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

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%
$0
$6.98 Billion 2.84% of portfolio
308,377
Q4 2025 Added 27.92%
$0
$6.94 Billion 2.83% of portfolio
137,199
Q4 2025 Added 1.25%
$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%
$0
$5.33 Billion 2.17% of portfolio
122,103
Q4 2025 Reduced 1.11%
$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%
$0
$4.24 Billion 1.73% of portfolio
22,205
Q4 2025 Reduced 8.47%
$0
$3.99 Billion 1.62% of portfolio
66,318
Q4 2025 Reduced 0.98%
$0
$3.64 Billion 1.48% of portfolio
123,114
Q4 2025 Added 5.3%
$0
$3.6 Billion 1.47% of portfolio
57,589
Q4 2025 Reduced 1.7%
$0
$3.57 Billion 1.45% of portfolio
10,636
Q4 2025 Added 0.01%
$0
$3.56 Billion 1.45% of portfolio
47,962
Q4 2025 Reduced 2.11%
$235B
$3.39 Billion 1.38% of portfolio
32,162
Q4 2025 Added 5.57%
$0
$3.38 Billion 1.37% of portfolio
42,834
Q4 2025 Added 0.69%
$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%
$0
$2.74 Billion 1.11% of portfolio
84,002
Q4 2025 Added 0.57%
$319B
$2.71 Billion 1.1% of portfolio
35,121
Q4 2025 Added 1.78%
$0
$2.67 Billion 1.09% of portfolio
70,122
Q4 2025 Added 0.61%
$1.65T
$2.65 Billion 1.08% of portfolio
8,469
Q4 2025 Reduced 4.07%
$0
$2.54 Billion 1.04% of portfolio
51,412
Q4 2025 Reduced 0.32%
$0
$2.45 Billion 1.0% of portfolio
60,787
Q4 2025 Reduced 2.13%
Capital Group Core Bond ETF
-
$2.4 Billion 0.98% of portfolio
-
Q4 2025 Added 2.47%
$1.37T
$2.36 Billion 0.96% of portfolio
3,571
Q4 2025 Added 0.96%
$187B
$2.36 Billion 0.96% of portfolio
13,826
Q4 2025 Added 2.04%
$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%
$0
$2.25 Billion 0.92% of portfolio
45,164
Q4 2025 Reduced 3.66%
$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%
$0
$1.63 Billion 0.66% of portfolio
49,251
Q4 2025 Reduced 2.61%
$0
$1.62 Billion 0.66% of portfolio
6,464
Q4 2025 Reduced 3.58%
$0
$1.57 Billion 0.64% of portfolio
21,778
Q4 2025 Reduced 2.45%
$0
$1.52 Billion 0.62% of portfolio
4,834
Q4 2025 Added 0.54%
$0
$1.51 Billion 0.61% of portfolio
25,301
Q4 2025 Added 45.42%
$367B
$1.48 Billion 0.6% of portfolio
4,288
Q4 2025 Reduced 0.53%

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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