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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145M
$151,000 0.0% of portfolio
40
Q4 2025 New
$251M
$252,000 0.0% of portfolio
30
Q4 2025 New
$131M
$325,000 0.0% of portfolio
250
Q4 2025 New
$172M
$396,000 0.0% of portfolio
161
Q4 2025 New
$52.7M
$376,000 0.0% of portfolio
170
Q4 2025 New
$251M
$2.71 Million 0.0% of portfolio
1,000
Q4 2025 New
$217M
$4.67 Million 0.0% of portfolio
1,050
Q4 2025 New

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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