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Lodestone Wealth Management LLC
hedge fundUpdated 22 days agoManaged by Lodestone Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$297.2M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
33.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $222.5M |
| Q4 2025 | $245.6M |
| Q1 2026 | $252.3M |
| Q2 2026 | $283.3M |
| Q3 2026 | $297.2M |
Top holdings
854 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $12.8M | 605.3K | 4.31% | Added(+15.5%) | |
| 2 | $9.9M | 29.8K | 3.34% | Added(+0.4%) | |
| 3 | ? N/A CAPITAL GROUP SHORT DURATION INCOME ETF | $9.1M | 359.0K | 3.05% | Added(+9.0%) |
| 4 | $7.6M | 150.9K | 2.56% | Added(+5.7%) | |
| 5 | $7.4M | 14.4K | 2.48% | Added(+8.5%) | |
| 6 | $7.2M | 146.9K | 2.41% | Added(+12.0%) | |
| 7 | $6.4M | 18.8K | 2.16% | Trimmed(-0.1%) | |
| 8 | $5.8M | 25.6K | 1.97% | Added(+0.9%) | |
| 9 | $5.1M | 76.4K | 1.72% | Added(+5.1%) | |
| 10 | $5M | 144.4K | 1.67% | Added(+5.2%) | |
| 11 | $4.4M | 62.0K | 1.47% | Added(+5.1%) | |
| 12 | $4.3M | 20.1K | 1.46% | Trimmed(-6.2%) | |
| 13 | ? N/A DIMENSIONAL U.S. EQUITY MARKET ETF | $4.2M | 50.5K | 1.41% | Added(+11.4%) |
| 14 | $4.2M | 11.1K | 1.40% | Added(+6.5%) | |
| 15 | $4.1M | 157.4K | 1.39% | Added(+12.9%) | |
| 16 | $3.8M | 35.6K | 1.29% | Added(+1.3%) | |
| 17 | $3.8M | 49.7K | 1.28% | Added(+10.2%) | |
| 18 | $3.6M | 14.4K | 1.20% | Added(+5.3%) | |
| 19 | $3.4M | 110.3K | 1.15% | Trimmed(-1.9%) | |
| 20 | $3.3M | 84.1K | 1.11% | Added(+0.1%) |