Cornerstone Advisory, LLC: 13F holdings
CIK 16681892026Q2
| Positions | 273 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 273 (+15 vs prior quarter) |
|---|
| Reported value | $1.2bn (+14.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JEPI J P MORGAN EXCHANGE TRADED F | 2,079,263 | $117.4m | 9.7% |
| GPIX GOLDMAN SACHS ETF TR | 1,715,359 | $95.3m | 7.9% |
| VYM VANGUARD WHITEHALL FDS | 381,419 | $60.3m | 5.0% |
| IVV ISHARES TR | 73,512 | $55.1m | 4.6% |
| JPIE J P MORGAN EXCHANGE TRADED F | 829,529 | $38.2m | 3.2% |
| VIG VANGUARD SPECIALIZED FUNDS | 154,736 | $36.6m | 3.0% |
| AAPL APPLE INC | 114,443 | $33.1m | 2.7% |
| GSLC GOLDMAN SACHS ETF TR | 213,217 | $30.3m | 2.5% |
| VOOG VANGUARD ADMIRAL FDS INC | 358,268 | $29.6m | 2.5% |
| VO VANGUARD INDEX FDS | 361,971 | $29.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1668189")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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