Cornerstone Advisory, LLC - Portfolio overview

Cornerstone Advisory, LLC has 278 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JEPI - J P MORGAN EXCHANGE TRADED F, 10.84%
2. GPIX - GOLDMAN SACHS ETF TR, 7.54%
3. VYM - VANGUARD WHITEHALL FDS, 4.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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