Cornerstone Wealth Partners, LLC holds a concentrated book of 17 stocks 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 equity book. Cloning the disclosed picks since 2026 would be +6% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +12.7%, a 7.0-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
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, no cost basis
Other tracked managers holding the same core names as Cornerstone Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 21 / 17 | $843.1M |
| LPL Financial LLC | 20 / 17 | $12.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 20 / 17 | $3.0B |
| CWM, LLC | 20 / 17 | $1.6B |
| JPMORGAN CHASE & CO | 19 / 17 | $47.2B |
| MORGAN STANLEY | 19 / 17 | $47.2B |
| ENVESTNET ASSET MANAGEMENT INC | 19 / 17 | $26.7B |
| RAYMOND JAMES FINANCIAL INC | 19 / 17 | $8.8B |
Ranked by how many of Cornerstone Wealth Partners, LLC's top 17 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | 0.0% | ▲New New position | |
| 15 | Abbott Laboratories COM | $4K | 49 | 0.0% | ▲+2.1% Added · +1 sh | |
| 16 | Ge Vernova Inc COM | $4K | 3 | 0.0% | ▲New New position | |
| 17 | Johnson & Johnson COM | $1K | 5 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.