Lodestone Wealth Management LLC 13F Holdings
CIK 0001950158 · SPOKANE, WA
As of Sep 30, 2025, Lodestone Wealth Management LLC reported 212 positions worth $222.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 33,092 | $8.4M | 3.79% |
| MICROSOFT CORP | MSFT | Technology | 14,132 | $7.3M | 3.29% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 135,499 | $6.9M | 3.09% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 241,069 | $5.5M | 2.46% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 123,476 | $5.2M | 2.33% |
| ALPHABET INC | GOOG | Equity | 20,819 | $5.1M | 2.28% |
| CAPITAL GROUP SHORT DURATION INCOME ETF | CGSD | — | 185,030 | $4.8M | 2.16% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 14,965 | $4.7M | 2.12% |
| NVIDIA CORP | NVDA | Technology | 24,731 | $4.6M | 2.08% |
| VANGUARD VALUE INDEX FUND | VTV | — | 24,260 | $4.5M | 2.04% |
| PACER US CASH COWS 100 ETF | COWZ | — | 66,975 | $3.8M | 1.73% |
| AMGEN INC | AMGN | Healthcare | 13,620 | $3.8M | 1.73% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 48,995 | $3.5M | 1.60% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 58,582 | $3.5M | 1.58% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 10,635 | $3.5M | 1.57% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 116,912 | $3.5M | 1.56% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 42,540 | $3.4M | 1.51% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,373 | $3.2M | 1.44% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 9,465 | $3.1M | 1.41% |
| SIMON PROPERTY GROUP INC | SPG | Real Estate | 15,555 | $2.9M | 1.31% |
| AMAZON.COM INC | AMZN | Equity | 13,139 | $2.9M | 1.30% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 83,530 | $2.6M | 1.18% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 51,579 | $2.6M | 1.17% |
| META PLATFORMS INC | META | Communication Services | 3,517 | $2.6M | 1.16% |
| BANK OF AMERICA CORP | BAC | Financial Services | 49,893 | $2.6M | 1.16% |