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Lonny Elfenbein

Cornerstone Advisory, Llc

Assets Managed
$1.056B
Holdings
258
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
0.72%(2Q avg: 1.86%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 258 positions.

Assets under management

The assets under management (AUM) of Cornerstone Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.056B in assets, with a quarterly growth rate of 0.72% and a 2-quarter average growth rate of 1.86%. The portfolio is managed by Lonny Elfenbein, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 3.5%
10.9%
$115.092M
2.031M shares@ $56.69 avg price
GPIX
S&p 500 Core Premium Income
Recent Activity
Increased 19.65%
7.58%
$80.03M
1.599M shares@ $50.04 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 2.37%
4.96%
$52.386M
353,720 shares@ $148.11 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.8%
4.45%
$46.987M
71,932 shares@ $653.21 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.32%
3.15%
$33.259M
154,651 shares@ $215.06 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 8.81%
3.01%
$31.723M
688,590 shares@ $46.08 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.09%
2.75%
$28.987M
114,217 shares@ $253.79 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -3.61%
2.55%
$26.897M
214,951 shares@ $125.14 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.43%
2.46%
$25.974M
54,202 shares@ $479.2 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 7.14%
2.4%
$25.327M
88,193 shares@ $287.18 avg price

1-10 of 258