account_balance
Investment manager · 13F filer · SEC CIK 1668189
Cornerstone Advisory, LLC
Reported value$1.29Bas of Sep 30, 2026
Positions279 20 new, 14 sold out
Top 10 weight42.0%GPIX alone is 8%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GPIXGoldman Sachs ETF Tr
7.7%Added +3%
JEPIJ P Morgan Exchange Traded F
7.3%Trimmed −20%
VYMVanguard Whitehall FDS
4.7%
IVViShares Tr
4.5%Added +2%
AAPLApple Inc.
4.0%Added +35%
JPIEJ P Morgan Exchange Traded F
2.9%
EFAAInvesco Actively Managed Exc
2.8%New
VGTVanguard World Fd
2.8%Added +20%
VIGVanguard Specialized Funds
2.8%
JAAAJanus Detroit STR Tr
2.5%Added +35%
GSLCGoldman Sachs ETF Tr
2.3%Trimmed −3%
VOOGVanguard Admiral FDS Inc
2.3%
GPIXGoldman Sachs ETF Tr
7.7%Added +3%
JEPIJ P Morgan Exchange Traded F
7.3%Trimmed −20%
VYMVanguard Whitehall FDS
4.7%
IVViShares Tr
4.5%Added +2%
AAPLApple Inc.
4.0%+35%
JPIEJ P Morgan Exchange Traded F
2.9%
EFAAInvesco Actively Managed Exc
2.8%
VGTVanguard World Fd
2.8%
VIGVanguard Specialized Funds
2.8%
JAAA
GSLC
VOOG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GPIX Goldman Sachs ETF Tr 7.7% Added +3%
JEPI J P Morgan Exchange Traded F 7.3% Trimmed −20%
VYM Vanguard Whitehall FDS 4.7% Held
IVV iShares Tr 4.5% Added +2%
AAPL Apple Inc. 4.0% Added +35%JPIE J P Morgan Exchange Traded F 2.9% Held
EFAA Invesco Actively Managed Exc 2.8% New
VGT Vanguard World Fd 2.8% Added +20%
VIG Vanguard Specialized Funds 2.8% Held
JAAA Janus Detroit STR Tr 2.5% Added +35%
GSLC Goldman Sachs ETF Tr 2.3% Trimmed −3%
VOOG Vanguard Admiral FDS Inc 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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