Cornerstone Wealth Partners
Cornerstone Wealth Partners reported 13 stocks worth $252M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AVUV (27.7%), DFSD (12.9%) and AVLV (11.5%). Compared with Q2 2026, the fund added to AVUV, DFSD and AVLV and sold out of GE, ABT and GEV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUV American Centy ETF TR | $69.7M | 27.7% | 592K | +84K (+17%) | 4 of 4 | |
| 2 |  DFSD Dimensional Shrt Drt Fxd | $32.5M | 12.9% | 698K | +169K (+32%) | 4 of 4 | |
| 3 |  AVLV American Centy ETF TR | $29.1M | 11.5% | 321K | +42K (+15%) | 4 of 4 | |
| 4 |  AVSC American Centy ETF TR | $28.1M | 11.2% | 407K | +49K (+14%) | 4 of 4 | |
| 5 |  AVDV Avantis International Small Cap Value ETF | $21.7M | 8.6% | 198K | +35K (+22%) | 4 of 4 | |
| 6 |  IVV Ishares TR | $14.9M | 5.9% | 19K | +2,594 (+15%) | 4 of 4 | |
| 7 |  AVEE American Centy ETF TR | $10.6M | 4.2% | 154K | +28K (+22%) | 4 of 4 | |
| 8 |  AVES American Centy ETF TR | $10.5M | 4.2% | 162K | +28K (+21%) | 4 of 4 | |
| 9 |  AVDS American Centy ETF TR | $8.5M | 3.4% | 109K | +19K (+21%) | 4 of 4 | |
| 10 |  AVIV American Centy ETF TR | $8.4M | 3.3% | 105K | +18K (+20%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cornerstone Wealth Partners 13F FAQ
What does Cornerstone Wealth Partners own?
Cornerstone Wealth Partners reported 13 stocks worth $252M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AVUV (27.7%), DFSD (12.9%) and AVLV (11.5%). The table above lists every position in the filing (the top 10 without an account).
What did Cornerstone Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 13 added to, 0 trimmed and 4 sold out. It sold all of GE, ABT and GEV.
When will Cornerstone Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cornerstone Wealth Partners's portfolio worth?
The Q3 2026 filing reports $252M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.