§ 13F · FUND PROFILE
Cornerstone Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $931.2T (13F)Positions · 241Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.96M | $112.3T | 10.7% | −3% |
| 2 | GPIX | GOLDMAN SACHS ETF TR | 1.34M | $70.6T | 6.7% | +17% |
| 3 | VYM | VANGUARD WHITEHALL FDS | 346K | $49.6T | 4.7% | ±0% |
| 4 | IVV | ISHARES TR | 70K | $47.9T | 4.6% | ±0% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 154K | $33.9T | 3.2% | ±0% |
| 6 | AAPL | APPLE INC | 114K | $31.0T | 3.0% | −2% |
| 7 | GSLC | GOLDMAN SACHS ETF TR | 223K | $29.5T | 2.8% | −1% |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | 633K | $29.3T | 2.8% | +6% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 54K | $27.1T | 2.6% | +2% |
| 10 | VOOG | VANGUARD ADMIRAL FDS INC | 61K | $27.1T | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Advisory, LLC is a Other fund managing $931249.2 trillion in assets. The fund runs a broad portfolio of 241 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed