§ 13F · FUND PROFILE
COBBLESTONE CAPITAL ADVISORS LLC /NY/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.1B (13F)Positions · 304Turnover · — · Q3Filed · Nov 12, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
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 | $184M | 8.8% | +1% |
| 2 | ITOT | ISHARES TR | 1.23M | $179M | 8.6% | +2% |
| 3 | GOVT | ISHARES TR | 4.94M | $114M | 5.5% | −2% |
| 4 | AAPL | APPLE INC | 341K | $87M | 4.2% | −1% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 2.76M | $87M | 4.2% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 126K | $65M | 3.1% | −1% |
| 7 | AMZN | AMAZON COM INC | 291K | $64M | 3.1% | −2% |
| 8 | GOOG | ALPHABET INC | 249K | $61M | 2.9% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 313K | $58M | 2.8% | −1% |
| 10 | JVAL | J P MORGAN EXCHANGE TRADED F | 1.21M | $57M | 2.8% | +1% |
§ 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 $2.1 billion in assets. The fund runs a broad portfolio of 304 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 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