Lodestone Wealth Management LLC

Est. AUM

$252.3M

13F long equity, this entity only

Positions

832

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP CORE PLUS INCOME ETF	ETF	$8.2M	368478	3.26%	SOLE
2	APPLE INC COM	Stock	$7.9M	30977	3.12%	SOLE
3	JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$7.0M	138998	2.79%	SOLE
4	CAPITAL GROUP SHORT DURATION INCOME ETF	ETF	$6.6M	257275	2.63%	SOLE
5	ALPHABET INC CAP STK CL C	Stock	$5.6M	19450	2.21%	SOLE
6	CAPITAL GROUP DIVIDEND VALUE ETF	ETF	$5.6M	130786	2.21%	SOLE
7	MICROSOFT CORP COM	Stock	$4.9M	13226	1.94%	SOLE
8	NVIDIA CORPORATION COM	Stock	$4.4M	25220	1.74%	SOLE
9	PACER US CASH COWS 100 ETF	ETF	$4.3M	69171	1.71%	SOLE
10	VANGUARD VALUE ETF	ETF	$4.3M	22041	1.71%	SOLE
11	CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF	ETF	$4.2M	141796	1.66%	SOLE
12	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$3.8M	59376	1.51%	SOLE
13	DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$3.5M	50004	1.41%	SOLE
14	VANGUARD SHORT-TERM BOND ETF	ETF	$3.5M	44892	1.39%	SOLE
15	VANGUARD TOTAL STOCK MARKET ETF	ETF	$3.4M	10605	1.35%	SOLE
16	APA CORPORATION COM	Stock	$3.1M	72972	1.23%	SOLE
17	CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF	ETF	$3.0M	109576	1.18%	SOLE
18	CENOVUS ENERGY INC COM	Stock	$3.0M	112459	1.18%	SOLE
19	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$2.8M	84129	1.13%	SOLE
20	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.8M	5933	1.13%	SOLE
21	JPMORGAN CHASE & CO COM	Stock	$2.8M	9611	1.12%	SOLE
22	AMAZON COM INC COM	Stock	$2.8M	13269	1.10%	SOLE
23	SIMON PPTY GROUP INC NEW COM	REIT	$2.7M	14709	1.09%	SOLE
24	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$2.7M	70323	1.09%	SOLE
25	CISCO SYS INC COM	Stock	$2.7M	35298	1.09%	SOLE
26	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$2.7M	54068	1.07%	SOLE
27	MERCK & CO INC COM	Stock	$2.5M	20501	0.98%	SOLE
28	CAPITAL GROUP CORE EQUITY ETF	ETF	$2.5M	63813	0.97%	SOLE
29	DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$2.4M	46227	0.97%	SOLE
30	AMGEN INC COM	Stock	$2.4M	6875	0.96%	SOLE
31	CAPITAL GROUP CORE BOND ETF	ETF	$2.4M	91110	0.95%	SOLE
32	ALPHABET INC CAP STK CL A	Stock	$2.3M	8159	0.93%	SOLE
33	CHEVRON CORPORATION COM	Stock	$2.3M	11012	0.90%	SOLE
34	MACERICH CO COM	REIT	$2.2M	117632	0.88%	SOLE
35	OCCIDENTAL PETE CORP COM	Stock	$2.1M	31626	0.81%	SOLE
36	AMERICAN EXPRESS CO COM	Stock	$2.0M	6450	0.77%	SOLE
37	D R HORTON INC COM	Stock	$1.9M	14131	0.77%	SOLE
38	DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$1.9M	30197	0.75%	SOLE
39	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	ETF	$1.8M	50748	0.69%	SOLE
40	INVESCO S&P SMALLCAP MOMENTUM ETF	ETF	$1.7M	22442	0.68%	SOLE
41	CONOCOPHILLIPS COM	Stock	$1.7M	12678	0.66%	SOLE
42	VISA INC COM CL A	Stock	$1.7M	5521	0.66%	SOLE
43	EBAY INC. COM	Stock	$1.6M	18106	0.65%	SOLE
44	ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$1.6M	6809	0.65%	SOLE
45	BLACKSTONE INC COM	Stock	$1.6M	13899	0.63%	SOLE
46	DIAMONDBACK ENERGY INC COM	Stock	$1.6M	8005	0.63%	SOLE
47	COSTCO WHOLESALE CORPORATION COM	Stock	$1.5M	1481	0.58%	SOLE
48	JOHNSON & JOHNSON COM	Stock	$1.5M	5981	0.58%	SOLE
49	VANGUARD LARGE-CAP ETF	ETF	$1.4M	4848	0.57%	SOLE
50	TARGET CORP COM	Stock	$1.4M	11801	0.57%	SOLE

1–50 of 781

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.