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
$259 Million 0.12% of portfolio
6,705
Q1 2025 Reduced 77.97%
$0
$264 Million 0.12% of portfolio
1,513
Q3 2025 Added 4.42%
$359B
$256 Million 0.12% of portfolio
1,668
Q3 2025 Added 2.27%
$158B
$276 Million 0.12% of portfolio
1,118
Q3 2025 Reduced 3.12%
$25.8B
$271 Million 0.12% of portfolio
142
Q3 2025 Reduced 5.96%
Vanguard Short Term Tax Exempt Bond ETF
-
$250 Million 0.11% of portfolio
-
Q3 2025 New
$0
$248 Million 0.11% of portfolio
4,950
Q3 2025 New
$0
$238 Million 0.11% of portfolio
5,207
Q3 2025 New
$14.9B
$246 Million 0.11% of portfolio
571
Q3 2025 Reduced 2.73%
$40.5B
$250 Million 0.11% of portfolio
2,012
Q3 2025 Reduced 9.69%
$0
$227 Million 0.1% of portfolio
1,022
Q3 2025 New
$29B
$214 Million 0.1% of portfolio
2,380
Q3 2025 New
$184B
$233 Million 0.1% of portfolio
2,376
Q3 2025 New
$68.4B
$230 Million 0.1% of portfolio
2,059
Q3 2025 Added 1.13%
$49.9B
$230 Million 0.1% of portfolio
4,610
Q3 2025 Added 3.81%
$236B
$215 Million 0.1% of portfolio
1,326
Q3 2025 New
Rubrik Inc. Cl A
-
$212 Million 0.1% of portfolio
-
Q3 2025 New
$117B
$230 Million 0.1% of portfolio
698
Q3 2025 New
$0
$209 Million 0.09% of portfolio
2,287
Q3 2025 Reduced 5.69%
$0
$209 Million 0.09% of portfolio
2,848
Q3 2025 Reduced 9.7%
$0
$207 Million 0.09% of portfolio
1,927
Q3 2025 New
$2.54B
$101 Million 0.05% of portfolio
14,052
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
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