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: $188.0M2 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$360K	0.2%	1,154 SH
ADVANCED MICRO DEVICES INC	COM	$271K	0.1%	2,638 SH
AFLAC INC	COM	$226K	0.1%	2,036 SH
ALLSTATE CORP	COM	$238K	0.1%	1,152 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.7%	8,716 SH
ALPHABET INC	CAP STK CL C	$3.3M	1.7%	20,885 SH
AMAZON COM INC	COM	$2.0M	1.1%	10,451 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$523K	0.3%	10,579 SH
AMERICAN EXPRESS CO	COM	$3.1M	1.7%	11,565 SH
AMGEN INC	COM	$4.1M	2.2%	13,201 SH
APA CORPORATION	COM	$1.6M	0.8%	74,915 SH
APPLE INC	COM	$7.4M	4.0%	33,459 SH
ARISTA NETWORKS INC	COM SHS	$235K	0.1%	3,030 SH
ASML HOLDING N V	N Y REGISTRY SHS	$200K	0.1%	302 SH
AT&T INC	COM	$331K	0.2%	11,714 SH
BANK AMERICA CORP	COM	$2.4M	1.3%	58,437 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	2.2%	7,756 SH
BLACKSTONE INC	COM	$1.8M	1.0%	12,850 SH
BOEING CO	COM	$507K	0.3%	2,974 SH
CAPITAL GROUP CONSERVATIVE E	SHS	$263K	0.1%	9,682 SH
CAPITAL GROUP CORE BALANCED	SHS	$399K	0.2%	12,886 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$2.0M	1.1%	60,367 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$317K	0.2%	10,243 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$4.3M	2.3%	119,364 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$577K	0.3%	20,382 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$864K	0.5%	25,235 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.6M	1.4%	107,088 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$256K	0.1%	10,166 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$2.3M	1.2%	87,498 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$5.0M	2.7%	223,863 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$307K	0.2%	11,430 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$4.5M	2.4%	173,060 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$2.1M	1.1%	75,342 SH
CENOVUS ENERGY INC	COM	$836K	0.4%	60,097 SH
CHEVRON CORP NEW	COM	$1.8M	1.0%	11,056 SH
CISCO SYS INC	COM	$2.2M	1.2%	35,491 SH
CLOUDFLARE INC	CL A COM	$205K	0.1%	1,823 SH
COCA COLA CO	COM	$476K	0.3%	6,650 SH
CONOCOPHILLIPS	COM	$1.4M	0.8%	13,742 SH
COSTCO WHSL CORP NEW	COM	$1.6M	0.8%	1,654 SH
CREDIT ACCEP CORP MICH	COM	$615K	0.3%	1,191 SH
D R HORTON INC	COM	$2.0M	1.1%	15,361 SH
DEVON ENERGY CORP NEW	COM	$986K	0.5%	26,352 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.3M	0.7%	49,158 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.1M	1.1%	82,799 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.8M	1.0%	45,660 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.1M	1.1%	68,791 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$221K	0.1%	6,705 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.9M	1.5%	47,497 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$670K	0.4%	23,800 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$854K	0.5%	16,581 SH
DISNEY WALT CO	COM	$354K	0.2%	3,589 SH
DOMINOS PIZZA INC	COM	$270K	0.1%	587 SH
EBAY INC.	COM	$1.5M	0.8%	21,999 SH
ELI LILLY & CO	COM	$305K	0.2%	369 SH
EXXON MOBIL CORP	COM	$995K	0.5%	8,367 SH
FEDEX CORP	COM	$396K	0.2%	1,624 SH
FIFTH THIRD BANCORP	COM	$501K	0.3%	12,779 SH
FORTINET INC	COM	$346K	0.2%	3,592 SH
HOME DEPOT INC	COM	$1.6M	0.8%	4,341 SH
INTEL CORP	COM	$338K	0.2%	14,884 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$236K	0.1%	3,154 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$201K	0.1%	1,770 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$1.4M	0.8%	22,611 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$361K	0.2%	2,081 SH
INVESCO QQQ TR	UNIT SER 1	$481K	0.3%	1,027 SH
ISHARES TR	0-5 YR TIPS ETF	$529K	0.3%	5,109 SH
ISHARES TR	CORE S&P500 ETF	$498K	0.3%	887 SH
ISHARES TR	EAFE VALUE ETF	$541K	0.3%	9,183 SH
ISHARES TR	MSCI INTL MOMENT	$255K	0.1%	6,376 SH
ISHARES TR	MSCI USA MIN VOL	$235K	0.1%	2,506 SH
ISHARES TR	MSCI USA MMENTM	$1.4M	0.7%	6,693 SH
ISHARES TR	MSCI USA QLT FCT	$409K	0.2%	2,393 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$300K	0.2%	5,688 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$626K	0.3%	13,261 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.6M	3.5%	130,211 SH
JOHNSON & JOHNSON	COM	$1.1M	0.6%	6,417 SH
JPMORGAN CHASE & CO.	COM	$4.3M	2.3%	17,678 SH
KIMBERLY-CLARK CORP	COM	$317K	0.2%	2,228 SH
LAM RESEARCH CORP	COM NEW	$236K	0.1%	3,253 SH
LENNAR CORP	CL A	$2.0M	1.0%	17,180 SH
M & T BK CORP	COM	$519K	0.3%	2,902 SH
MACERICH CO	COM	$2.1M	1.1%	124,510 SH
MARKEL GROUP INC	COM	$282K	0.2%	151 SH
MARVELL TECHNOLOGY INC	COM	$288K	0.2%	4,684 SH
MASTERCARD INCORPORATED	CL A	$443K	0.2%	808 SH
MCDONALDS CORP	COM	$779K	0.4%	2,493 SH
MCKESSON CORP	COM	$531K	0.3%	789 SH
MERCK & CO INC	COM	$2.8M	1.5%	31,656 SH
META PLATFORMS INC	CL A	$2.0M	1.1%	3,428 SH
MICROSOFT CORP	COM	$5.3M	2.8%	14,089 SH
MILLROSE PPTYS INC	COM CL A	$215K	0.1%	8,108 SH
MPLX LP	COM UNIT REP LTD	$238K	0.1%	4,441 SH
NVIDIA CORPORATION	COM	$2.6M	1.4%	23,607 SH
NVR INC	COM	$1.9M	1.0%	264 SH
OCCIDENTAL PETE CORP	COM	$2.1M	1.1%	42,425 SH
ORACLE CORP	COM	$645K	0.3%	4,616 SH
OVINTIV INC	COM	$1.4M	0.7%	31,845 SH
PACCAR INC	COM	$1.5M	0.8%	15,416 SH
PACER FDS TR	US CASH COWS 100	$3.6M	1.9%	65,556 SH
PACER FDS TR	US SMALL CAP CAS	$1.2M	0.6%	31,319 SH
PALANTIR TECHNOLOGIES INC	CL A	$755K	0.4%	8,950 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$844K	0.4%	8,391 SH
PIMCO ETF TR	MULTISECTOR BD	$347K	0.2%	13,177 SH
PIMCO ETF TR	ULTRA SHORT GOVT	$526K	0.3%	5,193 SH
PROCTER AND GAMBLE CO	COM	$278K	0.1%	1,631 SH
QUALCOMM INC	COM	$2.0M	1.1%	13,049 SH
SCHWAB CHARLES CORP	COM	$915K	0.5%	11,687 SH
SCHWAB STRATEGIC TR	1 5YR CORP BD	$342K	0.2%	13,870 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$262K	0.1%	9,354 SH
SELECT SECTOR SPDR TR	ENERGY	$527K	0.3%	5,639 SH
SELECT SECTOR SPDR TR	FINANCIAL	$492K	0.3%	9,879 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$298K	0.2%	3,652 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$323K	0.2%	2,210 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$269K	0.1%	3,417 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$514K	0.3%	2,487 SH
SIMON PPTY GROUP INC NEW	COM	$2.6M	1.4%	15,788 SH
SIRIUSXM HOLDINGS INC	COMMON STOCK	$358K	0.2%	15,879 SH
SPDR GOLD TR	GOLD SHS	$961K	0.5%	3,336 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$244K	0.1%	6,709 SH
SPDR S&P 500 ETF TR	TR UNIT	$485K	0.3%	866 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$619K	0.3%	3,727 SH
TARGET CORP	COM	$1.0M	0.6%	9,944 SH
TESLA INC	COM	$514K	0.3%	1,985 SH
TOYOTA MOTOR CORP	ADS	$455K	0.2%	2,579 SH
U HAUL HOLDING COMPANY	COM	$230K	0.1%	3,525 SH
U HAUL HOLDING COMPANY	COM SER N	$808K	0.4%	13,656 SH
ULTA BEAUTY INC	COM	$445K	0.2%	1,213 SH
UNITED PARCEL SERVICE INC	CL B	$208K	0.1%	1,895 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.3M	1.7%	41,924 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	0.6%	15,108 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$705K	0.4%	14,442 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.2M	0.7%	4,794 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$271K	0.1%	1,109 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$233K	0.1%	1,449 SH
VANGUARD INDEX FDS	MID CAP ETF	$535K	0.3%	2,070 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$220K	0.1%	2,425 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$545K	0.3%	1,061 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$433K	0.2%	2,324 SH
VANGUARD INDEX FDS	SMALL CP ETF	$430K	0.2%	1,940 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	1.6%	10,625 SH
VANGUARD INDEX FDS	VALUE ETF	$4.3M	2.3%	24,649 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$248K	0.1%	5,479 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$511K	0.3%	4,422 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.5M	1.3%	49,970 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$311K	0.2%	1,606 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.9M	1.5%	57,067 SH
VANGUARD WORLD FD	INF TECH ETF	$258K	0.1%	475 SH
VISA INC	COM CL A	$2.1M	1.1%	6,122 SH
WALMART INC	COM	$588K	0.3%	6,697 SH
WEC ENERGY GROUP INC	COM	$315K	0.2%	2,888 SH
WESTERN ALLIANCE BANCORP	COM	$605K	0.3%	7,875 SH
WISDOMTREE TR	EMG MKTS SMCAP	$799K	0.4%	16,542 SH

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