13F Insight
DOSSIER · 13F-HR · Q3 2025

COBBLESTONE CAPITAL ADVISORS LLC /NY/

COBBLESTONE /NY/'s holding co. based in San Francisco, CA — $2.1B in tracked AUM across 304 positions as of Q3 2025.

C/
COBBLESTONE /NY/·San Francisco, CA·Holding Co.
CIK 0001033505 · last filed Sep 30, 2025
Total AUM
$2.1B
▲ 18.8%
vs prior
Holdings
304
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

COBBLESTONE CAPITAL ADVISORS LLC /NY/ filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
IXUS
ISHARES TR
$184M2.2M8.8%
02
ITOT
ISHARES TR
$179M1.2M8.6%
03
GOVT
ISHARES TR
$114M4.9M5.5%
04
AAPL
APPLE INC
$87M341K4.2%
05
DFAX
DIMENSIONAL ETF TRUST
$87M2.8M4.2%
06
MSFT
MICROSOFT CORP
$65M126K3.1%
07
AMZN
AMAZON COM INC
$64M291K3.1%
08
GOOG
ALPHABET INC
$61M249K2.9%
09
NVDA
NVIDIA CORPORATION
$58M313K2.8%
10
JVAL
J P MORGAN EXCHANGE TRADED F
$57M1.2M2.8%

Filing history

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