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

About Lodestone Wealth Management LLC

Investment Activity

Lodestone Wealth Management LLC has $283.25 million in total holdings as of June 30, 2026.
Lodestone Wealth Management LLC owns shares of 781 different stocks, but just 89 companies or ETFs make up 80% of its holdings.
Approximately 5.50% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Lodestone Wealth Management LLC has purchased 779 new stocks and bought additional shares in 195 stocks.
Lodestone Wealth Management LLC sold shares of 195 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Capital Group Core Plus Income ETF: $11,678,464
Apple: $8,617,988
Capital Group Short Duration Income ETF: $8,472,017
JPMorgan Ultra-Short Income ETF: $7,216,370
Alphabet: $6,665,085

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $1,132,229 Holding
314352105 - FEDEX FGHT HLDG CO INC COMMON STOCK: $124,575 Holding
438516205 - HONEYWELL INTL INC COM: $90,903 Holding
43849R105 - HONEYWELL AEROSPACE INC COM: $89,758 Holding
50077B207 - Kratos Defense & Security Solutions: $71,948 Holding

Largest Purchases this Quarter

Capital Group Core Plus Income ETF: 155,455 shares (about $3.47M)
Capital Group Short Duration Income ETF: 71,991 shares (about $1.85M)
EXXONMOBIL HOLDINGS CORP COM SHS: 8,281 shares (about $1.13M)
Capital Group U.S. Multi-Sector Income ETF: 29,802 shares (about $814.49K)
Zoetis: 7,240 shares (about $520.27K)

Largest Sales this Quarter

Qualcomm: 4,531 shares (about $837.29K)
eBay: 4,577 shares (about $511.47K)
Dimensional U.S. Equity ETF: 4,708 shares (about $385.77K)
Apple: 1,319 shares (about $381.66K)
JPMorgan Chase & Co.: 898 shares (about $293.95K)

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	$11,678,464	$3,465,091 â–²	42.2%	523,933	4.1%	ETF
AAPL Apple	$8,617,988	$381,665 â–¼	-4.2%	29,783	3.0%	Computer and Technology
CGSD Capital Group Short Duration Income ETF	$8,472,017	$1,852,329 â–²	28.0%	329,266	3.0%	ETF
JPST JPMorgan Ultra-Short Income ETF	$7,216,370	$187,260 â–²	2.7%	142,701	2.5%	ETF
GOOG Alphabet	$6,665,085	$207,047 â–¼	-3.0%	18,864	2.4%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$6,464,896	$19,761 â–²	0.3%	131,187	2.3%	ETF
NVDA NVIDIA	$5,099,931	$28,613 â–²	0.6%	25,488	1.8%	Computer and Technology
MSFT Microsoft	$4,967,334	$2,238 â–²	0.0%	13,317	1.8%	Computer and Technology
AMGN Amgen	$4,857,794	$12,312 â–¼	-0.3%	13,415	1.7%	Medical
CGXU Capital Group International Focus Equity ETF	$4,753,490	$155,478 â–¼	-3.2%	137,305	1.7%	ETF
VTV Vanguard Value ETF	$4,674,960	$128,359 â–¼	-2.7%	21,452	1.7%	ETF
COWZ Pacer US Cash Cows 100 ETF	$4,524,192	$221,744 â–²	5.2%	72,736	1.6%	ETF
JPM JPMorgan Chase & Co.	$4,351,894	$293,945 â–¼	-6.3%	13,295	1.5%	Finance
MRK Merck & Co., Inc.	$4,213,839	$37,393 â–²	0.9%	32,793	1.5%	Medical
VEA Vanguard FTSE Developed Markets ETF	$4,200,589	$29,925 â–¼	-0.7%	58,956	1.5%	ETF
CSCO Cisco Systems	$4,129,862	$16,209 â–¼	-0.4%	35,160	1.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,862,536	$61,798 â–¼	-1.6%	10,438	1.4%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$3,809,203	$814,489 â–²	27.2%	139,378	1.3%	ETF
DFUS Dimensional U.S. Equity ETF	$3,711,554	$385,773 â–¼	-9.4%	45,296	1.3%	ETF
BSV Vanguard Short-Term Bond ETF	$3,514,735	$17,218 â–²	0.5%	45,113	1.2%	ETF
SPG Simon Property Group	$3,413,447	$32,654 â–¼	-0.9%	15,262	1.2%	Finance
DFAE Dimensional Emerging Core Equity Market ETF	$3,377,469	$5,348 â–¼	-0.2%	83,996	1.2%	ETF
AMZN Amazon.com	$3,279,320	$94,144 â–²	3.0%	13,759	1.2%	Retail/Wholesale
MAC Macerich	$3,060,508	$42,420 â–¼	-1.4%	121,497	1.1%	Finance
AXP American Express	$2,957,462	$49,049 â–¼	-1.6%	8,743	1.0%	Finance
BRK.B Berkshire Hathaway	$2,948,048	$20,514 â–¼	-0.7%	5,892	1.0%	Finance
DFAI Dimensional International Core Equity Market ETF	$2,932,064	$31,226 â–²	1.1%	71,080	1.0%	ETF
CGUS Capital Group Core Equity ETF	$2,912,497	$74,103 â–²	2.6%	65,479	1.0%	ETF
CVE Cenovus Energy	$2,890,120	$50 â–¼	0.0%	116,490	1.0%	Energy
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$2,735,928	$20,092 â–²	0.7%	54,468	1.0%	Manufacturing
GOOGL Alphabet	$2,705,228	$251,583 â–¼	-8.5%	7,570	1.0%	Computer and Technology
APA APA	$2,555,691	$103,735 â–²	4.2%	78,468	0.9%	Energy
DHI D.R. Horton	$2,430,945	$15,473 â–²	0.6%	14,925	0.9%	Construction
DFIV Dimensional International Value ETF	$2,419,546	$77,626 â–¼	-3.1%	44,790	0.9%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$2,324,045	$10,285 â–¼	-0.4%	6,779	0.8%	ETF
CAPITAL GROUP CORE BOND ETF	$2,178,619	$206,639 â–¼	-8.7%	83,217	0.8%	ETF
BAC Bank of America	$2,159,323	$129,972 â–¼	-5.7%	37,896	0.8%	Finance
XSMO Invesco S&P SmallCap Momentum ETF	$2,106,556	$5,337 â–²	0.3%	22,499	0.7%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$2,021,573	$40,844 â–¼	-2.0%	49,743	0.7%	ETF
META Meta Platforms	$1,990,428	$10,138 â–¼	-0.5%	3,534	0.7%	Computer and Technology
MU Micron Technology	$1,926,242	$8,079 â–¼	-0.4%	1,669	0.7%	Computer and Technology
DFAT Dimensional U.S. Targeted Value ETF	$1,913,325	$197,470 â–¼	-9.4%	27,372	0.7%	ETF
V Visa	$1,844,237	$50,095 â–¼	-2.6%	5,375	0.7%	Business Services
TGT Target	$1,778,433	$74,972 â–²	4.4%	13,616	0.6%	Retail/Wholesale
CVX Chevron	$1,727,165	$98,127 â–¼	-5.4%	10,420	0.6%	Energy
INTC Intel	$1,723,766	$288,621 â–¼	-14.3%	12,345	0.6%	Computer and Technology
NVR NVR	$1,689,723	$61,321 â–¼	-3.5%	248	0.6%	Construction
QCOM Qualcomm	$1,685,477	$837,287 â–¼	-33.2%	9,121	0.6%	Computer and Technology
VV Vanguard Large-Cap ETF	$1,671,995	$4,814 â–²	0.3%	4,862	0.6%	ETF
BX Blackstone	$1,637,225	$1,765 â–²	0.1%	13,914	0.6%	Finance
EBAY eBay	$1,618,990	$511,466 â–¼	-24.0%	14,488	0.6%	Retail/Wholesale
FANG Diamondback Energy	$1,613,661	$171,913 â–²	11.9%	9,180	0.6%	Energy
AMD Advanced Micro Devices	$1,595,760	$178,339 â–¼	-10.1%	2,747	0.6%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,542,807	$228,723 â–¼	-12.9%	3,231	0.5%	Computer and Technology
OXY Occidental Petroleum	$1,523,233	$180,532 â–¼	-10.6%	31,362	0.5%	Energy
COP ConocoPhillips	$1,512,227	$59,258 â–²	4.1%	14,546	0.5%	Energy
JNJ Johnson & Johnson	$1,455,753	$63,238 â–¼	-4.2%	5,732	0.5%	Medical
FITB Fifth Third Bancorp	$1,455,304	$169,392 â–²	13.2%	25,817	0.5%	Finance
LAM RESEARCH CORP COM NEW	$1,455,122	$239,631 â–¼	-14.1%	3,358	0.5%	Stock
LEN Lennar	$1,443,157	$126,507 â–¼	-8.1%	15,948	0.5%	Construction
CALF Pacer US Small Cap Cash Cows ETF	$1,400,375	$72,119 â–²	5.4%	27,670	0.5%	ETF
COST Costco Wholesale	$1,382,124	$3,743 â–¼	-0.3%	1,477	0.5%	Retail/Wholesale
HD Home Depot	$1,363,663	$148,815 â–¼	-9.8%	3,867	0.5%	Retail/Wholesale
UNH UnitedHealth Group	$1,334,843	$247,270 â–²	22.7%	3,212	0.5%	Medical
CGGR Capital Group Growth ETF	$1,322,123	$20,957 â–²	1.6%	28,011	0.5%	ETF
AVGO Broadcom	$1,249,967	$44,196 â–²	3.7%	3,309	0.4%	Computer and Technology
CGGO Capital Group Global Growth Equity ETF	$1,213,007	$115,518 â–¼	-8.7%	28,656	0.4%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$1,168,912	$248,915 â–¼	-17.6%	44,077	0.4%	ETF
EXXONMOBIL HOLDINGS CORP COM SHS	$1,132,229	$1,132,229 â–²	New Holding	8,281	0.4%	Stock
GLD SPDR Gold Shares	$1,124,296	$8,104 â–¼	-0.7%	3,052	0.4%	Finance
MRVL Marvell Technology	$1,121,070	$263,361 â–¼	-19.0%	3,763	0.4%	Computer and Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,111,381	$306,953 â–²	38.2%	11,025	0.4%	ETF
WAL Western Alliance Bancorporation	$1,098,521	$205,418 â–²	23.0%	13,364	0.4%	Finance
SCHW Charles Schwab	$1,095,365	$3,783 â–²	0.3%	11,871	0.4%	Finance
SPY SPDR S&P 500 ETF Trust	$1,076,005	$377,834 â–²	54.1%	1,441	0.4%	Finance
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF	$1,067,367	$253,862 â–¼	-19.2%	28,494	0.4%	ETF
DFSV Dimensional US Small Cap Value ETF	$1,063,198	$47,751 â–²	4.7%	27,409	0.4%	ETF
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$1,055,744	$17,148 â–²	1.7%	16,315	0.4%	Finance
U HAUL HOLDING COMPANY COM SER N	$1,049,689	$23,196 â–¼	-2.2%	18,192	0.4%	Stock
PCAR PACCAR	$1,027,026	$38,799 â–¼	-3.6%	8,550	0.4%	Auto/Tires/Trucks
CACC Credit Acceptance	$978,670	$51,576 â–²	5.6%	1,537	0.3%	Finance
TSLA Tesla	$939,200	$45,845 â–¼	-4.7%	2,233	0.3%	Auto/Tires/Trucks
DIGITALOCEAN HLDGS INC COM	$932,287	$150,749 â–¼	-13.9%	5,937	0.3%	Stock
ASML ASML	$871,731	$37,815 â–¼	-4.2%	438	0.3%	Computer and Technology
BND Vanguard Total Bond Market ETF	$822,045	$58,581 â–¼	-6.7%	11,198	0.3%	ETF
ORCL Oracle	$763,724		0.0%	5,211	0.3%	Computer and Technology
QQQ Invesco QQQ	$749,202		0.0%	1,017	0.3%	Finance
CRWD CrowdStrike	$742,535	$64,867 â–¼	-8.0%	973	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC CL A	$730,004	$153,071 â–¼	-17.3%	6,257	0.3%	Stock
WALMART INC COM	$723,300	$7,815 â–¼	-1.1%	6,386	0.3%	Stock
XLE Energy Select Sector SPDR Fund	$716,501	$51,304 â–²	7.7%	13,491	0.3%	ETF
EFV iShares MSCI EAFE Value ETF	$687,582		0.0%	8,982	0.2%	ETF
MCD McDonald's	$684,731	$22,167 â–²	3.3%	2,533	0.2%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$680,606		0.0%	909	0.2%	ETF
VO Vanguard Mid-Cap ETF	$674,737	$506,355 â–²	300.7%	8,375	0.2%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$672,721		0.0%	4,360	0.2%	ETF
MTB M&T Bank	$672,537	$714 â–¼	-0.1%	2,826	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$666,835	$7,621 â–¼	-1.1%	3,500	0.2%	ETF
JSCP JPMorgan Short Duration Core Plus ETF	$658,922	$6,553 â–²	1.0%	13,977	0.2%	ETF
AMKR Amkor Technology	$596,022	$90,886 â–¼	-13.2%	6,912	0.2%	Computer and Technology

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

Stock Ideas and Recommendations

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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