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 |
|---|---|---|---|---|---|
| 501 | MCHPMICROCHIP TECHNOLOGY INC. COM | 165 | $10.0M | 0.00% | |
| 502 | VTVANGUARD TOTAL WORLD STOCK ETF | 72 | $10.0M | 0.00% | |
| 503 | LINLINDE PLC SHS | 24 | $10.0M | 0.00% | |
| 504 | ILMNILLUMINA INC COM | 83 | $10.0M | 0.00% | |
| 505 | SFLSFL CORPORATION LTD SHS | 1,284 | $10.0M | 0.00% | |
| 506 | NLRVANECK URANIUM AND NUCLEAR ETF | 87 | $10.0M | 0.00% | |
| 507 | PEB 6.375 PERP EPEBBLEBROOK HOTEL TR 6.375 PFD SER E | 574 | $10.0M | 0.00% | |
| 508 | PNCPNC FINL SVCS GROUP INC COM | 50 | $10.0M | 0.00% | |
| 509 | XIFRXPLR INFRASTRUCTURE LP COM UNIT PART IN | 1,094 | $10.0M | 0.00% | |
| 510 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 102 | $10.0M | 0.00% | |
| 511 | PSKYPARAMOUNT SKYDANCE CORP COM CL B | 689 | $9.0M | 0.00% | |
| 512 | CWBSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 101 | $9.0M | 0.00% | |
| 513 | KIMKIMCO RLTY CORP COM | 451 | $9.0M | 0.00% | |
| 514 | TWSTTWIST BIOSCIENCE CORP COM | 290 | $9.0M | 0.00% | |
| 515 | GDGENERAL DYNAMICS CORP COM | 27 | $9.0M | 0.00% | |
| 516 | CCOCAMECO CORP COM | 100 | $9.0M | 0.00% | |
| 517 | FDSFACTSET RESH SYS INC COM | 33 | $9.0M | 0.00% | |
| 518 | RNRGGLOBAL X RENEWABLE ENERGY PRODUCERS ETF | 282 | $9.0M | 0.00% | |
| 519 | YUMCYUM CHINA HLDGS INC COM | 196 | $9.0M | 0.00% | |
| 520 | ADBEADOBE INC COM | 27 | $9.0M | 0.00% | |
| 521 | FLOTISHARES FLOATING RATE BOND ETF | 184 | $9.0M | 0.00% | |
| 522 | DIVGLOBAL X SUPERDIVIDEND US ETF | 571 | $9.0M | 0.00% | |
| 523 | AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | 98 | $9.0M | 0.00% | |
| 524 | FOXFOX CORP CL B COM | 144 | $9.0M | 0.00% | |
| 525 | CPNGCOUPANG INC CL A | 400 | $9.0M | 0.00% | |
| 526 | TRVTRAVELERS COMPANIES INC COM | 28 | $8.0M | 0.00% | |
| 527 | IDAIDACORP INC COM | 68 | $8.0M | 0.00% | |
| 528 | SCHHSCHWAB U.S. REIT ETF | 410 | $8.0M | 0.00% | |
| 529 | AFGAMERICAN FINL GROUP INC OHIO COM | 65 | $8.0M | 0.00% | |
| 530 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 83 | $8.0M | 0.00% | |
| 531 | BPREBLUEROCK PVT REAL ESTATE FD COM | 547 | $8.0M | 0.00% | |
| 532 | ARMARM HOLDINGS PLC SPONSORED ADS | 76 | $8.0M | 0.00% | |
| 533 | NUENUCOR CORP COM | 52 | $8.0M | 0.00% | |
| 534 | HDVISHARES CORE HIGH DIVIDEND ETF | 71 | $8.0M | 0.00% | |
| 535 | DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 206 | $7.0M | 0.00% | |
| 536 | AVAAVISTA CORP COM | 189 | $7.0M | 0.00% | |
| 537 | ACHRARCHER AVIATION INC COM CL A | 1,023 | $7.0M | 0.00% | |
| 538 | WCNWASTE CONNECTIONS INC COM | 44 | $7.0M | 0.00% | |
| 539 | JCIJOHNSON CTLS INTL PLC SHS | 61 | $7.0M | 0.00% | |
| 540 | DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 189 | $7.0M | 0.00% | |
| 541 | DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF | 231 | $7.0M | 0.00% | |
| 542 | DFNLDAVIS SELECT FINANCIAL ETF | 165 | $7.0M | 0.00% | |
| 543 | HAUZDBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | 326 | $7.0M | 0.00% | |
| 544 | RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 161 | $7.0M | 0.00% | |
| 545 | IEPICAHN ENTERPRISES LP DEPOSITARY UNIT | 1,032 | $7.0M | 0.00% | |
| 546 | ETHAISHARES ETHEREUM TRUST ETF | 327 | $7.0M | 0.00% | |
| 547 | LTBRLIGHTBRIDGE CORP COM | 500 | $6.0M | 0.00% | |
| 548 | DSIISHARES ESG MSCI KLD 400 ETF | 50 | $6.0M | 0.00% | |
| 549 | AQLTISHARES SELECT DIVIDEND ETF | 49 | $6.0M | 0.00% | |
| 550 | SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 63 | $6.0M | 0.00% | |
| 551 | RCLROYAL CARIBBEAN GROUP COM | 24 | $6.0M | 0.00% | |
| 552 | OKEONEOK INC NEW COM | 88 | $6.0M | 0.00% | |
| 553 | SPHRSPHERE ENTERTAINMENT CO CL A | 70 | $6.0M | 0.00% | |
| 554 | URNMSPROTT URANIUM MINERS ETF | 109 | $6.0M | 0.00% | |
| 555 | GISGENERAL MLS INC COM | 138 | $6.0M | 0.00% | |
| 556 | VEEVVEEVA SYS INC CL A COM | 30 | $6.0M | 0.00% | |
| 557 | RYNRAYONIER INC COM | 282 | $6.0M | 0.00% | |
| 558 | CMBTCMB.TECH NV SHS | 643 | $6.0M | 0.00% | |
| 559 | ETENERGY TRANSFER L P COM UT LTD PTN | 382 | $6.0M | 0.00% | |
| 560 | SFMSPROUTS FMRS MKT INC COM | 76 | $6.0M | 0.00% | |
| 561 | BBAGJPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | 135 | $6.0M | 0.00% | |
| 562 | BROSDUTCH BROS INC CL A | 100 | $6.0M | 0.00% | |
| 563 | DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF | 181 | $6.0M | 0.00% | |
| 564 | FISVFISERV INC COM | 93 | $6.0M | 0.00% | |
| 565 | CMSCMS ENERGY CORP COM | 87 | $6.0M | 0.00% | |
| 566 | PHYS/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 203 | $6.0M | 0.00% | |
| 567 | BPBP PLC SPONSORED ADR | 196 | $6.0M | 0.00% | |
| 568 | AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 59 | $5.0M | 0.00% | |
| 569 | ATDATI INC COM | 49 | $5.0M | 0.00% | |
| 570 | VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 57 | $5.0M | 0.00% | |
| 571 | HLTHILTON WORLDWIDE HLDGS INC COM | 18 | $5.0M | 0.00% | |
| 572 | IBITISHARES BITCOIN TRUST ETF | 101 | $5.0M | 0.00% | |
| 573 | PANWPALO ALTO NETWORKS INC COM | 30 | $5.0M | 0.00% | |
| 574 | SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 116 | $5.0M | 0.00% | |
| 575 | XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 131 | $5.0M | 0.00% | |
| 576 | XYLXYLEM INC COM | 42 | $5.0M | 0.00% | |
| 577 | SRVRPACER DATA & INFRASTRUCTURE REAL ESTATE ETF | 198 | $5.0M | 0.00% | |
| 578 | WELLWELLTOWER INC COM | 32 | $5.0M | 0.00% | |
| 579 | OREALTY INCOME CORP COM | 90 | $5.0M | 0.00% | |
| 580 | MRPMILLROSE PPTYS INC COM CL A | 180 | $5.0M | 0.00% | |
| 581 | RPMRPM INTL INC COM | 55 | $5.0M | 0.00% | |
| 582 | AALAMERICAN AIRLS GROUP INC COM | 345 | $5.0M | 0.00% | |
| 583 | LULULULULEMON ATHLETICA INC COM | 25 | $5.0M | 0.00% | |
| 584 | JBGSJBG SMITH PPTYS COM | 277 | $4.0M | 0.00% | |
| 585 | VLTOVERALTO CORP COM SHS | 44 | $4.0M | 0.00% | |
| 586 | SAPSAP SE SPON ADR | 18 | $4.0M | 0.00% | |
| 587 | ATOATMOS ENERGY CORP COM | 28 | $4.0M | 0.00% | |
| 588 | FCXFREEPORT-MCMORAN INC CL B | 92 | $4.0M | 0.00% | |
| 589 | CHKPCHECK POINT SOFTWARE TECH LTD ORD | 22 | $4.0M | 0.00% | |
| 590 | DKSDICKS SPORTING GOODS INC COM | 22 | $4.0M | 0.00% | |
| 591 | DALDELTA AIR LINES INC DEL COM NEW | 69 | $4.0M | 0.00% | |
| 592 | HWMHOWMET AEROSPACE INC COM | 23 | $4.0M | 0.00% | |
| 593 | VBKVANGUARD SMALL-CAP GROWTH ETF | 16 | $4.0M | 0.00% | |
| 594 | EBEVENTBRITE INC COM CL A | 1,050 | $4.0M | 0.00% | |
| 595 | SMHVANECK SEMICONDUCTOR ETF | 12 | $4.0M | 0.00% | |
| 596 | ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | 61 | $4.0M | 0.00% | |
| 597 | KHCKRAFT HEINZ CO COM | 179 | $4.0M | 0.00% | |
| 598 | GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 60 | $4.0M | 0.00% | |
| 599 | PAYXPAYCHEX INC COM | 41 | $4.0M | 0.00% | |
| 600 | VAWVANGUARD MATERIALS ETF | 23 | $4.0M | 0.00% |