Lodestone Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$252.3M
Q ending 2026-03-31
Prior quarter
$245.6M
Q ending 2025-12-31
Change
+2.8% QoQ · +34.2% YoY
Positions
781
reported holdings
Largest positions
Top 100 of 781 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Capital Group Core Plus Income Etf | CGCP | Shares | $8.2M | 368K |
| Apple Inc Com | AAPL | Shares | $7.9M | 31K |
| Jpmorgan Ultra-Short Income Etf | JPST | Shares | $7.0M | 139K |
| Capital Group Short Duration Incom | CGSD | Shares | $6.6M | 257K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $5.6M | 19K |
| Capital Group Dividend Value Etf | CGDV | Shares | $5.6M | 131K |
| Microsoft Corp Com | MSFT | Shares | $4.9M | 13K |
| Amgen Inc Com | AMGN | Shares | $4.7M | 13K |
| Nvidia Corporation Com | NVDA | Shares | $4.4M | 25K |
| Pacer Us Cash Cows 100 Etf | COWZ | Shares | $4.3M | 69K |
| Vanguard Value Etf | VTV | Shares | $4.3M | 22K |
| Capital Group International Focus | CGXU | Shares | $4.2M | 142K |
| Jpmorgan Chase & Co Com | JPM | Shares | $4.2M | 14K |
| Merck & Co Inc Com | MRK | Shares | $3.9M | 33K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $3.8M | 59K |
| Dimensional U.S. Equity Market Etf | DFUS | Shares | $3.5M | 50K |
| Vanguard Short-Term Bond Etf | BSV | Shares | $3.5M | 45K |
| Vanguard Total Stock Market Etf | VTI | Shares | $3.4M | 11K |
| Apa Corporation Com | APA | Shares | $3.2M | 75K |
| Cenovus Energy Inc Com | CVE | Shares | $3.1M | 116K |
| Capital Group U.S. Multi-Sector In | CGMS | Shares | $3.0M | 110K |
| Simon Ppty Group Inc New Com | SPG | Shares | $2.9M | 15K |
| Dimensional Emerging Core Equity M | DFAE | Shares | $2.8M | 84K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $2.8M | 6K |
| Amazon Com Inc Com | AMZN | Shares | $2.8M | 13K |
| Dimensional International Core Equ | DFAI | Shares | $2.7M | 70K |
| Cisco Sys Inc Com | CSCO | Shares | $2.7M | 35K |
| Vanguard Short-Term Inflation-Prot | VTIP | Shares | $2.7M | 54K |
| American Express Co Com | AXP | Shares | $2.7M | 9K |
| Capital Group Core Equity Etf | CGUS | Shares | $2.5M | 64K |
| Dimensional International Value Et | DFIV | Shares | $2.4M | 46K |
| Capital Group Core Bond Etf | CGCB | Shares | $2.4M | 91K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $2.4M | 8K |
| Macerich Co Com | MAC | Shares | $2.3M | 123K |
| Occidental Pete Corp Com | OXY | Shares | $2.3M | 35K |
| Chevron Corporation Com | CVX | Shares | $2.3M | 11K |
| D R Horton Inc Com | DHI | Shares | $2.0M | 15K |
| Meta Platforms Inc Cl A | META | Shares | $2.0M | 4K |
| Bank Of Amer Corp Com | BAC | Shares | $2.0M | 40K |
| Dimensional U.S. Targeted Value Et | DFAT | Shares | $1.9M | 30K |
| Conocophillips Com | COP | Shares | $1.8M | 14K |
| Qualcomm Inc Com | QCOM | Shares | $1.8M | 14K |
| Dimensional Emerging Markets Core | DFEM | Shares | $1.8M | 51K |
| Ebay Inc. Com | EBAY | Shares | $1.7M | 19K |
| Invesco S&P Smallcap Momentum Etf | XSMO | Shares | $1.7M | 22K |
| Nvr Inc Com | NVR | Shares | $1.7M | 257 |
| Visa Inc Com Cl A | V | Shares | $1.7M | 6K |
| Ishares Msci Usa Momentum Factor E | MTUM | Shares | $1.6M | 7K |
| Diamondback Energy Inc Com | FANG | Shares | $1.6M | 8K |
| Blackstone Inc Com | BX | Shares | $1.6M | 14K |
| Target Corp Com | TGT | Shares | $1.6M | 13K |
| Lennar Corp Cl A | LEN | Shares | $1.5M | 17K |
| Costco Wholesale Corporation Com | COST | Shares | $1.5M | 1K |
| Johnson & Johnson Com | JNJ | Shares | $1.5M | 6K |
| Vanguard Large-Cap Etf | VV | Shares | $1.4M | 5K |
| Exxon Mobil Corp Com | XOM | Shares | $1.4M | 8K |
| Home Depot Inc Com | HD | Shares | $1.4M | 4K |
| Pimco Multisector Bond Active Exch | PYLD | Shares | $1.4M | 53K |
| Spdr Gold Shares | GLD | Shares | $1.3M | 3K |
| Taiwan Semiconductor Manufact Spon | TSM | Shares | $1.3M | 4K |
| Pacer Us Small Cap Cash Cows Etf | CALF | Shares | $1.2M | 26K |
| Capital Group New Geography Equity | CGNG | Shares | $1.1M | 35K |
| Schwab Charles Corp Com | SCHW | Shares | $1.1M | 12K |
| Capital Group Growth Etf | CGGR | Shares | $1.1M | 28K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $1.1M | 8K |
| Fifth Third Bancorp Com | FITB | Shares | $1.1M | 23K |
| Capital Group Global Growth Equity | CGGO | Shares | $1.0M | 31K |
| Paccar Inc Com | PCAR | Shares | $1.0M | 9K |
| Broadcom Inc Com | AVGO | Shares | $988K | 3K |
| Wisdomtree Emerging Markets Smallc | DGS | Shares | $965K | 16K |
| Dimensional Us Small Cap Value Etf | DFSV | Shares | $917K | 26K |
| Vanguard Total Bond Market Etf | BND | Shares | $883K | 12K |
| Tesla Inc Com | TSLA | Shares | $871K | 2K |
| Lam Research Corp Com New | LRCX | Shares | $836K | 4K |
| U Haul Holding Company Com Ser N | UHAL/B | Shares | $831K | 19K |
| Pimco Enhanced Short Maturity Acti | MINT | Shares | $803K | 8K |
| Walmart Inc Com | WMT | Shares | $802K | 6K |
| Western Alliance Bancorp Com | WAL | Shares | $770K | 11K |
| State Street Energy Select Sector | XLE | Shares | $767K | 13K |
| Oracle Corp Com | ORCL | Shares | $767K | 5K |
| Mcdonalds Corp Com | MCD | Shares | $762K | 2K |
| Unitedhealth Group Inc Com | UNH | Shares | $708K | 3K |
| Mckesson Corp Com | MCK | Shares | $686K | 793 |
| Ishares Msci Eafe Value Etf | EFV | Shares | $668K | 9K |
| Capital Group International Equity | CGIE | Shares | $659K | 19K |
| Jpmorgan Short Duration Core Plus | JSCP | Shares | $655K | 14K |
| Intel Corp Com | INTC | Shares | $636K | 14K |
| Vanguard Ftse All-World Ex-Us Smal | VSS | Shares | $636K | 4K |
| Ulta Beauty Inc Com | ULTA | Shares | $627K | 1K |
| Advanced Micro Devices Inc Com | AMD | Shares | $621K | 3K |
| Credit Accep Corp Mich Com | CACC | Shares | $617K | 1K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $608K | 935 |
| Asml Hldg Nv N Y Registry Shs | Shares | $604K | 457 | |
| Vanguard Mid-Cap Etf | VO | Shares | $600K | 2K |
| Vanguard S&P 500 Etf | VOO | Shares | $599K | 1K |
| Ishares Core S&P 500 Etf | IVV | Shares | $594K | 909 |
| Digitalocean Hldgs Inc Com | DOCN | Shares | $592K | 7K |
| Fedex Corp Com | FDX | Shares | $591K | 2K |
| Invesco Qqq Trust Series I | QQQ | Shares | $587K | 1K |
| M & T Bk Corp Com | MTB | Shares | $585K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.