13F Insight
DOSSIER · 13F-HR · Q3 2026

Lodestone Wealth Management LLC

$297M in tracked AUM across 854 positions as of Q3 2026.

LW
CIK 0001950158 · last filed Sep 30, 2026
Total AUM
$297M
as of Q3 2026
Holdings
854
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Lodestone Wealth Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
$13M605K4.3%02
AAPL
APPLE INC COM
$10M30K3.3%03
CGSD
CAPITAL GROUP SHORT DURATION INCOME ETF
$9M359K3.0%04
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
$8M151K2.6%05
MSFT
MICROSOFT CORP COM
$7M14K2.5%06
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
$7M147K2.4%07
GOOG
ALPHABET INC CAP STK CL C
$6M19K2.2%08
NVDA
NVIDIA CORPORATION COM
$6M26K2.0%09
AMGN
AMGEN INC COM
$6M13K1.9%10
COWZ
PACER US CASH COWS 100 ETF
$5M76K1.7%

Filing history

2026Q3Sep 30
$297M▲ 4.9%
854 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 16