Lodestone Wealth Management LLC Portfolio Holdings

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

Lodestone Wealth Management LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $222 Billion distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.43B, Microsoft Corp with a value of $7.32B, Jp Morgan ETF Tr Ultra Short I with a value of $6.87B, Capital Group Core Plus Income with a value of $5.48B, and Capital Group Divid Value ETF with a value of $5.19B.

Examining the 13F form we can see an increase of $34.5B in the current position value, from $188B to 222B.

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 $222 Billion
ETFs: $86.5 Billion
Technology: $33.3 Billion
Financial Services: $22.7 Billion
Consumer Cyclical: $17.1 Billion
Energy: $12.6 Billion
Communication Services: $10.5 Billion
Healthcare: $9.25 Billion
Real Estate: $5.19 Billion
Other: $8.11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.22T
$8.43 Billion 3.79% of portfolio
33,092
Q3 2025 Reduced 1.1%
$3.86T
$7.32 Billion 3.29% of portfolio
14,132
Q3 2025 Added 0.31%
$0
$6.87 Billion 3.09% of portfolio
135,499
Q3 2025 Added 4.06%
$0
$5.48 Billion 2.46% of portfolio
241,069
Q3 2025 Added 7.69%
$0
$5.19 Billion 2.33% of portfolio
123,476
Q3 2025 Added 3.44%
$1.53T
$5.07 Billion 2.28% of portfolio
20,819
Q3 2025 Reduced 0.32%
-
$4.81 Billion 2.16% of portfolio
-
Q3 2025 Added 6.92%
$871B
$4.72 Billion 2.12% of portfolio
14,965
Q3 2025 Reduced 15.35%
$451B
$4.61 Billion 2.07% of portfolio
24,731
Q3 2025 Added 4.76%
$0
$4.52 Billion 2.03% of portfolio
24,260
Q3 2025 Reduced 1.58%
$161B
$3.84 Billion 1.73% of portfolio
13,620
Q3 2025 Added 3.17%
$0
$3.85 Billion 1.73% of portfolio
66,975
Q3 2025 Added 2.16%
$0
$3.55 Billion 1.6% of portfolio
48,995
Q3 2025 Added 3.15%
$0
$3.51 Billion 1.58% of portfolio
58,582
Q3 2025 Added 2.65%
$0
$3.49 Billion 1.57% of portfolio
10,635
Q3 2025 Added 0.09%
$0
$3.46 Billion 1.56% of portfolio
116,912
Q3 2025 Added 9.17%
$646B
$3.2 Billion 1.44% of portfolio
6,373
Q3 2025 Reduced 17.83%
$265B
$3.14 Billion 1.41% of portfolio
9,465
Q3 2025 Reduced 18.16%
$58.5B
$2.92 Billion 1.31% of portfolio
15,555
Q3 2025 Reduced 1.48%
$2.26T
$2.88 Billion 1.3% of portfolio
13,139
Q3 2025 Added 25.72%
$0
$2.63 Billion 1.18% of portfolio
83,530
Q3 2025 Added 0.88%
$1.65T
$2.6 Billion 1.17% of portfolio
3,537
Q3 2025 Added 3.18%
$0
$2.61 Billion 1.17% of portfolio
51,579
Q3 2025 Added 3.22%
$413B
$2.57 Billion 1.16% of portfolio
49,893
Q3 2025 Reduced 14.62%
$222B
$2.56 Billion 1.15% of portfolio
30,466
Q3 2025 Reduced 3.76%
$55.1B
$2.53 Billion 1.14% of portfolio
14,941
Q3 2025 Reduced 2.73%
$0
$2.53 Billion 1.14% of portfolio
69,699
Q3 2025 Added 1.32%
$0
$2.46 Billion 1.1% of portfolio
62,107
Q3 2025 Added 2.88%
$290B
$2.36 Billion 1.06% of portfolio
34,508
Q3 2025 Reduced 2.77%
Capital Group Core Bond ETF
-
$2.35 Billion 1.06% of portfolio
-
Q3 2025 Added 1.07%
-
$2.28 Billion 1.03% of portfolio
-
Q3 2025 Added 9.18%
$3.69B
$2.27 Billion 1.02% of portfolio
124,651
Q3 2025 Added 0.11%
$114B
$2.26 Billion 1.02% of portfolio
13,252
Q3 2025 Added 3.13%
$190B
$2.25 Billion 1.01% of portfolio
13,550
Q3 2025 Added 3.84%
$32.7B
$2.17 Billion 0.98% of portfolio
17,227
Q3 2025 Added 0.27%
$0
$2.16 Billion 0.97% of portfolio
46,878
Q3 2025 Added 2.67%
$1.5T
$2.15 Billion 0.96% of portfolio
8,828
Q3 2025 Added 1.28%
$25B
$2.11 Billion 0.95% of portfolio
262
Q3 2025 Reduced 0.76%
$568B
$2.02 Billion 0.91% of portfolio
5,904
Q3 2025 Reduced 3.56%
$32.1B
$1.89 Billion 0.85% of portfolio
111,442
Q3 2025 Added 85.44%
$52.2B
$1.86 Billion 0.84% of portfolio
20,450
Q3 2025 Reduced 7.04%
$7.37B
$1.85 Billion 0.83% of portfolio
76,101
Q3 2025 Added 1.58%
$38.1B
$1.79 Billion 0.81% of portfolio
37,905
Q3 2025 Reduced 10.65%
$301B
$1.79 Billion 0.8% of portfolio
11,509
Q3 2025 Added 4.1%
$400B
$1.75 Billion 0.79% of portfolio
4,311
Q3 2025 Reduced 0.69%
$0
$1.72 Billion 0.77% of portfolio
6,704
Q3 2025 Added 0.16%
$0
$1.64 Billion 0.74% of portfolio
22,325
Q3 2025 Reduced 1.26%
$0
$1.62 Billion 0.73% of portfolio
50,573
Q3 2025 Added 2.88%
$742B
$1.58 Billion 0.71% of portfolio
5,602
Q3 2025 Added 21.36%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $222 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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