13F Insight
DOSSIER · 13F-HR · Q1 2026

Cornerstone Advisory, LLC

$1.1B in tracked AUM across 262 positions as of Q1 2026.

CA
CIK 0001668189 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
262
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Cornerstone Advisory, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JEPI
J P MORGAN EXCHANGE TRADED F
$115M2.0M10.9%02
GPIX
GOLDMAN SACHS ETF TR
$80M1.6M7.6%03
VYM
VANGUARD WHITEHALL FDS
$52M354K5.0%04
IVV
ISHARES TR
$47M72K4.4%05
VIG
VANGUARD SPECIALIZED FUNDS
$33M155K3.1%06
JPIE
J P MORGAN EXCHANGE TRADED F
$32M689K3.0%07
AAPL
APPLE INC
$29M114K2.7%08
GSLC
GOLDMAN SACHS ETF TR
$27M215K2.5%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$26M54K2.5%10
VO
VANGUARD INDEX FDS
$25M88K2.4%

Filing history

2026Q1Mar 31
$1.1B▲ 0.7%
262 positionsView →2025Q4Dec 31
$1.0B▲ 3.0%
248 positionsView →2025Q3Sep 30
$1.0B▲ 9.3%
245 positionsView →2025Q2Jun 30
$931M▲ 8.7%
241 positionsLocked2025Q1Mar 31
$857M▼ 2.7%
229 positionsLocked2024Q4Dec 31
$880M▲ 15.8%
233 positionsLocked2024Q3Sep 30
$760M▲ 6.9%
284 positionsLocked2024Q2Jun 30
$711M▲ 1.4%
277 positionsLocked2024Q1Mar 31
$701M▲ 9.4%
225 positionsLocked2023Q4Dec 31
$641M▲ 12.2%
222 positionsLocked2023Q3Sep 30
$572M▲ 0.4%
212 positionsLocked2023Q2Jun 30
$569M▲ 2.5%
213 positionsLocked
Showing 12 of 39