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 |
|---|---|---|---|---|---|
| 601 | TWLOTWILIO INC CL A | 30 | $4.0M | 0.00% | |
| 602 | VGLTVANGUARD LONG-TERM TREASURY ETF | 74 | $4.0M | 0.00% | |
| 603 | LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | 101 | $4.0M | 0.00% | |
| 604 | VTRSVIATRIS INC COM | 369 | $4.0M | 0.00% | |
| 605 | VSTVISTRA CORP COM | 29 | $4.0M | 0.00% | |
| 606 | MBBISHARES MBS ETF | 46 | $4.0M | 0.00% | |
| 607 | SUSAISHARES ESG OPTIMIZED MSCI USA ETF | 33 | $4.0M | 0.00% | |
| 608 | VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | 77 | $4.0M | 0.00% | |
| 609 | MCOMOODYS CORP COM | 9 | $4.0M | 0.00% | |
| 610 | PTMCPACER TRENDPILOT US MID CAP ETF | 135 | $4.0M | 0.00% | |
| 611 | CAGCONAGRA BRANDS INC COM | 250 | $4.0M | 0.00% | |
| 612 | ARMKARAMARK COM | 111 | $4.0M | 0.00% | |
| 613 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 40 | $3.0M | 0.00% | |
| 614 | CMECME GROUP INC COM | 13 | $3.0M | 0.00% | |
| 615 | OTISOTIS WORLDWIDE CORP COM | 43 | $3.0M | 0.00% | |
| 616 | DBDEUTSCHE BANK A G NAMEN AKT | 90 | $3.0M | 0.00% | |
| 617 | TFCTRUIST FINL CORP COM | 65 | $3.0M | 0.00% | |
| 618 | OZKBANK OZK LITTLE ROCK ARK COM | 75 | $3.0M | 0.00% | |
| 619 | LHXL3HARRIS TECHNOLOGIES INC COM | 12 | $3.0M | 0.00% | |
| 620 | URCURANIUM RTY CORP COM | 1,000 | $3.0M | 0.00% | |
| 621 | ETRENTERGY CORP NEW COM | 40 | $3.0M | 0.00% | |
| 622 | DOVDOVER CORP COM | 18 | $3.0M | 0.00% | |
| 623 | TOSTTOAST INC CL A | 96 | $3.0M | 0.00% | |
| 624 | SPGIS&P GLOBAL INC COM | 6 | $3.0M | 0.00% | |
| 625 | AZOAUTOZONE INC COM | 1 | $3.0M | 0.00% | |
| 626 | CARTMAPLEBEAR INC COM | 85 | $3.0M | 0.00% | |
| 627 | KBESTATE STREET SPDR S&P BANK ETF | 50 | $3.0M | 0.00% | |
| 628 | NWGNATWEST GROUP PLC SPONS ADR | 197 | $3.0M | 0.00% | |
| 629 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 60 | $3.0M | 0.00% | |
| 630 | TLTISHARES 20 YEAR TREASURY BOND ETF | 35 | $3.0M | 0.00% | |
| 631 | VRTVERTIV HOLDINGS CO COM CL A | 22 | $3.0M | 0.00% | |
| 632 | CHYMCHIME FINL INC COM SHS CL A | 144 | $3.0M | 0.00% | |
| 633 | MARMARRIOTT INTL INC NEW CL A | 10 | $3.0M | 0.00% | |
| 634 | XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM | 228 | $3.0M | 0.00% | |
| 635 | NTAPNETAPP INC COM | 34 | $3.0M | 0.00% | |
| 636 | SHESTATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | 30 | $3.0M | 0.00% | |
| 637 | STEWSRH TOTAL RETURN FUND INC COM | 200 | $3.0M | 0.00% | |
| 638 | EWUISHARES MSCI UNITED KINGDOM ETF | 75 | $3.0M | 0.00% | |
| 639 | FTNTFORTINET INC COM | 48 | $3.0M | 0.00% | |
| 640 | T7DTRANSDIGM GROUP INC COM | 3 | $3.0M | 0.00% | |
| 641 | SIDCOMPANHIA SIDERURGICA NACIONAL SPONSORED ADR | 2,095 | $3.0M | 0.00% | |
| 642 | HEIHEICO CORP NEW COM | 10 | $3.0M | 0.00% | |
| 643 | W3UWESTERN UN CO COM | 410 | $3.0M | 0.00% | |
| 644 | PGRPROGRESSIVE CORP COM | 17 | $3.0M | 0.00% | |
| 645 | TRPTC ENERGY CORP COM | 43 | $2.0M | 0.00% | |
| 646 | GDRXGOODRX HLDGS INC COM CL A | 1,000 | $2.0M | 0.00% | |
| 647 | HOODROBINHOOD MKTS INC COM CL A | 20 | $2.0M | 0.00% | |
| 648 | COINCOINBASE GLOBAL INC COM CL A | 10 | $2.0M | 0.00% | |
| 649 | NTRNUTRIEN LTD COM | 44 | $2.0M | 0.00% | |
| 650 | XRPCCANARY XRP ETF | 140 | $2.0M | 0.00% | |
| 651 | RIVNRIVIAN AUTOMOTIVE INC COM CL A | 110 | $2.0M | 0.00% | |
| 652 | SANBANCO SANTANDER SA ADR | 178 | $2.0M | 0.00% | |
| 653 | SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 93 | $2.0M | 0.00% | |
| 654 | FMCFMC CORP COM NEW | 174 | $2.0M | 0.00% | |
| 655 | GOODGLADSTONE COMMERCIAL CORP COM | 271 | $2.0M | 0.00% | |
| 656 | TTDTHE TRADE DESK INC COM CL A | 57 | $2.0M | 0.00% | |
| 657 | APPAPPLOVIN CORP COM CL A | 3 | $2.0M | 0.00% | |
| 658 | ARESARES MANAGEMENT CORPORATION CL A COM STK | 13 | $2.0M | 0.00% | |
| 659 | RUMRUMBLE INC COM CL A | 330 | $2.0M | 0.00% | |
| 660 | TERTERADYNE INC COM | 14 | $2.0M | 0.00% | |
| 661 | BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 100 | $2.0M | 0.00% | |
| 662 | HRLHORMEL FOODS CORP COM | 123 | $2.0M | 0.00% | |
| 663 | HUBSHUBSPOT INC COM | 5 | $2.0M | 0.00% | |
| 664 | MHKMOHAWK INDS INC COM | 20 | $2.0M | 0.00% | |
| 665 | CNPCENTERPOINT ENERGY INC COM | 57 | $2.0M | 0.00% | |
| 666 | GOVIINVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | 92 | $2.0M | 0.00% | |
| 667 | RELXRELX PLC SPONSORED ADR | 60 | $2.0M | 0.00% | |
| 668 | TKOTKO GROUP HOLDINGS INC CL A | 11 | $2.0M | 0.00% | |
| 669 | SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | 86 | $2.0M | 0.00% | |
| 670 | AMEAMETEK INC COM | 10 | $2.0M | 0.00% | |
| 671 | KDKYNDRYL HLDGS INC COMMON STOCK | 80 | $2.0M | 0.00% | |
| 672 | BIVVANGUARD INTERMEDIATE-TERM BOND ETF | 38 | $2.0M | 0.00% | |
| 673 | MSCIMSCI INC COM | 4 | $2.0M | 0.00% | |
| 674 | JKHYHENRY JACK & ASSOC INC COM | 13 | $2.0M | 0.00% | |
| 675 | BTCGRAYSCALE BITCOIN MINI TRUST ETF | 60 | $2.0M | 0.00% | |
| 676 | CHDCHURCH & DWIGHT CO INC COM | 31 | $2.0M | 0.00% | |
| 677 | STESTERIS PLC SHS USD | 10 | $2.0M | 0.00% | |
| 678 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 56 | $1.0M | 0.00% | |
| 679 | PODDINSULET CORP COM | 6 | $1.0M | 0.00% | |
| 680 | FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | 13 | $1.0M | 0.00% | |
| 681 | NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | 84 | $1.0M | 0.00% | |
| 682 | AVBAVALONBAY CMNTYS INC COM | 7 | $1.0M | 0.00% | |
| 683 | PAASPAN AMERN SILVER CORP COM | 24 | $1.0M | 0.00% | |
| 684 | DOCSDOXIMITY INC CL A | 27 | $1.0M | 0.00% | |
| 685 | IWPISHARES RUSSELL MID-CAP GROWTH ETF | 14 | $1.0M | 0.00% | |
| 686 | SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 21 | $1.0M | 0.00% | |
| 687 | AMATAPPLIED MATLS INC COM | 6 | $1.0M | 0.00% | |
| 688 | BCEBCE INC COM NEW | 51 | $1.0M | 0.00% | |
| 689 | BATRAATLANTA BRAVES HLDGS INC COM SER A | 33 | $1.0M | 0.00% | |
| 690 | GRALGRAIL INC COM | 14 | $1.0M | 0.00% | |
| 691 | AIC3 AI INC CL A | 100 | $1.0M | 0.00% | |
| 692 | AVUSAVANTIS U.S. EQUITY ETF | 12 | $1.0M | 0.00% | |
| 693 | APOAPOLLO GLOBAL MGMT INC COM | 12 | $1.0M | 0.00% | |
| 694 | RVTROYCE SMALL CAP TRUST INC COM | 107 | $1.0M | 0.00% | |
| 695 | DJTTRUMP MEDIA & TECHNOLOGY GROUP COM | 92 | $1.0M | 0.00% | |
| 696 | SNASNAP ON INC COM | 5 | $1.0M | 0.00% | |
| 697 | BURLBURLINGTON STORES INC COM | 6 | $1.0M | 0.00% | |
| 698 | TOLTOLL BROTHERS INC COM | 10 | $1.0M | 0.00% | |
| 699 | ELVELEVANCE HEALTH INC FORMERLY A COM | 3 | $1.0M | 0.00% | |
| 700 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 2 | $1.0M | 0.00% |