Cornerstone Wealth Partners, LLC
•CIK: 2109292•Filing: Q4 2025
**Cornerstone Wealth Partners, LLC** manages $144M across a concentrated portfolio of 17 positions. The strategy exhibits a significant tilt toward thematic and sector-specific exposure, evidenced by top holdings including AVUV at $41.4M and DFSD at $17.4M. The fund maintains substantial allocations across multiple asset classes, with AVLV ($16.9M) and AVSC ($16.6M) representing core components. This structure suggests a highly selective, factor-aware approach to capital deployment.
Total AUM
$144.1M
QoQ Performance
N/A
Positions
7
Top 10 Concentration
93.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUV
DFSD
AVLV
AVSC
AVDV
IVV
AVUV28.7%
DFSD12.1%
AVLV11.7%
AVSC11.5%
AVDV8.5%
IVV5.7%
AVES4.1%
AVEE4.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.3%
ETF5.7%
Healthcare0.0%