Cornerstone Advisory
$1.2B 13F equity value
288 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cornerstone Advisory covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 2,079,263 | $117M | 9.7% |
| GPIX | GOLDMAN SACHS ETF TR | 1,715,359 | $95M | 7.9% |
| VYM | VANGUARD WHITEHALL FDS | 381,419 | $60M | 5.0% |
| IVV | ISHARES TR | 73,512 | $55M | 4.6% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 829,529 | $38M | 3.2% |
| VIG | VANGUARD SPECIALIZED FUNDS | 154,736 | $37M | 3.0% |
| AAPL | APPLE INC | 114,443 | $33M | 2.7% |
| GSLC | GOLDMAN SACHS ETF TR | 213,217 | $30M | 2.5% |
| VOOG | VANGUARD ADMIRAL FDS INC | 358,268 | $30M | 2.5% |
| VO | VANGUARD INDEX FDS | 361,971 | $29M | 2.4% |
Track Cornerstone Advisory's 13F portfolio: $1.2B in reported holdings, 288 positions. Top holdings and quarterly changes on SentiSense.
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