Lodestone Wealth Management LLC Top Holdings and 13F Report (2026)

About Lodestone Wealth Management LLC

Investment Activity

Lodestone Wealth Management LLC has $252.33 million in total holdings as of March 31, 2026.
Lodestone Wealth Management LLC owns shares of 781 different stocks, but just 89 companies or ETFs make up 80% of its holdings.
Approximately 4.10% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Lodestone Wealth Management LLC has purchased 796 new stocks and bought additional shares in 226 stocks.
Lodestone Wealth Management LLC sold shares of 121 stocks and completely divested from 50 stocks this quarter.

Largest Holdings

Capital Group Core Plus Income ETF: $8,231,797
Apple: $7,893,301
JPMorgan Ultra-Short Income ETF: $7,034,680
Capital Group Short Duration Income ETF: $6,635,115
Alphabet: $5,579,497

Largest New Holdings this Quarter

72201R635 - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund: $107,223 Holding
72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund: $106,488 Holding
00760J108 - Aehr Test Systems: $68,005 Holding
68247W109 - One Stop Systems: $51,499 Holding
18507C103 - ClearPoint Neuro: $48,403 Holding

Largest Purchases this Quarter

Capital Group Core Plus Income ETF: 60,101 shares (about $1.34M)
Capital Group Short Duration Income ETF: 22,099 shares (about $569.93K)
Capital Group International Focus Equity ETF: 18,682 shares (about $550.93K)
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF: 14,596 shares (about $460.80K)
Avantis International Small Cap Value ETF: 4,396 shares (about $438.99K)

Largest Sales this Quarter

PACCAR: 4,289 shares (about $495.38K)
Accenture: 523 shares (about $103.76K)
SPDR Gold Shares: 240 shares (about $103.27K)
Bank of America: 2,106 shares (about $102.67K)
American Express: 308 shares (about $93.17K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CGCP Capital Group Core Plus Income ETF	$8,231,797	$1,342,656 â–²	19.5%	368,478	3.3%	ETF
AAPL Apple	$7,893,301	$6,598 â–¼	-0.1%	31,102	3.1%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$7,034,680	$91,047 â–²	1.3%	138,998	2.8%	ETF
CGSD Capital Group Short Duration Income ETF	$6,635,115	$569,933 â–²	9.4%	257,275	2.6%	ETF
GOOG Alphabet	$5,579,497	$7,458 â–¼	-0.1%	19,450	2.2%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$5,563,647	$369,376 â–²	7.1%	130,786	2.2%	ETF
MSFT Microsoft	$4,927,462	$227,290 â–²	4.8%	13,311	2.0%	Computer and Technology
AMGN Amgen	$4,731,948	$19,703 â–²	0.4%	13,449	1.9%	Medical
NVDA NVIDIA	$4,420,227	$2,442 â–¼	-0.1%	25,345	1.8%	Computer and Technology
COWZ Pacer US Cash Cows 100 ETF	$4,327,325	$178,483 â–²	4.3%	69,171	1.7%	ETF
VTV Vanguard Value ETF	$4,324,493	$32,177 â–¼	-0.7%	22,041	1.7%	ETF
CGXU Capital Group International Focus Equity ETF	$4,181,556	$550,931 â–²	15.2%	141,796	1.7%	ETF
JPM JPMorgan Chase & Co.	$4,175,005	$20,003 â–¼	-0.5%	14,193	1.7%	Finance
MRK Merck & Co., Inc.	$3,909,701	$40,899 â–²	1.1%	32,502	1.5%	Medical
VEA Vanguard FTSE Developed Markets ETF	$3,804,799	$114,511 â–²	3.1%	59,376	1.5%	ETF
DFUS Dimensional U.S. Equity ETF	$3,545,752	$144,797 â–²	4.3%	50,004	1.4%	ETF
BSV Vanguard Short-Term Bond ETF	$3,519,971	$161,367 â–²	4.8%	44,892	1.4%	ETF
VTI Vanguard Total Stock Market ETF	$3,402,213	$9,945 â–¼	-0.3%	10,605	1.3%	ETF
APA APA	$3,195,012	$11,883 â–¼	-0.4%	75,283	1.3%	Energy
CVE Cenovus Energy	$3,090,536	$25,946 â–¼	-0.8%	116,492	1.2%	Energy
CGMS Capital Group U.S. Multi-Sector Income ETF	$2,983,755	$264,077 â–²	9.7%	109,576	1.2%	ETF
SPG Simon Property Group	$2,874,063	$2,052 â–²	0.1%	15,408	1.1%	Finance
DFAE Dimensional Emerging Core Equity Market ETF	$2,848,624	$4,300 â–²	0.2%	84,129	1.1%	ETF
BRK.B Berkshire Hathaway	$2,842,854	$48,874 â–¼	-1.7%	5,933	1.1%	Finance
AMZN Amazon.com	$2,783,321	$41,654 â–²	1.5%	13,364	1.1%	Retail/Wholesale
DFAI Dimensional International Core Equity Market ETF	$2,739,797	$7,831 â–²	0.3%	70,323	1.1%	ETF
CSCO Cisco Systems	$2,738,743	$13,733 â–²	0.5%	35,298	1.1%	Computer and Technology
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$2,700,697	$132,667 â–²	5.2%	54,068	1.1%	Manufacturing
AXP American Express	$2,688,476	$93,165 â–¼	-3.3%	8,888	1.1%	Finance
CGUS Capital Group Core Equity ETF	$2,451,714	$116,260 â–²	5.0%	63,813	1.0%	ETF
DFIV Dimensional International Value ETF	$2,439,836	$56,105 â–²	2.4%	46,227	1.0%	ETF
CAPITAL GROUP CORE BOND ETF	$2,392,556	$12,999 â–²	0.5%	91,110	0.9%	ETF
GOOGL Alphabet	$2,379,143	$56,071 â–¼	-2.3%	8,274	0.9%	Computer and Technology
MAC Macerich	$2,328,123	$11,453 â–¼	-0.5%	123,181	0.9%	Finance
OXY Occidental Petroleum	$2,280,104	$42,249 â–¼	-1.8%	35,079	0.9%	Energy
CVX Chevron	$2,278,468	$12,208 â–²	0.5%	11,012	0.9%	Energy
DHI D.R. Horton	$2,035,013	$18,525 â–¼	-0.9%	14,830	0.8%	Construction
META Meta Platforms	$2,032,409	$10,872 â–¼	-0.5%	3,552	0.8%	Computer and Technology
BAC Bank of America	$1,958,610	$102,667 â–¼	-5.0%	40,177	0.8%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$1,885,825	$305,759 â–²	19.4%	30,197	0.7%	ETF
COP ConocoPhillips	$1,844,857	$38,941 â–²	2.2%	13,976	0.7%	Energy
QCOM Qualcomm	$1,758,079	$22,407 â–¼	-1.3%	13,652	0.7%	Computer and Technology
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$1,753,360	$51,722 â–²	3.0%	50,748	0.7%	ETF
EBAY eBay	$1,735,286	$20,388 â–¼	-1.2%	19,065	0.7%	Retail/Wholesale
XSMO Invesco S&P SmallCap Momentum ETF	$1,706,059	$50,478 â–²	3.0%	22,442	0.7%	ETF
NVR NVR	$1,693,586	$26,359 â–¼	-1.5%	257	0.7%	Construction
V Visa	$1,668,632	$2,116 â–¼	-0.1%	5,521	0.7%	Business Services
MTUM iShares MSCI USA Momentum Factor ETF	$1,634,092	$82,797 â–²	5.3%	6,809	0.6%	ETF
FANG Diamondback Energy	$1,622,274	$58,546 â–²	3.7%	8,202	0.6%	Energy
BX Blackstone	$1,598,245	$42,661 â–²	2.7%	13,899	0.6%	Finance
TGT Target	$1,580,657	$23,512 â–²	1.5%	13,042	0.6%	Retail/Wholesale
LEN Lennar	$1,506,346	$11,810 â–¼	-0.8%	17,346	0.6%	Construction
COST Costco Wholesale	$1,475,322	$5,977 â–¼	-0.4%	1,481	0.6%	Retail/Wholesale
JNJ Johnson & Johnson	$1,462,025	$733 â–¼	-0.1%	5,981	0.6%	Medical
VV Vanguard Large-Cap ETF	$1,448,820	$4,184 â–²	0.3%	4,848	0.6%	ETF
XOM ExxonMobil	$1,421,528	$5,599 â–²	0.4%	8,379	0.6%	Energy
HD Home Depot	$1,410,504	$329 â–²	0.0%	4,289	0.6%	Retail/Wholesale
PYLD PIMCO Multi Sector Bond Active ETF	$1,400,720	$126,178 â–²	9.9%	53,463	0.6%	ETF
GLD SPDR Gold Shares	$1,322,711	$103,270 â–¼	-7.2%	3,074	0.5%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,253,628	$13,516 â–¼	-1.1%	3,710	0.5%	Computer and Technology
CALF Pacer US Small Cap Cash Cows ETF	$1,177,627	$57,659 â–²	5.1%	26,245	0.5%	ETF
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF	$1,113,512	$460,798 â–²	70.6%	35,271	0.4%	ETF
SCHW Charles Schwab	$1,111,773	$3,665 â–²	0.3%	11,830	0.4%	Finance
CGGR Capital Group Growth ETF	$1,107,921	$39,467 â–²	3.7%	27,567	0.4%	ETF
PALANTIR TECHNOLOGIES INC CL A	$1,107,193	$50,174 â–¼	-4.3%	7,569	0.4%	Stock
FITB Fifth Third Bancorp	$1,059,846	$77,170 â–²	7.9%	22,812	0.4%	Finance
CGGO Capital Group Global Growth Equity ETF	$1,047,319	$205,793 â–²	24.5%	31,385	0.4%	ETF
PCAR PACCAR	$1,024,832	$495,380 â–¼	-32.6%	8,873	0.4%	Auto/Tires/Trucks
AVGO Broadcom	$987,975	$388,443 â–²	64.8%	3,192	0.4%	Computer and Technology
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$964,605	$50,003 â–²	5.5%	16,050	0.4%	Finance
DFSV Dimensional US Small Cap Value ETF	$917,294	$41,488 â–²	4.7%	26,178	0.4%	ETF
BND Vanguard Total Bond Market ETF	$883,385	$17,158 â–¼	-1.9%	11,996	0.4%	ETF
TSLA Tesla	$870,639	$35,316 â–²	4.2%	2,342	0.3%	Auto/Tires/Trucks
LAM RESEARCH CORP COM NEW	$835,624	$23,716 â–¼	-2.8%	3,911	0.3%	Stock
U HAUL HOLDING COMPANY COM SER N	$830,586	$7,102 â–²	0.9%	18,594	0.3%	Stock
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$802,560	$37,211 â–¼	-4.4%	7,980	0.3%	ETF
WALMART INC COM	$802,174	$373 â–¼	0.0%	6,455	0.3%	Stock
WAL Western Alliance Bancorporation	$769,786	$54,342 â–²	7.6%	10,865	0.3%	Finance
XLE Energy Select Sector SPDR Fund	$767,254	$42,452 â–²	5.9%	12,525	0.3%	ETF
ORCL Oracle	$766,640	$1,765 â–²	0.2%	5,211	0.3%	Computer and Technology
MCD McDonald's	$761,895	$13,988 â–²	1.9%	2,451	0.3%	Retail/Wholesale
UNH UnitedHealth Group	$708,158	$40,590 â–¼	-5.4%	2,617	0.3%	Medical
MCK McKesson	$685,891	$5,190 â–¼	-0.8%	793	0.3%	Medical
EFV iShares MSCI EAFE Value ETF	$667,821		0.0%	8,982	0.3%	ETF
CAPITAL GROUP INTERNATIONAL EQUITY ETF	$659,123	$350,479 â–²	113.6%	19,489	0.3%	ETF
JSCP JPMorgan Short Duration Core Plus ETF	$654,555	$6,338 â–²	1.0%	13,838	0.3%	ETF
INTC Intel	$636,009	$9,179 â–¼	-1.4%	14,412	0.3%	Computer and Technology
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$635,660		0.0%	4,360	0.3%	ETF
ULTA Ulta Beauty	$627,252	$1,568 â–²	0.3%	1,200	0.2%	Retail/Wholesale
AMD Advanced Micro Devices	$621,275	$143,622 â–²	30.1%	3,054	0.2%	Computer and Technology
CACC Credit Acceptance	$616,558	$42,346 â–²	7.4%	1,456	0.2%	Finance
SPY SPDR S&P 500 ETF Trust	$607,847	$76,712 â–¼	-11.2%	935	0.2%	Finance
ASML ASML	$603,817	$19,819 â–²	3.4%	457	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$600,175	$1,436 â–²	0.2%	2,090	0.2%	ETF
VOO Vanguard S&P 500 ETF	$598,929	$1,793 â–²	0.3%	1,002	0.2%	ETF
IVV iShares Core S&P 500 ETF	$593,647	$14,368 â–²	2.5%	909	0.2%	ETF
DIGITALOCEAN HLDGS INC COM	$591,625	$52,326 â–²	9.7%	6,897	0.2%	Stock
FDX FedEx	$590,994	$1,781 â–²	0.3%	1,659	0.2%	Transportation
QQQ Invesco QQQ	$587,214		0.0%	1,017	0.2%	Finance
MTB M&T Bank	$584,907	$2,274 â–¼	-0.4%	2,829	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Lodestone Wealth Management LLC Top Holdings and 13F Report (2026)

About Lodestone Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Lodestone Wealth Management LLC Top Holdings and 13F Report (2026)

About Lodestone Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLodestone Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools