Cornerstone Advisory, LLC Portfolio Holdings
Cornerstone Advisory, LLC
- $919 Million
- Q4 2025
Cornerstone Advisory, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $919 Million distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $111M, Vanguard Whitehall Fds (Vangua with a value of $48.7M, Ishares Core S&P 500 ETF with a value of $47.3M, Apple Inc. with a value of $30.5M, and J P Morgan Exchange Traded Fd with a value of $29.3M.
Examining the 13F form we can see an increase of $5.25M in the current position value, from $914M to 919M.
Below you can find more details about Cornerstone Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$919 Million
ETFs: $562 Million
Financial Services: $125 Million
Technology: $79.7 Million
Communication Services: $37.6 Million
Consumer Cyclical: $23.2 Million
Healthcare: $19.5 Million
Industrials: $10.6 Million
Consumer Defensive: $9.23 Million
Other: $21.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 248
- Current Value $919 Million
- Prior Value $914 Million
- Filing
- Period Q4 2025
- Filing Date January 28, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 14 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks