Lodestone Wealth Management LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$205.4B
Holdings
168
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (168 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 13,942 | $6.9B | 3.38% | |
| 2 | AAPLAPPLE INC | 32,973 | $6.8B | 3.29% | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 129,821 | $6.6B | 3.20% | |
| 4 | CGCPCAPITAL GRP FIXED INCM ETF T | 220,201 | $5.0B | 2.41% | |
| 5 | SPGSIMON PPTY GROUP INC NEW | 30,803 | $5.0B | 2.41% | |
| 6 | CGDGCAPITAL GROUP DIVIDEND VALUE | 120,179 | $4.7B | 2.31% | |
| 7 | CGSDCAPITAL GRP FIXED INCM ETF T | 168,654 | $4.4B | 2.13% | |
| 8 | VTVVANGUARD INDEX FDS | 24,546 | $4.3B | 2.11% | |
| 9 | JPMJPMORGAN CHASE & CO. | 14,881 | $4.3B | 2.10% | |
| 10 | BACBANK AMERICA CORP | 84,008 | $4.0B | 1.94% | |
| 11 | NVDANVIDIA CORPORATION | 24,463 | $3.9B | 1.88% | |
| 12 | AMGNAMGEN INC | 13,304 | $3.7B | 1.81% | |
| 13 | GOOGALPHABET INC | 20,569 | $3.6B | 1.78% | |
| 14 | COWZPACER FDS TR | 64,506 | $3.6B | 1.73% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 57,071 | $3.3B | 1.58% | |
| 16 | VTIVANGUARD INDEX FDS | 10,660 | $3.2B | 1.58% | |
| 17 | BSVVANGUARD BD INDEX FDS | 40,634 | $3.2B | 1.56% | |
| 18 | DFUSDIMENSIONAL ETF TRUST | 47,447 | $3.2B | 1.55% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,477 | $3.1B | 1.53% | |
| 20 | CGXUCAPITAL GROUP INTL FOCUS EQT | 111,116 | $3.0B | 1.47% | |
| 21 | AXPAMERICAN EXPRESS CO | 9,428 | $3.0B | 1.46% | |
| 22 | AMZNAMAZON COM INC | 12,785 | $2.8B | 1.37% | |
| 23 | METAMETA PLATFORMS INC | 3,482 | $2.6B | 1.25% | |
| 24 | MRKMERCK & CO INC | 31,925 | $2.5B | 1.23% | |
| 25 | VTIPVANGUARD MALVERN FDS | 47,977 | $2.4B | 1.17% | |
| 26 | DFAEDIMENSIONAL ETF TRUST | 82,994 | $2.4B | 1.17% | |
| 27 | DFAIDIMENSIONAL ETF TRUST | 69,436 | $2.4B | 1.17% | |
| 28 | CSCOCISCO SYS INC | 34,465 | $2.4B | 1.16% | |
| 29 | CGCBCAPITAL GRP FIXED INCM ETF T | 87,073 | $2.3B | 1.11% | |
| 30 | CGUSCAPITAL GROUP CORE EQUITY ET | 60,558 | $2.2B | 1.09% | |
| 31 | QCOMQUALCOMM INC | 13,503 | $2.2B | 1.05% | |
| 32 | CGMSCAPITAL GRP FIXED INCM ETF T | 75,951 | $2.1B | 1.02% | |
| 33 | VVISA INC | 5,884 | $2.1B | 1.02% | |
| 34 | MACMACERICH CO | 124,663 | $2.0B | 0.98% | |
| 35 | BXBLACKSTONE INC | 13,121 | $2.0B | 0.96% | |
| 36 | DHID R HORTON INC | 15,181 | $2.0B | 0.95% | |
| 37 | NVRNVR INC | 264 | $1.9B | 0.95% | |
| 38 | DFIVDIMENSIONAL ETF TRUST | 45,487 | $1.9B | 0.95% | |
| 39 | LENLENNAR CORP | 17,224 | $1.9B | 0.93% | |
| 40 | OXYOCCIDENTAL PETE CORP | 40,372 | $1.7B | 0.83% | |
| 41 | EBAEBAY INC. | 21,911 | $1.6B | 0.79% | |
| 42 | CVXCHEVRON CORP NEW | 11,257 | $1.6B | 0.78% | |
| 43 | MTUMISHARES TR | 6,591 | $1.6B | 0.77% | |
| 44 | HDHOME DEPOT INC | 4,298 | $1.6B | 0.77% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 1,578 | $1.6B | 0.76% | |
| 46 | GOOGLALPHABET INC | 8,554 | $1.5B | 0.73% | |
| 47 | CVECENOVUS ENERGY INC | 110,178 | $1.5B | 0.73% | |
| 48 | XSMOINVESCO EXCHANGE TRADED FD T | 21,848 | $1.5B | 0.72% | |
| 49 | DFEMDIMENSIONAL ETF TRUST | 48,855 | $1.5B | 0.71% | |
| 50 | PCARPACCAR INC | 14,711 | $1.4B | 0.68% | |
| 51 | APAAPA CORPORATION | 76,166 | $1.4B | 0.68% | |
| 52 | VVVANGUARD INDEX FDS | 4,794 | $1.4B | 0.67% | |
| 53 | DYHTARGET CORP | 12,291 | $1.2B | 0.59% | |
| 54 | COPCONOCOPHILLIPS | 13,501 | $1.2B | 0.59% | |
| 55 | ORCLORACLE CORP | 5,324 | $1.2B | 0.57% | |
| 56 | OVVOVINTIV INC | 30,378 | $1.2B | 0.56% | |
| 57 | PLTRPALANTIR TECHNOLOGIES INC | 8,138 | $1.1B | 0.54% | |
| 58 | SCHWSCHWAB CHARLES CORP | 11,723 | $1.1B | 0.52% | |
| 59 | CGGRCAPITAL GROUP GROWTH ETF | 26,214 | $1.1B | 0.52% | |
| 60 | BNDVANGUARD BD INDEX FDS | 14,018 | $1.0B | 0.50% | |
| 61 | GQ9SPDR GOLD TR | 3,300 | $1.0B | 0.49% | |
| 62 | CALFPACER FDS TR | 24,725 | $984.4M | 0.48% | |
| 63 | FANGDIAMONDBACK ENERGY INC | 7,135 | $980.4M | 0.48% | |
| 64 | UHAL/BU HAUL HOLDING COMPANY | 17,645 | $959.4M | 0.47% | |
| 65 | JNJJOHNSON & JOHNSON | 6,080 | $928.7M | 0.45% | |
| 66 | DFATDIMENSIONAL ETF TRUST | 16,942 | $914.2M | 0.45% | |
| 67 | XOMEXXON MOBIL CORP | 8,303 | $895.1M | 0.44% | |
| 68 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,771 | $854.2M | 0.42% | |
| 69 | DGSWISDOMTREE TR | 15,176 | $838.3M | 0.41% | |
| 70 | MINTPIMCO ETF TR | 8,333 | $837.7M | 0.41% | |
| 71 | CGGOCAPITAL GROUP GBL GROWTH EQT | 22,732 | $726.8M | 0.35% | |
| 72 | TSLATESLA INC | 2,258 | $717.3M | 0.35% | |
| 73 | DFSVDIMENSIONAL ETF TRUST | 24,326 | $715.9M | 0.35% | |
| 74 | DVNDEVON ENERGY CORP NEW | 22,072 | $702.1M | 0.34% | |
| 75 | WEAWESTERN ALLIANCE BANCORP | 8,698 | $678.2M | 0.33% | |
| 76 | CACCCREDIT ACCEP CORP MICH | 1,322 | $673.5M | 0.33% | |
| 77 | MCDMCDONALDS CORP | 2,298 | $671.4M | 0.33% | |
| 78 | BNDXVANGUARD CHARLOTTE FDS | 13,317 | $659.3M | 0.32% | |
| 79 | UNHUNITEDHEALTH GROUP INC | 2,111 | $658.7M | 0.32% | |
| 80 | XLKSELECT SECTOR SPDR TR | 2,525 | $639.4M | 0.31% | |
| 81 | JSCPJ P MORGAN EXCHANGE TRADED F | 13,414 | $636.4M | 0.31% | |
| 82 | WMTWALMART INC | 6,437 | $629.4M | 0.31% | |
| 83 | BABOEING CO | 2,923 | $612.5M | 0.30% | |
| 84 | VOOVANGUARD INDEX FDS | 1,057 | $600.3M | 0.29% | |
| 85 | VSSVANGUARD INTL EQUITY INDEX F | 4,360 | $586.0M | 0.29% | |
| 86 | MCKMCKESSON CORP | 797 | $584.2M | 0.28% | |
| 87 | VOVANGUARD INDEX FDS | 2,070 | $579.3M | 0.28% | |
| 88 | EFVISHARES TR | 9,068 | $575.6M | 0.28% | |
| 89 | NDQINVESCO QQQ TR | 1,027 | $566.6M | 0.28% | |
| 90 | ULTAULTA BEAUTY INC | 1,205 | $563.7M | 0.27% | |
| 91 | MTBM & T BK CORP | 2,990 | $562.3M | 0.27% | |
| 92 | SPYSPDR S&P 500 ETF TR | 901 | $556.5M | 0.27% | |
| 93 | IVVISHARES TR | 889 | $551.9M | 0.27% | |
| 94 | XLESELECT SECTOR SPDR TR | 6,244 | $529.5M | 0.26% | |
| 95 | STIPISHARES TR | 5,051 | $519.8M | 0.25% | |
| 96 | XLFSELECT SECTOR SPDR TR | 9,899 | $518.4M | 0.25% | |
| 97 | TAXFAMERICAN CENTY ETF TR | 10,490 | $513.3M | 0.25% | |
| 98 | FITBFIFTH THIRD BANCORP | 12,221 | $502.6M | 0.24% | |
| 99 | BILZPIMCO ETF TR | 4,796 | $485.4M | 0.24% | |
| 100 | VBRVANGUARD INDEX FDS | 2,446 | $477.1M | 0.23% |
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