Lodestone Wealth Management LLC Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$245.6B
Holdings
798
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (798 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3,625 | $521.0M | 0.21% | |
| 102 | CGBLCAPITAL GROUP CORE BALANCED ETF | 14,439 | $510.0M | 0.21% | |
| 103 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 4,978 | $509.0M | 0.21% | |
| 104 | AMDADVANCED MICRO DEVICES INC COM | 2,348 | $502.0M | 0.20% | |
| 105 | VBVANGUARD SMALL-CAP ETF | 1,944 | $501.0M | 0.20% | |
| 106 | MUMICRON TECHNOLOGY INC COM | 1,693 | $483.0M | 0.20% | |
| 107 | FDXFEDEX CORP COM | 1,654 | $477.0M | 0.19% | |
| 108 | ASMLASML HOLDING N V N Y REGISTRY SHS | 442 | $473.0M | 0.19% | |
| 109 | TAXFAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | 9,384 | $472.0M | 0.19% | |
| 110 | KOCOCA COLA CO COM | 6,452 | $451.0M | 0.18% | |
| 111 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 2,240 | $444.0M | 0.18% | |
| 112 | CRWDCROWDSTRIKE HLDGS INC CL A | 920 | $431.0M | 0.18% | |
| 113 | ANETARISTA NETWORKS INC COM SHS | 3,132 | $410.0M | 0.17% | |
| 114 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 8,352 | $403.0M | 0.16% | |
| 115 | DISDISNEY WALT CO COM | 3,515 | $399.0M | 0.16% | |
| 116 | XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 2,583 | $399.0M | 0.16% | |
| 117 | CROXCROCS INC COM | 4,683 | $399.0M | 0.16% | |
| 118 | MRVLMARVELL TECHNOLOGY INC COM | 4,670 | $396.0M | 0.16% | |
| 119 | NETCLOUDFLARE INC CL A COM | 1,995 | $393.0M | 0.16% | |
| 120 | CGCVCAPITAL GROUP CONSERVATIVE EQUITY ETF | 12,829 | $391.0M | 0.16% | |
| 121 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 7,054 | $379.0M | 0.15% | |
| 122 | VOTVANGUARD MID-CAP GROWTH ETF | 1,356 | $378.0M | 0.15% | |
| 123 | UPSUNITED PARCEL SERVICE INC CL B | 3,810 | $377.0M | 0.15% | |
| 124 | XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF | 8,823 | $376.0M | 0.15% | |
| 125 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 1,952 | $373.0M | 0.15% | |
| 126 | UBERUBER TECHNOLOGIES INC COM | 4,557 | $372.0M | 0.15% | |
| 127 | LLYELI LILLY & CO COM | 342 | $366.0M | 0.15% | |
| 128 | JPEMJPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | 5,780 | $351.0M | 0.14% | |
| 129 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 1,583 | $347.0M | 0.14% | |
| 130 | CGMUCAPITAL GROUP MUNICIPAL INCOME ETF | 12,644 | $346.0M | 0.14% | |
| 131 | SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF | 13,870 | $345.0M | 0.14% | |
| 132 | XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 4,328 | $336.0M | 0.14% | |
| 133 | NVTNVENT ELECTRIC PLC SHS | 3,266 | $333.0M | 0.14% | |
| 134 | BILZPIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | 3,231 | $325.0M | 0.13% | |
| 135 | CGIECAPITAL GROUP INTERNATIONAL EQUITY ETF | 9,126 | $317.0M | 0.13% | |
| 136 | XMMOINVESCO S&P MIDCAP MOMENTUM ETF | 2,256 | $312.0M | 0.13% | |
| 137 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 11,391 | $312.0M | 0.13% | |
| 138 | AMKRAMKOR TECHNOLOGY INC COM | 7,757 | $306.0M | 0.12% | |
| 139 | MKLMARKEL GROUP INC COM | 142 | $305.0M | 0.12% | |
| 140 | DOCNDIGITALOCEAN HLDGS INC COM | 6,287 | $302.0M | 0.12% | |
| 141 | IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF | 6,255 | $300.0M | 0.12% | |
| 142 | MAMASTERCARD INCORPORATED CL A | 520 | $296.0M | 0.12% | |
| 143 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 6,683 | $296.0M | 0.12% | |
| 144 | WECWEC ENERGY GROUP INC COM | 2,787 | $293.0M | 0.12% | |
| 145 | SDYSTATE STREET SPDR S&P DIVIDEND ETF | 2,110 | $293.0M | 0.12% | |
| 146 | ALSALLSTATE CORP COM | 1,405 | $292.0M | 0.12% | |
| 147 | VOEVANGUARD MID-CAP VALUE ETF | 1,577 | $279.0M | 0.11% | |
| 148 | ACNACCENTURE PLC IRELAND SHS CLASS A | 1,015 | $272.0M | 0.11% | |
| 149 | BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 2,933 | $267.0M | 0.11% | |
| 150 | DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | 6,705 | $265.0M | 0.11% | |
| 151 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 2,398 | $255.0M | 0.10% | |
| 152 | MPLXMPLX LP COM UNIT REP LTD | 4,704 | $251.0M | 0.10% | |
| 153 | MLB1MERCADOLIBRE INC COM | 124 | $249.0M | 0.10% | |
| 154 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 4,950 | $248.0M | 0.10% | |
| 155 | VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 2,450 | $248.0M | 0.10% | |
| 156 | DFAUDIMENSIONAL US CORE EQUITY MARKET ETF | 5,170 | $241.0M | 0.10% | |
| 157 | DPZDOMINOS PIZZA INC COM | 576 | $239.0M | 0.10% | |
| 158 | PGPROCTER AND GAMBLE CO COM | 1,678 | $239.0M | 0.10% | |
| 159 | FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 1,022 | $229.0M | 0.09% | |
| 160 | CEGCONSTELLATION ENERGY CORP COM | 611 | $215.0M | 0.09% | |
| 161 | 4I1PHILIP MORRIS INTL INC COM | 1,329 | $213.0M | 0.09% | |
| 162 | IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 5,362 | $211.0M | 0.09% | |
| 163 | SRESEMPRA COM | 2,380 | $210.0M | 0.09% | |
| 164 | TAT&T INC COM | 8,354 | $207.0M | 0.08% | |
| 165 | SNOWSNOWFLAKE INC COM SHS | 943 | $206.0M | 0.08% | |
| 166 | GLTRABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | 1,000 | $205.0M | 0.08% | |
| 167 | SPLVINVESCO S&P 500 LOW VOLATILITY ETF | 2,850 | $203.0M | 0.08% | |
| 168 | KMBKIMBERLY-CLARK CORP COM | 2,015 | $203.0M | 0.08% | |
| 169 | VNQVANGUARD REAL ESTATE ETF | 2,283 | $201.0M | 0.08% | |
| 170 | EEMISHARES MSCI EMERGING MARKETS ETF | 3,684 | $201.0M | 0.08% | |
| 171 | XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 1,678 | $200.0M | 0.08% | |
| 172 | AFLAFLAC INC COM | 1,787 | $197.0M | 0.08% | |
| 173 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 4,219 | $196.0M | 0.08% | |
| 174 | 6RJ0ROCKET LAB CORP COM | 2,796 | $195.0M | 0.08% | |
| 175 | RBRKRUBRIK INC. CL A | 2,538 | $194.0M | 0.08% | |
| 176 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 2,051 | $193.0M | 0.08% | |
| 177 | RWJINVESCO S&P SMALLCAP 600 REVENUE ETF | 3,925 | $191.0M | 0.08% | |
| 178 | ITBISHARES U.S. HOME CONSTRUCTION ETF | 1,930 | $185.0M | 0.08% | |
| 179 | USAIPACER AMERICAN ENERGY INDEPENDENCE ETF | 4,822 | $183.0M | 0.07% | |
| 180 | DFASDIMENSIONAL U.S. SMALL CAP ETF | 2,631 | $183.0M | 0.07% | |
| 181 | HONHONEYWELL INTL INC COM | 932 | $181.0M | 0.07% | |
| 182 | RTXRTX CORPORATION COM | 922 | $169.0M | 0.07% | |
| 183 | LPLALPL FINL HLDGS INC COM | 467 | $166.0M | 0.07% | |
| 184 | HDEFXTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | 5,321 | $164.0M | 0.07% | |
| 185 | WFCWELLS FARGO CO NEW COM | 1,732 | $161.0M | 0.07% | |
| 186 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 2,072 | $157.0M | 0.06% | |
| 187 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 4,786 | $156.0M | 0.06% | |
| 188 | ALABASTERA LABS INC COM | 926 | $154.0M | 0.06% | |
| 189 | PSXPHILLIPS 66 COM | 1,194 | $154.0M | 0.06% | |
| 190 | IBMINTERNATIONAL BUSINESS MACHS COM | 519 | $153.0M | 0.06% | |
| 191 | LMTLOCKHEED MARTIN CORP COM | 310 | $149.0M | 0.06% | |
| 192 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 198 | $148.0M | 0.06% | |
| 193 | IJRISHARES CORE S&P SMALL CAP ETF | 1,231 | $147.0M | 0.06% | |
| 194 | ABTABBOTT LABS COM | 1,149 | $143.0M | 0.06% | |
| 195 | KEYSKEYSIGHT TECHNOLOGIES INC COM | 705 | $143.0M | 0.06% | |
| 196 | SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | 4,734 | $140.0M | 0.06% | |
| 197 | PYPLPAYPAL HLDGS INC COM | 2,406 | $140.0M | 0.06% | |
| 198 | KLMNINVESCO S&P 500 MOMENTUM ETF | 1,126 | $134.0M | 0.05% | |
| 199 | VUGVANGUARD GROWTH ETF | 273 | $133.0M | 0.05% | |
| 200 | SCHMSCHWAB U.S. MID-CAP ETF | 4,419 | $132.0M | 0.05% |