Lodestone Wealth Management LLC holds a diversified book of 779 reported positions worth $283.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 6 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Apple Inc. Their largest long position is Cap Group Core Plus Income at 4% of the reported non-option book. Cloning the disclosed picks since 2026 would be +11% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Lodestone Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Lodestone Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with 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.
53% mapped to company sectors
+5 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lodestone Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 8 / 80 | $639.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $448.5M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Smead Capital Management, Inc. | 22 / 80 | $4.2B |
| Ketron Financial | 18 / 80 | $276.9M |
| Oriental Harbor Investment Master Fund | 10 / 80 | $1.4B |
| Howard Hughes Medical Institute | 14 / 80 | $372.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Lodestone Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Lodestone Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 835 | $283.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 832 | $252.3M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 850 | $245.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.