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 $764.7M across 133 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($108.7M, 14.22%), SPAB ($64.7M, 8.46%), VEU ($60.5M, 7.91%), IVV ($33.2M, 4.34%), JAAA ($32.3M, 4.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $108.7M | 14.22% | 3.7M | Added |
| 2 | SPAB | SPDR SERIES TRUST | $64.7M | 8.46% | 2.5M | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $60.5M | 7.91% | 722,555 | Added |
| 4 | IVV | ISHARES TR | $33.2M | 4.34% | 44,286 | Trimmed |
| 5 | JAAA | JANUS DETROIT STR TR | $32.3M | 4.23% | 639,953 | Added |
| 6 | HTRB | HARTFORD FDS EXCHANGE TRADED | $31.8M | 4.16% | 943,797 | Trimmed |
| 7 | SPYM | SPDR SERIES TRUST | $28.0M | 3.67% | 319,169 | Trimmed |
| 8 | SPSM | SPDR SERIES TRUST | $26.8M | 3.51% | 465,415 | Added |
| 9 | SGOV | ISHARES TR | $24.2M | 3.17% | 240,518 | Added |
| 10 | GSEW | GOLDMAN SACHS ETF TR | $18.5M | 2.42% | 195,825 | Added |
| 11 | GARP | ISHARES TR | $17.5M | 2.29% | 212,535 | Trimmed |
| 12 | MMIN | NEW YORK LIFE INVTS ACTIVE E | $16.8M | 2.20% | 694,627 | Trimmed |
| 13 | PREF | PRINCIPAL EXCHANGE TRADED FD | $16.1M | 2.10% | 842,806 | Added |
| 14 | SLYG | SPDR SERIES TRUST | $13.3M | 1.73% | 111,228 | Added |
| 15 | VV | VANGUARD INDEX FDS | $13.3M | 1.73% | 38,548 | Trimmed |
| 16 | VGT | VANGUARD WORLD FD | $12.7M | 1.66% | 106,471 | Added |
| 17 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $12.7M | 1.66% | 520,097 | Trimmed |
| 18 | SCHF | SCHWAB STRATEGIC TR | $9.5M | 1.25% | 343,996 | Added |
| 19 | SCHK | SCHWAB STRATEGIC TR | $9.3M | 1.22% | 258,451 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $8.3M | 1.08% | 11,061 | Trimmed |
| 21 | IWF | ISHARES TR | $7.5M | 0.99% | 60,700 | Added |
| 22 | VIGI | VANGUARD WHITEHALL FDS | $7.2M | 0.94% | 77,161 | Added |
| 23 | SLYV | SPDR SERIES TRUST | $6.9M | 0.90% | 63,149 | Hold |
| 24 | SPDW | SPDR INDEX SHS FDS | $6.4M | 0.84% | 127,556 | Trimmed |
| 25 | DVY | ISHARES TR | $6.2M | 0.81% | 39,604 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30