Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC (CIK 2044324) reported $648.0M across 134 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($76.8M, 11.85%), VEU ($45.3M, 6.99%), SPAB ($43.1M, 6.65%), HTRB ($33.9M, 5.23%), IVV ($29.1M, 4.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-Cap ETF | $76.8M | 11.85% | 3.0M | Added |
| 2 | VEU | Vanguard FTSE All-Wld ex-US ETF | $45.3M | 6.99% | 602,821 | Added |
| 3 | SPAB | SPDR Portfolio Aggregate Bond ETF | $43.1M | 6.65% | 1.7M | Added |
| 4 | HTRB | Hartford Total Return Bond ETF | $33.9M | 5.23% | 1.0M | Added |
| 5 | IVV | iShares Core S&P 500 ETF | $29.1M | 4.50% | 44,620 | Trimmed |
| 6 | JAAA | Janus Henderson AAA CLO ETF | $28.9M | 4.46% | 574,143 | Added |
| 7 | SPLG | SPDR Portfolio S&P 500 ETF | $24.9M | 3.84% | 325,418 | Added |
| 8 | SGOV | iShares 0-3 Month Treasury Bond ETF | $22.1M | 3.41% | 219,403 | Added |
| 9 | QLTA | iShares Aaa - A Rated Corporate Bond ETF | $19.0M | 2.93% | 399,425 | Trimmed |
| 10 | SPSM | SPDR Portfolio S&P 600 Sm Cap ETF | $17.7M | 2.73% | 366,407 | Added |
| 11 | MMIN | NYLI MacKay Muni Insured ETF | $16.6M | 2.56% | 700,318 | Added |
| 12 | GSEW | Goldman Sachs Equal Wght US Lg Cp Eq ETF | $16.1M | 2.49% | 190,285 | Added |
| 13 | STLG | ISHARES MSCI USA QUALITY GAR | $14.4M | 2.22% | 224,439 | New |
| 14 | MMIT | NYLI MacKay Muni Intermediate ETF | $13.4M | 2.07% | 557,697 | Added |
| 15 | PREF | Principal Spectrum Pref Secs Actv ETF | $12.2M | 1.88% | 648,514 | Added |
| 16 | VV | Vanguard Large-Cap ETF | $11.5M | 1.78% | 38,602 | Added |
| 17 | VGT | Vanguard Information Technology ETF | $9.3M | 1.43% | 13,306 | Added |
| 18 | SCHF | Schwab International Equity ETF | $8.5M | 1.31% | 342,720 | Added |
| 19 | SCHK | Schwab 1000 ETF | $8.1M | 1.25% | 258,167 | Added |
| 20 | SPY | SPDR S&P 500 ETF | $7.4M | 1.15% | 11,447 | Trimmed |
| 21 | VIGI | Vanguard Intl Div Apprec ETF | $6.8M | 1.05% | 76,783 | Hold |
| 22 | IWF | iShares Russell 1000 Growth ETF | $6.7M | 1.03% | 15,620 | Trimmed |
| 23 | DVY | iShares Select Dividend ETF | $6.5M | 1.01% | 43,077 | Added |
| 24 | SLYV | SPDR S&P 600 Small Cap Value ETF | $6.0M | 0.92% | 63,149 | Hold |
| 25 | PULS | PGIM Ultra Short Bond ETF | $5.9M | 0.90% | 118,472 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31