CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC - Portfolio overview

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC has 142 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHX - Schwab US Large-Cap ETF, 11.39%
2. VEU - Vanguard FTSE All-Wld ex-US ETF, 6.71%
3. SPAB - SPDR Portfolio Aggregate Bond ETF, 6.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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