13F Insight
DOSSIER · 13F-HR · Q2 2026

Cobblestone Asset Management LLC

$240M in tracked AUM across 74 positions as of Q2 2026.

CA
CIK 0001994512 · last filed Jun 30, 2026
Total AUM
$240M
as of Q2 2026
Holdings
74
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cobblestone Asset Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JPST
J P MORGAN EXCHANGE TRADED F
$36M717K15.1%02
IVV
ISHARES TR
$33M44K13.7%03
JBND
J P MORGAN EXCHANGE TRADED F
$12M230K5.1%04
SPYG
SPDR SERIES TRUST
$12M99K4.9%05
DYNF
BLACKROCK ETF TRUST
$11M167K4.8%06
SPEM
SPDR INDEX SHS FDS
$11M216K4.7%07
SPYM
SPDR SERIES TRUST
$10M116K4.3%08
SPYV
SPDR SERIES TRUST
$10M167K4.2%09
GOVT
ISHARES TR
$7M289K2.7%10
MBB
ISHARES TR
$6M67K2.7%

Filing history

2026Q2Jun 30
$240M▲ 7.8%
74 positionsView →2026Q1Mar 31
$222M▼ 0.2%
73 positionsView →2025Q4Dec 31
$223M▲ 1.9%
70 positionsView →2025Q3Sep 30
$219M▲ 15.0%
74 positionsView →2025Q2Jun 30
$190M▲ 102.3%
69 positionsLocked2025Q1Mar 31
$94M▼ 38.7%
36 positionsLocked2024Q4Dec 31
$153M▼ 7.8%
52 positionsLocked2024Q3Sep 30
$166M▲ 7.7%
45 positionsLocked2024Q2Jun 30
$154M▲ 4.7%
44 positionsLocked2024Q1Mar 31
$147M▲ 8.7%
44 positionsLocked2023Q4Dec 31
$136M▲ 11.5%
40 positionsLocked2023Q3Sep 30
$122M—
42 positionsLocked