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
$356B
$1.52 Billion 0.68% of portfolio
8,349
Q3 2025 Reduced 6.72%
$415B
$1.52 Billion 0.68% of portfolio
1,640
Q3 2025 Reduced 0.85%
$0
$1.48 Billion 0.67% of portfolio
4,808
Q3 2025 Added 0.29%
$34.7B
$1.4 Billion 0.63% of portfolio
14,267
Q3 2025 Reduced 7.45%
$110B
$1.27 Billion 0.57% of portfolio
13,414
Q3 2025 Reduced 2.39%
$0
$1.19 Billion 0.53% of portfolio
27,000
Q3 2025 Added 6.99%
$130B
$1.19 Billion 0.53% of portfolio
3,342
Q3 2025 Added 0.18%
$502B
$1.13 Billion 0.51% of portfolio
6,079
Q3 2025 Reduced 5.27%
$9.19B
$1.13 Billion 0.51% of portfolio
27,913
Q3 2025 Reduced 12.35%
$0
$1.12 Billion 0.51% of portfolio
25,676
Q3 2025 Reduced 18.02%
$173B
$1.12 Billion 0.5% of portfolio
11,757
Q3 2025 Added 0.6%
$1.53T
$1.09 Billion 0.49% of portfolio
3,917
Q3 2025 Added 5.1%
$0
$1.08 Billion 0.49% of portfolio
1,627
Q3 2025 Added 87.88%
$25.2B
$1.03 Billion 0.46% of portfolio
7,219
Q3 2025 New
$0
$1.01 Billion 0.46% of portfolio
17,398
Q3 2025 Added 4.93%
$1.4T
$1 Billion 0.45% of portfolio
2,248
Q3 2025 Added 13.25%
$470B
$931 Million 0.42% of portfolio
8,257
Q3 2025 Reduced 1.31%
$0
$909 Million 0.41% of portfolio
12,229
Q3 2025 Reduced 19.06%
$0
$900 Million 0.4% of portfolio
15,765
Q3 2025 Reduced 4.7%
$0
$813 Million 0.37% of portfolio
8,071
Q3 2025 Reduced 3.81%
$342B
$827 Million 0.37% of portfolio
2,395
Q3 2025 New
$0
$820 Million 0.37% of portfolio
23,992
Q3 2025 Added 17.71%
-
$793 Million 0.36% of portfolio
-
Q3 2025 Added 14.08%
$0
$806 Million 0.36% of portfolio
25,320
Q3 2025 Added 6.39%
$8.3B
$754 Million 0.34% of portfolio
8,698
Q3 2025 Added 10.45%
$0
$750 Million 0.34% of portfolio
2,663
Q3 2025 Added 7.08%
$226B
$732 Million 0.33% of portfolio
2,408
Q3 2025 Reduced 3.41%
$288B
$672 Million 0.3% of portfolio
6,520
Q3 2025 Reduced 2.64%
$26.9B
$660 Million 0.3% of portfolio
1,208
Q3 2025 Reduced 0.41%
$21B
$661 Million 0.3% of portfolio
18,851
Q3 2025 Reduced 28.46%
$0
$646 Million 0.29% of portfolio
13,571
Q3 2025 Added 2.34%
$0
$649 Million 0.29% of portfolio
1,060
Q3 2025 Reduced 0.09%
$0
$617 Million 0.28% of portfolio
1,027
Q4 2024 Added 0.1%
$129B
$630 Million 0.28% of portfolio
2,920
Q3 2025 Reduced 1.82%
$0
$622 Million 0.28% of portfolio
4,360
Q3 2025 Reduced 1.4%
$113B
$617 Million 0.28% of portfolio
798
Q3 2025 Added 1.14%
$0
$594 Million 0.27% of portfolio
887
Q3 2024 Reduced 1.66%
$0
$610 Million 0.27% of portfolio
2,075
Q3 2025 Added 0.24%
$0
$609 Million 0.27% of portfolio
8,982
Q3 2025 Reduced 2.19%
$31.4B
$573 Million 0.26% of portfolio
2,899
Q3 2025 Reduced 0.1%
$6.48B
$575 Million 0.26% of portfolio
1,232
Q3 2025 Added 3.44%
Lam Research Corp Com New
-
$555 Million 0.25% of portfolio
-
Q3 2025 Added 27.39%
$0
$552 Million 0.25% of portfolio
10,253
Q3 2025 Added 3.79%
$0
$553 Million 0.25% of portfolio
6,192
Q3 2025 Added 9.81%
$0
$524 Million 0.24% of portfolio
10,586
Q3 2025 Reduced 26.7%
Capital Group Dividend Growers ETF
-
$524 Million 0.24% of portfolio
-
Q3 2025 Added 47.67%
$28.9B
$544 Million 0.24% of portfolio
12,221
Q3 2025 Reduced 4.37%
$0
$515 Million 0.23% of portfolio
4,978
Q3 2025 Reduced 2.56%
$0
$516 Million 0.23% of portfolio
2,474
Q3 2025 Added 6.45%

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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