SEC Form 13F · Q3 2026

Cornerstone Advisory, LLC

Institutional Holdings Report

13F-HRMD
$1.3B
Portfolio Value
282
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Cornerstone Advisory, LLC
CIK
1668189
Accession No.
0001765380-26-000444
Location
HUNT VALLEY, MD
Form Type
13F-HR
Portfolio Value
$1.3B
Holdings Reported
282
Reporting Period
Q3 2026
Filed
November 6, 2026

About this Filing

Cornerstone Advisory, LLC is an institutional investment manager based in HUNT VALLEY, MD reporting approximately $1.3B in 13(f) securities across 282 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.