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 |
|---|---|---|---|---|---|
| 101 | KOCOCA COLA CO | 6,638 | $469.6M | 0.23% | |
| 102 | VBVANGUARD INDEX FDS | 1,940 | $459.7M | 0.22% | |
| 103 | DISDISNEY WALT CO | 3,568 | $442.5M | 0.22% | |
| 104 | TMTOYOTA MOTOR CORP | 2,533 | $436.3M | 0.21% | |
| 105 | CGBLCAPITAL GROUP CORE BALANCED | 12,927 | $432.3M | 0.21% | |
| 106 | CGDGCAPITAL GROUP DIVIDEND GROWE | 12,737 | $428.4M | 0.21% | |
| 107 | MAMASTERCARD INCORPORATED | 748 | $420.4M | 0.20% | |
| 108 | QUALISHARES TR | 2,283 | $417.4M | 0.20% | |
| 109 | LRCXLAM RESEARCH CORP | 4,182 | $407.1M | 0.20% | |
| 110 | NETCLOUDFLARE INC | 2,015 | $394.6M | 0.19% | |
| 111 | RSPINVESCO EXCHANGE TRADED FD T | 2,086 | $379.0M | 0.18% | |
| 112 | MRVLMARVELL TECHNOLOGY INC | 4,872 | $377.1M | 0.18% | |
| 113 | FDXFEDEX CORP | 1,634 | $371.3M | 0.18% | |
| 114 | FTNTFORTINET INC | 3,505 | $370.5M | 0.18% | |
| 115 | VOTVANGUARD INDEX FDS | 1,295 | $368.2M | 0.18% | |
| 116 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 12,514 | $360.5M | 0.18% | |
| 117 | CGCVCAPITAL GROUP CONSERVATIVE E | 12,546 | $358.8M | 0.17% | |
| 118 | VWOVANGUARD INTL EQUITY INDEX F | 7,111 | $351.7M | 0.17% | |
| 119 | PYLDPIMCO ETF TR | 13,121 | $348.2M | 0.17% | |
| 120 | INTCINTEL CORP | 15,524 | $347.7M | 0.17% | |
| 121 | SCHJSCHWAB STRATEGIC TR | 13,870 | $344.1M | 0.17% | |
| 122 | ACNACCENTURE PLC IRELAND | 1,143 | $341.6M | 0.17% | |
| 123 | TAT&T INC | 11,779 | $340.9M | 0.17% | |
| 124 | AMDADVANCED MICRO DEVICES INC | 2,349 | $333.3M | 0.16% | |
| 125 | XLVSELECT SECTOR SPDR TR | 2,441 | $329.0M | 0.16% | |
| 126 | VIGVANGUARD SPECIALIZED FUNDS | 1,606 | $328.6M | 0.16% | |
| 127 | XLFISELECT SECTOR SPDR TR | 3,977 | $322.1M | 0.16% | |
| 128 | ANETARISTA NETWORKS INC | 3,147 | $322.0M | 0.16% | |
| 129 | JPEMJ P MORGAN EXCHANGE TRADED F | 5,676 | $320.2M | 0.16% | |
| 130 | VGTVANGUARD WORLD FD | 483 | $320.2M | 0.16% | |
| 131 | XLUSELECT SECTOR SPDR TR | 3,843 | $313.8M | 0.15% | |
| 132 | ASMLASML HOLDING N V | 387 | $310.2M | 0.15% | |
| 133 | CGMUCAPITAL GRP FIXED INCM ETF T | 11,389 | $304.0M | 0.15% | |
| 134 | SCHDSCHWAB STRATEGIC TR | 11,018 | $292.0M | 0.14% | |
| 135 | MKLMARKEL GROUP INC | 144 | $287.6M | 0.14% | |
| 136 | WECWEC ENERGY GROUP INC | 2,760 | $287.6M | 0.14% | |
| 137 | IMTMISHARES TR | 6,255 | $285.8M | 0.14% | |
| 138 | USAIPACER FDS TR | 6,786 | $276.3M | 0.13% | |
| 139 | SPDWSPDR INDEX SHS FDS | 6,709 | $271.6M | 0.13% | |
| 140 | XMMOINVESCO EXCHANGE TRADED FD T | 2,064 | $265.5M | 0.13% | |
| 141 | AVGOBROADCOM INC | 952 | $262.3M | 0.13% | |
| 142 | KMBKIMBERLY-CLARK CORP | 2,010 | $259.2M | 0.13% | |
| 143 | PGPROCTER AND GAMBLE CO | 1,068 | $256.1M | 0.12% | |
| 144 | SUBISHARES TR | 2,398 | $255.0M | 0.12% | |
| 145 | DPZDOMINOS PIZZA INC | 564 | $254.4M | 0.12% | |
| 146 | MLB1MERCADOLIBRE INC | 96 | $250.9M | 0.12% | |
| 147 | ALSALLSTATE CORP | 1,242 | $250.0M | 0.12% | |
| 148 | VTESVANGUARD WELLINGTON FD | 2,450 | $247.3M | 0.12% | |
| 149 | LLYELI LILLY & CO | 315 | $245.3M | 0.12% | |
| 150 | VTEBVANGUARD MUN BD FDS | 4,950 | $242.7M | 0.12% | |
| 151 | DFACDIMENSIONAL ETF TRUST | 6,705 | $240.3M | 0.12% | |
| 152 | VOEVANGUARD INDEX FDS | 1,454 | $239.1M | 0.12% | |
| 153 | NVTNVENT ELECTRIC PLC | 3,188 | $233.5M | 0.11% | |
| 154 | MPLXMPLX LP | 4,524 | $233.0M | 0.11% | |
| 155 | 4I1PHILIP MORRIS INTL INC | 1,255 | $228.5M | 0.11% | |
| 156 | DFAUDIMENSIONAL ETF TRUST | 5,194 | $220.0M | 0.11% | |
| 157 | AFLAFLAC INC | 2,048 | $216.0M | 0.11% | |
| 158 | CEGCONSTELLATION ENERGY CORP | 661 | $213.3M | 0.10% | |
| 159 | SPLVINVESCO EXCH TRADED FD TR II | 2,925 | $213.0M | 0.10% | |
| 160 | USMVISHARES TR | 2,224 | $208.8M | 0.10% | |
| 161 | UBERUBER TECHNOLOGIES INC | 2,234 | $208.4M | 0.10% | |
| 162 | HONHONEYWELL INTL INC | 895 | $208.4M | 0.10% | |
| 163 | KKRKKR & CO INC | 1,554 | $206.7M | 0.10% | |
| 164 | VNQVANGUARD INDEX FDS | 2,297 | $204.6M | 0.10% | |
| 165 | SNOWSNOWFLAKE INC | 907 | $203.0M | 0.10% | |
| 166 | MUMICRON TECHNOLOGY INC | 1,640 | $202.1M | 0.10% | |
| 167 | FTECFIDELITY COVINGTON TRUST | 1,024 | $202.0M | 0.10% | |
| 168 | SDYSPDR SERIES TRUST | 1,481 | $201.0M | 0.10% |
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