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Cobblestone Asset Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001994512

$239.8M

disclosed book value

74

positions

15.1%

largest position share

Positions, as of 2026-06-30

top 74 of 74 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1JPSTJ P MORGAN EXCHANGE TRADED F716,865$36.3M15.1%
2IVVISHARES TR43,966$32.9M13.7%
3JBNDJ P MORGAN EXCHANGE TRADED F230,251$12.3M5.1%
4SPYGSPDR SERIES TRUST99,439$11.8M4.9%
5DYNFBLACKROCK ETF TRUST167,493$11.4M4.8%
6SPEMSPDR INDEX SHS FDS215,928$11.2M4.7%
7SPYMSPDR SERIES TRUST116,376$10.2M4.3%
8SPYVSPDR SERIES TRUST167,149$10.2M4.2%
9GOVTISHARES TR288,832$6.6M2.7%
10MBBISHARES TR67,315$6.4M2.7%
11BAIBLACKROCK ETF TRUST116,084$6.1M2.6%
12SCHFSCHWAB STRATEGIC TR218,373$6.0M2.5%
13SPMOINVESCO EXCH TRADED FD TR II31,197$5.0M2.1%
14TLHISHARES TR49,589$5.0M2.1%
15BLCRBLACKROCK ETF TRUST93,163$4.7M2%
16IALTBLACKROCK ETF TRUST164,290$4.6M1.9%
17IDEFBLACKROCK ETF TRUST123,418$3.9M1.6%
18GGOVBLACKROCK ETF TRUST II73,744$3.7M1.5%
19THROBLACKROCK ETF TRUST76,018$3.3M1.4%
20IVLUISHARES TR76,445$3.2M1.3%
21IBITISHARES BITCOIN TRUST ETF80,762$2.7M1.1%
22ECHISHARES INC51,049$2.0M0.8%
23PMPHILIP MORRIS INTL INC11,191$2.0M0.8%
24CSXCSX CORP34,941$1.7M0.7%
25PSLVSPROTT ASSET MANAGEMENT LP87,426$1.6M0.7%
26INTCINTEL CORP11,401$1.6M0.7%
27NEUNEWMARKET CORP2,000$1.6M0.7%
28ETHAISHARES ETHEREUM TR130,830$1.6M0.6%
29IAUISHARES GOLD TR19,520$1.5M0.6%
30EWZISHARES INC39,172$1.4M0.6%
31COINCOINBASE GLOBAL INC9,111$1.3M0.6%
32EPOLISHARES TR34,065$1.3M0.5%
33EWYISHARES INC6,483$1.3M0.5%
34EWWISHARES INC17,315$1.3M0.5%
35EZAISHARES INC20,245$1.3M0.5%
36JGROJ P MORGAN EXCHANGE TRADED F11,486$1.1M0.5%
37GSOLGRAYSCALE SOLANA STAKING ETF194,604$1.1M0.4%
38AAPLAPPLE INC3,644$1.1M0.4%
39BKLNINVESCO EXCH TRADED FD TR II51,738$1.1M0.4%
40JPIEJ P MORGAN EXCHANGE TRADED F21,427$986,7080.4%
41BBAGJ P MORGAN EXCHANGE TRADED F20,879$959,3900.4%
42BINCBLACKROCK ETF TRUST II16,113$843,3540.4%
43BRK/BBERKSHIRE HATHAWAY INC DEL1,629$815,1350.3%
44MOALTRIA GROUP INC11,312$813,8980.3%
45JVALJ P MORGAN EXCHANGE TRADED F12,904$756,6790.3%
46BMYBRISTOL-MYERS SQUIBB CO12,772$735,9230.3%
47JOBY AVIATION INC79,000$704,6800.3%
48MSFTMICROSOFT CORP1,824$680,3880.3%
49SYSBISHARES TR7,492$664,6630.3%
50PHYSSPROTT ASSET MANAGEMENT LP21,845$659,0640.3%
51EWGISHARES INC15,425$638,1320.3%
52EWPISHARES INC8,494$504,4590.2%
53NIONIO INC98,248$497,1350.2%
54BBINJ P MORGAN EXCHANGE TRADED F6,050$472,4110.2%
55BEBLOOM ENERGY CORP1,400$423,7800.2%
56GNLGLOBAL NET LEASE INC44,945$401,8050.2%
57TSLATESLA INC951$399,9910.2%
58JEPIJ P MORGAN EXCHANGE TRADED F6,306$356,1390.1%
59PLUGPLUG PWR INC126,040$341,5680.1%
60MKLMARKEL GROUP INC172$335,9180.1%
61AMZNAMAZON COM INC1,397$332,9610.1%
62DDOMINION ENERGY INC4,499$307,2050.1%
63NVDANVIDIA CORPORATION1,534$306,9380.1%
64GOOGALPHABET INC837$295,7370.1%
65TSMTAIWAN SEMICONDUCTOR MANUFAC601$287,0200.1%
66IBMINTERNATIONAL BUSINESS MACHS1,000$281,2100.1%
67TFCTRUIST FINL CORP5,539$275,9530.1%
68JEPQJ P MORGAN EXCHANGE TRADED F4,461$274,2000.1%
69JPMJPMORGAN CHASE & CO804$263,2730.1%
70XYZBLOCK INC2,970$225,7200.1%
71GLDSPDR GOLD TR586$215,8710.1%
72CAIECALAMOS ETF TR7,626$207,4910.1%
73QSQUANTUMSCAPE CORP17,586$132,9500.1%
74ACBAURORA CANNABIS INC27,950$77,9810%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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