Cornerstone Wealth Partners, LLC
All 13F Filings
- Location
- Okemos, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 144,098,177
- Description
- Okemos Michigan based institutional pension allocator with a limited liability advisory organization and a high accountability and controls oriented investment mandate. The approach emphasizes asset liability coordination, planning integrated mandate design, and active stewardship and governance oversight for retirement liability driven portfolios. Implementation focuses on stability, transparency, and repeatable investment decision routines through policy aligned investment process and exposure consistency.
- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 20 | 144,098,177 | 13F-HR | Cornerstone Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.4 M | 92.6% | 133.4 M | 0 | 133.4 M |
| ETFs | 10.69 M | 7.4% | 10.69 M | 0 | 10.69 M |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
144,098,177
Holdings
20
QoQ value change ($000)
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Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.