Cornerstone Advisory
$1.0B Assets Reported
273 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 2,030,560 | $115M | 11.2% |
| GPIX | GOLDMAN SACHS ETF TR | 1,599,317 | $80M | 7.8% |
| VYM | VANGUARD WHITEHALL FDS | 353,720 | $52M | 5.1% |
| IVV | ISHARES TR | 71,932 | $47M | 4.6% |
| VIG | VANGUARD SPECIALIZED FUNDS | 154,651 | $33M | 3.2% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 688,590 | $32M | 3.1% |
| AAPL | APPLE INC | 114,217 | $29M | 2.8% |
| GSLC | GOLDMAN SACHS ETF TR | 214,951 | $27M | 2.6% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 54,202 | $26M | 2.5% |
| VO | VANGUARD INDEX FDS | 88,193 | $25M | 2.5% |
Track Cornerstone Advisory's 13F portfolio: $1.0B in reported holdings, 273 positions. Top holdings, AUM, and quarterly changes on SentiSense.