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
$0
$510 Million 0.21% of portfolio
4,978
Q3 2025 Reduced 2.56%
$0
$524 Million 0.21% of portfolio
2,476
Q4 2025 Added 0.08%
$0
$522 Million 0.21% of portfolio
3,625
Q4 2025 Added 36.12%
$0
$501 Million 0.2% of portfolio
1,944
Q4 2025 Added 0.15%
$388B
$503 Million 0.2% of portfolio
2,348
Q4 2025 Added 6.29%
$268B
$483 Million 0.2% of portfolio
1,693
Q3 2025 New
$405B
$473 Million 0.19% of portfolio
442
Q4 2025 Reduced 1.12%
$68.9B
$478 Million 0.19% of portfolio
1,654
Q4 2025 Added 0.61%
$0
$473 Million 0.19% of portfolio
9,384
Q4 2025 Reduced 1.71%
$0
$445 Million 0.18% of portfolio
2,240
Q3 2025 Reduced 6.39%
$115B
$431 Million 0.18% of portfolio
920
Q4 2025 Added 4.66%
$306B
$451 Million 0.18% of portfolio
6,452
Q4 2025 Reduced 1.81%
Arista Networks Inc Com Shs
-
$410 Million 0.17% of portfolio
-
Q4 2025 Reduced 1.26%
$4.52B
$400 Million 0.16% of portfolio
4,683
Q4 2025 Added 0.17%
$0
$404 Million 0.16% of portfolio
8,352
Q4 2025 Reduced 21.1%
$0
$400 Million 0.16% of portfolio
2,583
Q4 2025 Added 2.34%
$73.7B
$397 Million 0.16% of portfolio
4,670
Q4 2025 Reduced 4.56%
$193B
$400 Million 0.16% of portfolio
3,515
Q4 2025 Reduced 3.09%
Capital Group Conservative Equity ETF
-
$391 Million 0.16% of portfolio
-
Q4 2025 Added 2.19%
$181B
$372 Million 0.15% of portfolio
4,557
Q4 2025 Added 91.79%
$0
$377 Million 0.15% of portfolio
8,823
Q4 2025 Added 113.74%
$971B
$367 Million 0.15% of portfolio
342
Q4 2025 Reduced 7.07%
$0
$379 Million 0.15% of portfolio
7,054
Q3 2025 Added 28.75%
$0
$374 Million 0.15% of portfolio
1,952
Q4 2025 Added 0.21%
$68.7B
$378 Million 0.15% of portfolio
3,810
Q4 2025 Added 1.6%
$0
$379 Million 0.15% of portfolio
1,356
Q4 2025 Added 1.88%
$0
$345 Million 0.14% of portfolio
13,870
Q4 2024 Added 100.0%
$0
$351 Million 0.14% of portfolio
5,780
Q4 2025 Added 1.49%
$0
$348 Million 0.14% of portfolio
1,583
Q4 2025 Reduced 3.06%
$0
$336 Million 0.14% of portfolio
4,328
Q4 2025 Added 3.79%
-
$346 Million 0.14% of portfolio
-
Q4 2025 Added 0.86%
$17.7B
$333 Million 0.14% of portfolio
3,266
Q4 2025 Reduced 1.66%
$0
$312 Million 0.13% of portfolio
2,256
Q4 2025 Added 1.99%
$0
$312 Million 0.13% of portfolio
11,391
Q4 2025 Added 1.69%
Capital Group International Equity ETF
-
$318 Million 0.13% of portfolio
-
Q4 2025 New
Pimco Ultra Short Government Active Exchange Traded Fund
-
$326 Million 0.13% of portfolio
-
Q4 2025 Reduced 20.87%
$7.56B
$306 Million 0.12% of portfolio
7,757
Q4 2025 New
$27.9B
$305 Million 0.12% of portfolio
142
Q3 2025 Reduced 5.96%
$4.44B
$303 Million 0.12% of portfolio
6,287
Q4 2025 New
$0
$294 Million 0.12% of portfolio
2,110
Q4 2025 Added 0.29%
$512B
$297 Million 0.12% of portfolio
520
Q4 2025 Reduced 29.54%
$57.9B
$293 Million 0.12% of portfolio
1,405
Q4 2025 Added 4.38%
$35B
$294 Million 0.12% of portfolio
2,787
Q3 2025 Reduced 3.5%
$0
$300 Million 0.12% of portfolio
6,255
Q3 2025 Reduced 1.9%
$0
$297 Million 0.12% of portfolio
6,683
Q3 2025 Reduced 0.39%
$0
$280 Million 0.11% of portfolio
1,577
Q4 2025 Added 4.23%
$0
$265 Million 0.11% of portfolio
6,705
Q1 2025 Reduced 77.97%
$0
$268 Million 0.11% of portfolio
2,933
Q4 2025 Reduced 16.2%
$152B
$272 Million 0.11% of portfolio
1,015
Q4 2025 Reduced 9.21%

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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