Cornerstone Wealth Partners, LLC - Portfolio Stock Holdings
Cornerstone Wealth Partners, LLC disclosed 19 stock positions in a recent SEC 13F filing. $215,136,513 of stock holdings were filed, with the largest holdings including AVUV, AVSC, and AVLV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $145,905,522 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
19Est. Stock Holding Value:
$215,136,513Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cornerstone Wealth Partners, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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