CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

All 13F Filings

Location
Bethlehem, PA
Most recent 13F
Q2 2026
Holdings value ($000)
764,651
Description
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Website
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Founded
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Chairman
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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 8/11/2026 133 764,651 13F-HR CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Q1 2026 5/7/2026 134 648,013 13F-HR CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Q4 2025 2/11/2026 133 616,188 13F-HR CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Q3 2025 11/4/2025 128 571,962 13F-HR CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Q2 2025 8/8/2025 113 519,349 13F-HR CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 72.54 K 9.5% 50.33 K 0 50.33 K
ETFs 692.1 K 90.5% 66.3 K 0 66.3 K
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
764,651
Holdings
133
QoQ value change ($000)
116,638 (18.0%)
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.