Lodestone Wealth Management LLC Top Holdings and 13F Report (2026) About Lodestone Wealth Management LLCInvestment ActivityLodestone 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 $8,231,797Apple $7,893,301JPMorgan Ultra-Short Income ETF $7,034,680Capital Group Short Duration Income ETF $6,635,115Alphabet $5,579,497 Largest New Holdings this Quarter 72201R635 - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund $107,223 Holding72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $106,488 Holding00760J108 - Aehr Test Systems $68,005 Holding68247W109 - One Stop Systems $51,499 Holding18507C103 - 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 TimeMap of 500 Largest Holdings ofLodestone Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGCPCapital Group Core Plus Income ETF$8,231,797$1,342,656 ▲19.5%368,4783.3%ETFAAPLApple$7,893,301$6,598 ▼-0.1%31,1023.1%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$7,034,680$91,047 ▲1.3%138,9982.8%ETFCGSDCapital Group Short Duration Income ETF$6,635,115$569,933 ▲9.4%257,2752.6%ETFGOOGAlphabet$5,579,497$7,458 ▼-0.1%19,4502.2%Computer and TechnologyCGDVCapital Group Dividend Value ETF$5,563,647$369,376 ▲7.1%130,7862.2%ETFMSFTMicrosoft$4,927,462$227,290 ▲4.8%13,3112.0%Computer and TechnologyAMGNAmgen$4,731,948$19,703 ▲0.4%13,4491.9%MedicalNVDANVIDIA$4,420,227$2,442 ▼-0.1%25,3451.8%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$4,327,325$178,483 ▲4.3%69,1711.7%ETFVTVVanguard Value ETF$4,324,493$32,177 ▼-0.7%22,0411.7%ETFCGXUCapital Group International Focus Equity ETF$4,181,556$550,931 ▲15.2%141,7961.7%ETFJPMJPMorgan Chase & Co.$4,175,005$20,003 ▼-0.5%14,1931.7%FinanceMRKMerck & Co., Inc.$3,909,701$40,899 ▲1.1%32,5021.5%MedicalVEAVanguard FTSE Developed Markets ETF$3,804,799$114,511 ▲3.1%59,3761.5%ETFDFUSDimensional U.S. Equity ETF$3,545,752$144,797 ▲4.3%50,0041.4%ETFBSVVanguard Short-Term Bond ETF$3,519,971$161,367 ▲4.8%44,8921.4%ETFVTIVanguard Total Stock Market ETF$3,402,213$9,945 ▼-0.3%10,6051.3%ETFAPAAPA$3,195,012$11,883 ▼-0.4%75,2831.3%EnergyCVECenovus Energy$3,090,536$25,946 ▼-0.8%116,4921.2%EnergyCGMSCapital Group U.S. Multi-Sector Income ETF$2,983,755$264,077 ▲9.7%109,5761.2%ETFSPGSimon Property Group$2,874,063$2,052 ▲0.1%15,4081.1%FinanceDFAEDimensional Emerging Core Equity Market ETF$2,848,624$4,300 ▲0.2%84,1291.1%ETFBRK.BBerkshire Hathaway$2,842,854$48,874 ▼-1.7%5,9331.1%FinanceAMZNAmazon.com$2,783,321$41,654 ▲1.5%13,3641.1%Retail/WholesaleDFAIDimensional International Core Equity Market ETF$2,739,797$7,831 ▲0.3%70,3231.1%ETFCSCOCisco Systems$2,738,743$13,733 ▲0.5%35,2981.1%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,700,697$132,667 ▲5.2%54,0681.1%ManufacturingAXPAmerican Express$2,688,476$93,165 ▼-3.3%8,8881.1%FinanceCGUSCapital Group Core Equity ETF$2,451,714$116,260 ▲5.0%63,8131.0%ETFDFIVDimensional International Value ETF$2,439,836$56,105 ▲2.4%46,2271.0%ETFCAPITAL GROUP CORE BOND ETF$2,392,556$12,999 ▲0.5%91,1100.9%ETFGOOGLAlphabet$2,379,143$56,071 ▼-2.3%8,2740.9%Computer and TechnologyMACMacerich$2,328,123$11,453 ▼-0.5%123,1810.9%FinanceOXYOccidental Petroleum$2,280,104$42,249 ▼-1.8%35,0790.9%EnergyCVXChevron$2,278,468$12,208 ▲0.5%11,0120.9%EnergyDHID.R. Horton$2,035,013$18,525 ▼-0.9%14,8300.8%ConstructionMETAMeta Platforms$2,032,409$10,872 ▼-0.5%3,5520.8%Computer and TechnologyBACBank of America$1,958,610$102,667 ▼-5.0%40,1770.8%FinanceDFATDimensional U.S. Targeted Value ETF$1,885,825$305,759 ▲19.4%30,1970.7%ETFCOPConocoPhillips$1,844,857$38,941 ▲2.2%13,9760.7%EnergyQCOMQualcomm$1,758,079$22,407 ▼-1.3%13,6520.7%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$1,753,360$51,722 ▲3.0%50,7480.7%ETFEBAYeBay$1,735,286$20,388 ▼-1.2%19,0650.7%Retail/WholesaleXSMOInvesco S&P SmallCap Momentum ETF$1,706,059$50,478 ▲3.0%22,4420.7%ETFNVRNVR$1,693,586$26,359 ▼-1.5%2570.7%ConstructionVVisa$1,668,632$2,116 ▼-0.1%5,5210.7%Business ServicesMTUMiShares MSCI USA Momentum Factor ETF$1,634,092$82,797 ▲5.3%6,8090.6%ETFFANGDiamondback Energy$1,622,274$58,546 ▲3.7%8,2020.6%EnergyBXBlackstone$1,598,245$42,661 ▲2.7%13,8990.6%FinanceTGTTarget$1,580,657$23,512 ▲1.5%13,0420.6%Retail/WholesaleLENLennar$1,506,346$11,810 ▼-0.8%17,3460.6%ConstructionCOSTCostco Wholesale$1,475,322$5,977 ▼-0.4%1,4810.6%Retail/WholesaleJNJJohnson & Johnson$1,462,025$733 ▼-0.1%5,9810.6%MedicalVVVanguard Large-Cap ETF$1,448,820$4,184 ▲0.3%4,8480.6%ETFXOMExxonMobil$1,421,528$5,599 ▲0.4%8,3790.6%EnergyHDHome Depot$1,410,504$329 ▲0.0%4,2890.6%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$1,400,720$126,178 ▲9.9%53,4630.6%ETFGLDSPDR Gold Shares$1,322,711$103,270 ▼-7.2%3,0740.5%FinanceTSMTaiwan Semiconductor Manufacturing$1,253,628$13,516 ▼-1.1%3,7100.5%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$1,177,627$57,659 ▲5.1%26,2450.5%ETFCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF$1,113,512$460,798 ▲70.6%35,2710.4%ETFSCHWCharles Schwab$1,111,773$3,665 ▲0.3%11,8300.4%FinanceCGGRCapital Group Growth ETF$1,107,921$39,467 ▲3.7%27,5670.4%ETFPALANTIR TECHNOLOGIES INC CL A$1,107,193$50,174 ▼-4.3%7,5690.4%StockFITBFifth Third Bancorp$1,059,846$77,170 ▲7.9%22,8120.4%FinanceCGGOCapital Group Global Growth Equity ETF$1,047,319$205,793 ▲24.5%31,3850.4%ETFPCARPACCAR$1,024,832$495,380 ▼-32.6%8,8730.4%Auto/Tires/TrucksAVGOBroadcom$987,975$388,443 ▲64.8%3,1920.4%Computer and TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$964,605$50,003 ▲5.5%16,0500.4%FinanceDFSVDimensional US Small Cap Value ETF$917,294$41,488 ▲4.7%26,1780.4%ETFBNDVanguard Total Bond Market ETF$883,385$17,158 ▼-1.9%11,9960.4%ETFTSLATesla$870,639$35,316 ▲4.2%2,3420.3%Auto/Tires/TrucksLAM RESEARCH CORP COM NEW$835,624$23,716 ▼-2.8%3,9110.3%StockU HAUL HOLDING COMPANY COM SER N$830,586$7,102 ▲0.9%18,5940.3%StockMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$802,560$37,211 ▼-4.4%7,9800.3%ETFWALMART INC COM$802,174$373 ▼0.0%6,4550.3%StockWALWestern Alliance Bancorporation$769,786$54,342 ▲7.6%10,8650.3%FinanceXLEEnergy Select Sector SPDR Fund$767,254$42,452 ▲5.9%12,5250.3%ETFORCLOracle$766,640$1,765 ▲0.2%5,2110.3%Computer and TechnologyMCDMcDonald's$761,895$13,988 ▲1.9%2,4510.3%Retail/WholesaleUNHUnitedHealth Group$708,158$40,590 ▼-5.4%2,6170.3%MedicalMCKMcKesson$685,891$5,190 ▼-0.8%7930.3%MedicalEFViShares MSCI EAFE Value ETF$667,8210.0%8,9820.3%ETFCAPITAL GROUP INTERNATIONAL EQUITY ETF$659,123$350,479 ▲113.6%19,4890.3%ETFJSCPJPMorgan Short Duration Core Plus ETF$654,555$6,338 ▲1.0%13,8380.3%ETFINTCIntel$636,009$9,179 ▼-1.4%14,4120.3%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$635,6600.0%4,3600.3%ETFULTAUlta Beauty$627,252$1,568 ▲0.3%1,2000.2%Retail/WholesaleAMDAdvanced Micro Devices$621,275$143,622 ▲30.1%3,0540.2%Computer and TechnologyCACCCredit Acceptance$616,558$42,346 ▲7.4%1,4560.2%FinanceSPYSPDR S&P 500 ETF Trust$607,847$76,712 ▼-11.2%9350.2%FinanceASMLASML$603,817$19,819 ▲3.4%4570.2%Computer and TechnologyVOVanguard Mid-Cap ETF$600,175$1,436 ▲0.2%2,0900.2%ETFVOOVanguard S&P 500 ETF$598,929$1,793 ▲0.3%1,0020.2%ETFIVViShares Core S&P 500 ETF$593,647$14,368 ▲2.5%9090.2%ETFDIGITALOCEAN HLDGS INC COM$591,625$52,326 ▲9.7%6,8970.2%StockFDXFedEx$590,994$1,781 ▲0.3%1,6590.2%TransportationQQQInvesco QQQ$587,2140.0%1,0170.2%FinanceMTBM&T Bank$584,907$2,274 ▼-0.4%2,8290.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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