Lodestone Wealth Management LLC — 13F holdings

Lodestone Wealth Management LLC reported 854 holdings worth $297M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. CGCP CAPITAL GRP FIXED INCM ETF T — $12.8M (4.3%)
  2. AAPL APPLE INC — $9.95M (3.3%)
  3. CGSD CAPITAL GRP FIXED INCM ETF T — $9.06M (3.0%)
  4. JPST J P MORGAN EXCHANGE TRADED F — $7.60M (2.6%)
  5. MSFT MICROSOFT CORP — $7.40M (2.5%)
  6. CGDV CAPITAL GROUP DIVIDEND VALUE — $7.18M (2.4%)
  7. GOOG ALPHABET INC — $6.42M (2.2%)
  8. NVDA NVIDIA CORPORATION — $5.87M (2.0%)
  9. AMGN AMGEN INC — $5.62M (1.9%)
  10. COWZ PACER FDS TR — $5.10M (1.7%)