Cornerstone Advisory, LLC
All 13F Filings
- Location
- Hunt Valley, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,056,217
- 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 |
|---|---|---|---|---|---|
| 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):
581
(0.1% of total reported value)
· QoQ Δ:
+581
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 360.5 K | 34.2% | 0 | 410.8 K | -410.8 K |
| ETFs | 695.1 K | 65.8% | 417.8 K | 0 | 417.8 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
1,056,217
Holdings
262
QoQ value change ($000)
7,494
(0.7%)
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.