Cornerstone Wealth Partners, LLC

CIK 0002109292 · Q1 2026

13F Equity AUM

$176.3M

+23.2% QoQ

Positions

+2 QoQ

AUM Rank

#7,912

Top 64%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 73.1%Top 10: 93.0%Top 20: 100.0%

AVUV29.3%

DFSD12.4%

AVLV11.6%

AVSC11.5%

AVDV8.2%

IVV5.4%

AVES4.0%

AVEE4.0%

AVIV3.3%

AVDS3.2%

Others (9)7.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 19Median: 3.21%Avg: 5.26%

0–0.5%

6(0.1%)

0.5–1%

0(0.0%)

1–3%

3(6.9%)

3–5%

4(14.5%)

5%+

6(78.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 15Unique: 4vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

0.3%

BANK OF AMERICA CORP /DE/

0.3%

0.2%

0.3%

0.2%

0.1%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.1%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased13Decreased0Exited5

New Positions

RDVI0.0%

+2K

NBSD0.0%

+1K

PG0.0%

+357

NBOS0.0%

+655

Increased

DFSD12.4%

+94K(+26%)

AVUV29.3%

+63K(+16%)

AVSC11.5%

+46K(+17%)

AVLV11.6%

+32K(+15%)

DFCF2.6%

+23K(+27%)

AVEE4.0%

+21K(+23%)

DFGX2.6%

+19K(+27%)

AVES4.0%

+18K(+18%)

AVDV8.2%

+15K(+12%)

AVDS3.2%

+11K(+16%)

Exited

-16

-60

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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