Cornerstone Wealth Partners, LLC holds a concentrated book of 17 reported positions worth $215.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened General Electric. Their largest long position is Avantis US Small Cap Value at 29% of the reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+8.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Cornerstone Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +12.4%, a 7.4-point gap that is the cost of the ~34-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Cornerstone Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
+3 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cornerstone Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 5 / 17 | $988.9M |
| Potomac Fund Management Inc | 4 / 17 | $2.7B |
| Capula Management Ltd | 4 / 17 | $15.1B |
| Heffernan Advisory, Inc | 3 / 17 | $61.4M |
| Nisa Investment Advisors, LLC | 5 / 17 | $14.0B |
| Tarbox Family Office, Inc. | 5 / 17 | $293.1M |
| Bull Oak Capital, LLC | 3 / 17 | $124.0M |
| First Command Advisory Services, Inc. | 7 / 17 | $5.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Cornerstone Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US SML CP VALU | $63.4M | 508.3K | 29.5% | ▲+8.6% Added · +40K sh | |
| 2 | American Centy ETF TR AVAN US SMAL ETF | $26.2M | 357.5K | 12.2% | ▲+9.4% Added · +31K sh | |
| 3 | American Centy ETF TR US LARGE CAP VLU | $25.5M | 279.1K | 11.8% | ▲+10% Added · +26K sh | |
| 4 | Dimensional ETF Trust SHOR DUR FIX ETF | $25.3M | 529.6K | 11.8% | ▲+16% Added · +73K sh | |
| 5 | American Centy ETF TR INTL SMCP VLU | $16.8M | 162.6K | 7.8% | ▲+12% Added · +17K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $12.6M | 16.9K | 5.9% | ▲+16% Added · +2K sh | |
| 7 | American Centy ETF TR EMERGING MKT VAL | $8.8M | 133.7K | 4.1% | ▲+13% Added · +16K sh | |
| 8 | American Centy ETF TR AVA MAR SMA ETF | $8.7M | 126.2K | 4.1% | ▲+13% Added · +15K sh | |
| 9 | American Centy ETF TR INTERNATIONAL LR | $6.8M | 87.5K | 3.1% | ▲+13% Added · +10K sh | |
| 10 | American Centy ETF TR AVANTIS INTL SML | $6.7M | 89.6K | 3.1% | ▲+14% Added · +11K sh | |
| 11 | Dimensional ETF Trust INTL COR FIX ETF | $5.5M | 102.1K | 2.5% | ▲+15% Added · +13K sh | |
| 12 | Dimensional ETF Trust CORE FIXE IN ETF | $5.4M | 128.4K | 2.5% | ▲+16% Added · +18K sh | |
| 13 | American Centy ETF TR INTL EQT ETF | $3.4M | 38.3K | 1.6% | ▲+14% Added · +5K sh | |
| 14 | Ge Aerospace COM NEW | $7K | 19 | <0.1% | ▲New New position | |
| 15 | Abbott Laboratories COM | $4K | 49 | <0.1% | ▲+2.1% Added · +1 sh | |
| 16 | Ge Vernova Inc COM | $4K | 3 | <0.1% | ▲New New position | |
| 17 | Johnson & Johnson COM | $1K | 5 | <0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2109292/holdings"
Use Arkolith to show Cornerstone Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.