Lodestone Wealth Management LLC holds a diversified book of 779 stocks worth $283.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Apple Inc. Their largest long position is Cap Group Core Plus Income at 4% of the equity book. Cloning the disclosed picks since 2026 would be +8% (+15.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1950158/holdings"
Use Arkolith to show Lodestone Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Lodestone Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Lodestone Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $521.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $146.5B |
| UBS Group AG | 79 / 80 | $140.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $136.3B |
| LPL Financial LLC | 79 / 80 | $73.4B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $63.1B |
| JONES FINANCIAL COMPANIES LLLP | 79 / 80 | $39.7B |
| STIFEL FINANCIAL CORP | 79 / 80 | $29.5B |
Ranked by how many of Lodestone Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Core Plus Income ETF ETF | $11.7M | 523.9K | 4.1% | ▲+42% Added · +155K sh | |
| 2 | Apple Inc Com Stock | $8.6M | 29.8K | 3.0% | ▼−4.2% Reduced · −1K sh | |
| 3 | Capital Group Short Duration Income ETF ETF | $8.5M | 329.3K | 3.0% | ▲+28% Added · +72K sh | |
| 4 | JPMorgan Ultra-Short Income ETF ETF | $7.2M | 142.7K | 2.5% | ▲+2.7% Added · +4K sh | |
| 5 | Alphabet Inc Cap STK CL C Stock | $6.7M | 18.9K | 2.4% | ▼−3.0% Reduced · −586 sh | |
| 6 | Capital Group Dividend Value ETF ETF | $6.5M | 131.2K | 2.3% | ▲+0.3% Added · +401 sh | |
| 7 | Nvidia Corporation Com Stock | $5.1M | 25.5K | 1.8% | ▲+0.6% Added · +143 sh | |
| 8 | Microsoft Corp Com Stock | $5.0M | 13.3K | 1.8% | ▲~0% Added · +6 sh | |
| 9 | Amgen Inc Com Stock | $4.9M | 13.4K | 1.7% | ▼−0.3% Reduced · −34 sh | |
| 10 | Capital Group International Focus Equity ETF ETF | $4.8M | 137.3K | 1.7% | ▼−3.2% Reduced · −4K sh | |
| 11 | Vanguard Value ETF ETF | $4.7M | 21.5K | 1.7% | ▼−2.7% Reduced · −589 sh | |
| 12 | Pacer US Cash Cows 100 ETF ETF | $4.5M | 72.7K | 1.6% | ▲+5.2% Added · +4K sh | |
| 13 | JPMorgan Chase & Co Com Stock | $4.4M | 13.3K | 1.5% | ▼−6.3% Reduced · −898 sh | |
| 14 | Merck & Co Inc Com Stock | $4.2M | 32.8K | 1.5% | ▲+0.9% Added · +291 sh | |
| 15 | Vanguard Ftse Developed Markets ETF ETF | $4.2M | 59.0K | 1.5% | ▼−0.7% Reduced · −420 sh | |
| 16 | Cisco Sys Inc Com Stock | $4.1M | 35.2K | 1.5% | ▼−0.4% Reduced · −138 sh | |
| 17 | Vanguard Total Stock Market ETF ETF | $3.9M | 10.4K | 1.4% | ▼−1.6% Reduced · −167 sh | |
| 18 | Capital Group U.S. Multi-Sector Income ETF ETF | $3.8M | 139.4K | 1.3% | ▲+27% Added · +30K sh | |
| 19 | Dimensional U.S. Equity Market ETF ETF | $3.7M | 45.3K | 1.3% | ▼−9.4% Reduced · −5K sh | |
| 20 | Vanguard Short-Term Bond ETF ETF | $3.5M | 45.1K | 1.2% | ▲+0.5% Added · +221 sh | |
| 21 | Simon Ppty Group Inc New Com REIT | $3.4M | 15.3K | 1.2% | ▼−0.9% Reduced · −146 sh | |
| 22 | Dimensional Emerging Core Equity Market ETF ETF | $3.4M | 84.0K | 1.2% | ▼−0.1% Reduced · −133 sh | |
| 23 | Amazon Com Inc Com Stock | $3.3M | 13.8K | 1.2% | ▲+3.0% Added · +395 sh | |
| 24 | Macerich Co Com REIT | $3.1M | 121.5K | 1.1% | ▼−1.4% Reduced · −2K sh | |
| 25 | American Express Co Com Stock | $3.0M | 8.7K | 1.0% | ▼−1.6% Reduced · −145 sh | |
| 26 | Berkshire Hathaway Inc Del CL B New Stock | $2.9M | 5.9K | 1.0% | ▼−0.7% Reduced · −41 sh | |
| 27 | Dimensional International Core Equity Market ETF ETF | $2.9M | 71.1K | 1.0% | ▲+1.1% Added · +757 sh | |
| 28 | Capital Group Core Equity ETF ETF | $2.9M | 65.5K | 1.0% | ▲+2.6% Added · +2K sh | |
| 29 | Cenovus Energy Inc Com Stock | $2.9M | 116.5K | 1.0% | ▼~0% Reduced · −2 sh | |
| 30 | Vanguard Short-Term Inflation-Protected Securities ETF ETF | $2.7M | 54.5K | 1.0% | ▲+0.7% Added · +400 sh | |
| 31 | Alphabet Inc Cap STK CL A Stock | $2.7M | 7.6K | 1.0% | ▼−8.5% Reduced · −704 sh | |
| 32 | Apa Corporation Com Stock | $2.6M | 78.5K | 0.9% | ▲+4.2% Added · +3K sh | |
| 33 | D R Horton Inc Com Stock | $2.4M | 14.9K | 0.9% | ▲+0.6% Added · +95 sh | |
| 34 | Dimensional International Value ETF ETF | $2.4M | 44.8K | 0.9% | ▼−3.1% Reduced · −1K sh | |
| 35 | Ishares Msci USA Momentum Factor ETF ETF | $2.3M | 6.8K | 0.8% | ▼−0.4% Reduced · −30 sh | |
| 36 | Capital Group Core Bond ETF ETF | $2.2M | 83.2K | 0.8% | ▼−8.7% Reduced · −8K sh | |
| 37 | Bank Of Amer Corp Com Stock | $2.2M | 37.9K | 0.8% | ▼−5.7% Reduced · −2K sh | |
| 38 | Invesco S&P Smallcap Momentum ETF ETF | $2.1M | 22.5K | 0.7% | ▲+0.3% Added · +57 sh | |
| 39 | Dimensional Emerging Markets Core Equity 2 ETF ETF | $2.0M | 49.7K | 0.7% | ▼−2.0% Reduced · −1K sh | |
| 40 | Meta Platforms Inc CL A Stock | $2.0M | 3.5K | 0.7% | ▼−0.5% Reduced · −18 sh | |
| 41 | Micron Technology Inc Com Stock | $1.9M | 1.7K | 0.7% | ▼−0.4% Reduced · −7 sh | |
| 42 | Dimensional U.S. Targeted Value ETF ETF | $1.9M | 27.4K | 0.7% | ▼−9.3% Reduced · −3K sh | |
| 43 | Visa Inc Com CL A Stock | $1.8M | 5.4K | 0.7% | ▼−2.6% Reduced · −146 sh | |
| 44 | Target Corp Com Stock | $1.8M | 13.6K | 0.6% | ▲+4.4% Added · +574 sh | |
| 45 | Chevron Corporation Com Stock | $1.7M | 10.4K | 0.6% | ▼−5.4% Reduced · −592 sh | |
| 46 | Intel Corp Com Stock | $1.7M | 12.3K | 0.6% | ▼−14% Reduced · −2K sh | |
| 47 | NVR Inc Com Stock | $1.7M | 248 | 0.6% | ▼−3.5% Reduced · −9 sh | |
| 48 | Qualcomm Inc Com Stock | $1.7M | 9.1K | 0.6% | ▼−33% Reduced · −5K sh | |
| 49 | Vanguard Large-Cap ETF ETF | $1.7M | 4.9K | 0.6% | ▲+0.3% Added · +14 sh | |
| 50 | Blackstone Inc Com Stock | $1.6M | 13.9K | 0.6% | ▲+0.1% Added · +15 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 835 | $283.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 832 | $252.3M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 850 | $245.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.