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

COBBLESTONE CAPITAL ADVISORS LLC /NY/

$2.1B in tracked AUM across 304 positions as of Q3 2025.

CC
CIK 0001033505 · last filed Sep 30, 2025
Total AUM
$2.1B
as of Q3 2025
Holdings
304
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2025Q3Sep 30
$2.1B▲ 6.6%
304 positionsView →2025Q2Jun 30
$2.0B▲ 7.0%
302 positionsLocked2025Q1Mar 31
$1.8B▼ 0.5%
293 positionsLocked2024Q4Dec 31
$1.8B▲ 2.9%
294 positionsLocked2024Q3Sep 30
$1.8B▲ 9.8%
287 positionsLocked2024Q2Jun 30
$1.6B▲ 2.2%
279 positionsLocked2024Q1Mar 31
$1.6B▲ 4.5%
282 positionsLocked2023Q4Dec 31
$1.5B▲ 12.8%
276 positionsLocked2023Q3Sep 30
$1.3B▼ 4.8%
268 positionsLocked2023Q2Jun 30
$1.4B▲ 5.5%
273 positionsLocked2023Q1Mar 31
$1.3B▲ 2.5%
268 positionsLocked2022Q4Dec 31
$1.3B▲ 9.2%
273 positionsLocked
Showing 12 of 71