Institutions / Lodestone Wealth Management LLC
Lodestone Wealth Management LLC
CIK 1950158 · Institution · as of Dec 31, 2025
Portfolio value
$245.56M
Positions
798
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 798 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $8.46M | 3.4% |
| Capital Group Core Plus Income ETF | $6.98M | 2.8% |
| JPMorgan Ultra-Short Income ETF | $6.94M | 2.8% |
| Microsoft Corp | $6.14M | 2.5% |
| Capital Group Short Duration Income ETF | $6.12M | 2.5% |
| Alphabet Inc. | $6.11M | 2.5% |
| Capital Group Dividend Value ETF | $5.33M | 2.2% |
| NVIDIA Corp | $4.73M | 1.9% |
| JPMorgan Chase & Co | $4.60M | 1.9% |
| Amgen Inc | $4.38M | 1.8% |
| Vanguard Value ETF | $4.24M | 1.7% |
| Pacer US Cash Cows 100 ETF | $3.99M | 1.6% |
| Capital Group International Focus Equity ETF | $3.64M | 1.5% |
| Vanguard Ftse Developed Markets ETF | $3.60M | 1.5% |
| Vanguard Total Stock Market ETF | $3.57M | 1.5% |
| Dimensional U.S. Equity Market ETF | $3.56M | 1.4% |
| American Express Co | $3.40M | 1.4% |
| Merck & Co., Inc. | $3.39M | 1.4% |
| Vanguard Short-Term Bond ETF | $3.38M | 1.4% |
| Amazon.com Inc | $3.04M | 1.2% |
| Warren E. Buffett | $3.03M | 1.2% |
| Simon Property Group Inc | $2.85M | 1.2% |
| Capital Group U.S. Multi-Sector Income ETF | $2.76M | 1.1% |
| Dimensional Emerging Core Equity Market ETF | $2.74M | 1.1% |
| Cisco Systems, Inc. | $2.71M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.