Lodestone Wealth Management LLC
CIK: 0001950158Latest portfolio: $245.6M · Q4 2025
Holdings
798
Total Value
$245.6M
New Positions
791
Closed Positions
0
Top Holdings
View All 798 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 31,128 | $8.5M | 3.45% | NEW | |
| 2 | CGCPCAPITAL GROUP CORE PLUS INCOME ETF | 308,377 | $7.0M | 2.84% | NEW | |
| 3 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 137,199 | $6.9M | 2.83% | NEW | |
| 4 | MSFTMICROSOFT CORP COM | 12,697 | $6.1M | 2.50% | NEW | |
| 5 | CGSDCAPITAL GROUP SHORT DURATION INCOME ETF | 235,176 | $6.1M | 2.49% | NEW | |
| 6 | GOOGALPHABET INC CAP STK CL C | 19,476 | $6.1M | 2.49% | NEW | |
| 7 | CGDGCAPITAL GROUP DIVIDEND VALUE ETF | 122,103 | $5.3M | 2.17% | NEW | |
| 8 | NVDANVIDIA CORPORATION COM | 25,359 | $4.7M | 1.93% | NEW | |
| 9 | JPMJPMORGAN CHASE & CO. COM | 14,261 | $4.6M | 1.87% | NEW | |
| 10 | AMGNAMGEN INC COM | 13,393 | $4.4M | 1.78% | NEW | |
| 11 | VTVVANGUARD VALUE ETF | 22,205 | $4.2M | 1.73% | NEW | |
| 12 | COWZPACER US CASH COWS 100 ETF | 66,318 | $4.0M | 1.62% | NEW | |
| 13 | CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 123,114 | $3.6M | 1.48% | NEW | |
| 14 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 57,589 | $3.6M | 1.46% | NEW | |
| 15 | VTIVANGUARD TOTAL STOCK MARKET ETF | 10,636 | $3.6M | 1.45% | NEW | |
| 16 | DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | 47,962 | $3.6M | 1.45% | NEW | |
| 17 | AXPAMERICAN EXPRESS CO COM | 9,196 | $3.4M | 1.38% | NEW | |
| 18 | MRKMERCK & CO INC COM | 32,162 | $3.4M | 1.38% | NEW | |
| 19 | BSVVANGUARD SHORT-TERM BOND ETF | 42,834 | $3.4M | 1.37% | NEW | |
| 20 | AMZNAMAZON COM INC COM | 13,164 | $3.0M | 1.24% | NEW | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 6,035 | $3.0M | 1.24% | NEW | |
| 22 | SPGSIMON PPTY GROUP INC NEW COM | 15,397 | $2.8M | 1.16% | NEW | |
| 23 | CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 99,878 | $2.8M | 1.12% | NEW | |
| 24 | DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 84,002 | $2.7M | 1.11% | NEW | |
| 25 | CSCOCISCO SYS INC COM | 35,121 | $2.7M | 1.10% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($8.461613947292706e+193T)
Industrials0.0% ($1.441586477377333e+112T)
Consumer Cyclical0.0% ($3.0382154190317963e+94T)
Healthcare0.0% ($4.383338412389127e+85T)
Unknown0.0% ($3.033167913131256e+81T)
Energy0.0% ($1.987184716691468e+52T)
Basic Materials0.0% ($3.735343432292828e+40T)
Consumer Defensive0.0% ($1.2827194512392031e+36T)
Communication Services0.0% ($6.111265023563992e+35T)
Utilities0.0% ($2.9321521060483834e+31T)
Real Estate0.0% ($284922844319121088.0T)
Filing History
Fund Information
Lodestone Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $245.6M across 798 holdings. The largest position is APPLE INC COM (AAPL), representing 3.4% of the portfolio. Compared to the previous quarter, the fund opened 798 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.