Institutional Fund
Cornerstone Advisory, LLC
Hunt Valley, MDCIK 16681895 filings on record
Portfolio Value
$1.06B
Q1 2026
Holdings
258
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+0.7%
from $1.05B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F10.9%
- Goldman Sachs ETF Tr7.6%
- Vanguard Whitehall Fds5.0%
- Ishares Tr4.5%
- Vanguard Specialized Funds3.2%
- J P Morgan Exchange Traded F3.0%
- Other65.9%
Portfolio Holdings
258 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 2.03M | $115.09M | 10.9% | +68.6K | Added |
| 2 | Goldman Sachs ETF Tr | 1.60M | $80.03M | 7.6% | +262.6K | Added |
| 3 | Vanguard Whitehall Fds | 353.7K | $52.39M | 5.0% | +8.2K | Added |
| 4 | Ishares Tr | 71.9K | $46.99M | 4.5% | +2.0K | Added |
| 5 | Vanguard Specialized Funds | 154.7K | $33.26M | 3.2% | +478 | Added |
| 6 | J P Morgan Exchange Traded F | 688.6K | $31.72M | 3.0% | +55.7K | Added |
| 7 | Apple Inc | 114.2K | $28.99M | 2.7% | +97 | Added |
| 8 | Goldman Sachs ETF Tr | 215.0K | $26.90M | 2.5% | −8.1K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 54.2K | $25.97M | 2.5% | +227 | Added |
| 10 | Vanguard Index Fds | 88.2K | $25.33M | 2.4% | +5.9K | Added |
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