§ 13F · FUND PROFILE
COBBLESTONE CAPITAL ADVISORS LLC /NY/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1953.1T (13F)Positions · 302Turnover · — · Q3Filed · Nov 12, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | 2.23M | $184.1T | 8.8% | — |
| 2 | ITOT | ISHARES TR | 1.23M | $178.7T | 8.6% | — |
| 3 | GOVT | ISHARES TR | 4.94M | $114.2T | 5.5% | — |
| 4 | AAPL | APPLE INC | 341K | $86.8T | 4.2% | — |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 2.76M | $86.7T | 4.2% | — |
| 6 | MSFT | MICROSOFT CORP | 126K | $65.2T | 3.1% | — |
| 7 | AMZN | AMAZON COM INC | 291K | $63.9T | 3.1% | — |
| 8 | GOOG | ALPHABET INC | 249K | $60.6T | 2.9% | — |
| 9 | NVDA | NVIDIA CORPORATION | 313K | $58.5T | 2.8% | — |
| 10 | JVAL | J P MORGAN EXCHANGE TRADED F | 1.21M | $57.3T | 2.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COBBLESTONE SIGNAL
AC read
COBBLESTONE CAPITAL ADVISORS LLC /NY/ is a Other fund managing $1953103.5 trillion in assets. The fund runs a broad portfolio of 302 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed