Skip to main content

Cornerstone Wealth Partners, LLC

13F filer · CIK 0002109292
Reported Aug 3, 2026
Net buyer this quarter
13F portfolio value$215MU.S. long equity reported on 13F
Positions52 new · 1 closed
Net flow last quarter+$744KBuys minus sells
Top 10 positions weight3.2%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 3, 20265 positions
AVIVAviv REIT, Inc.$6.77M3.15%0.18%+13.1%Q4 2025
GEGeneral Electric Co$7.1K0.00%0.00%NewQ2 2026
ABTAbbott Laboratories$4.41K0.00%0.00%+2.1%Q4 2025
GEVGE Vernova Inc.$3.53K0.00%0.00%NewQ2 2026
JNJJohnson & Johnson$1.28K0.00%0.00%Not reportedQ4 2025
Q1 2026Reported May 12, 20264 positions
AVIVAviv REIT, Inc.$5.79M3.28%0.16%+12.7%Q4 2025
PGPROCTER & GAMBLE Co$51.6K0.03%0.00%NewQ1 2026
ABTAbbott Laboratories$4.96K0.00%0.00%Not reportedQ4 2025
JNJJohnson & Johnson$1.23K0.00%0.00%Not reportedQ4 2025
Q4 2025Reported Feb 17, 20263 positions
AVIVAviv REIT, Inc.$4.89M3.39%0.14%NewQ4 2025
ABTAbbott Laboratories$6.01K0.00%0.00%NewQ4 2025
JNJJohnson & Johnson$1.04K0.00%0.00%NewQ4 2025
Premium opens every quarter this fund has filed
SpoorBase

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.