CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
RIA/Wealth
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is a RIA/Wealth based in Colorado Springs, CO led by Thomas Joseph Scalici, reporting $8.3B in AUM as of Q3 2025 with 96% ETF concentration, 57% concentrated in top 10 holdings, and minimal technology exposure.
CEOThomas Joseph Scalici
- Portfolio Value
- $572.0M
- Positions
- 128
- Top Holding
- SCHX at 13.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's portfolio (56.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $76.7M | 13.41% | +$1.5M Bought | — 2.9M shares | |
ETF ETF | $41.3M | 7.21% | +$1.8M Bought | — 578.0K shares | |
ETF ETF | $40.3M | 7.04% | +$2.3M Bought | — 1.6M shares | |
ETF ETF | $32.2M | 5.64% | -$1.3M Sold | — 940.3K shares | |
ETF ETF | $31.9M | 5.57% | -$1.0M Sold | — 47.6K shares | |
ETF ETF | $27.9M | 4.88% | +$331.1K Bought | — 549.6K shares | |
ETF ETF | $23.4M | 4.08% | -$757.8K Sold | — 298.1K shares | |
ETF ETF | $18.7M | 3.27% | +$12.3M Bought | — 386.1K shares | |
ETF ETF | $17.1M | 2.99% | +$17.1M Bought | — 169.8K shares | |
ETF ETF | $15.6M | 2.73% | -$1.8M Sold | — 655.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-98.35% | |
-65.14% | |
-56.37% |
Analytics
Portfolio insights and performance metrics for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
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