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 |
|---|---|---|---|---|---|
| 201 | SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 4,200 | $126.0M | 0.05% | |
| 202 | SOFISOFI TECHNOLOGIES INC COM | 4,842 | $126.0M | 0.05% | |
| 203 | MOALTRIA GROUP INC COM | 2,017 | $116.0M | 0.05% | |
| 204 | GILDGILEAD SCIENCES INC COM | 936 | $114.0M | 0.05% | |
| 205 | BLKBLACKROCK INC COM | 107 | $114.0M | 0.05% | |
| 206 | IDMOINVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | 2,054 | $114.0M | 0.05% | |
| 207 | PFEPFIZER INC COM | 4,538 | $112.0M | 0.05% | |
| 208 | ACMAECOM COM | 1,176 | $112.0M | 0.05% | |
| 209 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 4,579 | $110.0M | 0.04% | |
| 210 | FASTFASTENAL CO COM | 2,714 | $108.0M | 0.04% | |
| 211 | SLVISHARES SILVER TRUST | 1,692 | $108.0M | 0.04% | |
| 212 | FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | 395 | $106.0M | 0.04% | |
| 213 | GDXVANECK GOLD MINERS ETF | 1,229 | $105.0M | 0.04% | |
| 214 | DELLDELL TECHNOLOGIES INC CL C | 833 | $104.0M | 0.04% | |
| 215 | PHPARKER-HANNIFIN CORP COM | 116 | $101.0M | 0.04% | |
| 216 | TXNTEXAS INSTRS INC COM | 577 | $100.0M | 0.04% | |
| 217 | AMLPALERIAN MLP ETF | 2,130 | $100.0M | 0.04% | |
| 218 | ISRGINTUITIVE SURGICAL INC COM NEW | 178 | $100.0M | 0.04% | |
| 219 | NVTSNAVITAS SEMICONDUCTOR CORP COM | 13,935 | $99.0M | 0.04% | |
| 220 | JVALJPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | 2,023 | $99.0M | 0.04% | |
| 221 | BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 1,037 | $96.0M | 0.04% | |
| 222 | IYRISHARES U.S. REAL ESTATE ETF | 1,014 | $95.0M | 0.04% | |
| 223 | TSCOTRACTOR SUPPLY CO COM | 1,891 | $94.0M | 0.04% | |
| 224 | IONQIONQ INC COM | 2,079 | $93.0M | 0.04% | |
| 225 | CATCATERPILLAR INC COM | 162 | $92.0M | 0.04% | |
| 226 | ARTYISHARES FUTURE AI & TECH ETF | 1,873 | $90.0M | 0.04% | |
| 227 | TMUST-MOBILE US INC COM | 440 | $89.0M | 0.04% | |
| 228 | WBDWARNER BROS DISCOVERY INC COM SER A | 3,116 | $89.0M | 0.04% | |
| 229 | JPINJPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | 1,316 | $89.0M | 0.04% | |
| 230 | NVSNNOVARTIS AG SPONSORED ADR | 641 | $88.0M | 0.04% | |
| 231 | PEPPEPSICO INC COM | 615 | $88.0M | 0.04% | |
| 232 | GEGE AEROSPACE COM NEW | 285 | $87.0M | 0.04% | |
| 233 | BMYBRISTOL-MYERS SQUIBB CO COM | 1,608 | $86.0M | 0.04% | |
| 234 | IYMISHARES U.S. BASIC MATERIALS ETF | 556 | $85.0M | 0.03% | |
| 235 | SKYYFIRST TRUST CLOUD COMPUTING ETF | 655 | $85.0M | 0.03% | |
| 236 | ETNEATON CORP PLC SHS | 270 | $85.0M | 0.03% | |
| 237 | PFFISHARES PREFERRED & INCOME SECURITIES ETF | 2,745 | $84.0M | 0.03% | |
| 238 | KKRKKR & CO INC COM | 651 | $83.0M | 0.03% | |
| 239 | ZBHZIMMER BIOMET HOLDINGS INC COM | 915 | $82.0M | 0.03% | |
| 240 | CRMSALESFORCE INC COM | 310 | $82.0M | 0.03% | |
| 241 | KLMNINVESCO RUSSELL 1000 EQUAL WEIGHT ETF | 1,538 | $80.0M | 0.03% | |
| 242 | INDAISHARES MSCI INDIA ETF | 1,497 | $80.0M | 0.03% | |
| 243 | CIFRCIPHER MINING INC COM | 5,227 | $77.0M | 0.03% | |
| 244 | SBUXSTARBUCKS CORP COM | 918 | $77.0M | 0.03% | |
| 245 | GCOWPACER GLOBAL CASH COWS DIVIDEND ETF | 1,872 | $77.0M | 0.03% | |
| 246 | MRSHMARSH COM | 406 | $74.0M | 0.03% | |
| 247 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 514 | $73.0M | 0.03% | |
| 248 | ABBVABBVIE INC COM | 319 | $72.0M | 0.03% | |
| 249 | ADPAUTOMATIC DATA PROCESSING INC COM | 281 | $72.0M | 0.03% | |
| 250 | KLACKLA CORP COM NEW | 60 | $72.0M | 0.03% | |
| 251 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 910 | $72.0M | 0.03% | |
| 252 | BACVERIZON COMMUNICATIONS INC COM | 1,769 | $72.0M | 0.03% | |
| 253 | DHRDANAHER CORPORATION COM | 311 | $71.0M | 0.03% | |
| 254 | REGNREGENERON PHARMACEUTICALS COM | 92 | $70.0M | 0.03% | |
| 255 | CGICCAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | 2,096 | $68.0M | 0.03% | |
| 256 | TJXTJX COS INC NEW COM | 444 | $68.0M | 0.03% | |
| 257 | EOSEEOS ENERGY ENTERPRISES INC COM CL A | 5,908 | $67.0M | 0.03% | |
| 258 | DVNDEVON ENERGY CORP NEW COM | 1,853 | $67.0M | 0.03% | |
| 259 | DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | 772 | $67.0M | 0.03% | |
| 260 | DGROISHARES CORE DIVIDEND GROWTH ETF | 977 | $67.0M | 0.03% | |
| 261 | INTUINTUIT COM | 101 | $66.0M | 0.03% | |
| 262 | FW2NBANNER CORP COM NEW | 1,058 | $66.0M | 0.03% | |
| 263 | SYKSTRYKER CORPORATION COM | 187 | $65.0M | 0.03% | |
| 264 | NOCNORTHROP GRUMMAN CORP COM | 114 | $65.0M | 0.03% | |
| 265 | SCHASCHWAB U.S. SMALL-CAP ETF | 2,283 | $65.0M | 0.03% | |
| 266 | IWVISHARES RUSSELL 3000 ETF | 166 | $64.0M | 0.03% | |
| 267 | WMBWILLIAMS COS INC COM | 1,070 | $64.0M | 0.03% | |
| 268 | USBUS BANCORP DEL COM NEW | 1,192 | $63.0M | 0.03% | |
| 269 | NVONOVO-NORDISK A S ADR | 1,248 | $63.0M | 0.03% | |
| 270 | NKENIKE INC CL B | 969 | $61.0M | 0.02% | |
| 271 | IYWISHARES U.S. TECHNOLOGY ETF | 309 | $61.0M | 0.02% | |
| 272 | TLNTALEN ENERGY CORP COM | 161 | $60.0M | 0.02% | |
| 273 | ORLYOREILLY AUTOMOTIVE INC COM | 660 | $60.0M | 0.02% | |
| 274 | APHAMPHENOL CORP NEW CL A | 447 | $60.0M | 0.02% | |
| 275 | ASTSAST SPACEMOBILE INC COM CL A | 823 | $59.0M | 0.02% | |
| 276 | GSGOLDMAN SACHS GROUP INC COM | 66 | $58.0M | 0.02% | |
| 277 | EMEEMCOR GROUP INC COM | 94 | $57.0M | 0.02% | |
| 278 | IRENIREN LIMITED ORDINARY SHARES | 1,517 | $57.0M | 0.02% | |
| 279 | TRVCCITIGROUP INC COM NEW | 492 | $57.0M | 0.02% | |
| 280 | CYBRCYBERARK SOFTWARE LTD SHS | 127 | $56.0M | 0.02% | |
| 281 | MNSTMONSTER BEVERAGE CORP NEW COM | 723 | $55.0M | 0.02% | |
| 282 | ADSKAUTODESK INC COM | 185 | $54.0M | 0.02% | |
| 283 | A4SAMERIPRISE FINL INC COM | 111 | $54.0M | 0.02% | |
| 284 | XSLVINVESCO S&P SMALLCAP LOW VOLATILITY ETF | 1,184 | $54.0M | 0.02% | |
| 285 | GDXJVANECK JUNIOR GOLD MINERS ETF | 481 | $54.0M | 0.02% | |
| 286 | WMWASTE MGMT INC DEL COM | 243 | $53.0M | 0.02% | |
| 287 | DEDEERE & CO COM | 115 | $53.0M | 0.02% | |
| 288 | CBCHUBB LIMITED COM | 172 | $53.0M | 0.02% | |
| 289 | ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | 243 | $52.0M | 0.02% | |
| 290 | VHTVANGUARD HEALTH CARE ETF | 181 | $51.0M | 0.02% | |
| 291 | LOWLOWES COS INC COM | 213 | $51.0M | 0.02% | |
| 292 | CGSMCAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 1,950 | $51.0M | 0.02% | |
| 293 | STCESCHWAB CRYPTO THEMATIC ETF | 854 | $51.0M | 0.02% | |
| 294 | SCHXSCHWAB U.S. LARGE-CAP ETF | 1,872 | $50.0M | 0.02% | |
| 295 | JPXAEROVIRONMENT INC COM | 203 | $49.0M | 0.02% | |
| 296 | PPLPPL CORP COM | 1,374 | $48.0M | 0.02% | |
| 297 | BKNGBOOKING HOLDINGS INC COM | 9 | $48.0M | 0.02% | |
| 298 | VRTXVERTEX PHARMACEUTICALS INC COM | 108 | $48.0M | 0.02% | |
| 299 | GDXUMICROSECTORS GOLD MINERS 3X LEVERAGED ETN | 200 | $48.0M | 0.02% | |
| 300 | OSKOSHKOSH CORP COM | 374 | $47.0M | 0.02% |