13F Filings History of Cornerstone Advisory, LLC

Latest 13F filing: Q1 2026 - 04 May 2026
Latest reported 13F value: $1,044,212,938
Form 13F summary: Cornerstone Advisory, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
Cornerstone Advisory, LLC reported 258 equity holdings with a total reported market value of $1,044,212,938 for Q1 2026. Top reported holdings included J P MORGAN EXCHANGE TRADED F, GOLDMAN SACHS ETF TR, VANGUARD WHITEHALL FDS, ISHARES TR, and VANGUARD SPECIALIZED FUNDS.
Largest 13F holdings: J P MORGAN EXCHANGE TRADED F GOLDMAN SACHS ETF TR VANGUARD WHITEHALL FDS ISHARES TR VANGUARD SPECIALIZED FUNDS APPLE INC BERKSHIRE HATHAWAY INC DEL VANGUARD INDEX FDS VANGUARD ADMIRAL FDS INC JANUS DETROIT STR TR VANGUARD WORLD FD ALPHABET INC
+3 more
T ROWE PRICE ETF INC AMAZON COM INC NVIDIA CORPORATION
Manager signature: Lonny Elfenbein - Compliance Consultant
Manager location: Hunt Valley, MD

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q1 2026

Latest value

$1,044,212,938

Quarter delta

n/a

Accepted

04 May 2026, 15:36

Rows shown

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Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q1 2026	258	$1,044,212,938	$0	$0	$0	J P MORGAN EXCHANGE TRADED F, GOLDMAN SACHS ETF TR, VANGUARD WHITEHALL FDS, ISHARES TR, VANGUARD SPECIALIZED FUNDS	13F-HR	04 May 2026, 15:36