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Cobblestone Capital Advisors LLC /ny/
Cobblestone Capital Advisors, LLC is a fee-only SEC-registered investment adviser headquartered in Rochester, NY. Founded in 1998, the firm provides comprehensive portfolio management and wealth planning services to individual investors, families, and institutions. Led by executives including John T. DiPasquale (CEO), Jason S. Garlock (Chief Compliance Officer), and Christopher Mooney (Managing Director, Business Development), Cobblestone Capital Advisors manages investments to address a broad range of client needs through individually tailored solutions.
Investment Strategy
Cobblestone Capital Advisors manages individually tailored investment portfolios based on each client's specific financial goals and circumstances. Their approach is to provide continuous, personalized investment advice through direct discussions with clients, developing detailed investment policies and allocating assets accordingly. The firm emphasizes fee-only advisory services, grouping related accounts where appropriate for fee determination, and utilizing third-party resources for matters like legal proceedings involving portfolio securities. Their ethos centers on client-first objectives, prudent asset allocation, and active portfolio management in alignment with client policies.
Latest 13F Filing Activity
Cobblestone Capital Advisors LLC /ny/ filed their most recent 13F report on Jun 30, 2025 disclosing 301 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Microsoft Corp., Nvidia Corporation among other positions. Cobblestone Capital Advisors LLC /ny/ reduced exposure to Wells Fargo Co. New, Apple Inc., Ishares TR among others.
Top Holdings
Equity Positions (301)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IXUS | ISHARES TR | 8.76% | $171.0M | 2,212,425 | $55.98 | $77.31 | +$13.4M |
I ITOT | ISHARES TR | 8.32% | $162.6M | 1,203,768 | $75.96 | $135.04 | +$31.8M |
G GOVT | ISHARES TR | 5.93% | $115.9M | 5,042,513 | $24.47 | $22.98 | +$720.6K |
D DFAX | DIMENSIONAL ETF TRUST | 4.14% | $80.8M | 2,752,510 | $23.59 | $29.37 | +$8.8M |
A AAPL | APPLE INC | 3.63% | $70.9M | 345,632 | $53.66 | $205.17 | -$5.8M |
Industry Allocation
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