account_balance
Investment manager · 13F filer · SEC CIK 1994512
Cobblestone Asset Management LLC
Reported value$240Mas of Jun 30, 2026
Positions74 10 new, 9 sold out
Top 10 weight62.2%JPST alone is 15%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
15.1%Added +31%
IVViShares Tr
13.7%Added +54%
JBNDJ P Morgan Exchange Traded F
5.1%Added +29%
SPYGSPDR Series Trust
4.9%Trimmed −8%
DYNFBlackRock ETF Trust
4.8%Trimmed −4%
SPEMSPDR Index SHS FDS
4.7%Added +5%
SPYMSPDR Series Trust
4.3%
SPYVSPDR Series Trust
4.2%Trimmed −22%
GOVTiShares Tr
2.7%Added +4%
MBBiShares Tr
2.7%Added +5%
BAIBlackRock ETF Trust
2.6%Trimmed −26%
SCHFSchwab Strategic Tr
2.5%New
JPSTJ P Morgan Exchange Traded F
15.1%Added +31%
IVViShares Tr
13.7%Added +54%
JBND5.1%
SPYG4.9%
DYNF4.8%
SPEM4.7%
SPYM4.3%
SPYV4.2%
GOVT2.7%
MBB2.7%
BAI2.6%
SCHF2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPST J P Morgan Exchange Traded F 15.1% Added +31%
IVV iShares Tr 13.7% Added +54%
JBND J P Morgan Exchange Traded F 5.1% Added +29%
SPYG SPDR Series Trust 4.9% Trimmed −8%
DYNF BlackRock ETF Trust 4.8% Trimmed −4%
SPEM SPDR Index SHS FDS 4.7% Added +5%
SPYM SPDR Series Trust 4.3% Held
SPYV SPDR Series Trust 4.2% Trimmed −22%
GOVT iShares Tr 2.7% Added +4%
MBB iShares Tr 2.7% Added +5%
BAI BlackRock ETF Trust 2.6% Trimmed −26%
SCHF Schwab Strategic Tr 2.5% New
What changed