | 5.92% | 5.87% |
#6
Prev: #6
|
4.4 |
—
|
2,594 | 15.4% |
P
S
|
19,469 | $14,910,461 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AVEE
AMERICAN CENTY ...
|
ETF | 4.20% | 4.07% |
#7
1
Prev: #8
|
4.2 |
—
|
28,078 | 22.2% |
P
S
|
154,287 | $10,581,023 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 4.19% | 4.08% |
#8
1
Prev: #7
|
4.2 |
—
|
28,239 | 21.1% |
P
S
|
161,983 | $10,549,951 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AVDS
AMERICAN CENTY ...
|
Bond/Debt | 3.37% | 3.14% |
#9
1
Prev: #10
|
3.8 |
—
|
19,141 | 21.4% |
P
S
|
108,778 | $8,498,910 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 3.33% | 3.15% |
#10
1
Prev: #9
|
3.8 |
—
|
17,765 | 20.3% |
P
S
|
105,244 | $8,380,556 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 2.74% | 2.54% |
#11
Prev: #11
|
3.6 |
—
|
32,790 | 32.1% |
P
S
|
134,882 | $6,897,658 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.70% | 2.52% |
#12
Prev: #12
|
3.6 |
—
|
41,351 | 32.2% |
P
S
|
169,725 | $6,809,348 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.65% | 1.59% |
#13
Prev: #13
|
3.2 |
—
|
7,822 | 20.4% |
P
S
|
46,144 | $4,158,052 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-5 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-3 | -100.0% |
CLOSED
|
— | $— | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-49 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-19 | -100.0% |
CLOSED
|
— | $— | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 |
Showing 1-17 of 17 holdings