Cornerstone Wealth Partners, LLC
CIK 2109292 · View on SEC EDGAR ↗
- Portfolio value
- $215.1M
- Positions
- 17
- As of
- June 30, 2026
#6,214 of 9,443 by 13F value · top 65.8%
Portfolio value QoQ: +22.0% 13F does not disclose cash
- Top 10 holdings weight
- 93.34%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 13
- Effective number of positions
- 6.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.09% Est. buys $22,207,918 · sells $167,410
- New positions
- 2
- Increased
- 14
- Decreased
- 0
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
0.0%
Health Care
0.0%
Other/Unmapped
100.0%
Full portfolio 17 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AVUV | $63,410,810 | 29.47% | 508,262 | $11,724,030 | Up ×2 | ||
| AVSC | $26,219,444 | 12.19% | 357,505 | $5,871,460 | Up ×2 | ||
| AVLV | $25,455,251 | 11.83% | 279,084 | $5,036,436 | Up ×2 | ||
| DFSD | $25,290,070 | 11.76% | 529,635 | $3,426,612 | Up ×2 | ||
| AVDV | $16,756,867 | 7.79% | 162,609 | $2,253,179 | Up ×2 | ||
| IVV | $12,637,547 | 5.87% | 16,875 | $3,116,909 | Up ×2 | ||
| AVES | $8,773,586 | 4.08% | 133,744 | $1,695,452 | Up ×2 | ||
| AVEE | $8,749,421 | 4.07% | 126,209 | $1,690,758 | Up ×2 | ||
| AVIV | $6,772,604 | 3.15% | 87,479 | $985,621 | Up ×2 | ||
| AVDS | $6,746,048 | 3.14% | 89,637 | $1,083,980 | Up ×2 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $5,471,575 | 2.54% | 102,092 | $817,272 | Up ×2 | ||
| DFCF | $5,418,673 | 2.52% | 128,374 | $748,274 | Up ×2 | ||
| AVDE | $3,418,367 | 1.59% | 38,322 | $559,410 | Up ×2 | ||
| GE GE Aerospace Common Stock | $7,101 | 0.00% | 19 | Up ×1 | |||
| ABT Abbott Laboratories Common Stock | $4,413 | 0.00% | 49 | $-543 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $3,525 | 0.00% | 3 | Up ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1,284 | 0.00% | 5 | $55 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AVUV | Bought more | +40K | +$11.7M |
| AVSC | Bought more | +31K | +$5.9M |
| AVLV | Bought more | +26K | +$5.0M |
| DFSD | Bought more | +73K | +$3.4M |
| IVV | Bought more | +2K | +$3.1M |
| AVDV | Bought more | +17K | +$2.3M |
| AVES | Bought more | +16K | +$1.7M |
| AVEE | Bought more | +15K | +$1.7M |
| AVDS | Bought more | +11K | +$1.1M |
| AVIV | Bought more | +10K | +$986K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| PG | June 30, 2026 | 357 | $51,565 | -0.4% |
| NBSD | June 30, 2026 | 1,004 | $50,923 | No longer tracked |
| RDVI | June 30, 2026 | 1,856 | $47,412 | No longer tracked |
| NBOS | June 30, 2026 | 655 | $17,510 | No longer tracked |
| BNDX | March 31, 2026 | 60 | $2,899 | |
| BND | March 31, 2026 | 16 | $1,185 |