Lodestone Wealth Management LLC

CIK 0001950158 • 8 13F filings • Apr 28, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $205.4M168 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$342K	0.2%	1,143 SH	New
ADVANCED MICRO DEVICES INC	COM	$333K	0.2%	2,349 SH	New
AFLAC INC	COM	$216K	0.1%	2,048 SH	New
ALLSTATE CORP	COM	$250K	0.1%	1,242 SH	New
ALPHABET INC	CAP STK CL A	$1.5M	0.7%	8,554 SH	New
ALPHABET INC	CAP STK CL C	$3.6M	1.8%	20,569 SH	New
AMAZON COM INC	COM	$2.8M	1.4%	12,785 SH	New
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$513K	0.2%	10,490 SH	New
AMERICAN EXPRESS CO	COM	$3.0M	1.5%	9,428 SH	New
AMGEN INC	COM	$3.7M	1.8%	13,304 SH	New
APA CORPORATION	COM	$1.4M	0.7%	76,166 SH	New
APPLE INC	COM	$6.8M	3.3%	32,973 SH	New
ARISTA NETWORKS INC	COM SHS	$322K	0.2%	3,147 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$310K	0.2%	387 SH	New
AT&T INC	COM	$341K	0.2%	11,779 SH	New
BANK AMERICA CORP	COM	$4.0M	1.9%	84,008 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	1.5%	6,477 SH	New
BLACKSTONE INC	COM	$2.0M	1.0%	13,121 SH	New
BOEING CO	COM	$613K	0.3%	2,923 SH	New
BROADCOM INC	COM	$262K	0.1%	952 SH	New
CAPITAL GROUP CONSERVATIVE E	SHS	$359K	0.2%	12,546 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$432K	0.2%	12,927 SH	New
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$2.2M	1.1%	60,558 SH	New
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$428K	0.2%	12,737 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$4.7M	2.3%	120,179 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$727K	0.4%	22,732 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.1M	0.5%	26,214 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$3.0M	1.5%	111,116 SH	New
CAPITAL GROUP NEW GEOGRAPHY	SHS	$361K	0.2%	12,514 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$2.3M	1.1%	87,073 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$5.0M	2.4%	220,201 SH	New
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$304K	0.1%	11,389 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$4.4M	2.1%	168,654 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$2.1M	1.0%	75,951 SH	New
CENOVUS ENERGY INC	COM	$1.5M	0.7%	110,178 SH	New
CHEVRON CORP NEW	COM	$1.6M	0.8%	11,257 SH	New
CISCO SYS INC	COM	$2.4M	1.2%	34,465 SH	New
CLOUDFLARE INC	CL A COM	$395K	0.2%	2,015 SH	New
COCA COLA CO	COM	$470K	0.2%	6,638 SH	New
CONOCOPHILLIPS	COM	$1.2M	0.6%	13,501 SH	New
CONSTELLATION ENERGY CORP	COM	$213K	0.1%	661 SH	New
COSTCO WHSL CORP NEW	COM	$1.6M	0.8%	1,578 SH	New
CREDIT ACCEP CORP MICH	COM	$673K	0.3%	1,322 SH	New
D R HORTON INC	COM	$2.0M	1.0%	15,181 SH	New
DEVON ENERGY CORP NEW	COM	$702K	0.3%	22,072 SH	New
DIAMONDBACK ENERGY INC	COM	$980K	0.5%	7,135 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.5M	0.7%	48,855 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.4M	1.2%	82,994 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.9M	0.9%	45,487 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.4M	1.2%	69,436 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$220K	0.1%	5,194 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$240K	0.1%	6,705 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.2M	1.5%	47,447 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$716K	0.3%	24,326 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$914K	0.4%	16,942 SH	New
DISNEY WALT CO	COM	$442K	0.2%	3,568 SH	New
DOMINOS PIZZA INC	COM	$254K	0.1%	564 SH	New
EBAY INC.	COM	$1.6M	0.8%	21,911 SH	New
ELI LILLY & CO	COM	$245K	0.1%	315 SH	New
EXXON MOBIL CORP	COM	$895K	0.4%	8,303 SH	New
FEDEX CORP	COM	$371K	0.2%	1,634 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$202K	0.1%	1,024 SH	New
FIFTH THIRD BANCORP	COM	$503K	0.2%	12,221 SH	New
FORTINET INC	COM	$371K	0.2%	3,505 SH	New
HOME DEPOT INC	COM	$1.6M	0.8%	4,298 SH	New
HONEYWELL INTL INC	COM	$208K	0.1%	895 SH	New
INTEL CORP	COM	$348K	0.2%	15,524 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$213K	0.1%	2,925 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$265K	0.1%	2,064 SH	New
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$1.5M	0.7%	21,848 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$379K	0.2%	2,086 SH	New
INVESCO QQQ TR	UNIT SER 1	$567K	0.3%	1,027 SH	New
ISHARES TR	0-5 YR TIPS ETF	$520K	0.3%	5,051 SH	New
ISHARES TR	CORE S&P500 ETF	$552K	0.3%	889 SH	New
ISHARES TR	EAFE VALUE ETF	$576K	0.3%	9,068 SH	New
ISHARES TR	MSCI INTL MOMENT	$286K	0.1%	6,255 SH	New
ISHARES TR	MSCI USA MIN VOL	$209K	0.1%	2,224 SH	New
ISHARES TR	MSCI USA MMENTM	$1.6M	0.8%	6,591 SH	New
ISHARES TR	MSCI USA QLT FCT	$417K	0.2%	2,283 SH	New
ISHARES TR	SHRT NAT MUN ETF	$255K	0.1%	2,398 SH	New
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$320K	0.2%	5,676 SH	New
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$636K	0.3%	13,414 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.6M	3.2%	129,821 SH	New
JOHNSON & JOHNSON	COM	$929K	0.5%	6,080 SH	New
JPMORGAN CHASE & CO.	COM	$4.3M	2.1%	14,881 SH	New
KIMBERLY-CLARK CORP	COM	$259K	0.1%	2,010 SH	New
KKR & CO INC	COM	$207K	0.1%	1,554 SH	New
LAM RESEARCH CORP	COM NEW	$407K	0.2%	4,182 SH	New
LENNAR CORP	CL A	$1.9M	0.9%	17,224 SH	New
M & T BK CORP	COM	$562K	0.3%	2,990 SH	New
MACERICH CO	COM	$2.0M	1.0%	124,663 SH	New
MARKEL GROUP INC	COM	$288K	0.1%	144 SH	New
MARVELL TECHNOLOGY INC	COM	$377K	0.2%	4,872 SH	New
MASTERCARD INCORPORATED	CL A	$420K	0.2%	748 SH	New
MCDONALDS CORP	COM	$671K	0.3%	2,298 SH	New
MCKESSON CORP	COM	$584K	0.3%	797 SH	New
MERCADOLIBRE INC	COM	$251K	0.1%	96 SH	New
MERCK & CO INC	COM	$2.5M	1.2%	31,925 SH	New
META PLATFORMS INC	CL A	$2.6M	1.3%	3,482 SH	New
MICRON TECHNOLOGY INC	COM	$202K	0.1%	1,640 SH	New
MICROSOFT CORP	COM	$6.9M	3.4%	13,942 SH	New
MPLX LP	COM UNIT REP LTD	$233K	0.1%	4,524 SH	New
NVENT ELECTRIC PLC	SHS	$234K	0.1%	3,188 SH	New
NVIDIA CORPORATION	COM	$3.9M	1.9%	24,463 SH	New
NVR INC	COM	$1.9M	0.9%	264 SH	New
OCCIDENTAL PETE CORP	COM	$1.7M	0.8%	40,372 SH	New
ORACLE CORP	COM	$1.2M	0.6%	5,324 SH	New
OVINTIV INC	COM	$1.2M	0.6%	30,378 SH	New
PACCAR INC	COM	$1.4M	0.7%	14,711 SH	New
PACER FDS TR	AMERCN ENRGY IND	$276K	0.1%	6,786 SH	New
PACER FDS TR	US CASH COWS 100	$3.6M	1.7%	64,506 SH	New
PACER FDS TR	US SMALL CAP CAS	$984K	0.5%	24,725 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.5%	8,138 SH	New
PHILIP MORRIS INTL INC	COM	$229K	0.1%	1,255 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$838K	0.4%	8,333 SH	New
PIMCO ETF TR	MULTISECTOR BD	$348K	0.2%	13,121 SH	New
PIMCO ETF TR	ULTRA SHORT GOVT	$485K	0.2%	4,796 SH	New
PROCTER AND GAMBLE CO	COM	$256K	0.1%	1,068 SH	New
QUALCOMM INC	COM	$2.2M	1.0%	13,503 SH	New
SCHWAB CHARLES CORP	COM	$1.1M	0.5%	11,723 SH	New
SCHWAB STRATEGIC TR	1 5YR CORP BD	$344K	0.2%	13,870 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$292K	0.1%	11,018 SH	New
SELECT SECTOR SPDR TR	ENERGY	$530K	0.3%	6,244 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$518K	0.3%	9,899 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$322K	0.2%	3,977 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$329K	0.2%	2,441 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$314K	0.2%	3,843 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$639K	0.3%	2,525 SH	New
SIMON PPTY GROUP INC NEW	COM	$5.0M	2.4%	30,803 SH	New
SNOWFLAKE INC	CL A	$203K	0.1%	907 SH	New
SPDR GOLD TR	GOLD SHS	$1.0M	0.5%	3,300 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$272K	0.1%	6,709 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$556K	0.3%	901 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$201K	0.1%	1,481 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$854K	0.4%	3,771 SH	New
TARGET CORP	COM	$1.2M	0.6%	12,291 SH	New
TESLA INC	COM	$717K	0.3%	2,258 SH	New
TOYOTA MOTOR CORP	ADS	$436K	0.2%	2,533 SH	New
U HAUL HOLDING COMPANY	COM SER N	$959K	0.5%	17,645 SH	New
UBER TECHNOLOGIES INC	COM	$208K	0.1%	2,234 SH	New
ULTA BEAUTY INC	COM	$564K	0.3%	1,205 SH	New
UNITEDHEALTH GROUP INC	COM	$659K	0.3%	2,111 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.2M	1.6%	40,634 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.0M	0.5%	14,018 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$659K	0.3%	13,317 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$1.4M	0.7%	4,794 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$368K	0.2%	1,295 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$239K	0.1%	1,454 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$579K	0.3%	2,070 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$205K	0.1%	2,297 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$600K	0.3%	1,057 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$477K	0.2%	2,446 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$460K	0.2%	1,940 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$3.2M	1.6%	10,660 SH	New
VANGUARD INDEX FDS	VALUE ETF	$4.3M	2.1%	24,546 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$352K	0.2%	7,111 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$586K	0.3%	4,360 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.4M	1.2%	47,977 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$243K	0.1%	4,950 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$329K	0.2%	1,606 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.3M	1.6%	57,071 SH	New
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$247K	0.1%	2,450 SH	New
VANGUARD WORLD FD	INF TECH ETF	$320K	0.2%	483 SH	New
VISA INC	COM CL A	$2.1M	1.0%	5,884 SH	New
WALMART INC	COM	$629K	0.3%	6,437 SH	New
WEC ENERGY GROUP INC	COM	$288K	0.1%	2,760 SH	New
WESTERN ALLIANCE BANCORP	COM	$678K	0.3%	8,698 SH	New
WISDOMTREE TR	EMG MKTS SMCAP	$838K	0.4%	15,176 SH	New

Sold (vs prior filing)

10X GENOMICS INC CL A COM — $807
3M CO COM — $14K
ABBOTT LABORATORIES COM — $122K
ABBVIE INC COM — $79K
ABRDN PHYSICAL GOLD SHARES ETF — $24K
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF — $219K
ABRDN PHYSICAL SILVER SHARES ETF — $9K
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT — $13K
ACCENTURE PLC IRELAND SHS CLASS A — $98K
ADOBE INC COM — $7K
ADVANCED MICRO DEVICES INC COM — $621K
AECOM COM — $100K
AEHR TEST SYS COM — $68K
AEROVIRONMENT INC COM — $54K
AFLAC INC COM — $197K
AGNICO EAGLE MINES LTD COM — $42K
AIR PRODUCTS AND CHEMICALS INC COM — $2K
AIRBNB INC COM CL A — $12K
ALASKA AIR GROUP INC COM — $10K
ALCOA CORP COM — $347
… and 759 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001950158-26-000006	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001950158-26-000001	$245.6M	View
Oct 24, 2025	Q3 2025