Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cornerstone Advisory, LLC (CIK 1668189) reported $1.06B across 254 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JEPI ($115.1M, 10.90%), GPIX ($80.0M, 7.58%), VYM ($52.4M, 4.96%), IVV ($47.0M, 4.45%), VIG ($33.3M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | $115.1M | 10.90% | 2.0M | Added |
| 2 | GPIX | GOLDMAN SACHS ETF TR | $80.0M | 7.58% | 1.6M | Added |
| 3 | VYM | VANGUARD WHITEHALL FDS | $52.4M | 4.96% | 353,720 | Added |
| 4 | IVV | ISHARES TR | $47.0M | 4.45% | 71,932 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $33.3M | 3.15% | 154,651 | Added |
| 6 | JPIE | J P MORGAN EXCHANGE TRADED F | $31.7M | 3.00% | 688,590 | Added |
| 7 | AAPL | APPLE INC | $29.0M | 2.74% | 114,217 | Added |
| 8 | GSLC | GOLDMAN SACHS ETF TR | $26.9M | 2.55% | 214,951 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.0M | 2.46% | 54,202 | Added |
| 10 | VO | VANGUARD INDEX FDS | $25.3M | 2.40% | 88,193 | Added |
| 11 | VOOG | VANGUARD ADMIRAL FDS INC | $24.6M | 2.32% | 60,231 | Trimmed |
| 12 | IJR | ISHARES TR | $22.8M | 2.16% | 183,117 | Added |
| 13 | JEPQ | J P MORGAN EXCHANGE TRADED F | $21.5M | 2.04% | 387,617 | Added |
| 14 | JAAA | JANUS DETROIT STR TR | $20.8M | 1.97% | 413,574 | Trimmed |
| 15 | VGT | VANGUARD WORLD FD | $20.4M | 1.93% | 29,196 | Added |
| 16 | GOOGL | ALPHABET INC | $20.1M | 1.91% | 70,047 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $18.8M | 1.78% | 43,030 | Added |
| 18 | TCAF | T ROWE PRICE ETF INC | $17.3M | 1.64% | 486,460 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $15.3M | 1.45% | 73,550 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $13.1M | 1.24% | 74,899 | Added |
| 21 | MSFT | MICROSOFT CORP | $12.6M | 1.19% | 33,921 | Added |
| 22 | IEFA | ISHARES TR | $11.6M | 1.10% | 128,165 | Added |
| 23 | MQY | BLACKROCK MUNIYILD QULT FD I | $10.4M | 0.98% | 942,983 | Trimmed |
| 24 | JPST | J P MORGAN EXCHANGE TRADED F | $10.2M | 0.96% | 201,340 | Added |
| 25 | PDI | PIMCO DYNAMIC INCOME FD | $9.7M | 0.92% | 568,664 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31