StockDriftsStockDriftsTop 50 Cornerstone Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 9.75% | 2.08M | $117.4M | +2.40%(+48.70K) | $56.49(+2.46%) | 2026-06-30 | |
| GPIX | GOLDMAN SACHS ETF TR | 7.91% | 1.72M | $95.3M | +7.26%(+116.04K) | $49.79(+13.27%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 5% | 381.4K | $60.3M | +7.83%(+27.70K) | $96.25(+72.74%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.57% | 73.5K | $55.1M | +2.20%(+1.58K) | $265.37(+193.53%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.17% | 829.5K | $38.2M | +20.47%(+140.94K) | $46.02(-0.31%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.04% | 154.7K | $36.6M | +0.05%(+85) | $169.33(+44.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.75% | 114.4K | $33.1M | +0.20%(+226) | $62.07(+391.96%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 2.51% | 213.2K | $30.3M | -0.81%(-1.73K) | $64.02(+132.33%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 2.46% | 358.3K | $29.6M | -0.86%(-3.12K) | $41.99(+100.27%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.42% | 362.0K | $29.2M | +2.61%(+9.20K) | $62.92(+34.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.65% | +39.16% | +5.76% | +32.33% |
| Top 20 Holdings Unweighted | +13.82% | +47.47% | +7.15% | +41.23% |
Cornerstone Advisory, LLC reports $1.21B in US-listed equity holdings across 273 positions in its most recent 13F filing. Its largest disclosed positions are JEPI (9.8%), GPIX (7.9%) and VYM (5.0%). The top 20 holdings account for 62.74% of reported assets. Its disclosed equity book has returned +39.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1668189). View Cornerstone Advisory, LLC’s 13F filings on SEC