Lodestone Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1950158
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$283.3M
Holdings
781
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lodestone Wealth Management LLC disclosed 781 positions worth $283.3M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 21 new positions and exited 21 — including a new stake in $FDXF and a full exit from $VKTX. The portfolio is most concentrated in Other (44.1% of disclosed assets). All figures are sourced directly from Lodestone Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1950158.
AI Fund Analysis
StableCAPITAL GROUP CORE PLUS IN
4.1% weight
Held 10 quarters
$AAPL3.0% weight
Held 10 quarters
CAPITAL GROUP SHORT DURATI
3.0% weight
Held 10 quarters
JPMORGAN ULTRA-SHORT INCOM
2.5% weight
Held 10 quarters
$GOOG2.4% weight
Held 10 quarters
CAPITAL GROUP U.S. MULTI-S
9 quarters accumulating
DIMENSIONAL INTERNATIONAL
9 quarters accumulating
$SCHW9 quarters accumulating
VANGUARD MID-CAP GROWTH ET
7 quarters accumulating
STATE STREET HEALTH CARE S
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GROUP CORE PLUS INCOME ETF - ETF
—Quality
$11.7M523,933 sh- 76.4#84
Quality
$8.6M29,783 sh CAPITAL GROUP SHORT DURATION INCOME ETF - ETF
—Quality
$8.5M329,266 shJPMORGAN ULTRA-SHORT INCOME ETF - ETF
—Quality
$7.2M142,701 sh- 78.2
Quality
$6.7M18,864 sh CAPITAL GROUP DIVIDEND VALUE ETF - ETF
—Quality
$6.5M131,187 sh- 85.9
Quality
$5.1M25,488 sh - 79.8
Quality
$5.0M13,317 sh - 79.2
Quality
$4.9M13,415 sh CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF - ETF
—Quality
$4.8M137,305 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF - ETF | — | $11.7M | 523,933 |
| Apple Inc.$AAPL | 76.4#84 | $8.6M | 29,783 |
| CAPITAL GROUP SHORT DURATION INCOME ETF - ETF | — | $8.5M | 329,266 |
| JPMORGAN ULTRA-SHORT INCOME ETF - ETF | — | $7.2M | 142,701 |
 Alphabet Inc.$GOOGL | 78.2 | $6.7M | 18,864 |
| CAPITAL GROUP DIVIDEND VALUE ETF - ETF | — | $6.5M | 131,187 |
 NVIDIA CORP$NVDA | 85.9 | $5.1M | 25,488 |
 MICROSOFT CORP$MSFT | 79.8 | $5.0M | 13,317 |
 AMGEN INC$AMGN | 79.2 | $4.9M | 13,415 |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF - ETF | — | $4.8M | 137,305 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lodestone Wealth Management LLC's 781 positions.
Showing top 10 of 781 holdings.
Sector Allocation
Other
$124.8M
Technology
$58.3M
Financials
$31.0M
Industrials
$16.4M
Healthcare
$14.1M
Energy
$13.8M
Consumer Discretionary
$13.1M
Real Estate
$6.6M
Top Holdings — Lodestone Wealth Management LLC (Q2 2026)
Top 150 of 781 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GROUP CORE PLUS INCOME ETF - ETF | $11.7M | 4.1% | +42% | — |
| 2 | $AAPL | Apple Inc. | $8.6M | 3.0% | -4% | 76.4 |
| 3 | — | CAPITAL GROUP SHORT DURATION INCOME ETF - ETF | $8.5M | 3.0% | +28% | — |
| 4 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $7.2M | 2.5% | +3% | — |
| 5 | $GOOGL | Alphabet Inc. | $6.7M | 2.4% | -3% | 78.2 |
| 6 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $6.5M | 2.3% | +0% | — |
| 7 | $NVDA | NVIDIA CORP | $5.1M | 1.8% | +1% | 85.9 |
| 8 | $MSFT | MICROSOFT CORP | $5.0M | 1.8% | +0% | 79.8 |
| 9 | $AMGN | AMGEN INC | $4.9M | 1.7% | -0% | 79.2 |
| 10 | — | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF - ETF | $4.8M | 1.7% | -3% | — |
| 11 | — | VANGUARD VALUE ETF - ETF | $4.7M | 1.6% | -3% | — |
| 12 | — | PACER US CASH COWS 100 ETF - ETF | $4.5M | 1.6% | +5% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $4.4M | 1.5% | -6% | 70.7 |
| 14 |  $MRK | Merck & Co., Inc. | $4.2M | 1.5% | +1% | 59.9 |
| 15 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $4.2M | 1.5% | -1% | — |
| 16 |  $CSCO | CISCO SYSTEMS, INC. | $4.1M | 1.5% | -0% | 70.3 |
| 17 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $3.9M | 1.4% | -2% | — |
| 18 | — | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF - ETF | $3.8M | 1.3% | +27% | — |
| 19 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - ETF | $3.7M | 1.3% | -9% | — |
| 20 |  $META | Meta Platforms, Inc. | $3.5M | 1.2% | +0% | 79.6 |
| 21 |  $SPG | SIMON PROPERTY GROUP INC. | $3.4M | 1.2% | -1% | 76.7 |
| 22 | — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - ETF | $3.4M | 1.2% | -0% | — |
| 23 |  $AMZN | AMAZON COM INC | $3.3M | 1.2% | +3% | 68.7 |
| 24 |  $MAC | MACERICH CO | $3.1M | 1.1% | -1% | 47.3 |
| 25 |  $AXP | AMERICAN EXPRESS CO | $3.0M | 1.0% | -2% | 69.4 |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.9M | 1.0% | -1% | 73.8 |
| 27 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF | $2.9M | 1.0% | +1% | — |
| 28 | — | CAPITAL GROUP CORE EQUITY ETF - ETF | $2.9M | 1.0% | +3% | — |
| 29 |  $CVE | CENOVUS ENERGY INC. | $2.9M | 1.0% | -0% | 51.9 |
| 30 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF | $2.7M | 1.0% | +1% | — |
| 31 | $GOOG | Alphabet Inc. | $2.7M | 1.0% | -9% | 78.2 |
| 32 |  $APA | APA Corp | $2.6M | 0.9% | +4% | — |
| 33 |  $DHI | HORTON D R INC /DE/ | $2.4M | 0.9% | +1% | 53.6 |
| 34 | — | DIMENSIONAL INTERNATIONAL VALUE ETF - ETF | $2.4M | 0.8% | -3% | — |
| 35 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF | $2.3M | 0.8% | -0% | — |
| 36 | — | CAPITAL GROUP CORE BOND ETF - ETF | $2.2M | 0.8% | -9% | — |
| 37 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.2M | 0.8% | -6% | 67.6 |
| 38 |  $IVZ | Invesco Ltd. | $2.1M | 0.7% | +0% | — |
| 39 | — | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF - ETF | $2.0M | 0.7% | -2% | — |
| 40 | $META | Meta Platforms, Inc. | $2.0M | 0.7% | -1% | 79.6 |
| 41 |  $MU | MICRON TECHNOLOGY INC | $1.9M | 0.7% | -0% | 86.2 |
| 42 | — | DIMENSIONAL U.S. TARGETED VALUE ETF - ETF | $1.9M | 0.7% | -9% | — |
| 43 |  $V | VISA INC. | $1.8M | 0.7% | -3% | 82.9 |
| 44 |  $TGT | TARGET CORP | $1.8M | 0.6% | +4% | 60.7 |
| 45 |  $CVX | CHEVRON CORP | $1.7M | 0.6% | -5% | 62.8 |
| 46 |  $INTC | INTEL CORP | $1.7M | 0.6% | -14% | 45.6 |
| 47 |  $NVR | NVR INC | $1.7M | 0.6% | -4% | 56.3 |
| 48 |  $QCOM | QUALCOMM INC/DE | $1.7M | 0.6% | -33% | 70.5 |
| 49 | — | VANGUARD LARGE-CAP ETF - ETF | $1.7M | 0.6% | +0% | — |
| 50 |  $BX | Blackstone Inc. | $1.6M | 0.6% | +0% | 74.4 |
| 51 |  $EBAY | EBAY INC | $1.6M | 0.6% | -24% | 66.4 |
| 52 |  $FANG | Diamondback Energy, Inc. | $1.6M | 0.6% | +12% | 76.1 |
| 53 |  $AMD | ADVANCED MICRO DEVICES INC | $1.6M | 0.6% | -10% | 79.8 |
| 54 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 0.5% | -13% | — |
| 55 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $1.5M | 0.5% | -11% | 62.6 |
| 56 |  $COP | CONOCOPHILLIPS | $1.5M | 0.5% | +4% | 70.2 |
| 57 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.5% | -4% | 69 |
| 58 |  $FITB | FIFTH THIRD BANCORP | $1.5M | 0.5% | +13% | 63.2 |
| 59 |  $LRCX | LAM RESEARCH CORP | $1.5M | 0.5% | -14% | 79.4 |
| 60 |  $LEN | LENNAR CORP /NEW/ | $1.4M | 0.5% | -8% | 47.2 |
| 61 | — | PACER US SMALL CAP CASH COWS ETF - ETF | $1.4M | 0.5% | +5% | — |
| 62 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.5% | -0% | 66.2 |
| 63 |  $HD | HOME DEPOT, INC. | $1.4M | 0.5% | -10% | 60.3 |
| 64 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.5% | +23% | 62.7 |
| 65 | — | CAPITAL GROUP GROWTH ETF - ETF | $1.3M | 0.5% | +2% | — |
| 66 |  $AVGO | Broadcom Inc. | $1.2M | 0.4% | +4% | 84.5 |
| 67 | — | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF - ETF | $1.2M | 0.4% | -9% | — |
| 68 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF | $1.2M | 0.4% | -18% | — |
| 69 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.4% | -1% | 57.9 |
| 70 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.4% | -1% | — |
| 71 |  $MRVL | Marvell Technology, Inc. | $1.1M | 0.4% | -19% | 76.5 |
| 72 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF | $1.1M | 0.4% | +38% | — |
| 73 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $1.1M | 0.4% | +23% | 67.5 |
| 74 | $SCHW | SCHWAB CHARLES CORP | $1.1M | 0.4% | +0% | 79.4 |
| 75 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.4% | +54% | — |
| 76 | — | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF - ETF | $1.1M | 0.4% | -19% | — |
| 77 | — | DIMENSIONAL US SMALL CAP VALUE ETF - ETF | $1.1M | 0.4% | +5% | — |
| 78 |  $WT | WisdomTree, Inc. | $1.1M | 0.4% | +2% | 59.9 |
| 79 |  $UHAL | U-Haul Holding Co /NV/ | $1.0M | 0.4% | -2% | 47.7 |
| 80 |  $PCAR | PACCAR INC | $1.0M | 0.4% | -4% | 56.5 |
| 81 |  $CACC | CREDIT ACCEPTANCE CORP | $978,670 | 0.3% | +6% | 68.6 |
| 82 |  $TSLA | Tesla, Inc. | $939,200 | 0.3% | -5% | 53.9 |
| 83 |  $DOCN | DigitalOcean Holdings, Inc. | $932,287 | 0.3% | -14% | 67.2 |
| 84 |  $ASML | ASML HOLDING NV | $871,731 | 0.3% | -4% | — |
| 85 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $822,045 | 0.3% | -7% | — |
| 86 |  $ORCL | ORACLE CORP | $763,724 | 0.3% | +0% | 67.9 |
| 87 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $749,202 | 0.3% | +0% | — |
| 88 |  $CRWD | CrowdStrike Holdings, Inc. | $742,535 | 0.3% | -8% | 67.7 |
| 89 |  $PLTR | Palantir Technologies Inc. | $730,004 | 0.3% | -17% | 84.6 |
| 90 |  $WMT | Walmart Inc. | $723,300 | 0.3% | -1% | 60.2 |
| 91 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $716,501 | 0.3% | +8% | — |
| 92 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $687,582 | 0.2% | +0% | — |
| 93 |  $MCD | MCDONALDS CORP | $684,731 | 0.2% | +3% | 69 |
| 94 | — | ISHARES CORE S&P 500 ETF - ETF | $680,606 | 0.2% | +0% | — |
| 95 | — | VANGUARD MID-CAP ETF - ETF | $674,737 | 0.2% | +301% | — |
| 96 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF - ETF | $672,721 | 0.2% | +0% | — |
| 97 |  $MTB | M&T BANK CORP | $672,537 | 0.2% | -0% | 58.6 |
| 98 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $666,835 | 0.2% | -1% | — |
| 99 | — | JPMORGAN SHORT DURATION CORE PLUS ETF - ETF | $658,922 | 0.2% | +1% | — |
| 100 |  $AMKR | AMKOR TECHNOLOGY, INC. | $596,022 | 0.2% | -13% | 57.5 |
| 101 | — | SCHWAB U.S. MID-CAP ETF - ETF | $590,218 | 0.2% | +115% | — |
| 102 |  $BA | BOEING CO | $585,979 | 0.2% | +0% | 61.6 |
| 103 |  $CROX | Crocs, Inc. | $583,173 | 0.2% | +3% | 58 |
| 104 | — | VANGUARD SMALL-CAP ETF - ETF | $580,274 | 0.2% | -2% | — |
| 105 | — | CAPITAL GROUP INTERNATIONAL EQUITY ETF - ETF | $580,063 | 0.2% | -19% | — |
| 106 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $578,016 | 0.2% | +23% | — |
| 107 | — | VANGUARD SMALL CAP VALUE ETF - ETF | $572,312 | 0.2% | +0% | — |
| 108 |  $MCK | MCKESSON CORP | $552,761 | 0.2% | -8% | 63.4 |
| 109 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $549,210 | 0.2% | -1% | — |
| 110 | — | CAPITAL GROUP CORE BALANCED ETF - ETF | $536,975 | 0.2% | -1% | — |
| 111 |  $ZTS | Zoetis Inc. | $536,435 | 0.2% | +3218% | 68.6 |
| 112 | $IVZ | Invesco Ltd. | $533,559 | 0.2% | +24% | — |
| 113 | — | CAPITAL GROUP DIVIDEND GROWERS ETF - ETF | $521,944 | 0.2% | -11% | — |
| 114 |  $FDX | FEDEX CORP | $521,007 | 0.2% | +0% | 60.3 |
| 115 | — | VANGUARD S&P 500 ETF - ETF | $517,485 | 0.2% | -25% | — |
| 116 |  $KO | COCA COLA CO | $509,099 | 0.2% | -3% | 69.5 |
| 117 |  $ULTA | Ulta Beauty, Inc. | $500,587 | 0.2% | -8% | 67.3 |
| 118 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | $480,601 | 0.2% | +11% | — |
| 119 |  $MELI | MERCADOLIBRE INC | $478,664 | 0.2% | +73% | 80.2 |
| 120 | — | ISHARES 0-5 YEAR TIPS BOND ETF - ETF | $469,119 | 0.2% | -8% | — |
| 121 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $468,830 | 0.2% | +11% | — |
| 122 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $467,383 | 0.2% | -4% | — |
| 123 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $465,416 | 0.2% | +5% | — |
| 124 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | $451,920 | 0.2% | +14% | — |
| 125 |  $TM | TOYOTA MOTOR CORP/ | $447,997 | 0.2% | +2% | — |
| 126 |  $LLY | ELI LILLY & Co | $424,977 | 0.1% | -2% | 87.5 |
| 127 |  $ALL | ALLSTATE CORP | $424,712 | 0.1% | +18% | 78.5 |
| 128 | — | CAPITAL GROUP CONSERVATIVE EQUITY ETF - ETF | $421,245 | 0.1% | +0% | — |
| 129 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $421,053 | 0.1% | +0% | — |
| 130 |  $WSM | WILLIAMS SONOMA INC | $415,810 | 0.1% | -5% | 66.1 |
| 131 |  $UPS | UNITED PARCEL SERVICE INC | $400,996 | 0.1% | -2% | 58.6 |
| 132 |  $RKLB | Rocket Lab Corp | $400,399 | 0.1% | +22% | 39.9 |
| 133 |  $NET | Cloudflare, Inc. | $394,901 | 0.1% | -21% | 56.4 |
| 134 |  $CEG | Constellation Energy Corp | $365,849 | 0.1% | +59% | 59.4 |
| 135 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $359,902 | 0.1% | -4% | — |
| 136 |  $OSS | ONE STOP SYSTEMS, INC. | $357,001 | 0.1% | +189% | 44.2 |
| 137 | — | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF - ETF | $355,092 | 0.1% | -2% | — |
| 138 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $354,992 | 0.1% | -10% | — |
| 139 |  $DELL | Dell Technologies Inc. | $350,157 | 0.1% | -3% | 71.2 |
| 140 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - ETF | $347,122 | 0.1% | -24% | — |
| 141 | — | SCHWAB 1-5 YEAR CORPORATE BOND ETF - ETF | $342,034 | 0.1% | +0% | — |
| 142 |  $SITM | SITIME Corp | $339,230 | 0.1% | +727% | 66.1 |
| 143 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $338,318 | 0.1% | +0% | — |
| 144 |  $DIS | Walt Disney Co | $334,987 | 0.1% | -0% | 60.1 |
| 145 | — | ISHARES MSCI INTL MOMENTUM FACTOR ETF - ETF | $330,008 | 0.1% | -1% | — |
| 146 |  $WEC | WEC ENERGY GROUP, INC. | $325,438 | 0.1% | +0% | 60.1 |
| 147 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | $322,504 | 0.1% | +0% | — |
| 148 |  $CIFR | Cipher Digital Inc. | $314,115 | 0.1% | +26% | 30.6 |
| 149 |  $RBRK | Rubrik, Inc. | $311,727 | 0.1% | +26% | 56.6 |
| 150 | — | VANGUARD MID-CAP VALUE ETF - ETF | $311,366 | 0.1% | -0% | — |
New Positions (21)
$FDXF FedEx Freight Holding Company, Inc.$124,575
$HONA Honeywell Aerospace Inc.$89,758
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.$71,948
$AMBA AMBARELLA INC$53,110
$FPS Forgent Power Solutions, Inc.$48,375
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$31,327 FIDELITY AAA CLO ETF - ETF$18,016
$CLFD Clearfield, Inc.$14,086
$PS PERSHING SQUARE INC.$7,065
$RDW Redwire Corp$6,115
$VLN Valens Semiconductor Ltd.$5,650
$PMT PennyMac Mortgage Investment Trust$5,640
$BZAI Blaize Holdings, Inc.$5,520
$EQT EQT Corp$4,679
$FIX COMFORT SYSTEMS USA INC$3,965Exited Positions (21)
$VKTX Viking Therapeutics, Inc.
$MZTI MARZETTI CO
$SPPP SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF
INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF
$PEB Pebblebrook Hotel Trust
$TER TERADYNE, INC
$AAL American Airlines Group Inc.
$SPGI S&P Global Inc. CANARY XRP ETF
$SONY Sony Group Corp
$ARES Ares Management Corp
$APO Apollo Global Management, Inc.
$PODD INSULET CORP
$HUBS HUBSPOT INCBrowse Top Institutional Investors
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