13F Insight
DOSSIER · 13F-HR · Q2 2026

Lodestone Wealth Management LLC

$283M in tracked AUM across 835 positions as of Q2 2026.

LW
CIK 0001950158 · last filed Jun 30, 2026
Total AUM
$283M
as of Q2 2026
Holdings
835
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lodestone Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
$12M524K4.1%02
AAPL
APPLE INC COM
$9M30K3.0%03
CGSD
CAPITAL GROUP SHORT DURATION INCOME ETF
$8M329K3.0%04
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
$7M143K2.5%05
GOOG
ALPHABET INC CAP STK CL C
$7M19K2.4%06
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
$6M131K2.3%07
NVDA
NVIDIA CORPORATION COM
$5M25K1.8%08
MSFT
MICROSOFT CORP COM
$5M13K1.8%09
AMGN
AMGEN INC COM
$5M13K1.7%10
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
$5M137K1.7%

Filing history

2026Q2Jun 30
$283M▲ 12.3%
835 positionsView →2026Q1Mar 31
$252M▲ 2.8%
832 positionsView →2025Q4Dec 31
$246M▲ 91.6%
850 positionsView →2025Q3Sep 30
$128M▼ 37.6%
115 positionsView →2025Q2Jun 30
$205M▲ 9.3%
168 positionsLocked2025Q1Mar 31
$188M▼ 5.7%
192 positionsLocked2024Q4Dec 31
$199M▼ 0.2%
190 positionsLocked2024Q3Sep 30
$200M▲ 5.3%
182 positionsLocked2024Q2Jun 30
$190M▼ 0.5%
183 positionsLocked2024Q1Mar 31
$191M▲ 10.3%
185 positionsLocked2023Q4Dec 31
$173M▲ 21.0%
175 positionsLocked2023Q3Sep 30
$143M▼ 2.1%
158 positionsLocked
Showing 12 of 15