Cobblestone Asset Management LLC - Portfolio overview

Cobblestone Asset Management LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-04-28.

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. JPST - J P MORGAN EXCHANGE TRADED F, 11.14%
2. IVV - ISHARES TR, 7.50%
3. SPYV - SPDR SERIES TRUST, 4.91%

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

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