Lodestone Wealth Management

Lodestone Wealth Management as of March 31, 2025

Portfolio Holdings for Lodestone Wealth Management

Lodestone Wealth Management holds 153 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.0 $7.4M 34k 222.14
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.5 $6.6M 130k 50.63
Microsoft Corporation (MSFT) 2.8 $5.3M 14k 375.39
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.7 $5.0M 224k 22.45
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 2.4 $4.5M 173k 25.81
JPMorgan Chase & Co. (JPM) 2.3 $4.3M 18k 245.30
Vanguard Index Fds Value Etf (VTV) 2.3 $4.3M 25k 172.74
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.3 $4.3M 119k 35.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $4.1M 7.8k 532.58
Amgen (AMGN) 2.2 $4.1M 13k 311.55
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.9 $3.6M 66k 54.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $3.3M 42k 78.28
Alphabet Cap Stk Cl C (GOOG) 1.7 $3.3M 21k 156.23
American Express Company (AXP) 1.7 $3.1M 12k 269.05
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $2.9M 11k 274.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $2.9M 57k 50.83
Dimensional Etf Trust Us Equity Market (DFUS) 1.5 $2.9M 48k 60.48
Merck & Co (MRK) 1.5 $2.8M 32k 89.76
Simon Property (SPG) 1.4 $2.6M 16k 166.08
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.4 $2.6M 107k 24.48
NVIDIA Corporation (NVDA) 1.4 $2.6M 24k 108.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $2.5M 50k 49.90
Bank of America Corporation (BAC) 1.3 $2.4M 58k 41.73
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 1.2 $2.3M 88k 26.28
Cisco Systems (CSCO) 1.2 $2.2M 36k 61.71
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $2.1M 69k 31.23
Visa Com Cl A (V) 1.1 $2.1M 6.1k 350.45
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $2.1M 83k 25.89
Macerich Company (MAC) 1.1 $2.1M 125k 17.17
Occidental Petroleum Corporation (OXY) 1.1 $2.1M 42k 49.36
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.1 $2.1M 75k 27.30
Capital Group Core Equity Et Shs Creation Uni (CGUS) 1.1 $2.0M 60k 33.40
Qualcomm (QCOM) 1.1 $2.0M 13k 153.61
Amazon (AMZN) 1.1 $2.0M 11k 190.26
Meta Platforms Cl A (META) 1.1 $2.0M 3.4k 576.44
Lennar Corp Cl A (LEN) 1.0 $2.0M 17k 114.78
D.R. Horton (DHI) 1.0 $2.0M 15k 127.13
NVR (NVR) 1.0 $1.9M 264.00 7244.39
Chevron Corporation (CVX) 1.0 $1.8M 11k 167.29
Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $1.8M 46k 39.36
Blackstone Group Inc Com Cl A (BX) 1.0 $1.8M 13k 139.78
Home Depot (HD) 0.8 $1.6M 4.3k 366.49
Apa Corporation (APA) 0.8 $1.6M 75k 21.02
Costco Wholesale Corporation (COST) 0.8 $1.6M 1.7k 945.74
Paccar (PCAR) 0.8 $1.5M 15k 97.37
eBay (EBAY) 0.8 $1.5M 22k 67.73
ConocoPhillips (COP) 0.8 $1.4M 14k 105.02
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.8 $1.4M 23k 62.75
Encana Corporation (OVV) 0.7 $1.4M 32k 42.80
Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $1.4M 6.7k 202.13
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.3M 8.7k 154.64
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $1.3M 49k 26.46
Vanguard Index Fds Large Cap Etf (VV) 0.7 $1.2M 4.8k 257.02
Pacer Fds Tr Us Small Cap Cas (CALF) 0.6 $1.2M 31k 37.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.1M 15k 73.45
Johnson & Johnson (JNJ) 0.6 $1.1M 6.4k 165.85
Target Corporation (TGT) 0.6 $1.0M 9.9k 104.36
Exxon Mobil Corporation (XOM) 0.5 $995k 8.4k 118.93
Devon Energy Corporation (DVN) 0.5 $986k 26k 37.40
Spdr Gold Tr Gold Shs (GLD) 0.5 $961k 3.3k 288.14
Charles Schwab Corporation (SCHW) 0.5 $915k 12k 78.28
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.5 $864k 25k 34.25
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $854k 17k 51.49
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $844k 8.4k 100.62
Cenovus Energy (CVE) 0.4 $836k 60k 13.91
U Haul Holding Company Com Ser N (UHAL.B) 0.4 $808k 14k 59.18
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $799k 17k 48.31
McDonald's Corporation (MCD) 0.4 $779k 2.5k 312.35
Palantir Technologies Cl A (PLTR) 0.4 $755k 9.0k 84.40
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $705k 14k 48.82
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $670k 24k 28.15
Oracle Corporation (ORCL) 0.3 $645k 4.6k 139.82
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.3 $626k 13k 47.21
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $619k 3.7k 166.02
Credit Acceptance (CACC) 0.3 $615k 1.2k 516.35
Western Alliance Bancorporation (WAL) 0.3 $605k 7.9k 76.83
Wal-Mart Stores (WMT) 0.3 $588k 6.7k 87.79
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $577k 20k 28.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $545k 1.1k 513.81
Ishares Tr Eafe Value Etf (EFV) 0.3 $541k 9.2k 58.94
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $535k 2.1k 258.66
McKesson Corporation (MCK) 0.3 $531k 789.00 673.36
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $529k 5.1k 103.47
Select Sector Spdr Tr Energy (XLE) 0.3 $527k 5.6k 93.44
Pimco Etf Tr Ultra Short Govt (BILZ) 0.3 $526k 5.2k 101.21
American Centy Etf Tr Diversified Mu (TAXF) 0.3 $524k 11k 49.48
M&T Bank Corporation (MTB) 0.3 $519k 2.9k 178.75
Tesla Motors (TSLA) 0.3 $514k 2.0k 259.16
Select Sector Spdr Tr Technology (XLK) 0.3 $514k 2.5k 206.49
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $511k 4.4k 115.60
Boeing Company (BA) 0.3 $507k 3.0k 170.56
Fifth Third Ban (FITB) 0.3 $501k 13k 39.20
Ishares Tr Core S&p500 Etf (IVV) 0.3 $498k 887.00 561.77
Select Sector Spdr Tr Financial (XLF) 0.3 $492k 9.9k 49.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $485k 866.00 559.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $481k 1.0k 468.77
Coca-Cola Company (KO) 0.3 $476k 6.7k 71.63
Toyota Motor Corp Ads (TM) 0.2 $455k 2.6k 176.53
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $445k 1.2k 366.54
Mastercard Incorporated Cl A (MA) 0.2 $443k 808.00 548.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $433k 2.3k 186.33
Vanguard Index Fds Small Cp Etf (VB) 0.2 $430k 1.9k 221.72
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $409k 2.4k 170.89
Capital Group Core Balanced SHS (CGBL) 0.2 $399k 13k 30.98
FedEx Corporation (FDX) 0.2 $396k 1.6k 243.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $361k 2.1k 173.25
Accenture Plc Ireland Shs Class A (ACN) 0.2 $360k 1.2k 312.04
Siriusxm Holdings Common Stock (SIRI) 0.2 $358k 16k 22.55
Walt Disney Company (DIS) 0.2 $354k 3.6k 98.69
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $347k 13k 26.35
Fortinet (FTNT) 0.2 $346k 3.6k 96.26
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.2 $342k 14k 24.64
Intel Corporation (INTC) 0.2 $338k 15k 22.71
At&t (T) 0.2 $331k 12k 28.28
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $323k 2.2k 146.04
Kimberly-Clark Corporation (KMB) 0.2 $317k 2.2k 142.24
Capital Group Dividend Growe Shs Etf (CGDG) 0.2 $317k 10k 30.90
Wec Energy Group (WEC) 0.2 $315k 2.9k 108.98
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $312k 1.6k 193.94
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $307k 11k 26.82
Eli Lilly & Co. (LLY) 0.2 $305k 369.00 826.47
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.2 $300k 5.7k 52.72
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $298k 3.7k 81.68
Marvell Technology (MRVL) 0.2 $288k 4.7k 61.57
Markel Corporation (MKL) 0.2 $282k 151.00 1869.61
Procter & Gamble Company (PG) 0.1 $278k 1.6k 170.41
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $271k 1.1k 244.60
Advanced Micro Devices (AMD) 0.1 $271k 2.6k 102.74
Domino's Pizza (DPZ) 0.1 $270k 587.00 459.79
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $269k 3.4k 78.85
Capital Group Conservative E SHS (CGCV) 0.1 $263k 9.7k 27.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $262k 9.4k 27.96
Vanguard World Inf Tech Etf (VGT) 0.1 $258k 475.00 542.83
Capital Group New Geography SHS (CGNG) 0.1 $256k 10k 25.16
Ishares Tr Msci Intl Moment (IMTM) 0.1 $255k 6.4k 39.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $248k 5.5k 45.26
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $244k 6.7k 36.41
Allstate Corporation (ALL) 0.1 $239k 1.2k 207.03
MPLX Com Unit Rep Ltd (MPLX) 0.1 $238k 4.4k 53.52
Lam Research Corp Com New (LRCX) 0.1 $237k 3.3k 72.70
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $236k 3.2k 74.73
Arista Networks Com Shs (ANET) 0.1 $235k 3.0k 77.48
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $235k 2.5k 93.66
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $233k 1.4k 160.50
Amer (UHAL) 0.1 $230k 3.5k 65.36
AFLAC Incorporated (AFL) 0.1 $226k 2.0k 111.21
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $221k 6.7k 32.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $220k 2.4k 90.55
Millrose Pptys Com Cl A (MRP) 0.1 $215k 8.1k 26.51
United Parcel Service CL B (UPS) 0.1 $208k 1.9k 109.99
Cloudflare Cl A Com (NET) 0.1 $205k 1.8k 112.69
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $201k 1.8k 113.76
Asml Holding N V N Y Registry Shs (ASML) 0.1 $200k 302.00 662.69