Christopher J. McKinley

Cornerstone Advisors Asset Management, Llc

Assets Managed

$648.013M

Holdings

134

Last Quarter

2026 - Q1

Filed Date

1mo 13d ago

Growth Rate

5.17%(2Q avg: 6.45%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Advisors Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Cornerstone Advisors Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 648.013M in assets, with a quarterly growth rate of 5.17% and a 2-quarter average growth rate of 6.45%. The portfolio is managed by Christopher J. McKinley, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHX Schwab Us Large-cap Etf Recent Activity Increased 2.7%	11.85%	$76.777M 2.994M shares@ $25.65 avg price	Increased 2.7%
VEU Vanguard Ftse All-world Ex-u Recent Activity Increased 1.09%	6.99%	$45.272M 602,821 shares@ $75.11 avg price	Increased 1.09%
SPAB Spdr Portfolio Aggregate Bon Recent Activity Increased 6.34%	6.65%	$43.065M 1.681M shares@ $25.63 avg price	Increased 6.34%
HTRB Hartford Ttl Rtrn Bnd Etf Recent Activity Increased 3.63%	5.24%	$33.909M 1.005M shares@ $33.75 avg price	Increased 3.63%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -3.39%	4.5%	$29.147M 44,620 shares@ $653.22 avg price	Decreased -3.39%
JAAA Janus Henderson Aaa Clo Etf Recent Activity Increased 1.69%	4.47%	$28.92M 574,143 shares@ $50.38 avg price	Increased 1.69%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 6.82%	3.85%	$24.908M 325,418 shares@ $76.55 avg price	Increased 6.82%
SGOV Ishares 0-3 Month Treasury B Recent Activity Increased 15.94%	3.41%	$22.085M 219,403 shares@ $100.67 avg price	Increased 15.94%
QLTA Ishares Aaa - A Rated Corpor Recent Activity Decreased -10.8%	2.94%	$19.009M 399,425 shares@ $47.6 avg price	Decreased -10.8%
SPSM Spdr Portfolio S&p 600 Small Recent Activity Increased 4.62%	2.74%	$17.705M 366,407 shares@ $48.33 avg price	Increased 4.62%

1-10 of 134