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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, MSFT, JPST, CGCP, CGDV, and represent 14.96% of Lodestone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY, CGCP, CRWD, CGSD, CROX, BIL, UPS, JPST, ALAB, SRE.
Started 9 new stock positions in SRE, ALAB, CROX, CRWD, BIL, ITB, UPS, RBRK, NVTS.
Reduced shares in these 10 stocks: SPG, BAC, , , HON, KKR, TGT, BNDX, BND, EBAY.
Sold out of its positions in FTNT, HON, USMV, KKR.
Lodestone Wealth Management was a net buyer of stock by $401k.
Lodestone Wealth Management has $223M in assets under management (AUM), dropping by 8.33%.
Central Index Key (CIK): 0001950158

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Portfolio Holdings for Lodestone Wealth Management

Lodestone Wealth Management holds 173 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.8	$8.4M		33k	254.63	View chart
Microsoft Corp Stock (MSFT)	3.3	$7.3M		14k	517.95	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	3.1	$6.9M	+4%	136k	50.73	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	2.5	$5.5M	+9%	241k	22.72	View chart
Capital Group Dividend Value Etf Etf (CGDV)	2.3	$5.2M	+2%	124k	42.03	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.3	$5.1M		21k	243.55	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	2.2	$4.8M	+9%	185k	25.98	View chart
Jpmorgan Chase & Co Stock (JPM)	2.1	$4.7M		15k	315.43	View chart
Nvidia Corporation Stock (NVDA)	2.1	$4.6M		25k	186.58	View chart
Vanguard Value Etf Etf (VTV)	2.0	$4.5M		24k	186.49	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.7	$3.8M	+3%	67k	57.47	View chart
Amgen Stock (AMGN)	1.7	$3.8M	+2%	14k	282.20	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	1.6	$3.5M	+3%	49k	72.44	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.6	$3.5M	+2%	59k	59.92	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.6	$3.5M		11k	328.17	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	1.6	$3.5M	+5%	117k	29.62	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.5	$3.4M	+4%	43k	78.91	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.4	$3.2M		6.4k	502.70	View chart
American Express Stock (AXP)	1.4	$3.1M		9.5k	332.20	View chart
Simon Ppty Group Reit (SPG)	1.3	$2.9M	-49%	16k	187.60	View chart
Amazon Stock (AMZN)	1.3	$2.9M	+2%	13k	219.57	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	1.2	$2.6M		84k	31.53	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	1.2	$2.6M	+7%	52k	50.63	View chart
Meta Platforms Inc Cl A Stock (META)	1.2	$2.6M		3.5k	734.40	View chart
Bank America Corp Stock (BAC)	1.2	$2.6M	-40%	50k	51.59	View chart
Merck & Co Stock (MRK)	1.1	$2.6M	-4%	31k	83.93	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	1.1	$2.5M		70k	36.35	View chart
D R Horton Stock (DHI)	1.1	$2.5M		15k	169.49	View chart
Capital Group Core Equity Etf Etf (CGUS)	1.1	$2.5M	+2%	62k	39.54	View chart
Cisco Sys Stock (CSCO)	1.1	$2.4M		35k	68.42	View chart
Capital Group Core Bond Etf Etf (CGCB)	1.1	$2.4M		88k	26.58	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	1.0	$2.3M	+8%	82k	27.75	View chart
Macerich Reit (MAC)	1.0	$2.3M		125k	18.20	View chart
Blackstone Stock (BX)	1.0	$2.3M		13k	170.85	View chart
Qualcomm Stock (QCOM)	1.0	$2.3M		14k	166.36	View chart
Lennar Corp Cl A Stock (LEN)	1.0	$2.2M		17k	125.97	View chart
Dimensional International Value Etf Etf (DFIV)	1.0	$2.2M	+3%	47k	46.12	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$2.1M	+3%	8.8k	243.11	View chart
NVR Stock (NVR)	0.9	$2.1M		262.00	8034.65	View chart
Visa Inc Com Cl A Stock (V)	0.9	$2.0M		5.9k	341.40	View chart
Cenovus Energy Stock (CVE)	0.9	$1.9M		111k	16.99	View chart
Ebay Stock (EBAY)	0.8	$1.9M	-6%	21k	90.93	View chart
Apa Corporation Stock (APA)	0.8	$1.8M		76k	24.28	View chart
Occidental Pete Corp Stock (OXY)	0.8	$1.8M	-6%	38k	47.25	View chart
Chevron Corp Stock (CVX)	0.8	$1.8M	+2%	12k	155.29	View chart
Home Depot Stock (HD)	0.8	$1.7M		4.3k	405.26	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.8	$1.7M		6.7k	256.45	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.7	$1.6M	+2%	22k	73.57	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.7	$1.6M	+3%	51k	32.07	View chart
Oracle Corp Stock (ORCL)	0.7	$1.6M	+5%	5.6k	281.26	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.7	$1.5M	+2%	8.3k	182.42	View chart
Costco Whsl Corp Stock (COST)	0.7	$1.5M	+3%	1.6k	925.58	View chart
Vanguard Large-cap Etf Etf (VV)	0.7	$1.5M		4.8k	307.86	View chart
Paccar Stock (PCAR)	0.6	$1.4M	-3%	14k	98.32	View chart
Conocophillips Stock (COP)	0.6	$1.3M		13k	94.55	View chart
Spdr Gold Shares Etf (GLD)	0.5	$1.2M		3.3k	355.47	View chart
Capital Group Growth Etf Etf (CGGR)	0.5	$1.2M	+2%	27k	43.92	View chart
Johnson & Johnson Stock (JNJ)	0.5	$1.1M		6.1k	185.43	View chart
Ovintiv Stock (OVV)	0.5	$1.1M	-8%	28k	40.38	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.5	$1.1M	+3%	26k	43.78	View chart
Schwab Charles Corp Stock (SCHW)	0.5	$1.1M		12k	95.47	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.5	$1.1M	+3%	3.9k	279.32	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$1.1M	+80%	1.6k	666.18	View chart
Diamondback Energy Stock (FANG)	0.5	$1.0M		7.2k	143.39	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.5	$1.0M	+2%	17k	58.21	View chart
Tesla Stock (TSLA)	0.4	$1000k		2.2k	444.72	View chart
Target Corp Stock (TGT)	0.4	$935k	-15%	10k	89.68	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$931k		8.3k	112.75	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.4	$910k	-12%	12k	74.37	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.4	$900k	+3%	16k	57.10	View chart
Unitedhealth Group Stock (UNH)	0.4	$828k	+13%	2.4k	345.64	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.4	$820k	+5%	24k	34.17	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.4	$813k	-3%	8.1k	100.69	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.4	$806k	+4%	25k	31.84	View chart
U Haul Holding Company Com Ser N Stock (UHAL.B)	0.4	$794k	-11%	16k	50.94	View chart
Western Alliance Bancorp Stock (WAL)	0.3	$754k		8.7k	86.71	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.3	$751k	+5%	2.7k	281.81	View chart
Mcdonalds Corp Stock (MCD)	0.3	$732k	+4%	2.4k	303.88	View chart
Walmart Stock (WMT)	0.3	$672k		6.5k	103.06	View chart
Devon Energy Corp Stock (DVN)	0.3	$661k	-14%	19k	35.06	View chart
Ulta Beauty Stock (ULTA)	0.3	$661k		1.2k	546.74	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$649k		1.1k	612.27	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.3	$646k		14k	47.61	View chart
Boeing Stock (BA)	0.3	$630k		2.9k	215.85	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.3	$622k		4.4k	142.55	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$617k		1.0k	600.59	View chart
Mckesson Corp Stock (MCK)	0.3	$617k		798.00	772.58	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$610k		2.1k	293.78	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$609k		9.0k	67.83	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$594k		887.00	669.15	View chart
Credit Accep Corp Mich Stock (CACC)	0.3	$575k	-6%	1.2k	466.94	View chart
M & T Bk Corp Stock (MTB)	0.3	$573k	-3%	2.9k	197.60	View chart
Lam Research Corp Stock (LRCX)	0.2	$555k		4.1k	133.90	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$553k		6.2k	89.34	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$552k	+3%	10k	53.87	View chart
Fifth Third Bancorp Stock (FITB)	0.2	$544k		12k	44.55	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.2	$524k	+18%	15k	34.65	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$524k	-20%	11k	49.46	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$516k		2.5k	208.73	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.2	$515k		5.0k	103.36	View chart
Toyota Motor Corp Ads Adr (TM)	0.2	$495k	+2%	2.6k	191.09	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$494k		1.9k	254.28	View chart
Intel Corp Stock (INTC)	0.2	$493k	-5%	15k	33.55	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.2	$480k	-8%	9.5k	50.23	View chart
Arista Networks Stock (ANET)	0.2	$462k		3.2k	145.71	View chart
Cloudflare Inc Cl A Stock (NET)	0.2	$442k	+2%	2.1k	214.59	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.2	$440k	+13%	14k	30.90	View chart
Coca Cola Stock (KO)	0.2	$436k		6.6k	66.32	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$436k		2.2k	194.50	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$433k	+15%	447.00	968.32	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.2	$432k	-3%	12k	34.72	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$431k	NEW	879.00	490.38	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$420k		738.00	568.80	View chart
Broadcom Stock (AVGO)	0.2	$418k	+32%	1.3k	329.80	View chart
Disney Walt Stock (DIS)	0.2	$415k		3.6k	114.51	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.2	$413k	-14%	4.1k	101.20	View chart
Marvell Technology Stock (MRVL)	0.2	$411k		4.9k	84.07	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$391k	+2%	1.3k	293.76	View chart
Crocs Stock (CROX)	0.2	$391k	NEW	4.7k	83.55	View chart
Fedex Corp Stock (FDX)	0.2	$388k		1.6k	235.74	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$382k		7.1k	54.18	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.2	$378k		13k	30.11	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$370k	-6%	1.9k	189.68	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$361k		483.00	746.69	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.2	$360k	+7%	4.1k	87.21	View chart
Advanced Micro Devices Stock (AMD)	0.2	$357k	-5%	2.2k	161.79	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$352k		1.6k	215.79	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.2	$352k		13k	26.84	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$351k	+3%	2.5k	139.19	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.2	$346k		14k	24.95	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.2	$342k	+10%	13k	27.29	View chart
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)	0.2	$336k		5.7k	59.00	View chart
Nvent Electric Stock (NVT)	0.1	$328k	+4%	3.3k	98.64	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$327k	+4%	4.2k	78.36	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$321k	NEW	3.5k	91.75	View chart
Wec Energy Group Stock (WEC)	0.1	$319k		2.8k	114.59	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$313k	NEW	3.8k	83.54	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$306k		11k	27.30	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.1	$300k		6.3k	47.88	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.1	$299k	+7%	2.2k	135.23	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$295k	+42%	2.1k	140.08	View chart
Pacer American Energy Independence Etf Etf (USAI)	0.1	$292k	+7%	7.3k	39.85	View chart
Allstate Corp Stock (ALL)	0.1	$289k	+8%	1.3k	214.68	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$286k		6.7k	42.79	View chart
Micron Technology Stock (MU)	0.1	$283k	+3%	1.7k	167.29	View chart
Eli Lilly & Co Stock (LLY)	0.1	$281k	+16%	368.00	763.00	View chart
At&t Stock (T)	0.1	$280k	-15%	9.9k	28.24	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$276k	-2%	1.1k	246.60	View chart
Markel Group Stock (MKL)	0.1	$271k		142.00	1911.36	View chart
Mercadolibre Stock (MELI)	0.1	$271k	+20%	116.00	2336.94	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$264k	+4%	1.5k	174.59	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$259k		6.7k	38.57	View chart
Astera Labs Stock (ALAB)	0.1	$256k	NEW	1.3k	195.80	View chart
Procter And Gamble Stock (PG)	0.1	$256k	+56%	1.7k	153.65	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$256k		2.4k	106.78	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$250k		2.0k	124.37	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$250k		2.5k	101.92	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$248k		5.0k	50.07	View chart
Dominos Pizza Stock (DPZ)	0.1	$246k		571.00	431.35	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$238k		5.2k	45.76	View chart
Uber Technologies Stock (UBER)	0.1	$233k	+6%	2.4k	97.97	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.1	$230k		4.6k	49.95	View chart
Aflac Stock (AFL)	0.1	$230k		2.1k	111.70	View chart
Constellation Energy Corp Stock (CEG)	0.1	$230k	+5%	698.00	329.07	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$227k		1.0k	222.28	View chart
Snowflake Stock (SNOW)	0.1	$222k	+8%	983.00	225.55	View chart
Philip Morris Intl Stock (PM)	0.1	$215k	+5%	1.3k	162.16	View chart
Sempra Stock (SRE)	0.1	$214k	NEW	2.4k	89.98	View chart
Rubrik Inc. Cl A Stock (RBRK)	0.1	$212k	NEW	2.6k	82.25	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$209k	-2%	2.8k	73.49	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$209k		2.3k	91.44	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.1	$207k	NEW	1.9k	107.24	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.0	$102k	NEW	14k	7.22	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 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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