← Every investor
Lodestone Wealth Management LLC Portfolio
$295.9M across 500 positions as of 2026-09-30, with 26% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+15.2%
+0.8% a year vs the S&P 500
3 years
+17.1%
-4.2% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
5 of 15
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.9% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF | $12.8M | 4.3% | 605,349 |
| AAPLApple Inc | $9.9M | 3.4% | 29,876 |
| CAPITAL GROUP SHORT DURATION INCOME ETF | $9.1M | 3.1% | 359,008 |
| JPSTJPMorgan Ultra-Short Income ETF | $7.6M | 2.6% | 150,897 |
| MSFTMicrosoft Corp | $7.4M | 2.5% | 14,434 |
| CGDVCapital Group Dividend Value ETF | $7.2M | 2.4% | 146,944 |
| GOOGAlphabet Inc | $6.4M | 2.2% | 18,838 |
| NVDANVIDIA Corp | $5.9M | 2.0% | 25,687 |
| AMGNAmgen Inc | $5.6M | 1.9% | 13,336 |
| COWZPacer US Cash Cows 100 ETF | $5.1M | 1.7% | 76,443 |
| CGXUCapital Group International Focus Equity ETF | $5M | 1.7% | 144,400 |
| MRKMerck & Co Inc | $4.7M | 1.6% | 32,580 |
| JPMJPMorgan Chase & Co | $4.4M | 1.5% | 13,247 |
| VEAVanguard FTSE Developed Markets ETF | $4.4M | 1.5% | 61,962 |
| VTVVanguard Value ETF | $4.3M | 1.5% | 20,117 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | $4.2M | 1.4% | 50,468 |
| VTIVanguard Total Stock Market ETF | $4.2M | 1.4% | 11,118 |
| CGMSCapital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF | $4.1M | 1.4% | 157,426 |
| CSCOCisco Systems Inc | $3.8M | 1.3% | 35,603 |
| BSVVanguard Short-Term Bond ETF | $3.8M | 1.3% | 49,691 |
| AMZNAmazon.com Inc | $3.6M | 1.2% | 14,491 |
| CENOVUS ENERGY INC COM | $3.6M | 1.2% | 114,382 |
| DFAEDimensional Emerging Core Equity Market ETF | $3.3M | 1.1% | 84,077 |
| CGUSCapital Group Core Equity ETF | $3.3M | 1.1% | 73,235 |
| APAAPA Corp (US) | $3.2M | 1.1% | 77,935 |
| BRK.BBerkshire Hathaway Inc | $2.9M | 1.0% | 5,902 |
| DFAIDimensional International Core Equity Market ETF | $2.9M | 1.0% | 70,658 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $2.9M | 1.0% | 58,265 |
| MACMacerich Co | $2.7M | 0.9% | 120,655 |
| DFIVDimensional International Value ETF | $2.7M | 0.9% | 47,908 |
| SPGSimon Property Group Inc | $2.7M | 0.9% | 13,224 |
| GOOGLAlphabet Inc | $2.6M | 0.9% | 7,701 |
| AXPAmerican Express Co | $2.6M | 0.9% | 8,566 |
| METAMeta Platforms Inc | $2.6M | 0.9% | 3,584 |
| MTUMiShares MSCI USA Momentum Factor ETF | $2.3M | 0.8% | 7,400 |
| CAPITAL GROUP CORE BOND ETF | $2.3M | 0.8% | 93,309 |
| CVXChevron Corp | $2.2M | 0.8% | 10,898 |
| TGTTarget Corp | $2.1M | 0.7% | 13,548 |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $2.1M | 0.7% | 52,730 |
| DHID.R. Horton Inc | $2M | 0.7% | 14,814 |
| BACBank of America Corp | $2M | 0.7% | 37,149 |
| MUMicron Technology Inc | $1.9M | 0.7% | 1,815 |
| XSMOInvesco S&P SmallCap Momentum ETF | $1.9M | 0.7% | 23,655 |
| VVisa Inc | $1.9M | 0.6% | 5,303 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.9M | 0.6% | 2,456 |
| DFATDimensional U.S. Targeted Value ETF | $1.8M | 0.6% | 27,828 |
| COPConocoPhillips | $1.8M | 0.6% | 14,559 |
| VVVanguard Large-Cap ETF | $1.7M | 0.6% | 4,874 |
| OXYOccidental Petroleum Corp | $1.7M | 0.6% | 30,799 |
| NVRNVR Inc | $1.7M | 0.6% | 275 |
| FANGDiamondback Energy Inc | $1.7M | 0.6% | 9,123 |
| AMDAdvanced Micro Devices Inc | $1.6M | 0.6% | 2,692 |
| BXBlackstone Inc | $1.6M | 0.5% | 14,369 |
| CALFPacer US Small Cap Cash Cows 100 ETF | $1.6M | 0.5% | 29,401 |
| LENLennar Corp | $1.6M | 0.5% | 19,185 |
| JNJJohnson & Johnson | $1.5M | 0.5% | 5,736 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.5M | 0.5% | 3,312 |
| INTCIntel Corp | $1.5M | 0.5% | 12,313 |
| CGGRCapital Group Growth ETF | $1.5M | 0.5% | 30,704 |
| COSTCostco Wholesale Corp | $1.4M | 0.5% | 1,491 |
| XOMExxonmobil Holdings Corp | $1.4M | 0.5% | 8,327 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $1.3M | 0.4% | 12,946 |
| EBAYeBay Inc | $1.3M | 0.4% | 12,264 |
| FITBFifth Third Bancorp | $1.3M | 0.4% | 25,708 |
| AVGOBroadcom Inc | $1.2M | 0.4% | 3,406 |
| SCHWCharles Schwab Corp | $1.2M | 0.4% | 12,215 |
| PLTRPalantir Technologies Inc | $1.2M | 0.4% | 6,382 |
| UNHUnitedHealth Group Inc | $1.2M | 0.4% | 3,250 |
| GLDSPDR Gold Shares | $1.2M | 0.4% | 3,052 |
| DGSWisdomTree Emerging Market SmallCap Fund | $1.1M | 0.4% | 18,089 |
| HDHome Depot Inc | $1.1M | 0.4% | 3,998 |
| CGGOCapital Group Global Growth Equity ETF | $1.1M | 0.4% | 28,379 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $1.1M | 0.4% | 43,912 |
| LRCXLam Research Corp | $1.1M | 0.4% | 3,383 |
| WALWestern Alliance Bancorp | $1.1M | 0.4% | 14,652 |
| CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $1M | 0.3% | 28,011 |
| QCOMQualcomm Inc | $1M | 0.3% | 5,515 |
| CRWDCrowdStrike Holdings Inc | $985.7K | 0.3% | 3,723 |
| MRVLMarvell Technology Inc | $978K | 0.3% | 3,702 |
| U HAUL HOLDING COMPANY COM SER N | $963K | 0.3% | 18,222 |
| PCARPaccar Inc | $873K | 0.3% | 7,950 |
| XLEState Street Energy Select Sector SPDR ETF | $865.3K | 0.3% | 14,070 |
| ASML HLDG NV N Y REGISTRY SHS | $848.4K | 0.3% | 468 |
| AVDVAvantis International Small Cap Value ETF | $819.1K | 0.3% | 7,488 |
| QQQInvesco QQQ Trust, Series 1 | $813.3K | 0.3% | 1,099 |
| CREDIT ACCEP CORP MICH COM | $811.4K | 0.3% | 1,528 |
| DIGITALOCEAN HLDGS INC COM | $773.3K | 0.3% | 5,797 |
| BNDVanguard Total Bond Market ETF | $769.7K | 0.3% | 10,972 |
| TSLATesla Inc | $764.6K | 0.3% | 2,155 |
| WMTWalmart Inc | $750K | 0.3% | 7,217 |
| ZTSZoetis Inc | $714.2K | 0.2% | 10,228 |
| EFViShares MSCI EAFE Value ETF | $713.9K | 0.2% | 9,021 |
| XLKState Street Technology Select Sector SPDR ETF | $711.6K | 0.2% | 3,635 |
| IVViShares Core S&P 500 ETF | $696K | 0.2% | 909 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $676.9K | 0.2% | 4,360 |
| VOVanguard Mid-Cap ETF | $658.2K | 0.2% | 8,394 |
| JPMORGAN SHORT DURATION CORE PLUS ETF | $649.9K | 0.2% | 14,135 |
| ULTAUlta Beauty Inc | $633K | 0.2% | 1,159 |
| MCDMcDonald's Corp | $629.9K | 0.2% | 2,728 |
| MCKMcKesson Corp | $625.2K | 0.2% | 732 |
| ORCLOracle Corp | $623.9K | 0.2% | 4,544 |
| SCHWAB U.S. MID-CAP ETF | $617.1K | 0.2% | 18,140 |
| VOTVanguard Mid-Cap Growth ETF | $605.7K | 0.2% | 2,074 |
| MTBM&T Bank Corp | $602.1K | 0.2% | 2,767 |
| CAPITAL GROUP INTERNATIONAL EQUITY ETF | $587.1K | 0.2% | 15,995 |
| CROXCrocs Inc | $572.8K | 0.2% | 4,883 |
| MELIMercadoLibre Inc | $571.4K | 0.2% | 331 |
| VBVanguard Small-Cap ETF | $545.1K | 0.2% | 1,916 |
| VBRVanguard Small-Cap Value ETF | $544.2K | 0.2% | 2,356 |
| AVUVAvantis U.S. Small Cap Value ETF | $543.5K | 0.2% | 4,615 |
| NETCloudflare Inc | $541.5K | 0.2% | 1,559 |
| KOCoca-Cola Co | $533.6K | 0.2% | 6,198 |
| SCHDSchwab US Dividend Equity ETF | $529.6K | 0.2% | 16,280 |
| VOOVanguard S&P 500 ETF | $529K | 0.2% | 755 |
| XLFState Street Financial Select Sector SPDR ETF | $527.9K | 0.2% | 9,886 |
| XLVState Street Health Care Select Sector SPDR ETF | $525.9K | 0.2% | 3,123 |
| XMMOInvesco S&P MidCap Momentum ETF | $521K | 0.2% | 3,550 |
| CAPITAL GROUP DIVIDEND GROWERS ETF | $520.5K | 0.2% | 14,057 |
| TMToyota Motor Corp | $519.4K | 0.2% | 2,836 |
| BABoeing Co | $503.6K | 0.2% | 2,707 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $502.5K | 0.2% | 6,235 |
| CGBLCapital Group Core Balanced ETF | $492.1K | 0.2% | 13,390 |
| QUALiShares MSCI USA Quality Factor ETF | $486K | 0.2% | 2,187 |
| FDXFedEx Corp | $474.7K | 0.2% | 1,665 |
| STIPiShares 0-5 Year TIPS Bond ETF | $457.8K | 0.2% | 4,592 |
| NOWServiceNow Inc | $451K | 0.2% | 3,366 |
| LLYEli Lilly and Co | $449.9K | 0.2% | 389 |
| XLUState Street Utilities Select Sector SPDR ETF | $445.6K | 0.2% | 11,299 |
| CEGConstellation Energy Corp | $434K | 0.1% | 1,708 |
| ALLAllstate Corp | $429.9K | 0.1% | 1,938 |
| VWOVanguard FTSE Emerging Markets ETF | $418.4K | 0.1% | 7,054 |
| DELLDell Technologies Inc | $412.1K | 0.1% | 766 |
| CAPITAL GROUP CONSERVATIVE EQUITY ETF | $407.6K | 0.1% | 12,704 |
| WSMWilliams-Sonoma Inc | $406.7K | 0.1% | 1,784 |
| AMKRAmkor Technology Inc | $372.1K | 0.1% | 7,104 |
| JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $361.4K | 0.1% | 5,708 |
| VIGVanguard Div Appreciation ETF | $355.3K | 0.1% | 1,523 |
| UPSUnited Parcel Service Inc | $354K | 0.1% | 3,788 |
| DISWalt Disney Co | $343.3K | 0.1% | 3,272 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $337.1K | 0.1% | 6,714 |
| ANETArista Networks Inc | $335.2K | 0.1% | 1,647 |
| SCHWAB 1-5 YEAR CORPORATE BOND ETF | $334.3K | 0.1% | 13,870 |
| BNDXVanguard Total International Bond ETF | $333.1K | 0.1% | 7,107 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $332.5K | 0.1% | 13,937 |
| VGSHVanguard Short-Term Treasury ETF | $329.2K | 0.1% | 5,719 |
| SITIME CORP COM | $327.8K | 0.1% | 503 |
| ISHARES MSCI INTL MOMENTUM FACTOR ETF | $325.3K | 0.1% | 6,181 |
| RKLBRocket Lab USA, Inc. | $322.4K | 0.1% | 4,627 |
| SDYState Street SPDR S&P Dividend ETF | $311.1K | 0.1% | 2,124 |
| VOEVanguard Mid-Cap Value ETF | $308.4K | 0.1% | 1,577 |
| MKLMarkel Group Inc | $305.3K | 0.1% | 178 |
| RSPInvesco S&P 500 Equal Weight ETF | $301.6K | 0.1% | 1,450 |
| FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $298.1K | 0.1% | 993 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $298K | 0.1% | 6,705 |
| MAMastercard Inc | $297.4K | 0.1% | 539 |
| AEHR TEST SYS COM | $288.4K | 0.1% | 2,895 |
| CGMUCapital Group Municipal Income ETF | $287.9K | 0.1% | 11,100 |
| PSXPhillips 66 | $281.3K | 0.1% | 1,102 |
| WECWEC Energy Group Inc | $280.9K | 0.1% | 2,787 |
| MPLXMPLX LP | $280.2K | 0.1% | 4,975 |
| AMATApplied Materials Inc | $276.7K | 0.1% | 541 |
| VTEBVanguard Tax-Exempt Bond ETF | $269.9K | 0.1% | 5,698 |
| NVENT ELEC PLC SHS | $261.2K | 0.1% | 1,629 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $260.8K | 0.1% | 2,396 |
| DFAUDimensional US Core Equity Market ETF | $256.1K | 0.1% | 4,890 |
| PGProcter & Gamble Co | $254.3K | 0.1% | 1,750 |
| PMPhilip Morris International Inc | $251K | 0.1% | 1,315 |
| SUBiShares Short-Term National Muni Bond ETF | $250.7K | 0.1% | 2,398 |
| EEMiShares MSCI Emerging Index Fund | $246.8K | 0.1% | 3,695 |
| VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $241.6K | 0.1% | 2,450 |
| ISRGIntuitive Surgical Inc | $236.8K | 0.1% | 582 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $234.8K | 0.1% | 1,205 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $233.5K | 0.1% | 2,548 |
| IDViShares International Select Dividend ETF | $223.8K | 0.1% | 5,304 |
| PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $221.1K | 0.1% | 2,191 |
| INVESCO S&P SMALLCAP 600 REVENUE ETF | $220.7K | 0.1% | 3,925 |
| NAVITAS SEMICONDUCTOR CORP COM | $217.9K | 0.1% | 18,772 |
| CAPITAL GROUP ULTRA SHORT INCOME ETF | $214.4K | 0.1% | 8,509 |
| UBERUber Technologies Inc | $210.1K | 0.1% | 3,067 |
| GTLBGitLab Inc | $206.2K | 0.1% | 4,363 |
| CIPHER DIGITAL INC COM | $201.8K | 0.1% | 12,750 |
| TAT&T Inc | $201.3K | 0.1% | 8,249 |
| SPLVInvesco S&P 500 Low Volatility ETF | $198.2K | 0.1% | 2,811 |
| KMBKimberly-Clark Corp | $194.7K | 0.1% | 1,999 |
| VNQVanguard Real Estate ETF | $194.1K | 0.1% | 2,166 |
| SOFISoFi Technologies Inc | $189.8K | 0.1% | 12,075 |
| ONE STOP SYS INC COM | $187.7K | 0.1% | 21,504 |
| IREN LIMITED ORDINARY SHARES | $187.6K | 0.1% | 4,588 |
| USMViShares MSCI USA Min Vol Factor ETF | $187.1K | 0.1% | 1,920 |
| SRESempra | $185.5K | 0.1% | 2,380 |
| RTXRTX Corp | $184.6K | 0.1% | 994 |
| PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $181.5K | 0.1% | 4,184 |
| VGTVanguard Information Tech ETF | $175.7K | 0.1% | 1,398 |
| ONON Semiconductor Corp | $175.3K | 0.1% | 2,281 |
| XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | $174.7K | 0.1% | 5,400 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $172.3K | 0.1% | 4,795 |
| SPMOInvesco S&P 500 Momentum ETF | $170.7K | 0.1% | 1,126 |
| IJRiShares Core S&P Small-Cap ETF | $168.7K | 0.1% | 1,240 |
| AXONAxon Enterprise Inc | $165.7K | 0.1% | 392 |
| SCHVSchwab U.S. Large-Cap Value ETF | $164.6K | 0.1% | 4,943 |
| AFLAflac Inc | $163.9K | 0.1% | 1,467 |
| TXNTexas Instruments Inc | $162.7K | 0.1% | 581 |
| AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | $159.7K | 0.1% | 3,369 |
| AST SPACEMOBILE INC COM CL A | $158.4K | 0.1% | 2,691 |
| SPCXSpace Exploration Technologies Corp | $157.9K | 0.1% | 1,046 |
| ITBiShares U.S. Home Construction ETF | $157K | 0.1% | 1,804 |
| LMTLockheed Martin Corp | $156.8K | 0.1% | 308 |
| ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $155.8K | 0.1% | 836 |
| CLEARPOINT NEURO INC COM | $149.2K | 0.1% | 12,221 |
| KLACKLA Corp | $147.8K | 0.0% | 758 |
| VANGUARD ULTRA-SHORT BOND ETF | $146.7K | 0.0% | 2,960 |
| SCHFSchwab International Equity ETF | $144.4K | 0.0% | 5,256 |
| LPLALPL Financial Holdings Inc | $142.8K | 0.0% | 467 |
| VUGVanguard Growth ETF | $137.9K | 0.0% | 1,531 |
| ONDAS INC COM NEW | $137K | 0.0% | 18,688 |
| DFA INVT DIMENSIONS GROUP INC U.S. SML CP PORT | $135.7K | 0.0% | 1,752 |
| FASTFastenal Co | $134.4K | 0.0% | 2,714 |
| GILDGilead Sciences, Inc | $132.8K | 0.0% | 891 |
| KEYSKeysight Technologies Inc | $131.1K | 0.0% | 360 |
| ABTAbbott Laboratories | $128.2K | 0.0% | 1,297 |
| IYRISHARES U.S. REAL ESTATE ETF | $127.3K | 0.0% | 1,339 |
| CATCaterpillar Inc | $127.1K | 0.0% | 157 |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $125.4K | 0.0% | 2,054 |
| ISHARES FUTURE AI & TECH ETF | $123.9K | 0.0% | 1,582 |
| CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $123.4K | 0.0% | 3,429 |
| ISHARES U.S. BASIC MATERIALS ETF | $123.4K | 0.0% | 692 |
| ALABAstera Labs, Inc | $123.2K | 0.0% | 346 |
| PANWPalo Alto Networks Inc | $122.8K | 0.0% | 309 |
| DVYISHARES SELECT DIVIDEND ETF | $121.5K | 0.0% | 799 |
| BMYBristol-Myers Squibb Co | $117.6K | 0.0% | 1,885 |
| AMLPAlerian MLP ETF | $117K | 0.0% | 2,255 |
| FDNFirst Trust DJ Internet Index Fund | $113.9K | 0.0% | 395 |
| PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $112.1K | 0.0% | 2,633 |
| PHParker-Hannifin Corp | $110.8K | 0.0% | 116 |
| NVSNovartis AG | $107.2K | 0.0% | 752 |
| WFCWells Fargo & Co | $107.1K | 0.0% | 1,338 |
| NEBIUS GROUP N.V. SHS CLASS A | $105.8K | 0.0% | 449 |
| MOAltria Group Inc | $105.2K | 0.0% | 1,563 |
| KKRKKR & Co Inc | $103.2K | 0.0% | 1,130 |
| BLKBlackRock Inc | $101.6K | 0.0% | 96 |
| BEBloom Energy Corp | $101.2K | 0.0% | 365 |
| SKYYFirst Trust Cloud Computing ETF | $100.5K | 0.0% | 613 |
| JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $100K | 0.0% | 1,356 |
| PYPLPayPal Holdings Inc | $99.3K | 0.0% | 1,891 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $97K | 0.0% | 1,953 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $96.8K | 0.0% | 1,333 |
| WBDWarner Bros Discovery Inc | $96.1K | 0.0% | 3,104 |
| AVAVAeroVironment Inc | $95.4K | 0.0% | 671 |
| PFEPfizer Inc | $94.5K | 0.0% | 3,314 |
| MPCMarathon Petroleum Corp | $93.1K | 0.0% | 236 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $92.4K | 0.0% | 1,063 |
| GEGeneral Electric Co | $89.3K | 0.0% | 286 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | $88.6K | 0.0% | 810 |
| PACER GLOBAL CASH COWS DIVIDEND ETF | $88.2K | 0.0% | 1,972 |
| EATON CORP PLC SHS | $88.1K | 0.0% | 205 |
| INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $88.1K | 0.0% | 1,538 |
| APHAmphenol Corp | $87.5K | 0.0% | 1,038 |
| GSGoldman Sachs Group Inc | $86K | 0.0% | 96 |
| HONHoneywell International Inc | $85.9K | 0.0% | 407 |
| WMWaste Management Inc | $85.6K | 0.0% | 420 |
| SBUXStarbucks Corp | $85.5K | 0.0% | 910 |
| VRTVertiv Holdings Co | $83.4K | 0.0% | 346 |
| MRSHMarsh & McLennan Companies Inc | $80.1K | 0.0% | 469 |
| VYMVanguard High Dividend Yield ETF | $79.8K | 0.0% | 514 |
| IYWiShares U.S. Technology ETF | $77.9K | 0.0% | 294 |
| TJXTJX Companies Inc | $77.5K | 0.0% | 586 |
| ABBVAbbVie Inc | $75.1K | 0.0% | 287 |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $75K | 0.0% | 772 |
| SCHASchwab U.S. Small-Cap ETF | $74.5K | 0.0% | 2,285 |
| ADBEAdobe Inc | $74.1K | 0.0% | 309 |
| TMUST-Mobile US Inc | $73.8K | 0.0% | 452 |
| DGROiShares Core Dividend Growth ETF | $73.7K | 0.0% | 977 |
| WMBWilliams Companies Inc | $72.8K | 0.0% | 1,072 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | $72.3K | 0.0% | 1,315 |
| ISHARES RUSSELL 3000 ETF | $71.7K | 0.0% | 166 |
| VZVerizon Communications Inc | $71.6K | 0.0% | 1,561 |
| DEDeere & Co | $71.4K | 0.0% | 106 |
| IBMInternational Business Machines Corp | $71.1K | 0.0% | 323 |
| PFFiShares Preferred and Income Securities ETF | $70.1K | 0.0% | 2,376 |
| ACMAECOM | $70.1K | 0.0% | 1,189 |
| CRMSalesforce Inc | $69.6K | 0.0% | 303 |
| FIDELITY ENHANCED LARGE CAP VALUE ETF | $68.6K | 0.0% | 1,658 |
| VCSHVanguard Short-Term Corporate Bond ETF | $65.1K | 0.0% | 842 |
| USBUS Bancorp | $64.9K | 0.0% | 1,123 |
| VSTVistra Corp | $64.8K | 0.0% | 468 |
| CCitigroup Inc | $64.6K | 0.0% | 499 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $64.4K | 0.0% | 2,176 |
| LNGCheniere Energy Inc | $64.1K | 0.0% | 238 |
| EMEEMCOR Group Inc | $63.4K | 0.0% | 84 |
| ACCENTURE PLC IRELAND SHS CLASS A | $61.9K | 0.0% | 337 |
| KTOSKratos Defense and Security Solutions Inc | $61K | 0.0% | 1,428 |
| MNSTMonster Beverage Corp | $60.2K | 0.0% | 1,446 |
| SCHBSchwab U.S. Broad Market ETF | $59.6K | 0.0% | 2,032 |
| HONAHoneywell Aerospace Inc | $59.2K | 0.0% | 382 |
| TSCOTractor Supply Co | $59.2K | 0.0% | 1,891 |
| DPZDomino's Pizza Inc | $58.7K | 0.0% | 196 |
| SYKStryker Corp | $58.6K | 0.0% | 213 |
| ETHGrayscale Ethereum Staking Mini ETF Shares | $57.7K | 0.0% | 2,263 |
| VHTVanguard Health Care ETF | $57K | 0.0% | 180 |
| VRTXVertex Pharmaceuticals Inc | $56.5K | 0.0% | 108 |
| SCHWAB CRYPTO THEMATIC ETF | $56.4K | 0.0% | 854 |
| ORLYO'Reilly Automotive Inc | $56.4K | 0.0% | 660 |
| SCHXSchwab U.S. Large-Cap ETF | $56.2K | 0.0% | 1,872 |
| ADPAutomatic Data Processing Inc | $55.5K | 0.0% | 215 |
| NOCNorthrop Grumman Corp | $55.1K | 0.0% | 114 |
| DVNDevon Energy Corp | $54.7K | 0.0% | 1,188 |
| AMPAmeriprise Financial Inc | $54.7K | 0.0% | 111 |
| REGNRegeneron Pharmaceuticals Inc | $54.6K | 0.0% | 72 |
| PEPPepsiCo Inc | $54.4K | 0.0% | 430 |
| TALEN ENERGY CORP COM | $54.4K | 0.0% | 174 |
| TEMTempus AI Inc | $53.6K | 0.0% | 655 |
| AMERICAN SUPERCONDUCTOR CORP SHS NEW | $53.6K | 0.0% | 1,842 |
| XSLVINVESCO S&P SMALLCAP LOW VOLATILITY ETF | $53.5K | 0.0% | 1,093 |
| BTCGRAYSCALE BITCOIN MINI TRUST ETF | $52.5K | 0.0% | 1,421 |
| GEVGE Vernova Inc | $52.3K | 0.0% | 55 |
| BANNER CORP COM NEW | $52.1K | 0.0% | 777 |
| IWMiShares Russell 2000 Index Fund | $52K | 0.0% | 187 |
| CHUBB LIMITED COM | $51.4K | 0.0% | 158 |
| CLColgate-Palmolive Co | $49.2K | 0.0% | 577 |
| HACKETFMG Prime Cyber Security ETF | $48.5K | 0.0% | 400 |
| IVOOVanguard S&P Mid-Cap 400 ETF | $47.4K | 0.0% | 389 |
| OSKOshkosh Corp | $47.2K | 0.0% | 367 |
| SHWSherwin-Williams Co | $46.5K | 0.0% | 144 |
| NVONovo Nordisk A/S | $46.5K | 0.0% | 1,226 |
| BRBroadridge Financial Solutions Inc | $45.9K | 0.0% | 285 |
| GMGeneral Motors Co | $45.3K | 0.0% | 589 |
| CMCanadian Imperial Bank of Commerce | $45K | 0.0% | 408 |
| UNPUnion Pacific Corp | $44.8K | 0.0% | 165 |
| ITAiShares U.S. Aerospace & Defense ETF | $44.4K | 0.0% | 214 |
| ETEnergy Transfer LP | $42.3K | 0.0% | 2,140 |
| CDNSCadence Design Systems Inc | $42K | 0.0% | 127 |
| TOTALENERGIES SE ACT | $41.9K | 0.0% | 490 |
| GDXVanEck Gold Miners ETF | $41.7K | 0.0% | 475 |
| ITWIllinois Tool Works Inc | $41.7K | 0.0% | 162 |
| LOWLowe's Companies Inc | $40.8K | 0.0% | 221 |
| ROKRockwell Automation Inc | $40.5K | 0.0% | 93 |
| ZIM INTEGRATED SHIPPING SERV SHS | $39.8K | 0.0% | 1,356 |
| STATE STREET SPDR S&P SEMICONDUCTOR ETF | $39.7K | 0.0% | 75 |
| PRFInvesco FTSE RAFI US 1000 ETF | $39.5K | 0.0% | 725 |
| VEEVVeeva Systems Inc | $39.4K | 0.0% | 138 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $39.1K | 0.0% | 500 |
| ADSKAutodesk Inc | $38.7K | 0.0% | 185 |
| FCXFreeport-McMoRan Inc | $38.4K | 0.0% | 548 |
| OEFiShares S&P 100 Fund | $37.8K | 0.0% | 99 |
| AGNICO EAGLE MINES LTD COM | $37.7K | 0.0% | 206 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $37.7K | 0.0% | 713 |
| NFLXNetflix Inc | $37.2K | 0.0% | 534 |
| BKNGBooking Holdings Inc | $37.1K | 0.0% | 228 |
| MSIMotorola Solutions Inc | $37K | 0.0% | 83 |
| MDLZMondelez International Inc | $37K | 0.0% | 640 |
| FORGENT POWER SOLUTIONS INC COM SHS CL A | $36.9K | 0.0% | 986 |
| SOSouthern Co | $36.7K | 0.0% | 443 |
| KMIKinder Morgan Inc | $36.4K | 0.0% | 1,208 |
| FIXComfort Systems USA Inc | $36.4K | 0.0% | 22 |
| LINDE PLC SHS | $36.1K | 0.0% | 76 |
| GDXJVANECK JUNIOR GOLD MINERS ETF | $35.8K | 0.0% | 314 |
| CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $35.5K | 0.0% | 1,382 |
| AMBARELLA INC SHS | $35.4K | 0.0% | 509 |
| CDECoeur Mining, Inc | $35.2K | 0.0% | 2,002 |
| DHRDanaher Corp | $35.2K | 0.0% | 159 |
| RIORio Tinto PLC | $35.2K | 0.0% | 374 |
| RGLDRoyal Gold Inc | $35.1K | 0.0% | 149 |
| VRSKVerisk Analytics Inc | $34K | 0.0% | 203 |
| EMNEastman Chemical Co | $33.4K | 0.0% | 515 |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $33K | 0.0% | 539 |
| GPCGenuine Parts Co | $32.9K | 0.0% | 262 |
| FNDFSchwab Fundamental International Equity ETF | $32.7K | 0.0% | 608 |
| BBarrick Mining Corporation Common Shares | $32.5K | 0.0% | 800 |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $32.3K | 0.0% | 873 |
| NKENike Inc | $31.2K | 0.0% | 881 |
| SLViShares Silver Trust | $31.2K | 0.0% | 572 |
| CICigna Group | $31.1K | 0.0% | 114 |
| SCHESchwab Emerging Markets Equity ETF | $31.1K | 0.0% | 852 |
| SCHWAB 1000 INDEX ETF | $31K | 0.0% | 846 |
| IDXXIDEXX Laboratories Inc | $30.8K | 0.0% | 59 |
| VPUVanguard Utilities ETF | $30.8K | 0.0% | 180 |
| CARNIVAL CORP LTD COMMON SHARES | $30.3K | 0.0% | 1,234 |
| BGRNiShares USD Green Bond ETF | $30.1K | 0.0% | 659 |
| MSMorgan Stanley | $29.9K | 0.0% | 159 |
| JVALJPMorgan U.S. Value Factor ETF | $29.8K | 0.0% | 514 |
| EOS ENERGY ENTERPRISES INC COM CL A | $29.6K | 0.0% | 9,658 |
| LUVSouthwest Airlines Co | $29.2K | 0.0% | 701 |
| DUKDuke Energy Corp | $29K | 0.0% | 254 |
| BMNRBitmine Immersion Technologies Inc | $28.7K | 0.0% | 1,087 |
| ISHARES GLOBAL MATERIALS ETF | $28.6K | 0.0% | 267 |
| EATON VANCE TAX-MANAGED DIVERS COM | $28.1K | 0.0% | 2,000 |
| AJGArthur J. Gallagher & Co. | $28.1K | 0.0% | 123 |
| AVINO SILVER & GOLD MINES LTD COM | $27.8K | 0.0% | 5,000 |
| IEMGiShares Core MSCI Emerging Markets ETF | $27.7K | 0.0% | 341 |
| BHPBHP Group Ltd | $27.7K | 0.0% | 326 |
| CPRTCopart Inc | $27.5K | 0.0% | 1,007 |
| NEENextera Energy Inc | $27.1K | 0.0% | 358 |
| CION INVT CORP COM | $27.1K | 0.0% | 3,854 |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $27K | 0.0% | 265 |
| CARRCarrier Global Corp | $26.8K | 0.0% | 489 |
| BITBBITWISE BITCOIN ETF TRUST | $26.7K | 0.0% | 589 |
| EXPEExpedia Group Inc | $26.7K | 0.0% | 101 |
| FIRST MAJESTIC SILVER CORP COM | $26.5K | 0.0% | 1,500 |
| FFIVF5 Inc | $26.3K | 0.0% | 59 |
| VIKING HOLDINGS LTD ORD SHS | $25.7K | 0.0% | 328 |
| SHOPShopify Inc | $25.5K | 0.0% | 172 |
| PJPInvesco Pharmaceuticals ETF | $25.3K | 0.0% | 205 |
| XBIState Street SPDR S&P Biotech ETF | $25.3K | 0.0% | 160 |
| AVSFAvantis Short-Term Fixed Income ETF | $25.2K | 0.0% | 552 |
| INVESCO ULTRA SHORT DURATION ETF | $25.1K | 0.0% | 504 |
| MEDTRONIC PLC SHS | $25.1K | 0.0% | 291 |
| HOODRobinhood Markets Inc | $25.1K | 0.0% | 223 |
| HLHecla Mining Co | $25.1K | 0.0% | 1,471 |
| SHYiShares 1-3 Year Treasury Bond ETF | $25K | 0.0% | 307 |
| JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $24.9K | 0.0% | 441 |
| NXP SEMICONDUCTORS N V COM | $24.5K | 0.0% | 103 |
| AVIGAvantis Core Fixed Income ETF | $24.4K | 0.0% | 620 |
| CINFCincinnati Financial Corp | $24.3K | 0.0% | 153 |
| EFXEquifax Inc | $24.3K | 0.0% | 177 |
| EXPDExpeditors International of Washington Inc | $24K | 0.0% | 130 |
| ESEversource Energy | $23.9K | 0.0% | 372 |
| ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $23.7K | 0.0% | 486 |
| JENSEN QUALITY GROWTH ETF | $23.3K | 0.0% | 845 |
| CTASCintas Corp | $22.8K | 0.0% | 117 |
| ILMNIllumina Inc | $22.7K | 0.0% | 83 |
| ETHEGrayscale Ethereum Trust ETF | $22.5K | 0.0% | 1,051 |
| EQUINOX GOLD CORP COM | $22.2K | 0.0% | 2,000 |
| AGGiShares Core U.S. Aggregate Bond ETF | $22K | 0.0% | 233 |
| HIGHartford Insurance Group Inc | $21.7K | 0.0% | 177 |
| FNDASchwab Fundamental US Small Company Index ETF | $21.6K | 0.0% | 618 |
| WPMWheaton Precious Metals Corp | $21.4K | 0.0% | 160 |
| STATE STREET SPDR S&P METALS & MINING ETF | $21.4K | 0.0% | 206 |
| SGOLABRDN PHYSICAL GOLD SHARES ETF | $21.3K | 0.0% | 539 |
| WYWeyerhaeuser Co | $21.3K | 0.0% | 1,117 |
| MICROSECTORS GOLD MINERS 3X LEVERAGED ETN | $21.3K | 0.0% | 200 |
| DLRDigital Realty Trust Inc | $21.1K | 0.0% | 120 |
| RQICohen & Steers Quality Income Realty Fund Inc | $21K | 0.0% | 1,928 |
| JBLJabil Inc | $20.7K | 0.0% | 72 |
| WSOWatsco Inc | $20.3K | 0.0% | 67 |
| PIMCO ENHANCED LOW DURATION ACTIVE ETF | $20.2K | 0.0% | 214 |
| HUDBAY MINERALS INC COM | $20K | 0.0% | 750 |
| GBTCGrayscale Bitcoin Trust (Btc) | $19.9K | 0.0% | 308 |
| PSQPROSHARES SHORT QQQ | $19.8K | 0.0% | 797 |
| CRWVCoreWeave Inc | $19.8K | 0.0% | 227 |
| XLBMaterials Select Sector SPDR | $19.7K | 0.0% | 404 |
| REMXVANECK RARE EARTH AND STRATEGIC METALS ETF | $19.3K | 0.0% | 300 |
| EWJiShares MSCI Japan Index Fund | $19.2K | 0.0% | 197 |
| ROCKEFELLER OPPORTUNISTIC MUNICIPAL BOND ETF | $18.8K | 0.0% | 804 |
| PEGPublic Service Enterprise Group Inc | $18.8K | 0.0% | 279 |
| MERCURY SYS INC COM | $18.8K | 0.0% | 226 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $18.6K | 0.0% | 328 |
| ALPS DISRUPTIVE TECHNOLOGIES ETF | $18.5K | 0.0% | 365 |
| JEPIJPMorgan Equity Premium Income ETF | $18.5K | 0.0% | 329 |
| CRCLCircle Internet Group Inc | $18.4K | 0.0% | 224 |
| FIDELITY AAA CLO ETF | $18.3K | 0.0% | 363 |
| TMOThermo Fisher Scientific Inc | $18.2K | 0.0% | 27 |
| KINROSS GOLD CORP COM | $18.1K | 0.0% | 750 |
| SFL CORPORATION LTD SHS | $17.9K | 0.0% | 1,357 |
| VONVVanguard Russell 1000 Value ETF | $17.8K | 0.0% | 164 |
| XYZBlock Inc | $17.7K | 0.0% | 241 |
| HMCHonda Motor Co Ltd | $17.6K | 0.0% | 557 |
| VFHVanguard Financials ETF | $17.6K | 0.0% | 135 |
| ARRARMOUR Residential REIT Inc | $17.6K | 0.0% | 1,269 |
| FTNTFortinet Inc | $17.5K | 0.0% | 98 |
| SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $17.5K | 0.0% | 353 |
| ENDEAVOUR SILVER CORP COM | $17.2K | 0.0% | 2,000 |
| IONQIONQ Inc | $17.1K | 0.0% | 390 |
| RYRoyal Bank of Canada | $16.9K | 0.0% | 86 |
| SCZiShares MSCI EAFE Small-Cap ETF | $16.9K | 0.0% | 200 |
| INTUIntuit Inc | $16.8K | 0.0% | 61 |
| SSR MINING IN COM | $16.7K | 0.0% | 500 |
| IEFiShares 7-10 Year Treasury Bond ETF | $16.6K | 0.0% | 186 |
| CMGChipotle Mexican Grill Inc | $16.6K | 0.0% | 518 |
| VMBSVanguard Mortgage Backed Security | $16.5K | 0.0% | 371 |
| VALEVale SA | $16.4K | 0.0% | 1,225 |
| AEPAmerican Electric Power Company Inc | $16.3K | 0.0% | 137 |
| ICAHN ENTERPRISES LP DEPOSITARY UNIT | $16.2K | 0.0% | 2,404 |
| ULUnilever PLC | $15.9K | 0.0% | 261 |
| OLNOlin Corp | $15.8K | 0.0% | 1,017 |
| FIDELITY INTERNATIONAL VALUE FACTOR ETF | $15.7K | 0.0% | 413 |
| PULSPGIM Ultra Short Bond ETF | $15.7K | 0.0% | 317 |
| ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $15.7K | 0.0% | 1,543 |
| MMM3M Co | $15.4K | 0.0% | 94 |
| VDEVanguard Energy ETF | $15.2K | 0.0% | 88 |
| YUMYum! Brands Inc | $15.1K | 0.0% | 111 |
| INVESCO SOLAR ETF | $15.1K | 0.0% | 343 |
| VOLATILITY SHARES TRUST XRP ETF | $15K | 0.0% | 1,869 |
| VIOOVanguard S&P Small-Cap 600 ETF | $14.8K | 0.0% | 117 |
| ABNBAirbnb Inc | $14.8K | 0.0% | 92 |
| DEODiageo PLC | $14.7K | 0.0% | 172 |
| BITWISE ETHEREUM ETF | $14.6K | 0.0% | 768 |
| CMCSAComcast Corp | $14.3K | 0.0% | 659 |
| VONGVanguard Russell 1000 Growth ETF | $14.2K | 0.0% | 110 |
| OIHVANECK OIL SERVICES ETF | $14K | 0.0% | 37 |
| HSYHershey Co | $13.9K | 0.0% | 88 |
| AVISTA CORP COM | $13.9K | 0.0% | 396 |
| SIRISirius XM Holdings Inc | $13.4K | 0.0% | 518 |
| AVUSAvantis U.S. Equity ETF | $13.4K | 0.0% | 105 |
| CVSCVS Health Corp | $13.4K | 0.0% | 156 |
| VYMIVanguard International High Dividend Yield ETF | $13.1K | 0.0% | 130 |
| MDYSPDR MidCap Trust Series I | $13.1K | 0.0% | 20 |
| EXCExelon Corp | $13.1K | 0.0% | 325 |
| ASTRAZENECA PLC ORD | $13.1K | 0.0% | 81 |
| GLOBAL NET LEASE INC COM NEW | $12.9K | 0.0% | 1,563 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $12.9K | 0.0% | 205 |
Quarter ending 2026-09-30.
Follow Lodestone Wealth Management LLC by email
Lodestone Wealth Management LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.