Cornerstone Advisors Asset Management, LLC
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.2ptsvs SPY
Invested
$648M
Holdings
135
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
Schwab US Large-Cap ETF
Q1 2026: Increased +0.9% (335.6k → 338.4k shares)
11.8%
02
$VEU
Vanguard FTSE All-Wld ex-US ETF
Q4 2025: New position (154.7k shares)
7.0%
03
$SPAB
SPDR Portfolio Aggregate Bond ETF
Held since at least Q1 2024
6.6%
04
$HTRB
Hartford Total Return Bond ETF
Held since at least Q1 2024
5.2%
05
$IVV
iShares Core S&P 500 ETF
Q1 2026: Sold 22.0% (1.3k → 1.0k shares)
4.5%
06
$JAAA
Janus Henderson AAA CLO ETF
Held since at least Q1 2024
4.5%
07
$SPYM
SPDR Portfolio S&P 500 ETF
Q4 2025: New position (346 shares)
3.8%
08
$SGOV
iShares 0-3 Month Treasury Bond ETF
Held since at least Q1 2024
3.4%
09
$QLTA
iShares Aaa - A Rated Corporate Bond ETF
Held since at least Q1 2024
2.9%
10
$SPSM
SPDR Portfolio S&P 600 Sm Cap ETF
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:00 UTC.