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
$0
$494 Million 0.22% of portfolio
1,941
Q3 2025 Added 0.05%
$157B
$493 Million 0.22% of portfolio
14,691
Q3 2025 Reduced 1.3%
$0
$480 Million 0.22% of portfolio
9,547
Q3 2025 Reduced 9.76%
$276B
$495 Million 0.22% of portfolio
2,590
Q3 2025 Added 0.43%
Arista Networks Inc Com Shs
-
$462 Million 0.21% of portfolio
-
Q3 2025 Added 4.69%
$0
$436 Million 0.2% of portfolio
2,240
Q3 2025 Reduced 6.39%
Capital Group New Geography Equity ETF
-
$440 Million 0.2% of portfolio
-
Q3 2025 Added 40.12%
$308B
$436 Million 0.2% of portfolio
6,571
Q3 2025 Reduced 1.19%
$60.3B
$442 Million 0.2% of portfolio
2,060
Q3 2025 Added 13.0%
$546B
$420 Million 0.19% of portfolio
738
Q3 2025 Reduced 8.66%
$108B
$431 Million 0.19% of portfolio
879
Q3 2025 New
Capital Group Core Balanced ETF
-
$432 Million 0.19% of portfolio
-
Q3 2025 Reduced 3.52%
Pimco Ultra Short Government Active Exchange Traded Fund
-
$413 Million 0.19% of portfolio
-
Q3 2025 Reduced 21.37%
$208B
$415 Million 0.19% of portfolio
3,627
Q3 2025 Added 1.06%
$407B
$433 Million 0.19% of portfolio
447
Q3 2025 Added 48.01%
$139B
$418 Million 0.19% of portfolio
1,266
Q3 2025 New
$0
$391 Million 0.18% of portfolio
1,331
Q3 2025 Added 20.02%
$71.8B
$411 Million 0.18% of portfolio
4,893
Q3 2025 Added 4.46%
$0
$369 Million 0.17% of portfolio
1,948
Q3 2025 Reduced 6.39%
Capital Group Conservative Equity ETF
-
$378 Million 0.17% of portfolio
-
Q3 2025 Added 29.66%
$63.2B
$388 Million 0.17% of portfolio
1,644
Q3 2025 Added 1.23%
$0
$382 Million 0.17% of portfolio
7,054
Q3 2025 Added 28.75%
$0
$352 Million 0.16% of portfolio
1,633
Q3 2025 Added 1.68%
$0
$351 Million 0.16% of portfolio
2,524
Q3 2025 Added 14.21%
$0
$346 Million 0.16% of portfolio
13,870
Q4 2024 Added 100.0%
$0
$361 Million 0.16% of portfolio
483
Q3 2025 Added 1.68%
Pimco Multisector Bond Active Exchange Traded Fund
-
$352 Million 0.16% of portfolio
-
Q3 2025 Reduced 0.49%
$384B
$357 Million 0.16% of portfolio
2,209
Q3 2025 Reduced 16.26%
$0
$360 Million 0.16% of portfolio
4,128
Q3 2025 Added 20.81%
$16.7B
$328 Million 0.15% of portfolio
3,321
Q3 2025 New
$0
$327 Million 0.15% of portfolio
4,170
Q3 2025 Added 14.18%
-
$342 Million 0.15% of portfolio
-
Q3 2025 Added 9.68%
$0
$336 Million 0.15% of portfolio
5,695
Q3 2025 Added 0.12%
$0
$306 Million 0.14% of portfolio
11,202
Q3 2025 Added 19.76%
$64.2B
$313 Million 0.14% of portfolio
3,750
Q3 2025 Added 97.89%
$0
$321 Million 0.14% of portfolio
3,500
Q3 2025 New
$36.8B
$319 Million 0.14% of portfolio
2,787
Q3 2025 Reduced 3.5%
$0
$299 Million 0.13% of portfolio
6,255
Q3 2025 Reduced 1.9%
$52.4B
$289 Million 0.13% of portfolio
1,346
Q3 2025 Added 16.84%
$0
$299 Million 0.13% of portfolio
2,212
Q3 2025 Added 24.97%
$0
$286 Million 0.13% of portfolio
6,683
Q3 2025 Reduced 0.39%
$760B
$281 Million 0.13% of portfolio
368
Q3 2025 Reduced 0.27%
$220B
$283 Million 0.13% of portfolio
1,693
Q3 2025 New
$186B
$280 Million 0.13% of portfolio
9,920
Q3 2025 Reduced 15.32%
$0
$292 Million 0.13% of portfolio
7,324
Q3 2025 New
$0
$295 Million 0.13% of portfolio
2,104
Q3 2025 New
$108B
$271 Million 0.12% of portfolio
116
Q3 2025 New
$0
$256 Million 0.12% of portfolio
2,398
Q3 2025 New
Astera Labs Inc Com
-
$256 Million 0.12% of portfolio
-
Q3 2025 New

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
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email