Cornerstone Wealth Partners, LLC

OKEMOS, MI · CIK 2109292 · 13F filing filed 2026-05-12

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$145.9m
Staff15 · 8 in investment roles
Main clients (by assets)Individuals 100%
Form ADV · 2026-08-20SEC adviser record

$176.3m reported value +22.3% vs Q4 2025

19positions

93.0%in top 10

4 new 13 added 0 reduced 5 sold out vs Q4 2025

Holdings, Q1 2026

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	467,881	$51.7m29.32%	29.32%	Added +61.7k	+61,671 15.2%
2	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	456,631	$21.9m12.40%	12.40%	Added +93.8k	+93,753 25.8%
3	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	253,305	$20.4m11.58%	11.58%	Added +30.8k	+30,764 13.8%
4	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	326,613	$20.3m11.54%	11.54%	Added +44.5k	+44,520 15.8%
5	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	145,241	$14.5m8.23%	8.23%	Added +14.5k	+14,530 11.1%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	14,576	$9.5m5.40%	5.40%	Added +2.5k	+2,500 20.7%
7	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	118,009	$7.1m4.02%	4.02%	Added +15.8k	+15,796 15.4%
8	AMERICAN CENTY ETF TR AVANTIS EMERGING AVEE	AVEE	111,283	$7.1m4.00%	4.00%	Added +19.1k	+19,118 20.7%
9	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	77,336	$5.8m3.28%	3.28%	Added +8.7k	+8,725 12.7%
10	AMERICAN CENTY ETF TR AVANTIS INTL SML AVDS	AVDS	78,805	$5.7m3.21%	3.21%	Added +9.5k	+9,537 13.8%
11	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	110,621	$4.7m2.65%	2.65%	Added +23.1k	+23,108 26.4%
12	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	88,737	$4.7m2.64%	2.64%	Added +18.4k	+18,366 26.1%
13	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	33,699	$2.9m1.62%	1.62%	Added +4.3k	+4,310 14.7%
14	PROCTER AND GAMBLE CO COM PG	PG	357	$51.6k0.03%	0.03%	New
15	NEUBERGER BERMAN ETF TRUST SHORT DURATION I NBSD	NBSD	1,004	$50.9k0.03%	0.03%	New
16	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	1,856	$47.4k0.03%	0.03%	New
17	NEUBERGER BERMAN ETF TRUST OPT STRATEGY ETF NBOS	NBOS	655	$17.5k0.01%	0.01%	New
18	ABBOTT LABS COM ABT	ABT	48	$5.0k0.00%	0.00%	Unchanged
19	JOHNSON & JOHNSON COM JNJ	JNJ	5	$1.2k0.00%	0.00%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
VANGUARD CHARLOTTE FDS BNDX	BNDX	60	$2.9k60 shares
VANGUARD BD INDEX FDS BND	BND	16	$1.2k16 shares
DELTA AIR LINES INC DEL DAL	DAL	0	$00 shares
VANGUARD STAR FDS VXUS	VXUS	0	$00 shares
VANGUARD INDEX FDS VTI	VTI	0	$00 shares