FWP
CRF

Firethorn Wealth Partners’s Cornerstone Total Return Fund CRF Stock Holding History

Firethorn Wealth Partners’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258K Buy
35,959
+1,687
+5% +$12.1K 0.08% 174
2026
Q1 		$238K Buy
34,272
+1,584
+5% +$11.9K 0.09% 168
2025
Q4 		$262K Buy
32,688
+1,387
+4% +$11.1K 0.1% 154
2025
Q3 		$252K Buy
31,301
+1,344
+4% +$10.6K 0.1% 154
2025
Q2 		$232K Buy
29,957
+826
+3% +$5.86K 0.1% 152
2025
Q1 		$205K Buy
29,131
+1,258
+5% +$10.2K 0.1% 159
2024
Q4 		$237K Buy
27,873
+963
+4% +$8.19K 0.12% 134
2024
Q3 		$213K Buy
26,910
+1,034
+4% +$7.89K 0.11% 141
2024
Q2 		$199K Buy
25,876
+1,022
+4% +$7.61K 0.11% 139
2024
Q1 		$183K Buy
24,854
+1,412
+6% +$9.98K 0.11% 136
2023
Q4 		$162K Buy
23,442
+1,086
+5% +$7.61K 0.11% 131
2023
Q3 		$175K Buy
22,356
+767
+4% +$6.13K 0.13% 112
2023
Q2 		$169K Buy
21,589
+7,513
+53% +$55.6K 0.13% 115
2023
Q1 		$104K Buy
+14,076
New +$104K 0.08% 120

Other funds holding CRF

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Firethorn Wealth Partners's CRF Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Cornerstone Total Return Fund (CRF) stake by 4.9% in Q2 2026, buying an estimated $12.1K and bringing the position to 35,959 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #174.

Firethorn Wealth Partners first reported a position in CRF in Q1 2023 and has held it in 14 quarters since. The position peaked at $262K in Q4 2025. 12 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • Firethorn Wealth Partners held 35,959 shares of Cornerstone Total Return Fund worth $258K as of Q2 2026.
  • Firethorn Wealth Partners bought 1,687 Cornerstone Total Return Fund shares in Q2 2026, an estimated $12.1K.
  • Cornerstone Total Return Fund made up 0.08% of Firethorn Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • Firethorn Wealth Partners first reported a position in Cornerstone Total Return Fund in Q1 2023 and has held it in 14 quarters since.
  • Firethorn Wealth Partners's Cornerstone Total Return Fund position peaked at $262K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.