Fund HoldingsCobblestone Asset Management LLC

Total Portfolio Value
$222.39M
Total Bought
$43.46M
Total Sold
$42.28M
Net Transaction
+$1.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST PORT MARK ETF
0205,616+205,61609,6454.34%+9,645
ISHARES TR048,639+48,63905,4172.44%+5,417
ISHARES TR
US TREAS BD ETF
43,037278,031+234,9949916,3702.86%+5,379
ISHARES TR21,35928,478+7,11914,63018,6028.36%+3,972
BLACKROCK ETF TRUST
ISHA LA CORE ETF
089,368+89,36803,6691.65%+3,669
BLACKROCK ETF TRUST
ISHARES DEFENSE
0109,785+109,78503,5921.62%+3,592
PALO ALTO NETWORKS INC(PANW)014,101+14,10102,2611.02%+2,261
CROWDSTRIKE HLDGS INC(CRWD)05,144+5,14402,0080.90%+2,008
GRAYSCALE SOLANA STAKING ETF(GSOL)0172,437+172,43701,0570.48%+1,057
ISHARES TR
MSCI INDIA ETF
12,11528,845+16,7306551,3510.61%+696
ISHARES INC05,030+5,03006190.28%+619
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
169,557177,858+8,3019,1689,5634.30%+395
ISHARES TR64,23568,062+3,8276,5316,8553.08%+324
CALAMOS ETF TR
AUTOC INCOM ETF
011,505+11,50502890.13%+289
ISHARES TR
CORE INTL AGGR
81,44787,135+5,6884,0734,3601.96%+287
TRUIST FINL CORP(TFC)05,539+5,53902550.11%+255
ISHARES TR61,08463,835+2,7515,8166,0612.73%+245
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
6,7069,955+3,2494857280.33%+243
ALPHABET INC(GOOG)0837+83702400.11%+240
SPROTT ASSET MANAGEMENT LP(PHYS)17,23022,020+4,7905697800.35%+211
BLOOM ENERGY CORP01,550+1,55002100.09%+210
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0601+60102030.09%+203
SPROTT ASSET MANAGEMENT LP(PSLV)82,56588,294+5,7291,9532,1530.97%+201
ISHARES INC40,50538,207-2,2981,2871,4670.66%+180
CSX CORP(CSX)34,71434,838+1241,2581,4300.64%+172
ISHARES ETHEREUM TR(ETHA)78,398118,569+40,1711,7581,8770.84%+118
INVESCO EXCH TRADED FD TR II
SR LN ETF
41,03047,750+6,7208629750.44%+113
ISHARES INC29,92031,968+2,0482,0582,1670.97%+109
ALTRIA GROUP INC(MO)11,09111,310+2196397460.34%+107
J P MORGAN EXCHANGE TRADED F
INCOME ETF
17,12219,311+2,1897938900.40%+97
NIO INC(NIO)90,74892,248+1,5004635560.25%+93
INTEL CORP(INTC)14,94114,331-6105516320.28%+81
QUANTUMSCAPE CORP(QS)010,586+10,5860680.03%+68
PHILIP MORRIS INTL INC(PM)11,19111,19101,7951,8500.83%+55
ISHARES INC9,8519,630-2216837240.33%+41
PLUG PWR INC(PLUG)119,479121,280+1,8012352740.12%+39
GLOBAL NET LEASE INC(GNL)44,94544,94503874210.19%+34
ISHARES TR
SYSTEMATIC BD ET
6,9387,379+4416236570.30%+34
BLACKROCK ETF TRUST
ISHA I IN TE ETF
155,372157,843+2,4715,1745,2012.34%+27
SPDR GOLD TR(GLD)57957902292490.11%+20
ISHARES INC15,02616,012+9866766950.31%+19
AMAZON COM INC(AMZN)1,2461,456+2102883030.14%+16
MCKESSON CORP(MCK)27627602262390.11%+12
ISHARES TR
MSCI POLAND ETF
40,07938,937-1,1421,4101,4180.64%+7
DOMINION ENERGY INC(D)5,0214,760-2612942940.13%0
ISHARES TR
MSCI INTL VLU FT
218,868209,808-9,0608,3288,3253.74%-3
AURORA CANNABIS INC25,45027,650+2,200107900.04%-17
JPMORGAN CHASE & CO(JPM)80480402592370.11%-23
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
80,81382,709+1,8965,1065,0722.28%-34
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
19,54318,737-8069078650.39%-42
INTERNATIONAL BUSINESS MACHS(IBM)1,0001,00002962420.11%-54
ISHARES INC35,72134,708-1,0131,4431,3800.62%-63
BLACKROCK ETF TRUST
ISHA US THEM ETF
123,212128,837+5,6254,7514,6662.10%-85
TESLA INC(TSLA)1,0871,08704894040.18%-85
APPLE INC(AAPL)8,4708,733+2632,3032,2161.00%-86
NVIDIA CORPORATION(NVDA)1,8461,456-3903442540.11%-90
NEWMARKET CORP(NEU)2,0002,00001,3751,2820.58%-93
PALANTIR TECHNOLOGIES INC(PLTR)2,1351,925-2103792820.13%-98
MICROSOFT CORP(MSFT)1,7391,999+2608417400.33%-101
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
12,97412,917-571,2041,0920.49%-112
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
25,74722,922-2,8251,2641,1200.50%-144
INVESCO EXCH TRADED FD TR II42,62143,970+1,3495,0864,9292.22%-156
MP MATERIALS CORP(MP)3,9700-3,9702010-201
FIDELITY WISE ORIGIN BITCOIN(FBTC)2,7040-2,7042060-206
JOBY AVIATION INC(JOBY)64,81074,900+10,0908556190.28%-237
BRISTOL-MYERS SQUIBB CO(BMY)21,47214,946-6,5261,1589060.41%-252
BARRICK MNG CORP(B)5,8350-5,8352540-254
ISHARES TR
CONV BD ETF
3,1270-3,1273080-308
SPDR SERIES TRUST
ST STR P500GRW
101,718107,688+5,97010,85310,5444.74%-310
SPDR SERIES TRUST
ST STR P500ETF
116,867114,560-2,3079,3758,7683.94%-607
ISHARES INC
MSCI JAPAN ETF
8,1360-8,1366570-657
COINBASE GLOBAL INC(COIN)8,8047,519-1,2851,9911,3130.59%-678
ISHARES INC
MSCI ITALY ETF
12,6980-12,6986900-690
ISHARES INC
MSCI MLY ETF NEW
25,2240-25,2246900-690
BLACKROCK ETF TRUST II81,70362,789-18,9144,3113,2611.47%-1,051
VANGUARD WHITEHALL FDS21,7750-21,7751,4680-1,468
SPDR SERIES TRUST
ST STR P500VAL
243,084215,250-27,83413,81012,1795.48%-1,631
ISHARES BITCOIN TRUST ETF(IBIT)99,33277,539-21,7934,9322,9791.34%-1,953
ISHARES TR9,6820-9,6822,0790-2,079
ISHARES GOLD TR(IAU)47,35615,660-31,6963,8441,3810.62%-2,463
BLACKROCK ETF TRUST
ISHARES US EQUIT
211,765174,701-37,06412,87710,1644.57%-2,713
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
615,378546,363-69,01531,13227,65112.43%-3,481
ISHARES TR26,8060-26,8069,1940-9,194
SPDR INDEX SHS FDS
ST PORT MARK ETF
231,7380-231,73810,8480-10,848
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