Cobblestone Asset Management LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 222,776
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 70 | 222,776 | 13F-HR | Cobblestone Asset Management LLC |
| Q3 2025 | 10/20/2025 | 74 | 218,656 | 13F-HR | Cobblestone Asset Management LLC |
| Q2 2025 | 7/14/2025 | 69 | 190,143 | 13F-HR | Cobblestone Asset Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.6 K | 44.3% | 880 | 0 | 880 |
| ETFs | 115 K | 51.6% | 3.269 K | 0 | 3.269 K |
| Debt | 9.168 K | 4.1% | 0 | 28 | -28 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
222,776
Holdings
70
QoQ value change ($000)
4,120
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.