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Lodestone Wealth Management

Latest statistics and disclosures from Lodestone Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, CGCP, JPST, MSFT, CGSD, and represent 14.11% of Lodestone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CGCP, CGSD, PYLD, CGMS, DFAT, FITB, CGIE, AMKR, DOCN, XLE.
Started 626 new stock positions in CRWV, JGRW, NATL, MPC, CAT, BEN, TER, VRSK, XBI, BDX.
Reduced shares in these 10 stocks: OVV, MSFT, DVN, AAPL, GOOG, BAC, VTV, SPY, JPM, VGT.
Sold out of its position in OVV.
Lodestone Wealth Management was a net buyer of stock by $19M.
Lodestone Wealth Management has $246M in assets under management (AUM), dropping by 10.37%.
Central Index Key (CIK): 0001950158

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Portfolio Holdings for Lodestone Wealth Management

Lodestone Wealth Management holds 798 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Lodestone Wealth Management has 798 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lodestone Wealth Management Dec. 31, 2025 positions
Download the Lodestone Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.4	$8.5M	-5%	31k	271.86	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	2.8	$7.0M	+27%	308k	22.64	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	2.8	$6.9M		137k	50.59	View chart
Microsoft Corp Stock (MSFT)	2.5	$6.1M	-10%	13k	483.62	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	2.5	$6.1M	+27%	235k	26.01	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.5	$6.1M	-6%	20k	313.80	View chart
Capital Group Dividend Value Etf Etf (CGDV)	2.2	$5.3M		122k	43.64	View chart
Nvidia Corporation Stock (NVDA)	1.9	$4.7M	+2%	25k	186.50	View chart
Jpmorgan Chase & Co Stock (JPM)	1.9	$4.6M	-4%	14k	322.22	View chart
Amgen Stock (AMGN)	1.8	$4.4M		13k	327.31	View chart
Vanguard Value Etf Etf (VTV)	1.7	$4.2M	-8%	22k	190.99	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.6	$4.0M		66k	60.17	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	1.5	$3.6M	+5%	123k	29.55	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.5	$3.6M		58k	62.47	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.5	$3.6M		11k	335.27	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	1.4	$3.6M	-2%	48k	74.17	View chart
American Express Stock (AXP)	1.4	$3.4M	-2%	9.2k	369.99	View chart
Merck & Co Stock (MRK)	1.4	$3.4M	+5%	32k	105.26	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.4	$3.4M		43k	78.81	View chart
Amazon Stock (AMZN)	1.2	$3.0M		13k	230.81	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$3.0M	-5%	6.0k	502.61	View chart
Simon Ppty Group Reit (SPG)	1.2	$2.8M		15k	185.07	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	1.1	$2.8M	+21%	100k	27.62	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	1.1	$2.7M		84k	32.57	View chart
Cisco Sys Stock (CSCO)	1.1	$2.7M		35k	77.03	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	1.1	$2.7M		70k	38.11	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$2.7M	-4%	8.5k	313.00	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	1.0	$2.5M		51k	49.46	View chart
Capital Group Core Equity Etf Etf (CGUS)	1.0	$2.4M	-2%	61k	40.23	View chart
Capital Group Core Bond Etf Etf (CGCB)	1.0	$2.4M	+2%	91k	26.52	View chart
Qualcomm Stock (QCOM)	1.0	$2.4M	+2%	14k	171.05	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$2.4M		3.6k	660.10	View chart
Bank America Corp Stock (BAC)	0.9	$2.3M	-15%	42k	55.00	View chart
Macerich Reit (MAC)	0.9	$2.3M		124k	18.46	View chart
Dimensional International Value Etf Etf (DFIV)	0.9	$2.3M	-3%	45k	49.90	View chart
D R Horton Stock (DHI)	0.9	$2.2M		15k	144.04	View chart
Blackstone Stock (BX)	0.8	$2.1M	+2%	14k	154.14	View chart
Cenovus Energy Stock (CVE)	0.8	$2.0M	+5%	118k	16.92	View chart
Visa Inc Com Cl A Stock (V)	0.8	$1.9M	-6%	5.5k	350.70	View chart
NVR Stock (NVR)	0.8	$1.9M		261.00	7292.77	View chart
Apa Corporation Stock (APA)	0.8	$1.8M		76k	24.46	View chart
Lennar Corp Cl A Stock (LEN)	0.7	$1.8M		18k	102.82	View chart
Ebay Stock (EBAY)	0.7	$1.7M	-5%	19k	87.08	View chart
Chevron Corp Stock (CVX)	0.7	$1.7M	-4%	11k	152.41	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.7	$1.6M	-2%	49k	33.08	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.7	$1.6M	-3%	6.5k	250.31	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.6	$1.6M	-2%	22k	72.01	View chart
Vanguard Large-cap Etf Etf (VV)	0.6	$1.5M		4.8k	314.79	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.6	$1.5M	+45%	25k	59.54	View chart
Home Depot Stock (HD)	0.6	$1.5M		4.3k	344.13	View chart
Occidental Pete Corp Stock (OXY)	0.6	$1.5M	-5%	36k	41.12	View chart
Paccar Stock (PCAR)	0.6	$1.4M	-7%	13k	109.51	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$1.4M	-5%	7.9k	177.75	View chart
Spdr Gold Shares Etf (GLD)	0.5	$1.3M		3.3k	396.31	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.5	$1.3M	+270%	49k	26.68	View chart
Costco Whsl Corp Stock (COST)	0.5	$1.3M	-9%	1.5k	862.29	View chart
Conocophillips Stock (COP)	0.5	$1.3M		14k	93.62	View chart
Target Corp Stock (TGT)	0.5	$1.3M	+23%	13k	97.78	View chart
Johnson & Johnson Stock (JNJ)	0.5	$1.2M		6.0k	206.95	View chart
Diamondback Energy Stock (FANG)	0.5	$1.2M	+9%	7.9k	150.49	View chart
Capital Group Growth Etf Etf (CGGR)	0.5	$1.2M		27k	44.47	View chart
Schwab Charles Corp Stock (SCHW)	0.5	$1.2M		12k	99.91	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.5	$1.1M	-4%	3.8k	303.93	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.5	$1.1M	-2%	25k	44.37	View chart
Oracle Corp Stock (ORCL)	0.4	$1.0M	-7%	5.2k	194.93	View chart
Tesla Stock (TSLA)	0.4	$1.0M		2.2k	449.72	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$1.0M		8.3k	120.34	View chart
Fifth Third Bancorp Stock (FITB)	0.4	$990k	+73%	21k	46.81	View chart
Unitedhealth Group Stock (UNH)	0.4	$913k	+15%	2.8k	329.77	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.4	$906k		12k	74.07	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.4	$874k	+5%	25k	34.65	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.4	$871k	-3%	15k	57.24	View chart
U Haul Holding Company Com Ser N Stock (UHAL.B)	0.4	$861k	+18%	18k	46.71	View chart
Western Alliance Bancorp Stock (WAL)	0.3	$849k	+16%	10k	84.07	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.3	$838k	+3%	8.4k	100.34	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.3	$822k		25k	32.89	View chart
Mcdonalds Corp Stock (MCD)	0.3	$735k		2.4k	305.63	View chart
Ulta Beauty Stock (ULTA)	0.3	$724k		1.2k	605.00	View chart
Walmart Stock (WMT)	0.3	$720k		6.5k	111.41	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$718k	-35%	1.1k	681.92	View chart
Lam Research Corp Stock (LRCX)	0.3	$689k	-2%	4.0k	171.18	View chart
Broadcom Stock (AVGO)	0.3	$670k	+53%	1.9k	346.10	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.3	$660k	+45%	21k	31.93	View chart
Mckesson Corp Stock (MCK)	0.3	$655k		799.00	820.15	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.3	$652k		14k	47.56	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$641k		9.0k	71.41	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$627k	-5%	999.00	627.36	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.3	$625k		4.4k	143.33	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$625k		1.0k	614.33	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$607k		887.00	684.79	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$605k		2.1k	290.21	View chart
Credit Accep Corp Mich Stock (CACC)	0.2	$601k	+10%	1.4k	443.47	View chart
Boeing Stock (BA)	0.2	$587k	-7%	2.7k	217.12	View chart
M & T Bk Corp Stock (MTB)	0.2	$574k	-2%	2.8k	202.04	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$563k		10k	54.77	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.2	$551k	+2%	16k	35.64	View chart
Toyota Motor Corp Ads Adr (TM)	0.2	$549k		2.6k	214.06	View chart
Intel Corp Stock (INTC)	0.2	$540k		15k	36.90	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$529k	+91%	12k	44.71	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$524k		2.5k	211.76	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$522k	+36%	3.6k	143.99	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.2	$510k	+16%	14k	35.33	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.2	$510k		5.0k	102.39	View chart
Advanced Micro Devices Stock (AMD)	0.2	$503k	+6%	2.3k	214.16	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$501k		1.9k	257.91	View chart
Micron Technology Stock (MU)	0.2	$483k		1.7k	285.45	View chart
Fedex Corp Stock (FDX)	0.2	$478k		1.7k	288.78	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$473k		442.00	1070.18	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.2	$473k		9.4k	50.38	View chart
Coca Cola Stock (KO)	0.2	$451k		6.5k	69.91	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$445k		2.2k	198.62	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$431k	+4%	920.00	468.76	View chart
Arista Networks Stock (ANET)	0.2	$410k		3.1k	131.03	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$404k	-21%	8.4k	48.32	View chart
Crocs Stock (CROX)	0.2	$401k		4.7k	85.52	View chart
Disney Walt Stock (DIS)	0.2	$400k	-3%	3.5k	113.78	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$400k	+2%	2.6k	154.82	View chart
Marvell Technology Stock (MRVL)	0.2	$397k	-4%	4.7k	84.98	View chart
Cloudflare Inc Cl A Stock (NET)	0.2	$393k	-3%	2.0k	197.15	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.2	$391k	+2%	13k	30.49	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$379k		7.1k	53.76	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$379k		1.4k	279.13	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$378k		3.8k	99.18	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.2	$377k	+113%	8.8k	42.69	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$374k		2.0k	191.51	View chart
Uber Technologies Stock (UBER)	0.2	$372k	+91%	4.6k	81.71	View chart
Eli Lilly & Co Stock (LLY)	0.1	$368k	-7%	342.00	1074.67	View chart
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)	0.1	$351k		5.8k	60.73	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$348k	-3%	1.6k	219.81	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.1	$346k		13k	27.38	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.1	$345k		14k	24.90	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$336k	+3%	4.3k	77.69	View chart
Nvent Electric Stock (NVT)	0.1	$333k		3.3k	101.97	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.1	$326k	-20%	3.2k	100.76	View chart
Capital Group International Equity Etf Etf (CGIE)	0.1	$318k	NEW	9.1k	34.82	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$312k		11k	27.43	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.1	$312k		2.3k	138.46	View chart
Amkor Technology Stock (AMKR)	0.1	$306k	NEW	7.8k	39.48	View chart
Markel Group Stock (MKL)	0.1	$305k		142.00	2149.65	View chart
Digitalocean Hldgs Stock (DOCN)	0.1	$303k	NEW	6.3k	48.12	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.1	$300k		6.3k	47.97	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$297k	-29%	520.00	570.88	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$297k		6.7k	44.41	View chart
Wec Energy Group Stock (WEC)	0.1	$294k		2.8k	105.46	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$294k		2.1k	139.15	View chart
Allstate Corp Stock (ALL)	0.1	$293k	+4%	1.4k	208.22	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$280k	+4%	1.6k	177.36	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$272k	-9%	1.0k	268.27	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$268k	-16%	2.9k	91.37	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$266k		6.7k	39.59	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$256k		2.4k	106.70	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.1	$251k	+2%	4.7k	53.38	View chart
Mercadolibre Stock (MELI)	0.1	$250k	+6%	124.00	2014.26	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$249k		5.0k	50.29	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$249k		2.5k	101.58	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$242k		5.2k	46.80	View chart
Procter And Gamble Stock (PG)	0.1	$241k		1.7k	143.31	View chart
Dominos Pizza Stock (DPZ)	0.1	$240k		576.00	416.51	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$230k		1.0k	224.78	View chart
Constellation Energy Corp Stock (CEG)	0.1	$216k	-12%	611.00	353.27	View chart
Philip Morris Intl Stock (PM)	0.1	$213k		1.3k	160.44	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$212k	NEW	5.4k	39.45	View chart
Sempra Stock (SRE)	0.1	$210k		2.4k	88.29	View chart
At&t Stock (T)	0.1	$208k	-15%	8.4k	24.84	View chart
Snowflake Stock (SNOW)	0.1	$207k	-4%	943.00	219.36	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.1	$206k	NEW	1.0k	205.60	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$204k		2.9k	71.42	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$203k		2.0k	100.88	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$202k		2.3k	88.48	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$202k	NEW	3.7k	54.71	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$200k	NEW	1.7k	119.41	View chart
Aflac Stock (AFL)	0.1	$197k	-13%	1.8k	110.26	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$197k	NEW	4.2k	46.59	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$195k	NEW	2.8k	69.76	View chart
Rubrik Inc. Cl A Stock (RBRK)	0.1	$194k		2.5k	76.48	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$193k	NEW	2.1k	94.16	View chart
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ)	0.1	$191k	NEW	3.9k	48.72	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.1	$186k		1.9k	96.30	View chart
Pacer American Energy Independence Etf Etf (USAI)	0.1	$184k	-34%	4.8k	38.15	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$183k	NEW	2.6k	69.67	View chart
Honeywell Intl Stock (HON)	0.1	$182k	NEW	932.00	195.07	View chart
Rtx Corporation Stock (RTX)	0.1	$169k	NEW	922.00	183.40	View chart
Lpl Finl Hldgs Stock (LPLA)	0.1	$167k	NEW	467.00	357.17	View chart
Xtrackers Msci Eafe High Dividend Yield Equity Etf Etf (HDEF)	0.1	$165k	NEW	5.3k	30.99	View chart
Wells Fargo Stock (WFC)	0.1	$161k	NEW	1.7k	93.21	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$158k	NEW	2.1k	76.23	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$156k	NEW	4.8k	32.62	View chart
Phillips 66 Stock (PSX)	0.1	$154k	NEW	1.2k	129.07	View chart
Astera Labs Stock (ALAB)	0.1	$154k	-29%	926.00	166.36	View chart
International Business Machs Stock (IBM)	0.1	$154k	NEW	519.00	295.95	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$150k	NEW	310.00	482.89	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$149k	-59%	198.00	751.93	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$148k	NEW	1.2k	120.20	View chart
Abbott Labs Stock (ABT)	0.1	$144k	NEW	1.1k	125.29	View chart
Keysight Technologies Stock (KEYS)	0.1	$143k	NEW	705.00	203.19	View chart
Paypal Hldgs Stock (PYPL)	0.1	$141k	NEW	2.4k	58.38	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$140k	NEW	4.7k	29.61	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$134k	NEW	1.1k	119.32	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$133k	NEW	273.00	488.00	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$133k	NEW	4.4k	30.07	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.1	$127k	NEW	4.2k	30.20	View chart
Sofi Technologies Stock (SOFI)	0.1	$127k	NEW	4.8k	26.18	View chart
Altria Group Stock (MO)	0.0	$116k	NEW	2.0k	57.67	View chart
Gilead Sciences Stock (GILD)	0.0	$115k	NEW	936.00	122.73	View chart
Blackrock Stock (BLK)	0.0	$115k	NEW	107.00	1070.34	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.0	$114k	NEW	2.1k	55.57	View chart
Pfizer Stock (PFE)	0.0	$113k	NEW	4.5k	24.90	View chart
Aecom Stock (ACM)	0.0	$112k	NEW	1.2k	95.33	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$110k	NEW	4.6k	24.04	View chart
Ishares Silver Trust Etf (SLV)	0.0	$109k	NEW	1.7k	64.42	View chart
Fastenal Stock (FAST)	0.0	$109k	NEW	2.7k	40.13	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$106k	NEW	395.00	269.18	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$106k	NEW	1.2k	85.80	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$105k	NEW	833.00	125.82	View chart
Parker-hannifin Corp Stock (PH)	0.0	$102k	NEW	116.00	878.96	View chart
Intuitive Surgical Stock (ISRG)	0.0	$101k	NEW	178.00	566.36	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$100k	NEW	2.1k	47.02	View chart
Texas Instrs Stock (TXN)	0.0	$100k	NEW	577.00	173.49	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.0	$100k		14k	7.14	View chart
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL)	0.0	$99k	NEW	2.0k	49.07	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$97k	NEW	1.0k	93.08	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$95k	NEW	1.0k	93.89	View chart
Tractor Supply Stock (TSCO)	0.0	$95k	NEW	1.9k	50.01	View chart
Ionq Stock (IONQ)	0.0	$93k	NEW	2.1k	44.87	View chart
Caterpillar Stock (CAT)	0.0	$93k	NEW	162.00	571.77	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$90k	NEW	1.9k	48.18	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$90k	NEW	3.1k	28.82	View chart
Jpmorgan Diversified Return International Equity Etf Etf (JPIN)	0.0	$90k	NEW	1.3k	68.16	View chart
T-mobile Us Stock (TMUS)	0.0	$89k	NEW	440.00	202.97	View chart
Novartis Adr (NVS)	0.0	$88k	NEW	641.00	137.87	View chart
Pepsico Stock (PEP)	0.0	$88k	NEW	615.00	143.53	View chart
Ge Aerospace Stock (GE)	0.0	$88k	NEW	285.00	308.22	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$87k	NEW	1.6k	53.94	View chart
Eaton Corp Stock (ETN)	0.0	$86k	NEW	270.00	318.51	View chart
Ishares U.s. Basic Materials Etf Etf (IYM)	0.0	$86k	NEW	556.00	153.96	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$85k	NEW	655.00	130.08	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$85k	NEW	2.7k	30.96	View chart
Kkr & Co Stock (KKR)	0.0	$83k	NEW	651.00	127.56	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$82k	NEW	915.00	89.92	View chart
Salesforce Stock (CRM)	0.0	$82k	NEW	310.00	265.06	View chart
Invesco Russell 1000 Equal Weight Etf Etf (EQAL)	0.0	$81k	NEW	1.5k	52.64	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$81k	NEW	1.5k	54.05	View chart
Starbucks Corp Stock (SBUX)	0.0	$77k	NEW	918.00	84.17	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$77k	NEW	1.9k	41.23	View chart
Cipher Mining Stock (CIFR)	0.0	$77k	NEW	5.2k	14.76	View chart
Marsh Stock	0.0	$75k	NEW	406.00	185.52	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$74k	NEW	514.00	143.52	View chart
Kla Corp Stock (KLAC)	0.0	$73k	NEW	60.00	1215.07	View chart
Abbvie Stock (ABBV)	0.0	$73k	NEW	319.00	228.49	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$73k	NEW	910.00	79.75	View chart

Past Filings by Lodestone Wealth Management

SEC 13F filings are viewable for Lodestone Wealth Management going back to 2022

Lodestone Wealth Management 2025 Q4 filed Jan. 15, 2026
Lodestone Wealth Management 2025 Q3 filed Oct. 24, 2025
Lodestone Wealth Management 2025 Q2 filed Aug. 12, 2025
Lodestone Wealth Management 2025 Q1 filed April 28, 2025
Lodestone Wealth Management 2024 Q4 filed Jan. 30, 2025
Lodestone Wealth Management 2024 Q3 filed Oct. 29, 2024
Lodestone Wealth Management 2024 Q2 filed July 16, 2024
Lodestone Wealth Management 2024 Q1 filed April 30, 2024
Lodestone Wealth Management 2023 Q4 filed Jan. 25, 2024
Lodestone Wealth Management 2023 Q3 filed Oct. 20, 2023
Lodestone Wealth Management 2023 Q2 filed July 25, 2023
Lodestone Wealth Management 2023 Q1 filed May 15, 2023
Lodestone Wealth Management 2022 Q4 filed Feb. 9, 2023

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