Fund HoldingsCobblestone Asset Management LLC

Total Portfolio Value
$239.76M
Total Bought
$106.31M
Total Sold
$93.14M
Net Transaction
+$13.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR28,47843,966+15,48818,60232,92613.73%+14,323
SPDR SERIES TRUST
ST STR P500GRW
099,439+99,439011,8324.94%+11,832
SPDR INDEX SHS FDS
ST PORT MARK ETF
0215,928+215,928011,1814.66%+11,181
SPDR SERIES TRUST
ST STR P500ETF
0116,376+116,376010,2274.27%+10,227
SPDR SERIES TRUST
ST STR P500VAL
0167,149+167,149010,1614.24%+10,161
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
546,363716,865+170,50227,65136,25215.12%+8,600
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0116,084+116,08406,1202.55%+6,120
SCHWAB STRATEGIC TR0218,373+218,37306,0492.52%+6,049
BLACKROCK ETF TRUST
ISHA LA CORE ETF
093,163+93,16304,6931.96%+4,693
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0164,290+164,29004,6081.92%+4,608
BLACKROCK ETF TRUST II073,744+73,74403,7091.55%+3,709
BLACKROCK ETF TRUST
ISHA US THEM ETF
076,018+76,01803,2771.37%+3,277
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
177,858230,251+52,3939,56312,3185.14%+2,755
BLACKROCK ETF TRUST
ISHARES US EQUIT
174,701167,493-7,20810,16411,3914.75%+1,227
INTEL CORP(INTC)14,33111,401-2,9306321,5920.66%+959
BLACKROCK ETF TRUST II016,113+16,11308430.35%+843
BERKSHIRE HATHAWAY INC DEL01,629+1,62908150.34%+815
ISHARES INC5,0306,483+1,4536191,3090.55%+690
ISHARES INC34,70851,049+16,3411,3802,0270.85%+647
ISHARES INC015,425+15,42506380.27%+638
ISHARES INC9,63017,315+7,6857241,3030.54%+579
ISHARES INC08,494+8,49405040.21%+504
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
06,306+6,30603560.15%+356
MARKEL GROUP INC(MKL)0172+17203360.14%+336
BLACKROCK ETF TRUST
ISHARES DEFENSE
109,785123,418+13,6333,5923,9221.64%+330
ISHARES TR63,83567,315+3,4806,0616,3632.65%+301
NEWMARKET CORP(NEU)2,0002,00001,2821,5820.66%+301
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
04,461+4,46102740.11%+274
CSX CORP(CSX)34,83834,941+1031,4301,6610.69%+231
BLOCK INC(XYZ)02,970+2,97002260.09%+226
BLOOM ENERGY CORP1,5501,400-1502104240.18%+214
ISHARES TR
US TREAS BD ETF
278,031288,832+10,8016,3706,5802.74%+210
CALAMOS ETF TR
AUTOC INCOM ETF
07,626+7,62602070.09%+207
PHILIP MORRIS INTL INC(PM)11,19111,19101,8502,0250.84%+174
INVESCO EXCH TRADED FD TR II43,97031,197-12,7734,9295,0402.10%+110
J P MORGAN EXCHANGE TRADED F
INCOME ETF
19,31121,427+2,1168909870.41%+97
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
18,73720,879+2,1428659590.40%+95
ISHARES GOLD TR(IAU)15,66019,520+3,8601,3811,4740.61%+93
JOBY AVIATION INC(JOBY)74,90079,000+4,1006197050.29%+86
TAIWAN SEMICONDUCTOR MANUFAC(TSM)60160102032870.12%+84
INVESCO EXCH TRADED FD TR II
SR LN ETF
47,75051,738+3,9889751,0540.44%+79
ALTRIA GROUP INC(MO)11,31011,312+27468140.34%+68
PLUG PWR INC(PLUG)121,280126,040+4,7602743420.14%+67
QUANTUMSCAPE CORP(QS)10,58617,586+7,000681330.06%+65
ALPHABET INC(GOOG)83783702402960.12%+56
NVIDIA CORPORATION(NVDA)1,4561,534+782543070.13%+53
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
12,91711,486-1,4311,0921,1320.47%+41
INTERNATIONAL BUSINESS MACHS(IBM)1,0001,00002422810.12%+39
AMAZON COM INC(AMZN)1,4561,397-593033330.14%+30
JPMORGAN CHASE & CO(JPM)80480402372630.11%+27
TRUIST FINL CORP(TFC)5,5395,53902552760.12%+21
GRAYSCALE SOLANA STAKING ETF(GSOL)172,437194,604+22,1671,0571,0760.45%+19
COINBASE GLOBAL INC(COIN)7,5199,111+1,5921,3131,3320.56%+19
DOMINION ENERGY INC(D)4,7604,499-2612943070.13%+13
ISHARES TR
SYSTEMATIC BD ET
7,3797,492+1136576650.28%+8
TESLA INC(TSLA)1,087951-1364044000.17%-4
AURORA CANNABIS INC27,65027,950+30090780.03%-12
GLOBAL NET LEASE INC(GNL)44,94544,94504214020.17%-19
SPDR GOLD TR(GLD)579586+72492160.09%-33
NIO INC(NIO)92,24898,248+6,0005564970.21%-59
MICROSOFT CORP(MSFT)1,9991,824-1757406800.28%-60
ISHARES TR
MSCI POLAND ETF
38,93734,065-4,8721,4181,3150.55%-102
ISHARES INC38,20739,172+9651,4671,3510.56%-115
SPROTT ASSET MANAGEMENT LP(PHYS)22,02021,845-1757806590.27%-121
BRISTOL-MYERS SQUIBB CO(BMY)14,94612,772-2,1749067360.31%-171
MCKESSON CORP(MCK)2760-2762390-239
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
9,9556,050-3,9057284720.20%-256
PALANTIR TECHNOLOGIES INC(PLTR)1,9250-1,9252820-282
CALAMOS ETF TR
AUTOC INCOM ETF
11,5050-11,5052890-289
ISHARES BITCOIN TRUST ETF(IBIT)77,53980,762+3,2232,9792,6891.12%-290
ISHARES ETHEREUM TR(ETHA)118,569130,830+12,2611,8771,5560.65%-321
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
22,92212,904-10,0181,1207570.32%-363
SPROTT ASSET MANAGEMENT LP(PSLV)88,29487,426-8682,1531,6500.69%-504
ISHARES INC16,0120-16,0126950-695
ISHARES INC31,96820,245-11,7232,1671,2790.53%-888
APPLE INC(AAPL)8,7333,644-5,0892,2161,0540.44%-1,162
ISHARES TR
MSCI INDIA ETF
28,8450-28,8451,3510-1,351
ISHARES TR68,06249,589-18,4736,8554,9762.08%-1,879
CROWDSTRIKE HLDGS INC(CRWD)5,1440-5,1442,0080-2,008
PALO ALTO NETWORKS INC(PANW)14,1010-14,1012,2610-2,261
BLACKROCK ETF TRUST II62,7890-62,7893,2610-3,261
BLACKROCK ETF TRUST
ISHA LA CORE ETF
89,3680-89,3683,6690-3,669
ISHARES TR
CORE INTL AGGR
87,1350-87,1354,3600-4,360
BLACKROCK ETF TRUST
ISHA US THEM ETF
128,8370-128,8374,6660-4,666
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
82,7090-82,7095,0720-5,072
ISHARES TR
MSCI INTL VLU FT
209,80876,445-133,3638,3253,1971.33%-5,128
BLACKROCK ETF TRUST
ISHA I IN TE ETF
157,8430-157,8435,2010-5,201
ISHARES TR48,6390-48,6395,4170-5,417
SPDR SERIES TRUST
ST STR P500ETF
114,5600-114,5608,7680-8,768
SPDR INDEX SHS FDS
ST PORT MARK ETF
205,6160-205,6169,6450-9,645
SPDR SERIES TRUST
ST STR P500GRW
107,6880-107,68810,5440-10,544
SPDR SERIES TRUST
ST STR P500VAL
215,2500-215,25012,1790-12,179
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