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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, CGSD, JPST, MSFT, and represent 15.76% of Lodestone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAT, CGCP, SPY, CGDV, CGSD, CRWD, MSFT, CGMS, AVDV, AVUV.
Started 47 new stock positions in XSD, CSX, CGUI, IWM, TE, HALO, OUST, ROK, INDI, COR.
Reduced shares in these 10 stocks: Dimensional Etf Trust, Dimensional Etf Trust, QCOM, RBRK, SPG, Dimensional Etf Trust, VTV, EBAY, Dimensional Etf Trust, IONQ.
Sold out of its positions in SIVR, Ataibeckley, AVB, BCE, BZAI, ENFY, CLFD, DNN, Dimensional Etf Trust, Dimensional Etf Trust.
Lodestone Wealth Management was a net buyer of stock by $13M.
Lodestone Wealth Management has $297M in assets under management (AUM), dropping by 4.94%.
Central Index Key (CIK): 0001950158

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Portfolio Holdings for Lodestone Wealth Management

Lodestone Wealth Management holds 801 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Lodestone Wealth Management has 801 total positions. Only the first 250 positions are shown.

Sign up to view all of the Lodestone Wealth Management Sept. 30, 2026 positions
Download the Lodestone Wealth Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Core Plus Income Etf Etf (CGCP)	4.3	$13M	+15%	605k	21.17	View chart
Apple Stock (AAPL)	3.3	$9.9M		30k	333.03	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	3.0	$9.1M	+9%	359k	25.25	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	2.6	$7.6M	+5%	151k	50.37	View chart
Microsoft Corp Stock (MSFT)	2.5	$7.4M	+8%	14k	512.91	View chart
Capital Group Dividend Value Etf Etf (CGDV)	2.4	$7.2M	+12%	147k	48.85	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.2	$6.4M		19k	340.73	View chart
Nvidia Corporation Stock (NVDA)	2.0	$5.9M		26k	228.38	View chart
Amgen Stock (AMGN)	1.9	$5.6M		13k	421.51	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	1.7	$5.1M	+5%	76k	66.76	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	1.7	$5.0M	+5%	144k	34.29	View chart
Merck & Co Stock (MRK)	1.6	$4.7M		33k	145.31	View chart
Jpmorgan Chase & Co Stock (JPM)	1.5	$4.4M		13k	330.83	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.5	$4.4M	+5%	62k	70.61	View chart
Vanguard Morningstar Value Etf Etf (VTV)	1.5	$4.3M	-6%	20k	216.08	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	1.4	$4.2M	+11%	51k	83.03	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	1.4	$4.2M	+6%	11k	374.25	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	1.4	$4.1M	+12%	157k	26.23	View chart
Cisco Sys Stock (CSCO)	1.3	$3.8M		36k	107.63	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.3	$3.8M	+10%	50k	76.40	View chart
Amazon Stock (AMZN)	1.2	$3.6M	+5%	15k	249.15	View chart
Cenovus Energy Stock (CVE)	1.2	$3.6M		114k	31.08	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	1.1	$3.3M		84k	39.31	View chart
Capital Group Core Equity Etf Etf (CGUS)	1.1	$3.3M	+11%	73k	44.50	View chart
Apa Corporation Stock (APA)	1.1	$3.2M		78k	41.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$2.9M		5.9k	497.98	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	1.0	$2.9M		71k	41.43	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	1.0	$2.9M	+6%	58k	49.22	View chart
Macerich Reit (MAC)	0.9	$2.7M		121k	22.36	View chart
Dimensional International Value Etf Etf (DFIV)	0.9	$2.7M	+6%	48k	55.86	View chart
Simon Ppty Group Reit (SPG)	0.9	$2.7M	-13%	13k	200.59	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$2.6M		7.7k	344.08	View chart
American Express Stock (AXP)	0.9	$2.6M	-2%	8.6k	304.13	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$2.6M		3.6k	725.12	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.8	$2.3M	+9%	7.4k	317.32	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.8	$2.3M	+12%	93k	24.98	View chart
Chevron Corporation Stock (CVX)	0.7	$2.2M	+4%	11k	204.21	View chart
Target Corp Stock (TGT)	0.7	$2.1M		14k	156.72	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.7	$2.1M	+6%	53k	39.72	View chart
D R Horton Stock (DHI)	0.7	$2.0M		15k	136.68	View chart
Bank Of Amer Corp Stock (BAC)	0.7	$2.0M		37k	54.43	View chart
Micron Technology Stock (MU)	0.7	$1.9M	+8%	1.8k	1065.07	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.6	$1.9M	+5%	24k	81.58	View chart
Visa Inc Com Cl A Stock (V)	0.6	$1.9M		5.3k	359.36	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$1.9M	+70%	2.5k	762.67	View chart
Dfa Invt Dimensions Group Inc U.s. Trgtd Val Etf (DFAT)	0.6	$1.8M	NEW	28k	66.44	View chart
Conocophillips Stock (COP)	0.6	$1.8M		15k	125.13	View chart
Vanguard Morningstar Large-cap Etf Etf (VV)	0.6	$1.7M		4.9k	351.85	View chart
Occidental Pete Corp Stock (OXY)	0.6	$1.7M		31k	55.32	View chart
NVR Stock (NVR)	0.6	$1.7M	+10%	275.00	6154.39	View chart
Diamondback Energy Stock (FANG)	0.6	$1.7M		9.1k	183.81	View chart
Advanced Micro Devices Stock (AMD)	0.6	$1.6M	-2%	2.7k	611.76	View chart
Blackstone Stock (BX)	0.5	$1.6M	+3%	14k	112.09	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.5	$1.6M	+6%	29k	53.28	View chart
Lennar Corp Cl A Stock (LEN)	0.5	$1.6M	+20%	19k	81.62	View chart
Johnson & Johnson Stock (JNJ)	0.5	$1.5M		5.7k	264.72	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.5	$1.5M	+2%	3.3k	456.22	View chart
Intel Corp Stock (INTC)	0.5	$1.5M		12k	120.23	View chart
Capital Group Growth Etf Etf (CGGR)	0.5	$1.5M	+9%	31k	47.43	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$1.4M		1.5k	910.59	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.5	$1.4M		8.3k	162.75	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.4	$1.3M	+17%	13k	100.55	View chart
Ebay Stock (EBAY)	0.4	$1.3M	-15%	12k	106.11	View chart
Fifth Third Bancorp Stock (FITB)	0.4	$1.3M		26k	50.58	View chart
Broadcom Stock (AVGO)	0.4	$1.2M	+2%	3.4k	351.18	View chart
Unitedhealth Group Stock (UNH)	0.4	$1.2M		3.3k	367.67	View chart
Charles Schwab Corp Stock (SCHW)	0.4	$1.2M	+2%	12k	97.74	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$1.2M		6.4k	187.05	View chart
Spdr Gold Shares Etf (GLD)	0.4	$1.2M		3.1k	380.84	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.4	$1.1M	+10%	18k	63.18	View chart
Home Depot Stock (HD)	0.4	$1.1M	+3%	4.0k	284.44	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.4	$1.1M		28k	39.78	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.4	$1.1M		44k	25.39	View chart
Lam Research Corp Stock (LRCX)	0.4	$1.1M		3.4k	328.56	View chart
Western Alliance Bancorp Stock (WAL)	0.4	$1.1M	+9%	15k	75.10	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.3	$1.0M		28k	36.45	View chart
Qualcomm Stock (QCOM)	0.3	$1.0M	-39%	5.5k	184.04	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.3	$986k	+282%	3.7k	264.76	View chart
Marvell Technology Stock (MRVL)	0.3	$978k		3.7k	264.19	View chart
U Haul Holding Company Com Ser N Stock (UHAL.B)	0.3	$973k		18k	53.39	View chart
Paccar Stock (PCAR)	0.3	$873k	-7%	8.0k	109.81	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.3	$865k	+4%	14k	61.50	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.3	$848k	+6%	468.00	1812.75	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.3	$819k	+122%	7.5k	109.38	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$813k	+8%	1.1k	740.08	View chart
Credit Accep Corp Mich Stock (CACC)	0.3	$811k		1.5k	531.00	View chart
Digitalocean Hldgs Stock (DOCN)	0.3	$773k	-2%	5.8k	133.40	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$770k	-2%	11k	70.15	View chart
Tesla Stock (TSLA)	0.3	$765k	-3%	2.2k	354.81	View chart
Walmart Stock (WMT)	0.3	$750k	+13%	7.2k	103.92	View chart
Zoetis Inc Cl A Stock (ZTS)	0.2	$714k	+37%	10k	69.83	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$714k		9.0k	79.14	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$712k	+3%	3.6k	195.76	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$696k		909.00	765.70	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.2	$677k		4.4k	155.25	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.2	$658k		8.4k	78.42	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.2	$650k		14k	45.98	View chart
Ulta Beauty Stock (ULTA)	0.2	$633k	+4%	1.2k	546.19	View chart
Mcdonalds Corp Stock (MCD)	0.2	$630k	+7%	2.7k	230.90	View chart
Mckesson Corp Stock (MCK)	0.2	$625k		732.00	854.16	View chart
Oracle Corp Stock (ORCL)	0.2	$624k	-12%	4.5k	137.31	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$617k	+13%	18k	34.02	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.2	$606k	+9%	2.1k	292.04	View chart
M & T Bk Corp Stock (MTB)	0.2	$601k	-2%	2.8k	217.31	View chart
Capital Group International Equity Etf Etf (CGIE)	0.2	$587k		16k	36.70	View chart
Crocs Stock (CROX)	0.2	$573k		4.9k	117.30	View chart
Mercadolibre Stock (MELI)	0.2	$571k	+17%	331.00	1726.31	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.2	$545k		1.9k	284.48	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.2	$544k		2.4k	230.99	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.2	$544k	+462%	4.6k	117.77	View chart
Cloudflare Inc Cl A Stock (NET)	0.2	$542k	-3%	1.6k	347.33	View chart
Coca Cola Stock (KO)	0.2	$534k		6.2k	86.08	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$530k	+10%	16k	32.53	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$529k		755.00	700.63	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$528k	-3%	9.9k	53.40	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$526k	+3%	3.1k	168.39	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.2	$521k	+13%	3.6k	146.76	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.2	$521k		14k	37.03	View chart
Toyota Motor Corp Ads Adr (TM)	0.2	$519k	+6%	2.8k	183.13	View chart
Boeing Stock (BA)	0.2	$504k		2.7k	186.05	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$503k	+14%	6.2k	80.60	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.2	$492k	-5%	13k	36.75	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$486k	+2%	2.2k	222.20	View chart
Fedex Corp Stock (FDX)	0.2	$475k		1.7k	285.12	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.2	$458k		4.6k	99.70	View chart
Servicenow Stock (NOW)	0.2	$451k	+297%	3.4k	133.99	View chart
Eli Lilly & Co Stock (LLY)	0.2	$450k	+9%	389.00	1157.07	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$446k	+9%	11k	39.44	View chart
Constellation Energy Corp Stock (CEG)	0.1	$434k	+15%	1.7k	254.07	View chart
Allstate Corp Stock (ALL)	0.1	$430k	+8%	1.9k	221.85	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$418k		7.1k	59.31	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$412k	-5%	766.00	537.97	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.1	$408k		13k	32.08	View chart
Williams Sonoma Stock (WSM)	0.1	$407k		1.8k	227.96	View chart
Amkor Technology Stock (AMKR)	0.1	$372k	+2%	7.1k	52.38	View chart
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)	0.1	$361k		5.7k	63.31	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$355k		1.5k	233.26	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$354k		3.8k	93.44	View chart
Disney Walt Stock (DIS)	0.1	$343k	-5%	3.3k	104.91	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$337k		6.7k	50.21	View chart
Arista Networks Stock (ANET)	0.1	$335k		1.6k	203.54	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.1	$334k		14k	24.10	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$333k	-3%	7.1k	46.87	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$333k	+4739%	14k	23.86	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$329k	+9431%	5.7k	57.56	View chart
Sitime Corp Stock (SITM)	0.1	$328k	+10%	503.00	651.74	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.1	$325k		6.2k	52.63	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$322k	+17%	4.6k	69.69	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$311k		2.1k	146.47	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.1	$308k		1.6k	195.55	View chart
Markel Group Stock (MKL)	0.1	$305k	+12%	178.00	1715.23	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$302k		1.5k	208.00	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$298k		993.00	300.21	View chart
Dfa Invt Dimensions Group Inc U.s. Core Eqty 2 Etf (DFAC)	0.1	$298k	NEW	6.7k	44.45	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$297k	+5%	539.00	551.48	View chart
Aehr Test Sys Stock (AEHR)	0.1	$288k	+20%	2.9k	99.63	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.1	$288k		11k	25.94	View chart
Phillips 66 Stock (PSX)	0.1	$281k		1.1k	255.25	View chart
Wec Energy Group Stock (WEC)	0.1	$281k		2.8k	100.78	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.1	$280k		5.0k	56.32	View chart
Applied Matls Stock (AMAT)	0.1	$277k	+8916%	541.00	511.38	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$270k	+15%	5.7k	47.36	View chart
Nvent Elec Stock (NVT)	0.1	$261k	-6%	1.6k	160.36	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$261k	+12%	2.4k	108.86	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$256k		4.9k	52.36	View chart
Procter & Gamble Stock (PG)	0.1	$254k	+3%	1.8k	145.28	View chart
Philip Morris Intl Stock (PM)	0.1	$251k		1.3k	190.84	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$251k		2.4k	104.54	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$247k		3.7k	66.79	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$242k		2.5k	98.60	View chart
Intuitive Surgical Stock (ISRG)	0.1	$237k	+236%	582.00	406.60	View chart
Credo Technology Group Holding Ordinary Shares Stock (CRDO)	0.1	$235k	+108%	1.2k	194.86	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$234k	-14%	2.5k	91.65	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$224k		5.3k	42.19	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.1	$221k		2.2k	100.92	View chart
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ)	0.1	$221k		3.9k	56.22	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.1	$218k	+12%	19k	11.61	View chart
Capital Group Ultra Short Income Etf Etf (CGUI)	0.1	$214k	NEW	8.5k	25.19	View chart
Uber Technologies Stock (UBER)	0.1	$210k	-5%	3.1k	68.51	View chart
Gitlab Inc Class A Stock (GTLB)	0.1	$206k		4.4k	47.25	View chart
Cipher Digital Stock (CIFR)	0.1	$202k		13k	15.83	View chart
At&t Stock (T)	0.1	$201k		8.2k	24.40	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$198k		2.8k	70.52	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$195k		2.0k	97.42	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$194k		2.2k	89.61	View chart
Sofi Technologies Stock (SOFI)	0.1	$190k	+11%	12k	15.72	View chart
One Stop Sys Stock (OSS)	0.1	$188k	+9%	22k	8.73	View chart
Iren Limited Ordinary Shares Stock (IREN)	0.1	$188k	+4%	4.6k	40.88	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$187k		1.9k	97.44	View chart
Sempra Stock (SRE)	0.1	$186k		2.4k	77.96	View chart
Rtx Corporation Stock (RTX)	0.1	$185k	+15%	994.00	185.68	View chart
Pacer American Energy Infrastructure Etf Etf (USAI)	0.1	$182k		4.2k	43.38	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$176k	-11%	1.4k	125.69	View chart
On Semiconductor Corp Stock (ON)	0.1	$175k	NEW	2.3k	76.87	View chart
Xtrackers Msci Eafe High Dividend Yield Equity Etf Etf (HDEF)	0.1	$175k		5.4k	32.35	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$172k		4.8k	35.93	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$171k		1.1k	151.58	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$169k		1.2k	136.08	View chart
Axon Enterprise Stock (AXON)	0.1	$166k	+9%	392.00	422.74	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$165k	+4%	4.9k	33.31	View chart
Aflac Stock (AFL)	0.1	$164k	+28%	1.5k	111.75	View chart
Texas Instrs Stock (TXN)	0.1	$163k	+33%	581.00	280.09	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.1	$160k		3.4k	47.39	View chart
Ast Spacemobile Inc Com Cl A Stock (ASTS)	0.1	$158k	+39%	2.7k	58.86	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.1	$158k	+471%	1.0k	150.91	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.1	$157k		1.8k	87.00	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$157k		308.00	509.01	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.1	$156k	+14%	836.00	186.31	View chart
Clearpoint Neuro Stock (CLPT)	0.1	$149k	+10%	12k	12.21	View chart
Kla Corp Stock (KLAC)	0.0	$148k	+35%	758.00	194.93	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.0	$147k	NEW	3.0k	49.55	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$144k		5.3k	27.47	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$143k		467.00	305.80	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.0	$138k		1.5k	90.10	View chart
Ondas Stock (ONDS)	0.0	$137k	+20%	19k	7.33	View chart
Dfa Invt Dimensions Group Inc U.s. Sml Cp Port Etf (DFAS)	0.0	$136k	NEW	1.8k	77.43	View chart
Fastenal Stock (FAST)	0.0	$134k		2.7k	49.53	View chart
Gilead Sciences Stock (GILD)	0.0	$133k		891.00	148.99	View chart
Keysight Technologies Stock (KEYS)	0.0	$131k		360.00	364.04	View chart
Abbott Laboratories Stock (ABT)	0.0	$128k	+12%	1.3k	98.83	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$127k	+7%	1.3k	95.04	View chart
Caterpillar Stock (CAT)	0.0	$127k		157.00	809.62	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.0	$125k		2.1k	61.04	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$124k	-3%	1.6k	78.31	View chart
Capital Group International Core Equity Etf Etf (CGIC)	0.0	$123k		3.4k	35.98	View chart
Ishares U.s. Basic Materials Etf Etf (IYM)	0.0	$123k	+7%	692.00	178.25	View chart
Astera Labs Stock (ALAB)	0.0	$123k	-6%	346.00	355.97	View chart
Palo Alto Networks Stock (PANW)	0.0	$123k		309.00	397.31	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$122k	+1530%	799.00	152.07	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$118k	+15%	1.9k	62.39	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$117k		2.3k	51.87	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$114k		395.00	288.45	View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)	0.0	$112k	+11%	2.6k	42.58	View chart
Parker-hannifin Corp Stock (PH)	0.0	$111k		116.00	955.42	View chart
Novartis Adr (NVS)	0.0	$107k	+17%	752.00	142.57	View chart
Wells Fargo & Co Stock (WFC)	0.0	$107k		1.3k	80.08	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$106k	+7%	449.00	235.64	View chart
Altria Group Stock (MO)	0.0	$105k	-23%	1.6k	67.33	View chart
Kkr & Co Stock (KKR)	0.0	$103k	+27%	1.1k	91.30	View chart
Blackrock Stock (BLK)	0.0	$102k		96.00	1058.29	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$101k	-27%	365.00	277.25	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$101k	-2%	613.00	163.93	View chart
Jpmorgan Diversified Return International Equity Etf Etf (JPIN)	0.0	$100k		1.4k	73.78	View chart
Paypal Hldgs Stock (PYPL)	0.0	$99k	-9%	1.9k	52.52	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$97k		2.0k	49.68	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$97k		1.3k	72.64	View chart
Warner Bros Discovery Inc Com Ser A Stock	0.0	$96k		3.1k	30.95	View chart
Aerovironment Stock (AVAV)	0.0	$95k	+18%	671.00	142.14	View chart
Pfizer Stock (PFE)	0.0	$95k	-5%	3.3k	28.52	View chart
Marathon Pete Corp Stock (MPC)	0.0	$93k		236.00	394.65	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 Q3 filed Oct. 14, 2026
Lodestone Wealth Management 2026 Q2 filed July 24, 2026
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

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