Cornerstone Wealth Partners, LLC
Portfolio value QoQ: +22.0% 13F does not disclose cash
Top 10 holdings weight93.34%
Top 25 holdings weight100.00%
Positions above 1%13
Effective number of positions6.9
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 positions2
Increased14
Decreased0
Closed4
Portfolio value
$215.1M
Positions
17
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
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 | $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 | $7,101 | 0.00% | 19 | Up ×1 | |||
| ABT | $4,413 | 0.00% | 49 | $-543 | Up ×1 | ||
| GEV | $3,525 | 0.00% | 3 | Up ×1 | |||
| JNJ | $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.