13F Filings History of Cobblestone Asset Management LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$222,776,081
Signature - Title
Heather Greenwood - Director, Client Services
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by Cobblestone Asset Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cobblestone Asset Management LLC reported 70 stock holdings with total value $222,776,081 as of Q4 2025. Top holdings included JPST, IVV, SPYV, DYNF, and SPYG.

Notify me when Cobblestone Asset Management LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 70 $222,776,081 +$14,747,591 -$10,985,630 +$3,761,961 JPST, IVV, SPYV, DYNF, SPYG 13F-HR 15 Jan 2026, 15:21
Q3 2025 74 $218,656,468 +$41,357,737 -$23,571,177 +$17,786,560 JPST, IVV, DYNF, SPYG, JQUA 13F-HR 20 Oct 2025, 12:06
Q2 2025 69 $190,142,547 +$55,727,856 -$49,414,153 +$6,313,703 JPST, IVV, JQUA, JBND, EFV 13F-HR 14 Jul 2025, 12:44
Q1 2025 61 $171,247,572 +$34,965,870 -$14,379,919 +$20,585,951 IVV, JBND, JQUA, SPYG, DYNF 13F-HR 22 Apr 2025, 10:26
Q4 2024 52 $153,288,399 +$27,233,363 -$40,709,462 -$13,476,099 IVV, JBND, SPYG, JQUA, DYNF 13F-HR 22 Jan 2025, 10:37
Q3 2024 45 $166,258,493 +$15,375,292 -$11,064,614 +$4,310,678 BND, IVV, SPYG, JPST, JQUA 13F-HR 18 Oct 2024, 11:01
Q2 2024 44 $154,378,183 +$21,603,281 -$16,941,780 +$4,661,501 IVV, BND, JPST, SPYG, JQUA 13F-HR 17 Jul 2024, 12:23
Q1 2024 44 $147,399,290 +$40,314,245 -$34,900,608 +$5,413,637 IVV, BND, JQUA, DYNF, SPYG 13F-HR 18 Apr 2024, 12:22
Q4 2023 40 $135,635,302 +$22,040,187 -$16,639,987 +$5,400,200 IVV, BND, JQUA, JPST, EFV 13F-HR 22 Jan 2024, 13:45
Q3 2023 42 $121,621,759 $0 $0 $0 IVV, BND, EFV, JQUA, JIG 13F-HR 19 Oct 2023, 11:53