Lodestone Wealth Management LLC
Q2 2026 13F filing
Updated 48 days ago835 disclosed positions worth $283.3M
Full holdings
Every line item disclosed in Q2 2026
| # | 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%) |
| 21 | J JPM-PM JPMORGAN CHASE & CO COM | $3.1M | 9.4K | 1.08% | Trimmed(-2.6%) |
| 22 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $2.9M | 5.9K | 1.04% | Trimmed(-0.7%) |
| 23 | C CRDO DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $2.9M | 71.1K | 1.04% | Added(+1.1%) |
| 24 | M MAC MACERICH CO COM | $2.9M | 115.9K | 1.03% | Trimmed(-1.4%) |
| 25 | C COF-PN CAPITAL GROUP CORE EQUITY ETF | $2.9M | 65.5K | 1.03% | Added(+2.6%) |
| 26 | C CVE CENOVUS ENERGY INC COM | $2.8M | 112.5K | 0.98% | Trimmed(0.0%) |
| 27 | V VGES VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $2.7M | 54.5K | 0.97% | Added(+0.7%) |
| 28 | M MRK MERCK & CO INC COM | $2.7M | 21.1K | 0.96% | Added(+2.8%) |
| 29 | G GOOGN ALPHABET INC CAP STK CL A | $2.7M | 7.5K | 0.94% | Trimmed(-8.2%) |
| 30 | A APA APA CORPORATION COM | $2.5M | 76.2K | 0.88% | Added(+4.4%) |
| 31 | A AMGN AMGEN INC COM | $2.5M | 6.8K | 0.87% | Trimmed(-0.6%) |
| 32 | ? N/A DIMENSIONAL INTERNATIONAL VALUE ETF | $2.4M | 44.8K | 0.85% | Trimmed(-3.1%) |
| 33 | A AMGN AMGEN INC COM | $2.4M | 6.6K | 0.84% | Trimmed(-4.2%) |
| 34 | E ETHA ISHARES MSCI USA MOMENTUM FACTOR ETF | $2.3M | 6.8K | 0.82% | Trimmed(-0.4%) |
| 35 | D DNP D R HORTON INC COM | $2.3M | 14.2K | 0.82% | Added(+0.7%) |
| 36 | C COF-PN CAPITAL GROUP CORE BOND ETF | $2.2M | 83.2K | 0.77% | Trimmed(-8.7%) |
| 37 | A AXP AMERICAN EXPRESS CO COM | $2.1M | 6.3K | 0.75% | Trimmed(-2.2%) |
| 38 | ? N/A INVESCO S&P SMALLCAP MOMENTUM ETF | $2.1M | 22.5K | 0.74% | Added(+0.3%) |
| 39 | ? N/A DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $2M | 49.7K | 0.71% | Trimmed(-2.0%) |
| 40 | M META META PLATFORMS INC CL A | $2M | 3.5K | 0.70% | Added(+11646.7%) |
| 41 | M MU MICRON TECHNOLOGY INC COM | $1.9M | 1.7K | 0.68% | Trimmed(-0.4%) |
| 42 | ? N/A DIMENSIONAL U.S. TARGETED VALUE ETF | $1.9M | 27.4K | 0.68% | Trimmed(-9.4%) |
| 43 | V V VISA INC COM CL A | $1.8M | 5.4K | 0.65% | Trimmed(-2.6%) |
| 44 | C CVX CHEVRON CORPORATION COM | $1.7M | 10.4K | 0.61% | Trimmed(-5.4%) |
| 45 | I INTC INTEL CORP COM | $1.7M | 12.3K | 0.61% | Trimmed(-14.3%) |
| 46 | Q QCOM QUALCOMM INC COM | $1.7M | 9.1K | 0.59% | Trimmed(-3.2%) |
| 47 | V VGES VANGUARD LARGE-CAP ETF | $1.7M | 4.9K | 0.59% | Added(+0.3%) |
| 48 | B BX BLACKSTONE INC COM | $1.6M | 13.9K | 0.58% | Added(+0.1%) |
| 49 | T TGT TARGET CORP COM | $1.6M | 12.4K | 0.57% | Added(+4.8%) |
| 50 | A AMD ADVANCED MICRO DEVICES INC COM | $1.6M | 2.7K | 0.56% | Trimmed(-10.1%) |