Institutions / Cornerstone Advisory, LLC
Cornerstone Advisory, LLC
CIK 1668189 · Institution · as of Dec 31, 2025
Portfolio value
$1.05B
Positions
248
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 248 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $112.30M | 10.7% |
| Goldman Sachs ETF Tr | $70.58M | 6.7% |
| Vanguard Whitehall Fds | $49.59M | 4.7% |
| iShares Tr | $47.93M | 4.6% |
| Vanguard Specialized Funds | $33.88M | 3.2% |
| Apple Inc. | $31.02M | 3.0% |
| Goldman Sachs ETF Tr | $29.52M | 2.8% |
| J P Morgan Exchange Traded F | $29.29M | 2.8% |
| Warren E. Buffett | $27.13M | 2.6% |
| Vanguard Admiral Fds Inc | $27.08M | 2.6% |
| Vanguard Index Fds | $23.89M | 2.3% |
| J P Morgan Exchange Traded F | $22.42M | 2.1% |
| Alphabet Inc. | $21.75M | 2.1% |
| Janus Detroit Str Tr | $21.20M | 2.0% |
| iShares Tr | $20.92M | 2.0% |
| T Rowe Price ETF Inc | $20.87M | 2.0% |
| Vanguard Index Fds | $20.32M | 1.9% |
| Vanguard World Fd | $19.56M | 1.9% |
| Amazon.com Inc | $16.89M | 1.6% |
| Microsoft Corp | $15.53M | 1.5% |
| NVIDIA Corp | $13.52M | 1.3% |
| BlackRock Muniyield Quality Fund, Inc.MQY | $11.86M | 1.1% |
| iShares Tr | $10.99M | 1.0% |
| PIMCO Dynamic Income FundPDI | $10.91M | 1.0% |
| Nuveen Quality Municipal Income FundNAD | $10.56M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.