§ 13F · FUND PROFILE
Lodestone Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $205.4T (13F)Positions · 168Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 31K | $8.4T | 3.4% | — |
| 2 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 308K | $7.0T | 2.8% | +28% |
| 3 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 137K | $6.9T | 2.8% | +1% |
| 4 | CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | 235K | $6.1T | 2.5% | +27% |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 19K | $6.1T | 2.5% | −6% |
| 6 | MSFT | MICROSOFT CORP COM | 13K | $6.1T | 2.5% | −10% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 122K | $5.3T | 2.2% | −1% |
| 8 | NVDA | NVIDIA CORPORATION COM | 25K | $4.7T | 1.9% | +2% |
| 9 | VTV | VANGUARD VALUE ETF | 22K | $4.2T | 1.7% | −8% |
| 10 | COWZ | PACER US CASH COWS 100 ETF | 66K | $4.0T | 1.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LODESTONE SIGNAL
AC read
Lodestone Wealth Management LLC is a Other fund managing $205385.1 trillion in assets. The fund runs a portfolio of 168 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed