Lodestone Wealth Management LLC Reduced Holdings in Q4 2025

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.44K
- 10.15%
$496.82 - $542.07 $713K - $778K
12.7K $6.14B
DVN
Devon Energy Corp

Energy
-17K
- 90.17%
$31.74 - $35.84 $540K - $609K
1.85K $67.9M
ORCL
Oracle Corp

Technology
-403
- 7.19%
$217.57 - $313.0 $87.7K - $126K
5.2K $1.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
-574
- 35.28%
$653.02 - $687.39 $375K - $395K
1.05K $718M
OXY
Occidental Petroleum Corp

Energy
-2.18K
- 5.74%
$39.75 - $47.72 $86.5K - $104K
35.7K $1.47B
VTV
Vanguard Value ETF

ETFs
-2.06K
- 8.47%
$182.87 - $189.72 $376K - $390K
22.2K $4.24B
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 0.53%
$358.03 - $397.02 $8.23K - $9.13K
4.29K $1.48B
BAC
Bank Of America Corp

Financial Services
-7.61K
- 15.25%
$48.65 - $54.11 $370K - $412K
42.3K $2.33B
COST
Costco Wholesale Corp

Consumer Defensive
-153
- 9.33%
$910.94 - $954.99 $139K - $146K
1.49K $1.28B
VGT
Vanguard Information Technolog

ETFs
-285
- 59.01%
$736.33 - $801.52 $210K - $228K
198 $149M
EBAY
Ebay Inc

Consumer Cyclical
-1.16K
- 5.68%
$80.85 - $99.58 $93.9K - $116K
19.3K $1.68B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-338
- 5.3%
$475.68 - $513.11 $161K - $173K
6.04K $3.03B
JPM
Jpmorgan Chase & CO

Financial Services
-704
- 4.7%
$294.11 - $320.41 $207K - $226K
14.3K $4.6B
MA
Mastercard Inc

Financial Services
-218
- 29.54%
$536.85 - $580.45 $117K - $127K
520 $297M
BNDX
Vanguard Total International B

ETFs
-2.23K
- 21.1%
$49.3 - $49.91 $110K - $111K
8.35K $404M
CVX
Chevron Corp

Energy
-556
- 4.83%
$148.9 - $157.72 $82.8K - $87.7K
11K $1.67B
PLTR
Palantir Technologies Inc.

Technology
-437
- 5.23%
$172.14 - $207.18 $75.2K - $90.5K
7.91K $1.41B
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
-2.5K
- 34.16%
$36.54 - $39.68 $91.4K - $99.3K
4.82K $184M
Astera Labs Inc Com
-383
- 29.26%
N/A
926 $154M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-240
- 3.58%
$245.79 - $258.02 $59K - $61.9K
6.46K $1.62B
Pimco Ultra Short Government Active Exchange Traded Fund
-852
- 20.87%
N/A
3.23K $326M
V
Visa Inc.

Financial Services
-376
- 6.37%
$325.75 - $352.42 $122K - $133K
5.53K $1.94B
XSMO
Invesco S&P Smallcap Momentum

ETFs
-547
- 2.45%
$70.77 - $74.04 $38.7K - $40.5K
21.8K $1.57B
T
At&T Inc.

Communication Services
-1.57K
- 15.79%
$24.44 - $27.55 $38.3K - $43.1K
8.35K $208M
SPG
Simon Property Group Inc

Real Estate
-158
- 1.02%
$173.35 - $185.76 $27.4K - $29.4K
15.4K $2.85B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-167
- 0.32%
$49.98 - $50.22 $8.35K - $8.39K
51.4K $2.54B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-567
- 16.2%
$91.46 - $91.76 $51.9K - $52K
2.93K $268M
Arista Networks Inc Com Shs
-40
- 1.26%
N/A
3.13K $410M
NET
Cloudflare, Inc.

Technology
-65
- 3.16%
$210.01 - $253.3 $13.7K - $16.5K
2K $393M
BA
Boeing CO

Industrials
-217
- 7.43%
$191.81 - $225.32 $41.6K - $48.9K
2.7K $587M
AFL
Aflac Inc

Financial Services
-272
- 13.21%
$105.7 - $115.01 $28.8K - $31.3K
1.79K $197M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-547
- 3.47%
$55.31 - $57.46 $30.3K - $31.4K
15.2K $871M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-61
- 5.75%
$600.51 - $631.95 $36.6K - $38.5K
999 $627M
Rubrik Inc. Cl A
-44
- 1.7%
N/A
2.54K $194M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-716
- 2.79%
$41.61 - $44.26 $29.8K - $31.7K
25K $1.11B
DIS
Walt Disney CO

Communication Services
-112
- 3.09%
$105.69 - $116.65 $11.8K - $13.1K
3.52K $400M
SNOW
Snowflake Inc.

Technology
-40
- 4.07%
$230.55 - $277.14 $9.22K - $11.1K
943 $207M
MRVL
Marvell Technology, Inc.

Technology
-223
- 4.56%
$81.05 - $93.74 $18.1K - $20.9K
4.67K $397M
CEG
Constellation Energy Corp

Utilities
-87
- 12.46%
$335.74 - $401.43 $29.2K - $34.9K
611 $216M
CGUS
Capital Group Core Equity ETF
-1.32K
- 2.13%
$38.81 - $40.67 $51.2K - $53.7K
60.8K $2.45B
VNQ
Vanguard Specialized Funds Van

ETFs
-4
- 0.17%
$88.13 - $92.69 $353 - $371
2.28K $202M
TAXF
American Centy ETF Tr Diversif

ETFs
-163
- 1.71%
$50.05 - $50.74 $8.16K - $8.27K
9.38K $473M
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 3.06%
N/A
1.58K $348M
CGGR
Capital Group Growth ETF Shs C

ETFs
-415
- 1.54%
$43.04 - $45.68 $17.9K - $19K
26.6K $1.18B
ACN
Accenture PLC

Technology
-103
- 9.21%
$234.02 - $253.35 $24.1K - $26.1K
1.02K $272M
NVTS
Navitas Semiconductor Corp

Technology
-117
- 0.83%
$7.3 - $17.1 $854 - $2K
13.9K $99.5M
MTB
M&T Bank Corp

Financial Services
-59
- 2.04%
$178.63 - $195.63 $10.5K - $11.5K
2.84K $572M
APA
Apa Corp

Energy
-538
- 0.71%
$21.66 - $25.12 $11.7K - $13.5K
75.6K $1.85B
DFAU
Dimensional ETF Tr

ETFs
-37
- 0.71%
$44.77 - $47.01 $1.66K - $1.74K
5.17K $242M
Activity Summary
Buys All Purchases 700 New Holdings 626 Increased Positions 74 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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