Cornerstone Advisory, LLC — 13F holdings

Cornerstone Advisory, LLC reported 278 holdings worth $1.21B in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. JEPI J P MORGAN EXCHANGE TRADED F — $117M (9.7%)
  2. GPIX GOLDMAN SACHS ETF TR — $95.3M (7.9%)
  3. VYM VANGUARD WHITEHALL FDS — $60.3M (5.0%)
  4. IVV ISHARES TR — $55.1M (4.6%)
  5. JPIE J P MORGAN EXCHANGE TRADED F — $38.2M (3.2%)
  6. VIG VANGUARD SPECIALIZED FUNDS — $36.6M (3.0%)
  7. AAPL APPLE INC — $33.1M (2.7%)
  8. GSLC GOLDMAN SACHS ETF TR — $30.3M (2.5%)
  9. VOOG VANGUARD ADMIRAL FDS INC — $29.6M (2.5%)
  10. VO VANGUARD INDEX FDS — $29.2M (2.4%)