Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cobblestone Asset Management LLC (CIK 1994512) reported $222.4M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($27.7M, 12.43%), IVV ($18.6M, 8.36%), SPYV ($12.2M, 5.48%), SPYG ($10.5M, 4.74%), DYNF ($10.2M, 4.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $27.7M | 12.43% | 546,363 | Trimmed |
| 2 | IVV | ISHARES TR | $18.6M | 8.36% | 28,478 | Added |
| 3 | SPYV | SPDR SERIES TRUST | $12.2M | 5.48% | 215,250 | Trimmed |
| 4 | SPYG | SPDR SERIES TRUST | $10.5M | 4.74% | 107,688 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $10.2M | 4.57% | 174,701 | Trimmed |
| 6 | SPEM | SPDR INDEX SHS FDS | $9.6M | 4.34% | 205,616 | Trimmed |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | $9.6M | 4.30% | 177,858 | Added |
| 8 | SPLG | SPDR SERIES TRUST | $8.8M | 3.94% | 114,560 | Trimmed |
| 9 | IVLU | ISHARES TR | $8.3M | 3.74% | 209,808 | Trimmed |
| 10 | TLH | ISHARES TR | $6.9M | 3.08% | 68,062 | Added |
| 11 | GOVT | ISHARES TR | $6.4M | 2.86% | 278,031 | Added |
| 12 | MBB | ISHARES TR | $6.1M | 2.73% | 63,835 | Added |
| 13 | EFG | ISHARES TR | $5.4M | 2.44% | 48,639 | New |
| 14 | BAI | BLACKROCK ETF TRUST | $5.2M | 2.34% | 157,843 | Added |
| 15 | JQUA | J P MORGAN EXCHANGE TRADED F | $5.1M | 2.28% | 82,709 | Added |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $4.9M | 2.22% | 43,970 | Added |
| 17 | THRO | BLACKROCK ETF TRUST | $4.7M | 2.10% | 128,837 | Added |
| 18 | IAGG | ISHARES TR | $4.4M | 1.96% | 87,135 | Added |
| 19 | BLCR | BLACKROCK ETF TRUST | $3.7M | 1.65% | 89,368 | New |
| 20 | IDEF | BLACKROCK ETF TRUST | $3.6M | 1.62% | 109,785 | New |
| 21 | BINC | BLACKROCK ETF TRUST II | $3.3M | 1.47% | 62,789 | Trimmed |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | $3.0M | 1.34% | 77,539 | Trimmed |
| 23 | PANW | PALO ALTO NETWORKS INC | $2.3M | 1.02% | 14,101 | New |
| 24 | AAPL | APPLE INC | $2.2M | 1.00% | 8,733 | Added |
| 25 | PSLV | SPROTT ASSET MANAGEMENT LP | $2.2M | 0.97% | 88,294 | Added |
Source: SEC Form 13F filings · as of 2026-03-31