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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cornerstone Advisory, LLC

Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001765380-26-000050

Total Value
$1.05B
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q3321,961,971$112.3M10.71%
2GOLDMAN SACHS ETF TRNVGLF1,336,721$70.6M6.73%
3VANGUARD WHITEHALL FDS921946406345,556$49.6M4.73%
4ISHARES TR46428720069,978$47.9M4.57%
5VANGUARD SPECIALIZED FUNDS921908844154,173$33.9M3.23%
6APPLE INCAAPL114,120$31.0M2.96%
7GOLDMAN SACHS ETF TRNVGLF223,014$29.5M2.81%
8J P MORGAN EXCHANGE TRADED F46641Q159632,844$29.3M2.79%
9BERKSHIRE HATHAWAY INC DELBRK-A53,975$27.1M2.59%
10VANGUARD ADMIRAL FDS INC92193250560,915$27.1M2.58%
11VANGUARD INDEX FDS92290862982,321$23.9M2.28%
12J P MORGAN EXCHANGE TRADED F46654Q203385,776$22.4M2.14%
13ALPHABET INCGOOG69,478$21.7M2.07%
14JANUS DETROIT STR TR47103U845419,176$21.2M2.02%
15ISHARES TR464287804174,080$20.9M1.99%
16T ROWE PRICE ETF INC87283Q867546,080$20.9M1.99%
17VANGUARD INDEX FDS92290873641,656$20.3M1.94%
18VANGUARD WORLD FD92204A70225,947$19.6M1.86%
19AMAZON COM INCAMZN73,193$16.9M1.61%
20MICROSOFT CORPMSFT32,102$15.5M1.48%
21NVIDIA CORPORATIONNVDA72,517$13.5M1.29%
22BLACKROCK MUNIYILD QULT FD IBLK1,049,409$11.9M1.13%
23ISHARES TR46432F842122,819$11.0M1.05%
24PIMCO DYNAMIC INCOME FD72201Y101616,196$10.9M1.04%
25NUVEEN QUALITY MUNCP INCOMENU878,456$10.6M1.01%
26J P MORGAN EXCHANGE TRADED F46641Q837192,720$9.7M0.93%
27ALPHABET INCGOOG29,757$9.3M0.89%
28META PLATFORMS INCMETA12,861$8.5M0.81%
29NUVEEN AMT FREE MUN CR INC FNU663,149$8.4M0.80%
30ISHARES TR46428761417,617$8.3M0.80%
31PRICE T ROWE GROUP INCTROW81,149$8.3M0.79%
32ISHARES TR46428765530,221$7.4M0.71%
33VISA INCV20,398$7.2M0.68%
34SPDR SERIES TRUST78464A76346,319$6.4M0.61%
35VANGUARD INDEX FDS92290874432,808$6.3M0.60%
36ISHARES TR46428767136,638$6.2M0.59%
37VANECK ETF TRUST92189F64359,329$6.1M0.59%
38RBB FUND TRUST75526L886133,333$6.1M0.59%
39VANGUARD WORLD FD92204A50421,111$6.1M0.58%
40INVESCO QQQ TRIVZ9,816$6.0M0.57%
41INVESCO EXCHANGE TRADED FD TIVZ126,570$5.9M0.57%
42VANGUARD INDEX FDS92290861126,762$5.7M0.54%
43MASTERCARD INCORPORATEDMA9,518$5.4M0.52%
44ISHARES TR46428759823,496$4.9M0.47%
45TRI CONTL CORP895436103147,472$4.8M0.46%
46PIMCO DYNAMIC INCOME OPRNTS69355M107322,492$4.5M0.43%
47JPMORGAN CHASE & CO.VYLD13,388$4.3M0.41%
48SPDR S&P 500 ETF TRSPY6,125$4.2M0.40%
49CALAMOS CONV & HIGH INCOME F12811P108364,453$4.1M0.39%
50VANGUARD INDEX FDS92290859513,456$4.1M0.39%
51SPDR GOLD TRGLD10,017$4.0M0.38%
52PIMCO ETF TR72201R77542,274$3.9M0.38%
53CENCORA INCCOR11,410$3.9M0.37%
54ABBVIE INCABBV15,977$3.7M0.35%
55JOHNSON & JOHNSONJNJ17,181$3.6M0.34%
56VANGUARD WHITEHALL FDS92194679437,664$3.4M0.32%
57EXXON MOBIL CORPXOM27,587$3.3M0.32%
58ISHARES TR4642876228,291$3.1M0.30%
59BLACKSTONE SECD LENDING FDBX114,281$3.0M0.29%
60ARES CAPITAL CORPARCC145,943$3.0M0.28%
61ELI LILLY & COLLY2,666$2.9M0.27%
62SELECT SECTOR SPDR TR81369Y80319,568$2.8M0.27%
63GOLDMAN SACHS ETF TRNVGLF49,653$2.6M0.25%
64ORACLE CORPORCL-PD13,261$2.6M0.25%
65COSTCO WHSL CORP NEW22160K1052,964$2.6M0.24%
66ISHARES BITCOIN TRUST ETFIBIT49,835$2.5M0.24%
67BROADCOM INCAVGO7,079$2.4M0.23%
68BLACKROCK HEALTH SCIENCES TRBLK58,910$2.4M0.23%
69INVESCO EXCHANGE TRADED FD TIVZ71,476$2.3M0.22%
70SELECT SECTOR SPDR TR81369Y70414,043$2.2M0.21%
71BLUEROCK PVT REAL ESTATE FD09631P102138,573$2.1M0.20%
72SOUTHERN COSOMN22,447$2.0M0.19%
73VANGUARD INTL EQUITY INDEX F92204277526,268$1.9M0.18%
74INVESCO EXCH TRADED FD TR IIIVZ7,515$1.9M0.18%
75PROCTER AND GAMBLE CO74271810913,080$1.9M0.18%
76STRYKER CORPORATIONSYK5,268$1.9M0.18%
77ISHARES INC46434G10327,516$1.8M0.18%
78ISHARES TR46428770514,000$1.8M0.18%
79PALO ALTO NETWORKS INCPANW9,986$1.8M0.18%
80ISHARES TR46428730914,086$1.7M0.17%
81ENERGY TRANSFER L PET-PI103,859$1.7M0.16%
82WALMART INCWMT15,079$1.7M0.16%
83ISHARES TR4642887607,701$1.7M0.16%
84VANGUARD INDEX FDS9229085385,467$1.5M0.15%
85ENTERPRISE PRODS PARTNERS L29379210746,716$1.5M0.14%
86TESLA INCTSLA3,200$1.4M0.14%
87AMERICAN CENTY ETF TR02507287714,055$1.4M0.14%
88BLUE OWL CAPITAL CORPORATIONOWL114,020$1.4M0.14%
89BANK AMERICA CORP06050510425,257$1.4M0.13%
90VANGUARD INDEX FDS9229087693,999$1.3M0.13%
91HOME DEPOT INCHD3,740$1.3M0.12%
92RTX CORPORATIONRTX6,850$1.3M0.12%
93APPLIED MATLS INC0382221054,821$1.2M0.12%
94VANECK ETF TRUST92189F6763,204$1.2M0.11%
95INTERNATIONAL BUSINESS MACHSINTR3,764$1.1M0.11%
96MERCK & CO INCMRK10,368$1.1M0.10%
97CATERPILLAR INCCAT1,806$1.0M0.10%
98MCDONALDS CORPMCD3,183$972,7830.09%
99UNION PAC CORPUNP4,120$953,0750.09%
100INVESCO EXCHANGE TRADED FD TIVZ4,810$921,4230.09%
101TRUIST FINL CORP89832Q10918,678$919,1370.09%
102CROWDSTRIKE HLDGS INCCRWD1,931$905,0780.09%
103PHILIP MORRIS INTL INC7181721095,549$889,9930.08%
104MARRIOTT INTL INC NEW5719032022,863$888,1950.08%
105BROOKFIELD CORP11271J10719,213$881,6850.08%
106PALANTIR TECHNOLOGIES INCPLTR4,860$863,8460.08%
107NUVEEN PFD & INCOME OPPORTUNNU104,883$850,6010.08%
108CHEVRON CORP NEWCVX5,573$849,3360.08%
109PROSHARES TR74348A4678,027$835,3700.08%
110UNITEDHEALTH GROUP INCUNH2,500$825,4030.08%
111CORNING INCGLW9,062$793,4840.08%
112ADVANCED MICRO DEVICES INCAMD3,673$786,6570.08%
113PEPSICO INCPEP5,450$782,1990.07%
114AUTOMATIC DATA PROCESSING INADP3,021$777,1850.07%
115BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.07%
116WELLS FARGO CO NEW9497461017,764$723,5670.07%
117ISHARES TR46428881011,615$721,8410.07%
118COHEN & STEERS SELECT PFD &19248Y10735,510$720,1430.07%
119VANGUARD INDEX FDS9229083631,135$711,6730.07%
120CONSTELLATION ENERGY CORPCEG2,002$707,1400.07%
121SPDR SERIES TRUST78464A5818,000$705,8400.07%
122CSX CORPCSX19,218$696,6370.07%
123GOLDMAN SACHS GROUP INCGSCE785$689,6670.07%
124DUKE ENERGY CORP NEWDUKB5,830$683,3460.07%
125QXO INCQXO-PB35,400$682,8660.07%
126DISNEY WALT CO2546871065,977$680,0360.06%
127AMERICAN ELEC PWR CO INC0255371015,756$663,7240.06%
128TRANE TECHNOLOGIES PLCTT1,697$660,4720.06%
129CAPITAL GROUP GBL GROWTH EQT14020X10419,019$659,0060.06%
130PIMCO MUN INCOME FD II72200W10687,303$658,2640.06%
131GE AEROSPACE3696043012,135$657,7880.06%
132NEXTERA ENERGY INCNEE-PW8,190$657,4930.06%
133ABBOTT LABSABLZF5,216$653,4550.06%
134CISCO SYS INCCSCO8,418$648,4220.06%
135T ROWE PRICE ETF INC87283Q78427,413$646,1240.06%
136WASTE MGMT INC DEL94106L1092,927$643,0920.06%
137BLACKSTONE INCBX4,155$640,4970.06%
138AMGEN INCAMGN1,952$638,7480.06%
139AMPHENOL CORP NEW0320951014,696$634,6380.06%
140NORTHROP GRUMMAN CORPNOC1,088$620,5620.06%
141SELECT SECTOR SPDR TR81369Y60511,321$620,0620.06%
142HONEYWELL INTL INC4385161063,063$597,5720.06%
143COCA COLA COKO8,418$588,5120.06%
144VISTRA CORPVST3,633$586,1020.06%
145ALTRIA GROUP INCMO9,932$572,6970.05%
146EMERSON ELEC COEMR4,165$552,7550.05%
147OAKTREE SPECIALTY LENDING COOCSL42,858$546,0140.05%
148BOEING COBA-PA2,506$544,1030.05%
149NETFLIX INCNFLX5,671$531,7130.05%
150PROFESIONALLY MANAGED PORTFO74316P5798,074$528,9280.05%
151VOYAGER TECHNOLOGIES INCVOYG20,205$528,1590.05%
152THERMO FISHER SCIENTIFIC INCTMO891$516,0500.05%
153AMERICAN TOWER CORP NEW03027X1002,893$507,8600.05%
154MOODYS CORPMCO986$503,6980.05%
155BLACKROCK INCBLK457$489,1450.05%
156T ROWE PRICE ETF INC87283Q40410,426$468,8670.04%
157VANGUARD MALVERN FDS9220207485,956$463,9600.04%
158UBER TECHNOLOGIES INCUBER5,574$455,4520.04%
159MORGAN STANLEYMS-PQ2,550$452,6960.04%
160TRACTOR SUPPLY COTSCO8,803$440,2380.04%
161KAYNE ANDERSON ENERGY INFRST48660610635,520$439,7320.04%
162DANAHER CORPORATION2358511021,913$437,8240.04%
163KKR & CO INCKKRT3,420$435,9230.04%
164SPDR DOW JONES INDL AVERAGE78467X109890$427,6110.04%
165PROLOGIS INC.PLDGP3,280$418,7860.04%
166SALESFORCE INCCRM1,577$417,7210.04%
167CHUBB LIMITEDCB1,329$414,9280.04%
168SHENANDOAH TELECOMMUNICATIONSHEN35,301$408,0800.04%
169SELECT SECTOR SPDR TR81369Y8869,382$400,5180.04%
170BROOKFIELD INFRAST PARTNERSG1625210111,291$392,2490.04%
171PUBLIC STORAGE OPER COPSA-PS1,494$387,6930.04%
172SPDR SERIES TRUST78464A3004,261$387,6230.04%
173TARGA RES CORPTRGP2,095$386,5280.04%
174DOMINION ENERGY INCD6,572$385,0360.04%
175AMERICAN EXPRESS COAXP1,017$376,2750.04%
176LOCKHEED MARTIN CORPLMT775$374,9230.04%
177TJX COS INC NEW8725401092,399$368,5090.04%
178MARSH & MCLENNAN COS INC5717481021,979$367,0610.04%
179DEERE & CODE775$361,0110.03%
180TORTOISE ENERGY INFRA CORPTYG8,692$355,4920.03%
181STATE STR CORPSTT-PG2,736$352,9850.03%
182VANECK ETF TRUST92189F1064,070$349,0840.03%
183SSGA ACTIVE ETF TR78467V8488,636$347,6020.03%
184TAIWAN SEMICONDUCTOR MFG LTD8740391001,143$347,3460.03%
185VANGUARD TAX-MANAGED FDS9219438585,558$347,2220.03%
186LCNB CORPLCNB21,000$344,1900.03%
187JOHNSON CTLS INTL PLCG515021052,850$341,2880.03%
188GE VERNOVA INCGEV519$339,3290.03%
189BUNGE GLOBAL SABG3,755$334,4950.03%
190AIR PRODS & CHEMS INCAIIR1,353$334,2180.03%
191INTEL CORPINTC8,967$330,8900.03%
192BRISTOL-MYERS SQUIBB COCELG-RI6,117$329,9380.03%
193ISHARES TR4642871682,320$327,4420.03%
194SCHWAB CHARLES CORPSCHW-PJ3,257$325,3780.03%
195DIMENSIONAL ETF TRUST25434V5004,650$323,9660.03%
196HUNT J B TRANS SVCS INC4456581071,659$322,3780.03%
197INTUITIVE SURGICAL INCISRG569$322,0480.03%
198QUALCOMM INCQCOM1,866$319,1870.03%
199TRAVELERS COMPANIES INCTRV1,082$313,9680.03%
200LAM RESEARCH CORPLRCX1,829$313,0770.03%
2013M COMMM1,897$303,7280.03%
202ADOBE INCADBE846$296,0920.03%
203CONOCOPHILLIPSCOP3,138$293,7080.03%
204FIDELITY WISE ORIGIN BITCOINFBTC3,762$286,7770.03%
205PACER FDS TR69374H8814,740$285,2060.03%
206ISHARES TR4642888022,045$285,0120.03%
207ALLSTATE CORPALL-PJ1,362$283,4760.03%
208STARBUCKS CORPSBUX3,359$282,8220.03%
209PARKER-HANNIFIN CORPPH322$282,6020.03%
210VANGUARD INDEX FDS9229087511,087$280,2800.03%
211NOVARTIS AGNVSEF2,025$279,1870.03%
212MCKESSON CORPMCK336$275,6650.03%
213EXELON CORPEXC6,320$275,4820.03%
214PURE STORAGE INC74624M1024,045$271,0550.03%
215APPIAN CORPAPPN7,546$267,2790.03%
216ISHARES TR4642871192,520$262,2210.03%
217COLGATE PALMOLIVE COCL3,118$246,3950.02%
218KLA CORPKLAC202$245,4460.02%
219MEDTRONIC PLCMDT2,552$245,1450.02%
220VANGUARD WORLD FD9219107332,017$243,9190.02%
221VANGUARD INDEX FDS9229085121,371$243,2240.02%
222MICRON TECHNOLOGY INCMU844$240,8860.02%
223VERIZON COMMUNICATIONS INCVZ5,849$238,2420.02%
224MARVELL TECHNOLOGY INCMRVL2,784$236,5910.02%
225SERVICENOW INCNOW1,541$236,0660.02%
226MID-AMER APT CMNTYS INC59522J1031,696$235,5910.02%
227NIKE INCNKE3,617$230,4680.02%
228US BANCORP DELUSB-PS4,268$227,7400.02%
229CARLYLE SECURED LENDING INCCGBD18,177$227,0350.02%
230SIMON PPTY GROUP INC NEW8288061091,226$226,9450.02%
231AT&T INCT-PC9,017$223,9900.02%
232ONEOK INC NEWOKE3,046$223,8810.02%
233AMERICAN CENTY ETF TR0250723643,140$223,6620.02%
234LOWES COS INC548661107915$220,7340.02%
235PFIZER INCPFE8,773$218,4490.02%
236AON PLCAON608$214,5510.02%
237T ROWE PRICE ETF INC87283Q1074,301$214,4480.02%
238ISHARES TR4642875073,201$211,2540.02%
239AVALONBAY CMNTYS INCAWX1,162$210,6820.02%
240LINDE PLCLIN489$208,6710.02%
241ISHARES TR4642872262,081$207,8660.02%
242VANGUARD INDEX FDS922908637651$204,9430.02%
243VANGUARD STAR FDS9219097682,700$203,6880.02%
244INTUITINTU304$201,3760.02%
245EATON VANCE TAX-MANAGED GLOBETN20,053$184,8930.02%
246NUVEEN VIRGINIA QLTY MUNCPLNU15,390$170,3680.02%
247GABELLI EQUITY TR INCGAB-PK18,515$114,2380.01%
248MICROBOT MED INCMBOT10,000$20,0000.00%