Vault-13

Cornerstone Wealth Partners, LLC

OKEMOS, MI · CIK 2109292 · 13F filing filed 2026-02-17

SEC-registered investment adviser since 2024 · limited liability company

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
Okemos, MI (main office)United States United Statesabout 4
Grand Rapids, MIUnited States United States2
Peachtree City, GAUnited States United States1
Wyoming, MIUnited States United States1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$144.1m reported value
20positions
93.2%in top 10
—no comparable previous quarter

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 AMERICAN CENTY ETF TR US SML CP VALU AVUV AVUV 406,210 $41.4m28.75% 28.75% First filing
2 DIMENSIONAL ETF TRUST SHORT DURATION F DFSD DFSD 362,878 $17.4m12.08% 12.08% First filing
3 AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV AVLV 222,541 $16.9m11.70% 11.70% First filing
4 AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC AVSC 282,093 $16.6m11.50% 11.50% First filing
5 AMERICAN CENTY ETF TR INTL SMCP VLU AVDV AVDV 130,711 $12.3m8.52% 8.52% First filing
6 ISHARES TR CORE S&P500 ETF IVV IVV 12,076 $8.3m5.74% 5.74% First filing
7 AMERICAN CENTY ETF TR EMERGING MKT VAL AVES AVES 102,213 $6.0m4.14% 4.14% First filing
8 AMERICAN CENTY ETF TR AVANTIS EMERGING AVEE AVEE 92,165 $5.8m3.99% 3.99% First filing
9 AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV AVIV 68,611 $4.9m3.39% 3.39% First filing
10 AMERICAN CENTY ETF TR AVANTIS INTL SML AVDS AVDS 69,268 $4.8m3.36% 3.36% First filing
11 DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF DFCF 87,513 $3.7m2.58% 2.58% First filing
12 DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX DFGX 70,371 $3.7m2.57% 2.57% First filing
13 AMERICAN CENTY ETF TR INTL EQT ETF AVDE AVDE 29,389 $2.4m1.68% 1.68% First filing
14 ABBOTT LABS COM ABT ABT 48 $6.0k0.00% 0.00% First filing
15 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX BNDX 60 $2.9k0.00% 0.00% First filing
16 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 16 $1.2k0.00% 0.00% First filing
17 JOHNSON & JOHNSON COM JNJ JNJ 5 $1.0k0.00% 0.00% First filing
18 DELTA AIR LINES INC DEL COM NEW DAL DAL 0 $00.00% 0.00% First filing
19 VANGUARD STAR FDS VG TL INTL STK F VXUS VXUS 0 $00.00% 0.00% First filing
20 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 0 $00.00% 0.00% First filing