Cornerstone Wealth Partners, LLC

OKEMOS, MI · CIK 2109292 · 13F filing filed 2026-08-03

SEC-registered investment adviser since 2024 · limited liability company

$215.1m reported value +22.0% vs Q1 2026

17positions

93.3%in top 10

2 new 14 added 0 reduced 4 sold out vs Q1 2026

Holdings, Q2 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	508,262	$63.4m29.47%	29.47%	Added +40.4k	+40,381 8.6%
2	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	357,505	$26.2m12.19%	12.19%	Added +30.9k	+30,892 9.5%
3	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	279,084	$25.5m11.83%	11.83%	Added +25.8k	+25,779 10.2%
4	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	529,635	$25.3m11.76%	11.76%	Added +73.0k	+73,004 16.0%
5	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	162,609	$16.8m7.79%	7.79%	Added +17.4k	+17,368 12.0%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	16,875	$12.6m5.87%	5.87%	Added +2.3k	+2,299 15.8%
7	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	133,744	$8.8m4.08%	4.08%	Added +15.7k	+15,735 13.3%
8	AMERICAN CENTY ETF TR AVANTIS EMERGING AVEE	AVEE	126,209	$8.7m4.07%	4.07%	Added +14.9k	+14,926 13.4%
9	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	87,479	$6.8m3.15%	3.15%	Added +10.1k	+10,143 13.1%
10	AMERICAN CENTY ETF TR AVANTIS INTL SML AVDS	AVDS	89,637	$6.7m3.14%	3.14%	Added +10.8k	+10,832 13.8%
11	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	102,092	$5.5m2.54%	2.54%	Added +13.4k	+13,355 15.1%
12	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	128,374	$5.4m2.52%	2.52%	Added +17.8k	+17,753 16.1%
13	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	38,322	$3.4m1.59%	1.59%	Added +4.6k	+4,623 13.7%
14	GE AEROSPACE COM NEW GE	GE	19	$7.1k0.00%	0.00%	New
15	ABBOTT LABS COM ABT	ABT	49	$4.4k0.00%	0.00%	Added +1	+1 2.1%
16	GE VERNOVA INC COM GEV	GEV	3	$3.5k0.00%	0.00%	New
17	JOHNSON & JOHNSON COM JNJ	JNJ	5	$1.3k0.00%	0.00%	Unchanged

Security	Ticker	Shares held before	Value then
PROCTER AND GAMBLE CO PG	PG	357	$51.6k357 shares
NEUBERGER BERMAN ETF TRUST NBSD	NBSD	1,004	$50.9k1.0k shares
FIRST TR EXCHANGE-TRADED FD RDVI	RDVI	1,856	$47.4k1.9k shares
NEUBERGER BERMAN ETF TRUST NBOS	NBOS	655	$17.5k655 shares