Cornerstone Wealth Partners, LLC
Long book
$176.3M
Q1 2026
Positions
19
Top-10 weight
93%
concentration
Last quarter
+9.8%
SPY +14.8%
Turnover
29%
of book per quarter
Strategy in plain words
auto-generated from filingsCornerstone 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.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+4.8%
Q1 2026
+9.8%
Sector allocation
Other 89%
Healthcare 11%