13F Insight
DOSSIER · 13F-HR · Q2 2026

Cornerstone Advisory, LLC

$1.2B in tracked AUM across 278 positions as of Q2 2026.

CA
CIK 0001668189 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
278
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cornerstone Advisory, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JEPI
J P MORGAN EXCHANGE TRADED F
$117M2.1M9.7%02
GPIX
GOLDMAN SACHS ETF TR
$95M1.7M7.9%03
VYM
VANGUARD WHITEHALL FDS
$60M381K5.0%04
IVV
ISHARES TR
$55M74K4.6%05
JPIE
J P MORGAN EXCHANGE TRADED F
$38M830K3.2%06
VIG
VANGUARD SPECIALIZED FUNDS
$37M155K3.0%07
AAPL
APPLE INC
$33M114K2.7%08
GSLC
GOLDMAN SACHS ETF TR
$30M213K2.5%09
VOOG
VANGUARD ADMIRAL FDS INC
$30M358K2.5%10
VO
VANGUARD INDEX FDS
$29M362K2.4%

Filing history

2026Q2Jun 30
$1.2B▲ 14.1%
278 positionsView →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 positionsLocked
Showing 12 of 40