Cornerstone Advisors, LLC
All 13F Filings
- Location
- Asheville, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,036,578
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 112 | 3,036,578 | 13F-HR | Cornerstone Advisors, LLC |
| Q1 2026 | 5/8/2026 | 99 | 2,718,184 | 13F-HR | Cornerstone Advisors, LLC |
| Q4 2025 | 2/13/2026 | 158 | 3,003,349 | 13F-HR | Cornerstone Advisors, LLC |
| Q3 2025 | 11/7/2025 | 235 | 3,033,110 | 13F-HR | Cornerstone Advisors, LLC |
| Q2 2025 | 8/8/2025 | 275 | 2,911,162 | 13F-HR | Cornerstone Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.833 M | 93.3% | 430.6 K | 0 | 430.6 K |
| ETFs | 203.6 K | 6.7% | 0 | 112.2 K | -112.2 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
3,036,578
Holdings
112
QoQ value change ($000)
318,394
(11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.