Lodestone Wealth Management LLC Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$245.6B
Holdings
798
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (798 positions)
| Stock | Value |
|---|---|
TWLOTWILIO INC CL A | $4K |
VGLTVANGUARD LONG-TERM TREASURY ETF | $4K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $4K |
VTRSVIATRIS INC COM | $4K |
VSTVISTRA CORP COM | $4K |
MBBISHARES MBS ETF | $4K |
SUSAISHARES ESG OPTIMIZED MSCI USA ETF | $4K |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $4K |
MCOMOODYS CORP COM | $4K |
PTMCPACER TRENDPILOT US MID CAP ETF | $4K |
CAGCONAGRA BRANDS INC COM | $4K |
ARMKARAMARK COM | $4K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $3K |
CMECME GROUP INC COM | $3K |
OTISOTIS WORLDWIDE CORP COM | $3K |
DBDEUTSCHE BANK A G NAMEN AKT | $3K |
TFCTRUIST FINL CORP COM | $3K |
OZKBANK OZK LITTLE ROCK ARK COM | $3K |
LHXL3HARRIS TECHNOLOGIES INC COM | $3K |
URCURANIUM RTY CORP COM | $3K |
ETRENTERGY CORP NEW COM | $3K |
DOVDOVER CORP COM | $3K |
TOSTTOAST INC CL A | $3K |
SPGIS&P GLOBAL INC COM | $3K |
AZOAUTOZONE INC COM | $3K |
CARTMAPLEBEAR INC COM | $3K |
KBESTATE STREET SPDR S&P BANK ETF | $3K |
NWGNATWEST GROUP PLC SPONS ADR | $3K |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $3K |
TLTISHARES 20 YEAR TREASURY BOND ETF | $3K |
VRTVERTIV HOLDINGS CO COM CL A | $3K |
CHYMCHIME FINL INC COM SHS CL A | $3K |
MARMARRIOTT INTL INC NEW CL A | $3K |
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM | $3K |
NTAPNETAPP INC COM | $3K |
SHESTATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $3K |
STEWSRH TOTAL RETURN FUND INC COM | $3K |
EWUISHARES MSCI UNITED KINGDOM ETF | $3K |
FTNTFORTINET INC COM | $3K |
T7DTRANSDIGM GROUP INC COM | $3K |
SIDCOMPANHIA SIDERURGICA NACIONAL SPONSORED ADR | $3K |
HEIHEICO CORP NEW COM | $3K |
W3UWESTERN UN CO COM | $3K |
PGRPROGRESSIVE CORP COM | $3K |
TRPTC ENERGY CORP COM | $2K |
GDRXGOODRX HLDGS INC COM CL A | $2K |
HOODROBINHOOD MKTS INC COM CL A | $2K |
COINCOINBASE GLOBAL INC COM CL A | $2K |
NTRNUTRIEN LTD COM | $2K |
XRPCCANARY XRP ETF | $2K |
RIVNRIVIAN AUTOMOTIVE INC COM CL A | $2K |
SANBANCO SANTANDER SA ADR | $2K |
SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $2K |
FMCFMC CORP COM NEW | $2K |
GOODGLADSTONE COMMERCIAL CORP COM | $2K |
TTDTHE TRADE DESK INC COM CL A | $2K |
APPAPPLOVIN CORP COM CL A | $2K |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $2K |
RUMRUMBLE INC COM CL A | $2K |
TERTERADYNE INC COM | $2K |
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $2K |
HRLHORMEL FOODS CORP COM | $2K |
HUBSHUBSPOT INC COM | $2K |
MHKMOHAWK INDS INC COM | $2K |
CNPCENTERPOINT ENERGY INC COM | $2K |
GOVIINVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $2K |
RELXRELX PLC SPONSORED ADR | $2K |
TKOTKO GROUP HOLDINGS INC CL A | $2K |
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | $2K |
AMEAMETEK INC COM | $2K |
KDKYNDRYL HLDGS INC COMMON STOCK | $2K |
BIVVANGUARD INTERMEDIATE-TERM BOND ETF | $2K |
MSCIMSCI INC COM | $2K |
JKHYHENRY JACK & ASSOC INC COM | $2K |
BTCGRAYSCALE BITCOIN MINI TRUST ETF | $2K |
CHDCHURCH & DWIGHT CO INC COM | $2K |
STESTERIS PLC SHS USD | $2K |
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1K |
PODDINSULET CORP COM | $1K |
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | $1K |
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | $1K |
AVBAVALONBAY CMNTYS INC COM | $1K |
PAASPAN AMERN SILVER CORP COM | $1K |
DOCSDOXIMITY INC CL A | $1K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $1K |
SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $1K |
AMATAPPLIED MATLS INC COM | $1K |
BCEBCE INC COM NEW | $1K |
BATRAATLANTA BRAVES HLDGS INC COM SER A | $1K |
GRALGRAIL INC COM | $1K |
AIC3 AI INC CL A | $1K |
AVUSAVANTIS U.S. EQUITY ETF | $1K |
APOAPOLLO GLOBAL MGMT INC COM | $1K |
RVTROYCE SMALL CAP TRUST INC COM | $1K |
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM | $1K |
SNASNAP ON INC COM | $1K |
BURLBURLINGTON STORES INC COM | $1K |
TOLTOLL BROTHERS INC COM | $1K |
ELVELEVANCE HEALTH INC FORMERLY A COM | $1K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $1K |