Lodestone Wealth Management LLC
Q3 2026 13F filing
Updated 22 days ago854 disclosed positions worth $297.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAPITAL GROUP CORE PLUS INCOME ETF | $12.8M | 605.3K | 4.31% | Added(+15.5%) |
| 2 | A APPLE INC COM | $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 | J JPMORGAN ULTRA-SHORT INCOME ETF | $7.6M | 150.9K | 2.56% | Added(+5.7%) |
| 5 | M MICROSOFT CORP COM | $7.4M | 14.4K | 2.48% | Added(+8.5%) |
| 6 | C CAPITAL GROUP DIVIDEND VALUE ETF | $7.2M | 146.9K | 2.41% | Added(+12.0%) |
| 7 | G ALPHABET INC CAP STK CL C | $6.4M | 18.8K | 2.16% | Trimmed(-0.1%) |
| 8 | N NVIDIA CORPORATION COM | $5.8M | 25.6K | 1.97% | Added(+0.9%) |
| 9 | Q PACER US CASH COWS 100 ETF | $5.1M | 76.4K | 1.72% | Added(+5.1%) |
| 10 | C CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $5M | 144.4K | 1.67% | Added(+5.2%) |
| 11 | V VANGUARD FTSE DEVELOPED MARKETS ETF | $4.4M | 62.0K | 1.47% | Added(+5.1%) |
| 12 | V VANGUARD MORNINGSTAR VALUE ETF | $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 | V VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $4.2M | 11.1K | 1.40% | Added(+6.5%) |
| 15 | C CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $4.1M | 157.4K | 1.39% | Added(+12.9%) |
| 16 | C CISCO SYS INC COM | $3.8M | 35.6K | 1.29% | Added(+1.3%) |
| 17 | V VANGUARD SHORT-TERM BOND ETF | $3.8M | 49.7K | 1.28% | Added(+10.2%) |
| 18 | A AMAZON COM INC COM | $3.6M | 14.4K | 1.20% | Added(+5.3%) |
| 19 | C CENOVUS ENERGY INC COM | $3.4M | 110.3K | 1.15% | Trimmed(-1.9%) |
| 20 | N DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $3.3M | 84.1K | 1.11% | Added(+0.1%) |
| 21 | C CAPITAL GROUP CORE EQUITY ETF | $3.3M | 73.2K | 1.10% | Added(+11.8%) |
| 22 | A APA CORPORATION COM | $3.1M | 75.6K | 1.06% | Trimmed(-0.7%) |
| 23 | J JPMORGAN CHASE & CO COM | $3.1M | 9.4K | 1.04% | Added(+0.2%) |
| 24 | M MERCK & CO INC COM | $3M | 20.8K | 1.02% | Trimmed(-1.3%) |
| 25 | B BERKSHIRE HATHAWAY INC DEL CL B NEW | $2.9M | 5.9K | 0.99% | Added(+0.2%) |
| 26 | C DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $2.9M | 70.7K | 0.98% | Trimmed(-0.6%) |
| 27 | A AMGEN INC COM | $2.9M | 6.9K | 0.98% | Added(+1.6%) |
| 28 | V VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $2.9M | 58.3K | 0.96% | Added(+7.0%) |
| 29 | A AMGEN INC COM | $2.7M | 6.4K | 0.91% | Trimmed(-6.4%) |
| 30 | M DIMENSIONAL INTERNATIONAL VALUE ETF | $2.7M | 47.9K | 0.90% | Added(+7.0%) |
| 31 | G ALPHABET INC CAP STK CL A | $2.6M | 7.6K | 0.88% | Added(+1.6%) |
| 32 | M META PLATFORMS INC CL A | $2.6M | 3.6K | 0.87% | Added(+1.7%) |
| 33 | M MACERICH CO COM | $2.6M | 115.1K | 0.87% | Trimmed(-0.7%) |
| 34 | S SIMON PPTY GROUP INC NEW COM | $2.5M | 12.7K | 0.85% | Trimmed(-13.1%) |
| 35 | E ISHARES MSCI USA MOMENTUM FACTOR ETF | $2.3M | 7.4K | 0.79% | Added(+9.2%) |
| 36 | C CAPITAL GROUP CORE BOND ETF | $2.3M | 93.3K | 0.78% | Added(+12.1%) |
| 37 | C CHEVRON CORPORATION COM | $2.2M | 10.9K | 0.75% | Added(+4.6%) |
| 38 | ? N/A DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $2.1M | 52.7K | 0.70% | Added(+6.0%) |
| 39 | M MICRON TECHNOLOGY INC COM | $1.9M | 1.8K | 0.65% | Added(+8.8%) |
| 40 | ? N/A INVESCO S&P SMALLCAP MOMENTUM ETF | $1.9M | 23.7K | 0.65% | Added(+5.1%) |
| 41 | D D R HORTON INC COM | $1.9M | 14.1K | 0.65% | Trimmed(-0.8%) |
| 42 | T TARGET CORP COM | $1.9M | 12.3K | 0.65% | Trimmed(-0.6%) |
| 43 | V VISA INC COM CL A | $1.9M | 5.3K | 0.64% | Trimmed(-1.3%) |
| 44 | S STATE STREET SPDR S&P 500 ETF | $1.9M | 2.5K | 0.63% | Added(+178.8%) |
| 45 | ? N/A DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL | $1.8M | 27.8K | 0.62% | — |
| 46 | A AMERICAN EXPRESS CO COM | $1.8M | 6.1K | 0.62% | Trimmed(-3.8%) |
| 47 | V VANGUARD MORNINGSTAR LARGE-CAP ETF | $1.7M | 4.9K | 0.58% | Added(+0.3%) |
| 48 | M MERCK & CO INC COM | $1.7M | 11.8K | 0.58% | Trimmed(-44.2%) |
| 49 | C CONOCOPHILLIPS COM | $1.7M | 13.4K | 0.56% | Added(+0.9%) |
| 50 | A ADVANCED MICRO DEVICES INC COM | $1.6M | 2.7K | 0.55% | Trimmed(-2.0%) |