§ 13F · FUND PROFILE
Lodestone Wealth Management LLC.
AUM · $283M (13F)Positions · 835Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 524K | $12M | 4.1% | −29% |
| 2 | AAPL | APPLE INC COM | 30K | $9M | 3.0% | −52% |
| 3 | CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | 329K | $8M | 3.0% | −36% |
| 4 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 143K | $7M | 2.5% | −49% |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 19K | $7M | 2.4% | −52% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 131K | $6M | 2.3% | −50% |
| 7 | NVDA | NVIDIA CORPORATION COM | 25K | $5M | 1.8% | −50% |
| 8 | MSFT | MICROSOFT CORP COM | 13K | $5M | 1.7% | −50% |
| 9 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 137K | $5M | 1.7% | −52% |
| 10 | VTV | VANGUARD VALUE ETF | 21K | $5M | 1.7% | −51% |
§ 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 $283 million in assets. The fund runs a broad portfolio of 835 positions.
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