Cornerstone Advisory, LLC
All 13F Filings
- Location
- Hunt Valley, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,205,455
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 278 | 1,205,455 | 13F-HR | Cornerstone Advisory, LLC |
| Q1 2026 | 5/4/2026 | 262 | 1,056,217 | 13F-HR | Cornerstone Advisory, LLC |
| Q4 2025 | 1/28/2026 | 248 | 1,048,723 | 13F-HR | Cornerstone Advisory, LLC |
| Q3 2025 | 11/7/2025 | 245 | 1,018,172 | 13F-HR | Cornerstone Advisory, LLC |
| Q2 2025 | 7/30/2025 | 241 | 931,249 | 13F-HR | Cornerstone Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
900
(0.1% of total reported value)
· QoQ Δ:
+319
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 429.5 K | 35.7% | 69.01 K | 0 | 69.01 K |
| ETFs | 775 K | 64.3% | 79.91 K | 0 | 79.91 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
1,205,455
Holdings
278
QoQ value change ($000)
149,238
(14.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.