COBBLESTONE CAPITAL ADVISORS LLC /NY/ - Portfolio overview

COBBLESTONE CAPITAL ADVISORS LLC /NY/ has 303 reported holdings in this dataset, with the latest filing dated 2025-11-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IXUS - ISHARES TR, 8.84%
2. ITOT - ISHARES TR, 8.58%
3. GOVT - ISHARES TR, 5.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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