Cornerstone Wealth Partners, LLC

Cornerstone Wealth Partners, LLC is a wealth-management firm allocating client money, specialised in other (89% of the long book), running a $176.3M US long book across 19 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: AVANTIS US SMALL CAP VALUE, DIMENSIONAL SHORT DURATION, AVANTIS US LARGE CAP VALUE, AVANTIS US SMALL CAP EQUITY, AVANTIS INTL S/C VALUE ETF.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.