Lodestone Wealth Management LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 850 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.46B, Capital Group Core Plus Income with a value of $6.98B, Jp Morgan ETF Tr Ultra Short I with a value of $6.94B, Microsoft Corp with a value of $6.14B, and Capital Grp Core Plus Income E with a value of $6.12B.
Examining the 13F form we can see an increase of $23.1B in the current position value, from $222B to 246B.
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
$246 Billion
ETFs: $95 Billion
Technology: $34.8 Billion
Financial Services: $24.4 Billion
Consumer Cyclical: $16.8 Billion
Healthcare: $12.4 Billion
Communication Services: $12.2 Billion
Energy: $11.2 Billion
Industrials: $5.3 Billion
Other: $11.5 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
