§ 13F · FUND PROFILE
Lodestone Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $222M (13F)Positions · 212Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$581K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 368K | $8M | 1.6% | — |
| 2 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 368K | $8M | 1.6% | +139% |
| 3 | AAPL | APPLE INC COM | 31K | $8M | 1.6% | +100% |
| 4 | AAPL | APPLE INC COM | 31K | $8M | 1.6% | — |
| 5 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 139K | $7M | 1.4% | +103% |
| 6 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 139K | $7M | 1.4% | — |
| 7 | CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | 257K | $7M | 1.3% | +119% |
| 8 | CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | 257K | $7M | 1.3% | — |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 19K | $6M | 1.1% | +100% |
| 10 | GOOG | ALPHABET INC CAP STK CL C | 19K | $6M | 1.1% | — |
§ 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 $222 million in assets. The fund runs a broad portfolio of 212 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed