Lodestone Wealth Management LLC Portfolio Holdings

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

Lodestone Wealth Management LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 850 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.46B, Capital Group Core Plus Income with a value of $6.98B, Jp Morgan ETF Tr Ultra Short I with a value of $6.94B, Microsoft Corp with a value of $6.14B, and Capital Grp Core Plus Income E with a value of $6.12B.

Examining the 13F form we can see an increase of $23.1B in the current position value, from $222B to 246B.

Lodestone Wealth Management LLC is based out at Spokane, WA

Below you can find more details about Lodestone Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $246 Billion
ETFs: $95 Billion
Technology: $34.8 Billion
Financial Services: $24.4 Billion
Consumer Cyclical: $16.8 Billion
Healthcare: $12.4 Billion
Communication Services: $12.2 Billion
Energy: $11.2 Billion
Industrials: $5.3 Billion
Other: $11.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$8.46 Billion 3.45% of portfolio
31,128
Q4 2025 Reduced 5.93%
$3.78T
$6.14 Billion 2.5% of portfolio
12,697
Q4 2025 Reduced 10.15%
-
$6.12 Billion 2.49% of portfolio
-
Q4 2025 Added 27.1%
$1.74T
$6.11 Billion 2.49% of portfolio
19,476
Q4 2025 Reduced 6.45%
$465B
$4.73 Billion 1.93% of portfolio
25,359
Q4 2025 Added 2.54%
$881B
$4.6 Billion 1.87% of portfolio
14,261
Q4 2025 Reduced 4.7%
$183B
$4.38 Billion 1.79% of portfolio
13,393
Q4 2025 Reduced 1.67%
$255B
$3.4 Billion 1.39% of portfolio
9,196
Q4 2025 Reduced 2.84%
$235B
$3.39 Billion 1.38% of portfolio
32,162
Q4 2025 Added 5.57%
$2.39T
$3.04 Billion 1.24% of portfolio
13,164
Q4 2025 Added 0.19%
$662B
$3.03 Billion 1.24% of portfolio
6,035
Q4 2025 Reduced 5.3%
$59.8B
$2.85 Billion 1.16% of portfolio
15,397
Q4 2025 Reduced 1.02%
-
$2.76 Billion 1.12% of portfolio
-
Q4 2025 Added 21.42%
$319B
$2.71 Billion 1.1% of portfolio
35,121
Q4 2025 Added 1.78%
$1.65T
$2.65 Billion 1.08% of portfolio
8,469
Q4 2025 Reduced 4.07%
$1.37T
$2.36 Billion 0.96% of portfolio
3,571
Q4 2025 Added 0.96%
$413B
$2.33 Billion 0.95% of portfolio
42,283
Q4 2025 Reduced 15.25%
$3.7B
$2.29 Billion 0.93% of portfolio
123,787
Q4 2025 Reduced 0.69%
$49.5B
$2.16 Billion 0.88% of portfolio
14,965
Q4 2025 Added 0.16%
$98.1B
$2.09 Billion 0.85% of portfolio
13,528
Q4 2025 Added 2.08%
$35B
$1.99 Billion 0.81% of portfolio
117,470
Q4 2025 Added 5.41%
$533B
$1.94 Billion 0.79% of portfolio
5,528
Q4 2025 Reduced 6.37%
$23.4B
$1.9 Billion 0.78% of portfolio
261
Q4 2025 Reduced 0.38%
$8.09B
$1.85 Billion 0.75% of portfolio
75,563
Q4 2025 Reduced 0.71%
$30.9B
$1.8 Billion 0.73% of portfolio
17,482
Q4 2025 Added 1.48%
$303B
$1.67 Billion 0.68% of portfolio
10,953
Q4 2025 Reduced 4.83%
$46.1B
$1.68 Billion 0.68% of portfolio
19,289
Q4 2025 Reduced 5.68%
$367B
$1.48 Billion 0.6% of portfolio
4,288
Q4 2025 Reduced 0.53%
$39.8B
$1.47 Billion 0.6% of portfolio
35,729
Q4 2025 Reduced 5.74%
$33.2B
$1.44 Billion 0.59% of portfolio
13,162
Q4 2025 Reduced 7.75%
$342B
$1.41 Billion 0.57% of portfolio
7,912
Q4 2025 Reduced 5.23%
$113B
$1.28 Billion 0.52% of portfolio
13,681
Q4 2025 Added 1.99%
$404B
$1.28 Billion 0.52% of portfolio
1,487
Q4 2025 Reduced 9.33%
$41.4B
$1.26 Billion 0.51% of portfolio
12,848
Q4 2025 Added 23.27%
$522B
$1.24 Billion 0.5% of portfolio
5,984
Q4 2025 Reduced 1.56%
$167B
$1.18 Billion 0.48% of portfolio
11,791
Q4 2025 Added 0.29%
$26.5B
$1.19 Billion 0.48% of portfolio
7,906
Q4 2025 Added 9.52%
$1.46T
$1.14 Billion 0.46% of portfolio
3,750
Q4 2025 Reduced 4.26%
$1.29T
$1.01 Billion 0.41% of portfolio
2,247
Q4 2025 Reduced 0.04%
$490B
$1 Billion 0.41% of portfolio
8,346
Q4 2025 Added 1.08%
$593B
$1.01 Billion 0.41% of portfolio
5,199
Q4 2025 Reduced 7.19%
$29.2B
$990 Million 0.4% of portfolio
21,151
Q4 2025 Added 73.07%
$300B
$913 Million 0.37% of portfolio
2,767
Q4 2025 Added 15.53%
-
$862 Million 0.35% of portfolio
-
Q4 2025 Added 18.33%
$8.51B
$849 Million 0.35% of portfolio
10,098
Q4 2025 Added 16.1%
$224B
$735 Million 0.3% of portfolio
2,406
Q4 2025 Reduced 0.08%
$27.1B
$724 Million 0.29% of portfolio
1,197
Q4 2025 Reduced 0.91%
$279B
$719 Million 0.29% of portfolio
6,458
Q4 2025 Reduced 0.95%
$139B
$670 Million 0.27% of portfolio
1,937
Q4 2025 Added 53.0%

Summary

  • Portfolio
  • No. of Stocks 850
  • Current Value $246 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 626 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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