Cobblestone Asset Management LLC
Cobblestone Asset Management LLC is an SEC-registered investment adviser headquartered in Richmond, Virginia. Founded in 2019, the firm offers investment management, retirement planning, estate planning, and risk management services to individuals and families across the country. Cobblestone delivers personalized, data-driven financial strategies and has a highly accessible team supporting a broad client base. The firm is committed to closing the financial knowledge gap and helping clients transition toward retirement and financial freedom.
Investment Strategy
Cobblestone Asset Management focuses on delivering tailored, data-driven investment solutions. The firm utilizes a systematic approach centered on optimizing risk and return profiles to fit each client's unique objectives, providing a blend of active portfolio management, retirement planning, and estate planning. Cobblestone emphasizes education, transparency, and regular client engagement to ensure strategies remain aligned with clients’ evolving financial needs. While strategy does not assure profits nor guarantee against losses, Cobblestone’s approach is oriented toward helping clients preserve and grow wealth for long-term security.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 14.03% | $30.7M | 604,854 | $50.63 | $50.73 | +$3.0M |
I IVV | ISHARES TR | 6.49% | $14.2M | 21,216 | $459.80 | $669.30 | +$2.2M |
D DYNF | BLACKROCK ETF TRUST | 5.73% | $12.5M | 211,789 | $47.36 | $59.20 | +$3.0M |
S SPYG | SPDR SERIES TRUST | 4.80% | $10.5M | 100,379 | $73.39 | $104.51 | +$646.8K |
J JQUA | J P MORGAN EXCHANGE TRADED F | 4.40% | $9.6M | 152,986 | $46.32 | $62.91 | -$1.7M |