COBBLESTONE CAPITAL ADVISORS LLC /NY/
RIA/Wealth
COBBLESTONE CAPITAL ADVISORS LLC /NY/ is a RIA/Wealth based in Richmond, VA led by John Thomas Dipasquale, reporting $2.9B in AUM as of Q3 2025 with 53% ETF concentration.
CEOJohn Thomas Dipasquale
- Portfolio Value
- $2.1B
- Positions
- 304
- Top Holding
- IXUS at 8.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in COBBLESTONE CAPITAL ADVISORS LLC /NY/'s portfolio (45.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $184.1M | 8.84% | +$1.4M Bought | — 2.2M shares | |
ETF ETF | $178.7M | 8.58% | +$3.4M Bought | — 1.2M shares | |
ETF ETF | $114.2M | 5.48% | -$2.4M Sold | — 4.9M shares | |
Consumer Electronics Technology | $86.8M | 4.17% | -$1.2M Sold | 0.00% 340.8K shares | |
ETF ETF | $86.7M | 4.16% | +$324.6K Bought | — 2.8M shares | |
Software - Infrastructure Technology | $65.2M | 3.13% | -$504.5K Sold | 0.00% 125.8K shares | |
Specialty Retail Consumer Cyclical | $63.9M | 3.07% | -$1.0M Sold | 0.00% 291.1K shares | |
Internet Content & Information Communication Services | $60.6M | 2.91% | -$647.4K Sold | 0.00% 248.8K shares | |
Semiconductors Technology | $58.5M | 2.81% | -$365.3K Sold | 0.00% 313.3K shares | |
ETF ETF | $57.3M | 2.75% | +$788.7K Bought | — 1.2M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in COBBLESTONE CAPITAL ADVISORS LLC /NY/'s latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for COBBLESTONE CAPITAL ADVISORS LLC /NY/
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