Lodestone Wealth Management LLC

Lodestone Wealth Management LLC is an Investment Adviser institutional filer with the SEC under CIK 1950158, reporting 800 portfolio positions, with 17 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: WA
• Filing type: 13F-HR
• Latest reporting period: 2026-09-30
• Last filed: 2026-10-14

Top 10 portfolio positions

The largest reported holdings in Lodestone Wealth Management LLC's most recent 13F filing, ranked by reported market value.

1. CAPITAL GROUP CORE PLUS INCOME ETF (CGCP)
2. APPLE INC COM (AAPL)
3. CAPITAL GROUP SHORT DURATION INCOME ETF (CGSD)
4. JPMORGAN ULTRA-SHORT INCOME ETF (JPST)
5. MICROSOFT CORP COM (MSFT)
6. CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)
7. ALPHABET INC CAP STK CL C (GOOG)
8. NVIDIA CORPORATION COM (NVDA)
9. AMGEN INC COM (AMGN)
10. PACER US CASH COWS 100 ETF (COWZ)