Lodestone Wealth Management LLC

Top holdings

835 positions as of Q2 2026

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#	Stock	Value	Shares	% Portfolio	Change
1	C COF-PN CAPITAL GROUP CORE PLUS INCOME ETF	$11.7M	523.9K	4.12%	Added(+42.2%)
2	A AAPL APPLE INC COM	$8.6M	29.7K	3.03%	Trimmed(-4.2%)
3	? N/A CAPITAL GROUP SHORT DURATION INCOME ETF	$8.5M	329.3K	2.99%	Added(+28.0%)
4	J JPM-PM JPMORGAN ULTRA-SHORT INCOME ETF	$7.2M	142.7K	2.55%	Added(+2.7%)
5	G GOOGN ALPHABET INC CAP STK CL C	$6.7M	18.9K	2.35%	Trimmed(-3.0%)
6	C COF-PN CAPITAL GROUP DIVIDEND VALUE ETF	$6.5M	131.2K	2.28%	Added(+0.3%)
7	N NVDA NVIDIA CORPORATION COM	$5.1M	25.4K	1.79%	Added(+0.6%)
8	M MSFT MICROSOFT CORP COM	$4.9M	13.2K	1.74%	Added(+0.2%)
9	C COF-PN CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF	$4.8M	137.3K	1.68%	Trimmed(-3.2%)
10	V VGES VANGUARD VALUE ETF	$4.7M	21.5K	1.65%	Trimmed(-2.7%)
11	Q QCOM PACER US CASH COWS 100 ETF	$4.5M	72.7K	1.60%	Added(+5.2%)
12	V VGES VANGUARD FTSE DEVELOPED MARKETS ETF	$4.2M	59.0K	1.48%	Trimmed(-0.7%)
13	C CSCO CISCO SYS INC COM	$4.1M	35.2K	1.46%	Trimmed(-0.4%)
14	V VGES VANGUARD TOTAL STOCK MARKET ETF	$3.9M	10.4K	1.36%	Trimmed(-1.6%)
15	C COF-PN CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF	$3.8M	139.4K	1.34%	Added(+27.2%)
16	? N/A DIMENSIONAL U.S. EQUITY MARKET ETF	$3.7M	45.3K	1.31%	Trimmed(-9.4%)
17	V VGES VANGUARD SHORT-TERM BOND ETF	$3.5M	45.1K	1.24%	Added(+0.5%)
18	? N/A DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	$3.4M	84.0K	1.19%	Trimmed(-0.2%)
19	S SPG-PJ SIMON PPTY GROUP INC NEW COM	$3.3M	14.6K	1.15%	Trimmed(-1.0%)
20	A AMZN AMAZON COM INC COM	$3.3M	13.6K	1.15%	Added(+2.8%)

C

1.COF-PN

CAPITAL GROUP CORE PLUS INCOME ETF

+42.2%

Value

$11.7M

Shares

523.9K

% Port

4.12%

A

2.AAPL

APPLE INC COM

-4.2%

Value

$8.6M

Shares

29.7K

% Port

3.03%

?

3.N/A

CAPITAL GROUP SHORT DURATION INCOME ETF

+28.0%

Value

$8.5M

Shares

329.3K

% Port

2.99%

J

4.JPM-PM

JPMORGAN ULTRA-SHORT INCOME ETF

+2.7%

Value

$7.2M

Shares

142.7K

% Port

2.55%

G

5.GOOGN

ALPHABET INC CAP STK CL C

-3.0%

Value

$6.7M

Shares

18.9K

% Port

2.35%

C

6.COF-PN

CAPITAL GROUP DIVIDEND VALUE ETF

+0.3%

Value

$6.5M

Shares

131.2K

% Port

2.28%

N

7.NVDA

NVIDIA CORPORATION COM

+0.6%

Value

$5.1M

Shares

25.4K

% Port

1.79%

M

8.MSFT

MICROSOFT CORP COM

+0.2%

Value

$4.9M

Shares

13.2K

% Port

1.74%

C

9.COF-PN

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

-3.2%

Value

$4.8M

Shares

137.3K

% Port

1.68%

V

10.VGES

VANGUARD VALUE ETF

-2.7%

Value

$4.7M

Shares

21.5K

% Port

1.65%

Q

11.QCOM

PACER US CASH COWS 100 ETF

+5.2%

Value

$4.5M

Shares

72.7K

% Port

1.60%

V

12.VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

-0.7%

Value

$4.2M

Shares

59.0K

% Port

1.48%

C

13.CSCO

CISCO SYS INC COM

-0.4%

Value

$4.1M

Shares

35.2K

% Port

1.46%

V

14.VGES

VANGUARD TOTAL STOCK MARKET ETF

-1.6%

Value

$3.9M

Shares

10.4K

% Port

1.36%

C

15.COF-PN

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

+27.2%

Value

$3.8M

Shares

139.4K

% Port

1.34%

?

16.N/A

DIMENSIONAL U.S. EQUITY MARKET ETF

-9.4%

Value

$3.7M

Shares

45.3K

% Port

1.31%

V

17.VGES

VANGUARD SHORT-TERM BOND ETF

+0.5%

Value

$3.5M

Shares

45.1K

% Port

1.24%

?

18.N/A

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

-0.2%

Value

$3.4M

Shares

84.0K

% Port

1.19%

S

19.SPG-PJ

SIMON PPTY GROUP INC NEW COM

-1.0%

Value

$3.3M

Shares

14.6K

% Port

1.15%

A

20.AMZN

AMAZON COM INC COM

+2.8%

Value

$3.3M

Shares

13.6K

% Port

1.15%

View full portfolio (835 holdings) →