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 |
|---|---|---|---|---|---|
| 301 | NFLXNETFLIX INC COM | 509 | $47.0M | 0.02% | |
| 302 | GMGENERAL MTRS CO COM | 585 | $47.0M | 0.02% | |
| 303 | LNGCHENIERE ENERGY INC COM NEW | 237 | $46.0M | 0.02% | |
| 304 | CLCOLGATE PALMOLIVE CO COM | 577 | $45.0M | 0.02% | |
| 305 | ETHGRAYSCALE ETHEREUM STAKING MINI ETF | 1,573 | $44.0M | 0.02% | |
| 306 | IVOOVANGUARD S&P MID-CAP 400 ETF | 389 | $43.0M | 0.02% | |
| 307 | BEBLOOM ENERGY CORP COM CL A | 500 | $43.0M | 0.02% | |
| 308 | WYWEYERHAEUSER CO MTN BE COM NEW | 1,845 | $43.0M | 0.02% | |
| 309 | IDXXIDEXX LABS INC COM | 63 | $42.0M | 0.02% | |
| 310 | AVUVAVANTIS U.S. SMALL CAP VALUE ETF | 418 | $42.0M | 0.02% | |
| 311 | TEMTEMPUS AI INC CL A | 706 | $41.0M | 0.02% | |
| 312 | VKTXVIKING THERAPEUTICS INC COM | 1,105 | $38.0M | 0.02% | |
| 313 | SOSOUTHERN CO COM | 443 | $38.0M | 0.02% | |
| 314 | BRBROADRIDGE FINL SOLUTIONS INC COM | 174 | $38.0M | 0.02% | |
| 315 | ASMAVINO SILVER & GOLD MINES LTD COM | 6,000 | $37.0M | 0.02% | |
| 316 | UNPUNION PAC CORP COM | 164 | $37.0M | 0.02% | |
| 317 | CCLCARNIVAL CORP PAIRED CTF | 1,213 | $37.0M | 0.02% | |
| 318 | BITBBITWISE BITCOIN ETF TRUST | 789 | $37.0M | 0.02% | |
| 319 | MZTIMARZETTI COMPANY COM | 228 | $37.0M | 0.02% | |
| 320 | MPCMARATHON PETE CORP COM | 233 | $37.0M | 0.02% | |
| 321 | CMCANADIAN IMPERIAL BANK OF COMM COM | 408 | $36.0M | 0.01% | |
| 322 | ETHWBITWISE ETHEREUM ETF | 1,738 | $36.0M | 0.01% | |
| 323 | GTLBGITLAB INC CLASS A COM | 948 | $35.0M | 0.01% | |
| 324 | GEVGE VERNOVA INC COM | 55 | $35.0M | 0.01% | |
| 325 | AXONAXON ENTERPRISE INC COM | 63 | $35.0M | 0.01% | |
| 326 | CDECOEUR MNG INC COM NEW | 2,000 | $35.0M | 0.01% | |
| 327 | AEMAGNICO EAGLE MINES LTD COM | 206 | $34.0M | 0.01% | |
| 328 | SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 612 | $34.0M | 0.01% | |
| 329 | BBARRICK MNG CORP COM SHS | 800 | $34.0M | 0.01% | |
| 330 | PRFINVESCO RAFI US 1000 ETF | 725 | $34.0M | 0.01% | |
| 331 | MDLZMONDELEZ INTL INC CL A | 639 | $34.0M | 0.01% | |
| 332 | KMIKINDER MORGAN INC DEL COM | 1,207 | $33.0M | 0.01% | |
| 333 | SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 713 | $33.0M | 0.01% | |
| 334 | OEFISHARES S&P 100 ETF | 99 | $33.0M | 0.01% | |
| 335 | NEENEXTERA ENERGY INC COM | 412 | $33.0M | 0.01% | |
| 336 | CITHE CIGNA GROUP COM | 117 | $32.0M | 0.01% | |
| 337 | GSYINVESCO ULTRA SHORT DURATION ETF | 656 | $32.0M | 0.01% | |
| 338 | JPSEJPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | 658 | $32.0M | 0.01% | |
| 339 | EMNEASTMAN CHEM CO COM | 515 | $32.0M | 0.01% | |
| 340 | CMCSACOMCAST CORP NEW CL A | 1,089 | $32.0M | 0.01% | |
| 341 | GPCGENUINE PARTS CO COM | 262 | $32.0M | 0.01% | |
| 342 | HACKAMPLIFY CYBERSECURITY ETF | 400 | $32.0M | 0.01% | |
| 343 | TTETOTALENERGIES SE ACT | 490 | $32.0M | 0.01% | |
| 344 | HMCHONDA MOTOR LTD ADR ECH CNV IN 3 | 1,069 | $31.0M | 0.01% | |
| 345 | AJGGALLAGHER ARTHUR J & CO COM | 123 | $31.0M | 0.01% | |
| 346 | SHOPSHOPIFY INC CL A SUB VTG SHS | 193 | $31.0M | 0.01% | |
| 347 | AMSCAMERICAN SUPERCONDUCTOR CORP SHS NEW | 1,054 | $30.0M | 0.01% | |
| 348 | BGRNISHARES TRUST ISHARES USD GREEN BOND ETF | 640 | $30.0M | 0.01% | |
| 349 | XETYXEATON VANCE TAX-MANAGED DIVERS COM | 2,000 | $30.0M | 0.01% | |
| 350 | CDNSCADENCE DESIGN SYSTEM INC COM | 97 | $29.0M | 0.01% | |
| 351 | BMNRBITMINE IMMERSION TECNOLOGIES COM NEW | 1,087 | $29.0M | 0.01% | |
| 352 | SHWSHERWIN WILLIAMS CO COM | 95 | $29.0M | 0.01% | |
| 353 | ZTSZOETIS INC CL A | 238 | $29.0M | 0.01% | |
| 354 | DUKDUKE ENERGY CORP NEW COM NEW | 254 | $29.0M | 0.01% | |
| 355 | LUVSOUTHWEST AIRLS CO COM | 698 | $28.0M | 0.01% | |
| 356 | HLHECLA MNG CO COM | 1,470 | $28.0M | 0.01% | |
| 357 | EQXEQUINOX GOLD CORP COM | 2,000 | $28.0M | 0.01% | |
| 358 | PRUPRUDENTIAL FINL INC COM | 250 | $28.0M | 0.01% | |
| 359 | SHYISHARES 1-3 YEAR TREASURY BOND ETF | 347 | $28.0M | 0.01% | |
| 360 | EFXEQUIFAX INC COM | 134 | $28.0M | 0.01% | |
| 361 | EXPEEXPEDIA GROUP INC COM NEW | 101 | $28.0M | 0.01% | |
| 362 | NEMNEWMONT CORP COM | 284 | $28.0M | 0.01% | |
| 363 | CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | 343 | $28.0M | 0.01% | |
| 364 | ZIMZIM INTEGRATED SHIPPING SERV SHS | 1,356 | $28.0M | 0.01% | |
| 365 | DWDMORGAN STANLEY COM NEW | 159 | $28.0M | 0.01% | |
| 366 | ITWILLINOIS TOOL WKS INC COM | 114 | $28.0M | 0.01% | |
| 367 | SCHESCHWAB EMERGING MARKETS EQUITY ETF | 852 | $27.0M | 0.01% | |
| 368 | RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | 873 | $27.0M | 0.01% | |
| 369 | SCHKSCHWAB 1000 INDEX ETF | 846 | $27.0M | 0.01% | |
| 370 | MDTMEDTRONIC PLC SHS | 283 | $27.0M | 0.01% | |
| 371 | NOWSERVICENOW INC COM | 170 | $26.0M | 0.01% | |
| 372 | DTECALPS DISRUPTIVE TECHNOLOGIES ETF | 522 | $25.0M | 0.01% | |
| 373 | AVSFAVANTIS SHORT-TERM FIXED INCOME ETF | 537 | $25.0M | 0.01% | |
| 374 | AVIGAVANTIS CORE FIXED INCOME ETF | 603 | $25.0M | 0.01% | |
| 375 | XMESTATE STREET SPDR S&P METALS & MINING ETF | 242 | $25.0M | 0.01% | |
| 376 | ESEVERSOURCE ENERGY COM | 372 | $25.0M | 0.01% | |
| 377 | MXIISHARES GLOBAL MATERIALS ETF | 267 | $25.0M | 0.01% | |
| 378 | TBXPROSHARES SHORT QQQ | 797 | $24.0M | 0.01% | |
| 379 | AGFIRST MAJESTIC SILVER CORP COM | 1,500 | $24.0M | 0.01% | |
| 380 | CPRTCOPART INC COM | 648 | $24.0M | 0.01% | |
| 381 | VOXVANGUARD COMMUNICATION SERVICES ETF | 125 | $24.0M | 0.01% | |
| 382 | AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF | 513 | $24.0M | 0.01% | |
| 383 | HIGHARTFORD INSURANCE GROUP INC COM | 177 | $24.0M | 0.01% | |
| 384 | CINFCINCINNATI FINL CORP COM | 150 | $24.0M | 0.01% | |
| 385 | FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF | 689 | $23.0M | 0.01% | |
| 386 | SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 262 | $23.0M | 0.01% | |
| 387 | VIKVIKING HOLDINGS LTD ORD SHS | 328 | $23.0M | 0.01% | |
| 388 | VRSKVERISK ANALYTICS INC COM | 104 | $22.0M | 0.01% | |
| 389 | PEGPUBLIC SVC ENTERPRISE GRP INC COM | 279 | $22.0M | 0.01% | |
| 390 | WSOWATSCO INC COM | 67 | $22.0M | 0.01% | |
| 391 | NXPINXP SEMICONDUCTORS N V COM | 103 | $22.0M | 0.01% | |
| 392 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 341 | $22.0M | 0.01% | |
| 393 | RQICOHEN & STEERS QUALITY INCOME COM | 1,928 | $22.0M | 0.01% | |
| 394 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 539 | $22.0M | 0.01% | |
| 395 | GLWCORNING INC COM | 260 | $22.0M | 0.01% | |
| 396 | JGRWJENSEN QUALITY GROWTH ETF | 843 | $22.0M | 0.01% | |
| 397 | VFHVANGUARD FINANCIALS ETF | 164 | $21.0M | 0.01% | |
| 398 | EWZISHARES MSCI BRAZIL ETF | 671 | $21.0M | 0.01% | |
| 399 | KGCKINROSS GOLD CORP COM | 750 | $21.0M | 0.01% | |
| 400 | PRCTPROCEPT BIOROBOTICS CORP COM | 672 | $21.0M | 0.01% |