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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 CGCP, AAPL, JPST, CGSD, GOOG, and represent 14.02% of Lodestone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CGCP, CGSD, CGXU, CGNG, AVDV, AVGO, CGDV, CGIE, WSM, DFAT.
Started 31 new stock positions in CLPT, SITM, REMX, MLPI, CION, MUNI, HBM, BITU, SIVR, ZETA.
Reduced shares in these 10 stocks: PCAR, ACN, GLD, BAC, AXP, ZBH, SPY, SLV, GDX, INDA.
Sold out of its positions in AstraZeneca, TEAM, AZO, BDX, BPRE, BLDR, CHYM, COIN, DFNL, DOCU.
Lodestone Wealth Management was a net buyer of stock by $7.5M.
Lodestone Wealth Management has $252M in assets under management (AUM), dropping by 2.76%.
Central Index Key (CIK): 0001950158

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Portfolio Holdings for Lodestone Wealth Management

Lodestone Wealth Management holds 781 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Lodestone Wealth Management has 781 total positions. Only the first 250 positions are shown.

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Download the Lodestone Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Core Plus Income Etf Etf (CGCP)	3.3	$8.2M	+19%	369k	22.34	View chart
Apple Stock (AAPL)	3.1	$7.9M		31k	253.79	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	2.8	$7.0M		139k	50.61	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	2.6	$6.6M	+9%	257k	25.79	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.2	$5.6M		20k	286.86	View chart
Capital Group Dividend Value Etf Etf (CGDV)	2.2	$5.6M	+7%	131k	42.54	View chart
Microsoft Corp Stock (MSFT)	2.0	$4.9M	+4%	13k	370.16	View chart
Amgen Stock (AMGN)	1.9	$4.7M		13k	351.85	View chart
Nvidia Corporation Stock (NVDA)	1.8	$4.4M		25k	174.40	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.7	$4.3M	+4%	69k	62.56	View chart
Vanguard Value Etf Etf (VTV)	1.7	$4.3M		22k	196.20	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	1.7	$4.2M	+15%	142k	29.49	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$4.2M		14k	294.16	View chart
Merck & Co Stock (MRK)	1.5	$3.9M		33k	120.29	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.5	$3.8M	+3%	59k	64.08	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	1.4	$3.5M	+4%	50k	70.91	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.4	$3.5M	+4%	45k	78.41	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.3	$3.4M		11k	320.81	View chart
Apa Corporation Stock (APA)	1.3	$3.2M		75k	42.44	View chart
Cenovus Energy Stock (CVE)	1.2	$3.1M		117k	26.53	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	1.2	$3.0M	+9%	110k	27.23	View chart
Simon Ppty Group Reit (SPG)	1.1	$2.9M		15k	186.54	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	1.1	$2.8M		84k	33.86	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.1	$2.8M		5.9k	479.16	View chart
Amazon Stock (AMZN)	1.1	$2.8M		13k	208.27	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	1.1	$2.7M		70k	38.96	View chart
Cisco Sys Stock (CSCO)	1.1	$2.7M		35k	77.59	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	1.1	$2.7M	+5%	54k	49.95	View chart
American Express Stock (AXP)	1.1	$2.7M	-3%	8.9k	302.49	View chart
Capital Group Core Equity Etf Etf (CGUS)	1.0	$2.5M	+4%	64k	38.42	View chart
Dimensional International Value Etf Etf (DFIV)	1.0	$2.4M	+2%	46k	52.78	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.9	$2.4M		91k	26.26	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$2.4M	-2%	8.3k	287.56	View chart
Macerich Reit (MAC)	0.9	$2.3M		123k	18.90	View chart
Occidental Pete Corp Stock (OXY)	0.9	$2.3M		35k	64.99	View chart
Chevron Corporation Stock (CVX)	0.9	$2.3M		11k	206.91	View chart
D R Horton Stock (DHI)	0.8	$2.0M		15k	137.28	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$2.0M		3.6k	572.19	View chart
Bank Of Amer Corp Stock (BAC)	0.8	$2.0M	-4%	40k	48.75	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.7	$1.9M	+19%	30k	62.45	View chart
Conocophillips Stock (COP)	0.7	$1.8M	+2%	14k	132.02	View chart
Qualcomm Stock (QCOM)	0.7	$1.8M		14k	128.78	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.7	$1.8M	+3%	51k	34.55	View chart
Ebay Stock (EBAY)	0.7	$1.7M		19k	91.01	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.7	$1.7M	+3%	22k	76.02	View chart
NVR Stock (NVR)	0.7	$1.7M		257.00	6589.82	View chart
Visa Inc Com Cl A Stock (V)	0.7	$1.7M		5.5k	302.23	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.6	$1.6M	+5%	6.8k	239.99	View chart
Diamondback Energy Stock (FANG)	0.6	$1.6M	+3%	8.2k	197.79	View chart
Blackstone Stock (BX)	0.6	$1.6M	+2%	14k	114.99	View chart
Target Corp Stock (TGT)	0.6	$1.6M		13k	121.17	View chart
Lennar Corp Cl A Stock (LEN)	0.6	$1.5M		17k	86.86	View chart
Costco Wholesale Corporation Stock (COST)	0.6	$1.5M		1.5k	996.17	View chart
Johnson & Johnson Stock (JNJ)	0.6	$1.5M		6.0k	244.44	View chart
Vanguard Large-cap Etf Etf (VV)	0.6	$1.4M		4.8k	298.85	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$1.4M		8.4k	169.65	View chart
Home Depot Stock (HD)	0.6	$1.4M		4.3k	328.82	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.6	$1.4M	+9%	54k	26.20	View chart
Spdr Gold Shares Etf (GLD)	0.5	$1.3M	-7%	3.1k	430.29	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.5	$1.3M		3.7k	337.91	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.5	$1.2M	+5%	26k	44.87	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.4	$1.1M	+70%	35k	31.57	View chart
Schwab Charles Corp Stock (SCHW)	0.4	$1.1M		12k	93.98	View chart
Capital Group Growth Etf Etf (CGGR)	0.4	$1.1M	+3%	28k	40.19	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$1.1M	-4%	7.6k	146.28	View chart
Fifth Third Bancorp Stock (FITB)	0.4	$1.1M	+7%	23k	46.46	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.4	$1.0M	+24%	31k	33.37	View chart
Paccar Stock (PCAR)	0.4	$1.0M	-32%	8.9k	115.50	View chart
Broadcom Stock (AVGO)	0.4	$988k	+64%	3.2k	309.51	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.4	$965k	+5%	16k	60.10	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.4	$917k	+4%	26k	35.04	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.4	$883k		12k	73.64	View chart
Tesla Stock (TSLA)	0.3	$871k	+4%	2.3k	371.75	View chart
Lam Research Corp Stock (LRCX)	0.3	$836k	-2%	3.9k	213.66	View chart
U Haul Holding Company Com Ser N Stock (UHAL.B)	0.3	$830k		19k	44.66	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.3	$803k	-4%	8.0k	100.57	View chart
Walmart Stock (WMT)	0.3	$802k		6.5k	124.27	View chart
Western Alliance Bancorp Stock (WAL)	0.3	$770k	+7%	11k	70.85	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.3	$767k	+5%	13k	61.26	View chart
Oracle Corp Stock (ORCL)	0.3	$767k		5.2k	147.12	View chart
Mcdonalds Corp Stock (MCD)	0.3	$762k		2.5k	310.80	View chart
Unitedhealth Group Stock (UNH)	0.3	$708k	-5%	2.6k	270.65	View chart
Mckesson Corp Stock (MCK)	0.3	$686k		793.00	864.93	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$668k		9.0k	74.35	View chart
Capital Group International Equity Etf Etf (CGIE)	0.3	$659k	+113%	20k	33.82	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.3	$655k		14k	47.30	View chart
Intel Corp Stock (INTC)	0.3	$636k		14k	44.13	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.3	$636k		4.4k	145.79	View chart
Ulta Beauty Stock (ULTA)	0.2	$627k		1.2k	522.70	View chart
Advanced Micro Devices Stock (AMD)	0.2	$621k	+30%	3.1k	203.43	View chart
Credit Accep Corp Mich Stock (CACC)	0.2	$617k	+7%	1.5k	423.47	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$608k	-11%	935.00	650.10	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.2	$604k	+3%	457.00	1321.26	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$600k		2.1k	287.17	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$599k		1.0k	597.73	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$594k	+2%	909.00	653.08	View chart
Digitalocean Hldgs Stock (DOCN)	0.2	$592k	+9%	6.9k	85.78	View chart
Fedex Corp Stock (FDX)	0.2	$591k		1.7k	356.24	View chart
M & T Bk Corp Stock (MTB)	0.2	$588k		2.8k	207.89	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$587k		1.0k	577.40	View chart
Micron Technology Stock (MU)	0.2	$566k		1.7k	337.76	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.2	$558k		16k	35.90	View chart
Boeing Stock (BA)	0.2	$538k		2.7k	199.03	View chart
Toyota Motor Corp Ads Adr (TM)	0.2	$537k		2.6k	206.09	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.2	$515k		5.0k	103.43	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$512k	-4%	2.4k	217.21	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$510k		1.9k	261.94	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$509k		10k	49.37	View chart
Coca Cola Stock (KO)	0.2	$491k		6.5k	76.05	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.2	$490k		14k	34.41	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$471k	-2%	3.5k	132.91	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.2	$460k		9.2k	50.05	View chart
Marvell Technology Stock (MRVL)	0.2	$460k		4.6k	99.06	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$445k	+7450%	4.5k	99.86	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.2	$429k	+5%	9.3k	45.89	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$428k	+22%	14k	30.68	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$426k		2.2k	191.81	View chart
Cloudflare Inc Cl A Stock (NET)	0.2	$420k		2.0k	206.34	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$413k	+15%	1.1k	390.41	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$401k	+5%	2.7k	146.63	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$394k	+12%	1.5k	257.36	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$391k	-2%	8.1k	48.05	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$390k	+9%	4.8k	81.98	View chart
Crocs Stock (CROX)	0.2	$389k		4.7k	83.02	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$381k		7.1k	54.05	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.2	$381k		13k	29.81	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$375k		2.0k	191.89	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$374k		3.8k	98.39	View chart
Nvent Elec Stock (NVT)	0.1	$372k	-3%	3.1k	118.28	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.1	$366k	+11%	2.5k	145.02	View chart
Arista Networks Stock (ANET)	0.1	$361k	-6%	2.9k	122.78	View chart
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)	0.1	$359k		5.8k	62.13	View chart
Amkor Technology Stock (AMKR)	0.1	$359k	+2%	8.0k	45.03	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.1	$343k		14k	24.73	View chart
Williams Sonoma Stock (WSM)	0.1	$342k	+1758%	1.9k	182.37	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$341k		1.6k	215.08	View chart
Uber Technologies Stock (UBER)	0.1	$341k	+3%	4.7k	71.93	View chart
Disney Walt Stock (DIS)	0.1	$336k		3.5k	96.39	View chart
Eli Lilly & Co Stock (LLY)	0.1	$334k	+6%	363.00	919.75	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.1	$325k	-5%	12k	27.15	View chart
Wec Energy Group Stock (WEC)	0.1	$323k		2.8k	115.77	View chart
Allstate Corp Stock (ALL)	0.1	$313k	+7%	1.5k	207.30	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$309k		2.1k	145.97	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$307k		6.7k	45.65	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.1	$300k		6.3k	48.02	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.1	$292k	-10%	2.9k	100.96	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$291k		1.6k	184.32	View chart
Markel Group Stock (MKL)	0.1	$289k	+6%	151.00	1914.07	View chart
Mercadolibre Stock (MELI)	0.1	$282k	+31%	163.00	1729.02	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.1	$274k		4.8k	57.07	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$270k		2.9k	91.64	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$261k		522.00	499.65	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$261k		6.7k	38.86	View chart
Constellation Energy Corp Stock (CEG)	0.1	$259k	+51%	926.00	279.25	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$255k		2.4k	106.50	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$248k		2.5k	101.14	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$247k		5.0k	49.89	View chart
At&t Stock (T)	0.1	$243k		8.4k	28.99	View chart
Procter & Gamble Stock (PG)	0.1	$242k		1.7k	144.44	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$234k		5.2k	45.12	View chart
Sempra Stock (SRE)	0.1	$231k		2.4k	97.17	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$231k	+68%	7.4k	30.96	View chart
Pacer American Energy Infrastructure Etf Etf (USAI)	0.1	$229k		4.9k	46.99	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$228k		5.4k	42.56	View chart
Dominos Pizza Stock (DPZ)	0.1	$222k	+7%	618.00	358.58	View chart
Philip Morris Intl Stock (PM)	0.1	$220k		1.3k	165.31	View chart
Phillips 66 Stock (PSX)	0.1	$219k		1.2k	182.20	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.1	$219k		1.0k	218.72	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$213k		1.0k	208.15	View chart
Honeywell Intl Stock (HON)	0.1	$211k		935.00	226.06	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$209k		3.7k	56.79	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$209k	+14%	1.9k	108.98	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$208k	+15%	3.2k	64.22	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$207k		2.8k	73.15	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$205k		4.2k	48.46	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$201k		2.3k	88.72	View chart
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ)	0.1	$198k		3.9k	50.48	View chart
Aflac Stock (AFL)	0.1	$197k		1.8k	109.74	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$195k		2.0k	96.46	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$187k		2.6k	71.13	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$187k		310.00	603.92	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$187k		2.0k	92.74	View chart
Rtx Corporation Stock (RTX)	0.1	$178k		922.00	192.90	View chart
Xtrackers Msci Eafe High Dividend Yield Equity Etf Etf (HDEF)	0.1	$173k		5.3k	32.41	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.1	$170k	-2%	1.9k	90.53	View chart
Keysight Technologies Stock (KEYS)	0.1	$167k	-15%	593.00	282.37	View chart
Capital Group International Core Equity Etf Etf (CGIC)	0.1	$159k	+129%	4.8k	33.11	View chart
Snowflake Stock (SNOW)	0.1	$154k	+8%	1.0k	150.82	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$153k		1.2k	124.30	View chart
Rubrik Inc. Cl A Stock (RBRK)	0.1	$150k	+20%	3.1k	48.97	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$145k		4.7k	30.50	View chart
Lpl Finl Hldgs Stock (LPLA)	0.1	$141k		467.00	300.83	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$140k		4.8k	29.13	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$137k		836.00	164.17	View chart
Altria Group Stock (MO)	0.1	$134k		2.0k	65.98	View chart
Gilead Sciences Stock (GILD)	0.1	$131k		942.00	139.31	View chart
Cipher Digital Stock (CIFR)	0.1	$131k	+93%	10k	12.87	View chart
Wells Fargo & Co Stock (WFC)	0.1	$127k	-8%	1.6k	79.63	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.1	$126k		4.2k	30.07	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$126k		1.1k	112.11	View chart
Fastenal Stock (FAST)	0.0	$126k		2.7k	46.40	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$124k	+9%	5.0k	24.75	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.0	$123k		14k	8.77	View chart
Abbott Laboratories Stock (ABT)	0.0	$122k	+3%	1.2k	102.67	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$119k		273.00	437.15	View chart
Pfizer Stock (PFE)	0.0	$118k	-7%	4.2k	28.08	View chart
Iren Limited Ordinary Shares Stock (IREN)	0.0	$118k	+126%	3.4k	34.28	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$114k		2.2k	52.64	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$113k	-17%	163.00	695.85	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.0	$113k		2.1k	54.84	View chart
Caterpillar Stock (CAT)	0.0	$111k	-3%	157.00	707.45	View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)	0.0	$107k	NEW	2.4k	45.17	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$107k	NEW	2.0k	52.20	View chart
Ishares U.s. Basic Materials Etf Etf (IYM)	0.0	$106k	+8%	605.00	175.92	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$106k	+10%	1.1k	94.56	View chart
Parker-hannifin Corp Stock (PH)	0.0	$104k		116.00	895.24	View chart
Blackrock Stock (BLK)	0.0	$103k		107.00	961.71	View chart
International Business Machs Stock (IBM)	0.0	$100k	-20%	414.00	242.25	View chart
Aecom Stock (ACM)	0.0	$100k		1.2k	84.79	View chart
Paypal Hldgs Stock (PYPL)	0.0	$100k	-8%	2.2k	45.23	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$98k		1.6k	60.64	View chart
Novartis Adr (NVS)	0.0	$98k		641.00	152.75	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$98k	-51%	492.00	198.40	View chart
Eaton Corp Stock (ETN)	0.0	$97k		270.00	357.67	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$97k		1.0k	92.32	View chart
Jpmorgan Diversified Return International Equity Etf Etf (JPIN)	0.0	$96k		1.3k	71.23	View chart
Pepsico Stock (PEP)	0.0	$94k		605.00	155.18	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$92k		395.00	234.03	View chart
T-mobile Us Stock (TMUS)	0.0	$92k		440.00	210.02	View chart
Sofi Technologies Stock (SOFI)	0.0	$92k	+19%	5.8k	15.88	View chart
Talen Energy Corp Stock (TLN)	0.0	$91k	+77%	286.00	319.23	View chart
Intuitive Surgical Stock (ISRG)	0.0	$91k	+11%	198.00	460.99	View chart
Ast Spacemobile Inc Com Cl A Stock (ASTS)	0.0	$90k	+31%	1.1k	82.87	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$90k	+3%	1.9k	46.24	View chart
Verizon Communications Stock (VZ)	0.0	$89k		1.8k	50.21	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$87k		1.9k	46.53	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$86k	-29%	1.5k	59.03	View chart
Tractor Supply Stock (TSCO)	0.0	$86k		1.9k	45.30	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$86k		3.1k	27.46	View chart
Astera Labs Stock (ALAB)	0.0	$85k	-16%	774.00	109.60	View chart
Invesco Russell 1000 Equal Weight Etf Etf (EQAL)	0.0	$85k		1.5k	55.10	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$85k	+83%	766.00	110.40	View chart
Texas Instrs Stock (TXN)	0.0	$84k	-24%	434.00	194.14	View chart
Kla Corp Stock (KLAC)	0.0	$83k	-6%	56.00	1472.40	View chart
Kkr & Co Stock (KKR)	0.0	$82k	+35%	884.00	92.46	View chart
Starbucks Corp Stock (SBUX)	0.0	$81k		904.00	89.62	View chart
Ge Aerospace Stock (GE)	0.0	$81k		285.00	284.16	View chart
Abbvie Stock (ABBV)	0.0	$79k	+14%	364.00	217.49	View chart
Williams Cos Stock (WMB)	0.0	$78k		1.1k	72.80	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$78k		114.00	682.24	View chart

Past Filings by Lodestone Wealth Management

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

Lodestone Wealth Management 2026 Q1 filed May 1, 2026
Lodestone Wealth Management 2026 Q1 restated filed May 1, 2026
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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