Cornerstone Advisory, LLC - Portfolio Stock Holdings
Cornerstone Advisory, LLC disclosed 293 stock positions in a recent SEC 13F filing. $1,284,249,656 of stock holdings were filed, with the largest holdings including GPIX, JEPI, and VYM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,249,006,784 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
293Est. Stock Holding Value:
$1,284,249,656Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Cornerstone Advisory, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Cornerstone Advisory, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...