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 |
|---|---|---|---|---|---|
| 401 | JHGJANUS HENDERSON GROUP PLC ORD SHS | 457 | $21.0M | 0.01% | |
| 402 | CARRCARRIER GLOBAL CORPORATION COM | 404 | $21.0M | 0.01% | |
| 403 | BSXBOSTON SCIENTIFIC CORP COM | 221 | $21.0M | 0.01% | |
| 404 | GBTCGRAYSCALE BITCOIN TRUST ETF | 308 | $21.0M | 0.01% | |
| 405 | WHRWHIRLPOOL CORP COM | 288 | $20.0M | 0.01% | |
| 406 | DUHPDIMENSIONAL US HIGH PROFITABILITY ETF | 532 | $20.0M | 0.01% | |
| 407 | SCHBSCHWAB U.S. BROAD MARKET ETF | 786 | $20.0M | 0.01% | |
| 408 | ARRARMOUR RESIDENTIAL REIT INC COM SHS | 1,116 | $19.0M | 0.01% | |
| 409 | LDURPIMCO ENHANCED LOW DURATION ACTIVE ETF | 208 | $19.0M | 0.01% | |
| 410 | CMGCHIPOTLE MEXICAN GRILL INC COM | 518 | $19.0M | 0.01% | |
| 411 | FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 618 | $19.0M | 0.01% | |
| 412 | XRPIVOLATILITY SHARES TRUST XRP ETF | 1,866 | $19.0M | 0.01% | |
| 413 | EXPDEXPEDITORS INTL WASH INC COM | 130 | $19.0M | 0.01% | |
| 414 | XBISTATE STREET SPDR S&P BIOTECH ETF | 160 | $19.0M | 0.01% | |
| 415 | BAXBAXTER INTL INC COM | 1,000 | $19.0M | 0.01% | |
| 416 | RMOPROCKEFELLER OPPORTUNISTIC MUNICIPAL BOND ETF | 774 | $19.0M | 0.01% | |
| 417 | XLBSTATE STREET MATERIALS SELECT SECTOR SPDR ETF | 404 | $18.0M | 0.01% | |
| 418 | WPMWHEATON PRECIOUS METALS CORP COM | 160 | $18.0M | 0.01% | |
| 419 | EDRENDEAVOUR SILVER CORP COM | 2,000 | $18.0M | 0.01% | |
| 420 | WSMWILLIAMS SONOMA INC COM | 101 | $18.0M | 0.01% | |
| 421 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 329 | $18.0M | 0.01% | |
| 422 | SRLNSTATE STREET BLACKSTONE SENIOR LOAN ETF | 455 | $18.0M | 0.01% | |
| 423 | JAAAJANUS HENDERSON AAA CLO ETF | 370 | $18.0M | 0.01% | |
| 424 | FQIDIGITAL RLTY TR INC COM | 120 | $18.0M | 0.01% | |
| 425 | SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 343 | $17.0M | 0.01% | |
| 426 | ENBENBRIDGE INC COM | 363 | $17.0M | 0.01% | |
| 427 | ULUNILEVER PLC SPON ADR NEW | 261 | $17.0M | 0.01% | |
| 428 | VIOOVANGUARD S&P SMALL-CAP 600 ETF | 154 | $17.0M | 0.01% | |
| 429 | URIUNITED RENTALS INC COM | 20 | $16.0M | 0.01% | |
| 430 | YUMYUM BRANDS INC COM | 111 | $16.0M | 0.01% | |
| 431 | VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | 361 | $16.0M | 0.01% | |
| 432 | JBLJABIL INC COM | 72 | $16.0M | 0.01% | |
| 433 | XYZBLOCK INC CL A | 256 | $16.0M | 0.01% | |
| 434 | XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 105 | $16.0M | 0.01% | |
| 435 | TANINVESCO SOLAR ETF | 343 | $16.0M | 0.01% | |
| 436 | AEPAMERICAN ELEC PWR CO INC COM | 137 | $15.0M | 0.01% | |
| 437 | EPDENTERPRISE PRODS PARTNERS L P COM | 492 | $15.0M | 0.01% | |
| 438 | EWJISHARES MSCI JAPAN ETF | 197 | $15.0M | 0.01% | |
| 439 | FFIVF5 INC COM | 59 | $15.0M | 0.01% | |
| 440 | TMOTHERMO FISHER SCIENTIFIC INC COM | 27 | $15.0M | 0.01% | |
| 441 | CRCLCIRCLE INTERNET GROUP INC COM CL A | 200 | $15.0M | 0.01% | |
| 442 | SCZISHARES MSCI EAFE SMALL-CAP ETF | 200 | $15.0M | 0.01% | |
| 443 | VONGVANGUARD RUSSELL 1000 GROWTH ETF | 130 | $15.0M | 0.01% | |
| 444 | AZNASTRAZENECA PLC SPONSORED ADR | 165 | $15.0M | 0.01% | |
| 445 | RIORIO TINTO PLC SPONSORED ADR | 194 | $15.0M | 0.01% | |
| 446 | MMM3M CO COM | 94 | $15.0M | 0.01% | |
| 447 | PULSPGIM ULTRA SHORT BOND ETF | 317 | $15.0M | 0.01% | |
| 448 | DEODIAGEO PLC SPON ADR NEW | 172 | $14.0M | 0.01% | |
| 449 | IBBISHARES BIOTECHNOLOGY ETF | 87 | $14.0M | 0.01% | |
| 450 | PEOEXELON CORP COM | 325 | $14.0M | 0.01% | |
| 451 | BTUPEABODY ENERGY CORP COM | 504 | $14.0M | 0.01% | |
| 452 | RBLXROBLOX CORP CL A | 179 | $14.0M | 0.01% | |
| 453 | VONVVANGUARD RUSSELL 1000 VALUE ETF | 162 | $14.0M | 0.01% | |
| 454 | FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 316 | $14.0M | 0.01% | |
| 455 | OKLOOKLO INC COM CL A | 200 | $14.0M | 0.01% | |
| 456 | AONAON PLC SHS CL A | 41 | $14.0M | 0.01% | |
| 457 | XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 123 | $14.0M | 0.01% | |
| 458 | RYROYAL BK CDA COM | 86 | $14.0M | 0.01% | |
| 459 | 8CWCROWN CASTLE INC COM | 159 | $14.0M | 0.01% | |
| 460 | COFCAPITAL ONE FINL CORP COM | 57 | $13.0M | 0.01% | |
| 461 | IJHISHARES CORE S&P MID-CAP ETF | 210 | $13.0M | 0.01% | |
| 462 | TROWPRICE T ROWE GROUP INC COM | 136 | $13.0M | 0.01% | |
| 463 | XAODXABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | 1,394 | $13.0M | 0.01% | |
| 464 | ALKALASKA AIR GROUP INC COM | 266 | $13.0M | 0.01% | |
| 465 | CRWVCOREWEAVE INC COM CL A | 185 | $13.0M | 0.01% | |
| 466 | ABNBAIRBNB INC COM CL A | 92 | $12.0M | 0.00% | |
| 467 | PMBSPIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | 126 | $12.0M | 0.00% | |
| 468 | BSJSINVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | 576 | $12.0M | 0.00% | |
| 469 | CVSCVS HEALTH CORP COM | 156 | $12.0M | 0.00% | |
| 470 | CMICUMMINS INC COM | 25 | $12.0M | 0.00% | |
| 471 | NBISNEBIUS GROUP N.V. SHS CLASS A | 155 | $12.0M | 0.00% | |
| 472 | GNLGLOBAL NET LEASE INC COM NEW | 1,472 | $12.0M | 0.00% | |
| 473 | HSYHERSHEY CO COM | 70 | $12.0M | 0.00% | |
| 474 | BSJTINVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | 592 | $12.0M | 0.00% | |
| 475 | FIWFIRST TRUST WATER ETF | 111 | $12.0M | 0.00% | |
| 476 | RGLDROYAL GOLD INC COM | 50 | $11.0M | 0.00% | |
| 477 | AIZASSURANT INC COM | 48 | $11.0M | 0.00% | |
| 478 | FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 243 | $11.0M | 0.00% | |
| 479 | WEXWEX INC COM | 74 | $11.0M | 0.00% | |
| 480 | PSLV/USPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 500 | $11.0M | 0.00% | |
| 481 | FIGFIGMA INC CLASS A COM STK | 300 | $11.0M | 0.00% | |
| 482 | ESGVVANGUARD ESG U.S. STOCK ETF | 92 | $11.0M | 0.00% | |
| 483 | BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 306 | $11.0M | 0.00% | |
| 484 | DDOMINION ENERGY INC COM | 194 | $11.0M | 0.00% | |
| 485 | AWCAMERICAN WTR WKS CO INC NEW COM | 90 | $11.0M | 0.00% | |
| 486 | SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 204 | $11.0M | 0.00% | |
| 487 | CA8ACACI INTL INC CL A | 21 | $11.0M | 0.00% | |
| 488 | FFORD MTR CO COM | 891 | $11.0M | 0.00% | |
| 489 | SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 345 | $10.0M | 0.00% | |
| 490 | TELTE CONNECTIVITY PLC ORD SHS | 48 | $10.0M | 0.00% | |
| 491 | HDBHDFC BANK LTD SPONSORED ADS | 292 | $10.0M | 0.00% | |
| 492 | SOLSSOLSTICE ADVANCED MATLS INC COM SHS | 223 | $10.0M | 0.00% | |
| 493 | SSRMSSR MINING IN COM | 500 | $10.0M | 0.00% | |
| 494 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 432 | $10.0M | 0.00% | |
| 495 | SIRISIRIUSXM HOLDINGS INC COMMON STOCK | 514 | $10.0M | 0.00% | |
| 496 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 130 | $10.0M | 0.00% | |
| 497 | CSIQCANADIAN SOLAR INC COM | 430 | $10.0M | 0.00% | |
| 498 | AORISHARES CORE 60/40 BALANCED ALLOCATION ETF | 155 | $10.0M | 0.00% | |
| 499 | AMTAMERICAN TOWER CORP NEW COM | 59 | $10.0M | 0.00% | |
| 500 | MSIMOTOROLA SOLUTIONS INC COM NEW | 30 | $10.0M | 0.00% |