CIK 1668189
Cornerstone Advisory, LLC
Institutional 13F holdings & portfolio
Holdings
248
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.0M | $1M+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 1.3M | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 346K | $1M+ | SH |
| IVV | ISHARES TR | 70K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 154K | $1M+ | SH |
| AAPL | APPLE INC | 114K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 223K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 633K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 54K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 61K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 82K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 386K | $1M+ | SH |
| GOOGL | ALPHABET INC | 69K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 419K | $1M+ | SH |
| IJR | ISHARES TR | 174K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 546K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 42K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 26K | $1M+ | SH |
| AMZN | AMAZON COM INC | 73K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 32K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 73K | $1M+ | SH |
| MQY | BLACKROCK MUNIYILD QULT FD I | 1.0M | $1M+ | SH |
| IEFA | ISHARES TR | 123K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 616K | $1M+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 878K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 193K | $1M+ | SH |
| GOOG | ALPHABET INC | 30K | $1M+ | SH |
| META | META PLATFORMS INC | 13K | $1M+ | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 663K | $1M+ | SH |
| IWF | ISHARES TR | 18K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 81K | $1M+ | SH |
| IWM | ISHARES TR | 30K | $1M+ | SH |
| V | VISA INC | 20K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 46K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| IUSG | ISHARES TR | 37K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 59K | $1M+ | SH |
| FEGE | RBB FUND TRUST | 133K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 21K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 10K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 127K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 27K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 10K | $1M+ | SH |
| IWD | ISHARES TR | 23K | $1M+ | SH |
| TY | TRI CONTL CORP | 147K | $1M+ | SH |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 322K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| CHY | CALAMOS CONV & HIGH INCOME F | 364K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 13K | $1M+ | SH |