Cornerstone Wealth Partners, LLC has submitted its 13F-HR report for the quarter ending September 30, 2026. This filing is important as it provides insights into the firm’s investment strategy and the types of assets it manages.

Cornerstone Wealth Partners, LLC, based in Okemos, Michigan, is categorized as an investment management firm. The company operates under the Central Index Key (CIK) number 0002109292. Its recent filings include several 13F-HR forms, with the latest submission dated October 28, 2026.

The latest filing indicates that Cornerstone Wealth Partners has a total of approximately $251.8 million in assets under management. The report includes a variety of holdings, primarily in exchange-traded funds (ETFs). Notably, the firm has invested in several ETFs from the American Century ETF Trust and Dimensional ETF Trust, among others.

According to the filing, the firm has reported a total of 13 different holdings. The specific investments include:

  • American Century ETF TR - AVA MAR SMA ETF: 154,287 shares valued at approximately $10.58 million
  • American Century ETF TR - AVANTIS INTL SML: 108,778 shares valued at approximately $8.50 million
  • American Century ETF TR - AVAN US SMAL ETF: 406,872 shares valued at approximately $28.13 million
  • American Century ETF TR - US LARGE CAP VLU: 321,419 shares valued at approximately $29.07 million
  • American Century ETF TR - INTERNATIONAL LR: 105,244 shares valued at approximately $8.38 million
  • American Century ETF TR - EMERGING MKT VAL: 161,983 shares valued at approximately $10.55 million
  • American Century ETF TR - INTL EQT ETF: 46,144 shares valued at approximately $4.16 million
  • American Century ETF TR - INTL SMCP VLU: 197,959 shares valued at approximately $21.65 million
  • American Century ETF TR - US SML CP VALU: 592,139 shares valued at approximately $69.74 million
  • Dimensional ETF Trust - INTL COR FIX ETF: 134,882 shares valued at approximately $6.90 million
  • Dimensional ETF Trust - SHOR DUR FIX ETF: 698,387 shares valued at approximately $32.46 million
  • Dimensional ETF Trust - CORE FIXE IN ETF: 169,725 shares valued at approximately $6.81 million
  • iShares TR - CORE S&P500 ETF: 19,469 shares valued at approximately $14.91 million

This filing may affect various stakeholders, including clients of Cornerstone Wealth Partners, as it reveals the firm’s investment choices and overall asset management strategy. The report is also of interest to competitors and analysts observing trends in the investment management industry.

The filing does not specify what actions Cornerstone Wealth Partners will take next regarding its investments or any potential changes in strategy. However, the firm is expected to continue monitoring its portfolio and may provide further updates in future filings.