Lodestone Wealth Management LLC Top Holdings and 13F Report (2025) About Lodestone Wealth Management LLCInvestment ActivityLodestone Wealth Management LLC has $205.39 million in total holdings as of March 31, 2025.Lodestone Wealth Management LLC owns shares of 168 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 6.26% of the portfolio was purchased this quarter.About 2.87% of the portfolio was sold this quarter.This quarter, Lodestone Wealth Management LLC has purchased 153 new stocks and bought additional shares in 68 stocks.Lodestone Wealth Management LLC sold shares of 72 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $6,935,023Apple $6,765,083JPMorgan Ultra-Short Income ETF $6,579,329Capital Group Core Plus Income ETF $4,954,521Simon Property Group $4,951,866 Largest New Holdings this Quarter 25278X109 - Diamondback Energy $980,370 Holding91324P102 - UnitedHealth Group $658,715 Holding69374H634 - Pacer American Energy Independence ETF $276,267 Holding11135F101 - Broadcom $262,340 Holding464288158 - iShares Short-Term National Muni Bond ETF $255,003 Holding Largest Purchases this Quarter Simon Property Group 15,015 shares (about $2.41M)Bank of America 25,571 shares (about $1.21M)Diamondback Energy 7,135 shares (about $980.37K)Cenovus Energy 50,081 shares (about $681.10K)UnitedHealth Group 2,111 shares (about $658.72K) Largest Sales this Quarter JPMorgan Chase & Co. 2,797 shares (about $810.90K)American Express 2,137 shares (about $681.69K)Berkshire Hathaway 1,279 shares (about $621.25K)Pacer US Small Cap Cash Cows ETF 6,594 shares (about $262.54K)Devon Energy 4,280 shares (about $136.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLodestone Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$6,935,023$73,121 ▼-1.0%13,9423.4%Computer and TechnologyAAPLApple$6,765,083$99,713 ▼-1.5%32,9733.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$6,579,329$19,765 ▼-0.3%129,8213.2%ETFCGCPCapital Group Core Plus Income ETF$4,954,521$82,395 ▼-1.6%220,2012.4%ETFSPGSimon Property Group$4,951,866$2,413,800 ▲95.1%30,8032.4%FinanceCGDVCapital Group Dividend Value ETF$4,745,865$32,184 ▲0.7%120,1792.3%ETFCGSDCapital Group Short Duration Income ETF$4,374,030$114,269 ▼-2.5%168,6542.1%ETFVTVVanguard Value ETF$4,338,305$18,204 ▼-0.4%24,5462.1%ETFJPMJPMorgan Chase & Co.$4,314,256$810,898 ▼-15.8%14,8812.1%FinanceBACBank of America$3,975,241$1,210,014 ▲43.8%84,0081.9%FinanceNVDANVIDIA$3,864,874$135,238 ▲3.6%24,4631.9%Computer and TechnologyAMGNAmgen$3,714,496$28,758 ▲0.8%13,3041.8%MedicalGOOGAlphabet$3,648,653$56,054 ▼-1.5%20,5691.8%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$3,554,290$57,855 ▼-1.6%64,5061.7%ETFVEAVanguard FTSE Developed Markets ETF$3,253,629$228 ▲0.0%57,0711.6%ETFVTIVanguard Total Stock Market ETF$3,239,906$10,638 ▲0.3%10,6601.6%ETFBSVVanguard Short-Term Bond ETF$3,197,858$101,522 ▼-3.1%40,6341.6%ETFDFUSDimensional U.S. Equity ETF$3,179,868$3,351 ▼-0.1%47,4471.5%ETFBRK.BBerkshire Hathaway$3,146,089$621,252 ▼-16.5%6,4771.5%FinanceCGXUCapital Group International Focus Equity ETF$3,014,575$109,280 ▲3.8%111,1161.5%ETFAXPAmerican Express$3,007,481$681,691 ▼-18.5%9,4281.5%FinanceAMZNAmazon.com$2,804,901$512,056 ▲22.3%12,7851.4%Retail/WholesaleMETAMeta Platforms$2,570,038$39,857 ▲1.6%3,4821.3%Computer and TechnologyMRKMerck & Co., Inc.$2,527,150$21,294 ▲0.8%31,9251.2%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,411,804$100,188 ▼-4.0%47,9771.2%ManufacturingDFAEDimensional Emerging Core Equity Market ETF$2,402,667$5,645 ▲0.2%82,9941.2%ETFDFAIDimensional International Core Equity Market ETF$2,400,415$22,298 ▲0.9%69,4361.2%ETFCSCOCisco Systems$2,391,158$71,183 ▼-2.9%34,4651.2%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$2,290,014$11,177 ▼-0.5%87,0731.1%CORE BOND ETFCGUSCapital Group Core Equity ETF$2,236,408$7,054 ▲0.3%60,5581.1%ETFQCOMQUALCOMM$2,150,553$72,306 ▲3.5%13,5031.0%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$2,097,759$16,821 ▲0.8%75,9511.0%ETFVVisa$2,089,274$84,508 ▼-3.9%5,8841.0%Business ServicesMACMacerich$2,017,054$2,476 ▲0.1%124,6631.0%FinanceBXBlackstone$1,962,628$40,536 ▲2.1%13,1211.0%FinanceDHID.R. Horton$1,957,178$23,206 ▼-1.2%15,1811.0%ConstructionNVRNVR$1,949,8140.0%2640.9%ConstructionDFIVDimensional International Value ETF$1,948,203$7,410 ▼-0.4%45,4870.9%ETFLENLennar$1,905,117$4,867 ▲0.3%17,2240.9%ConstructionOXYOccidental Petroleum$1,696,041$86,247 ▼-4.8%40,3720.8%EnergyEBAYeBay$1,631,486$6,552 ▼-0.4%21,9110.8%Retail/WholesaleCVXChevron$1,611,908$28,782 ▲1.8%11,2570.8%EnergyMTUMiShares MSCI USA Momentum Factor ETF$1,583,949$24,513 ▼-1.5%6,5910.8%ETFHDHome Depot$1,575,828$15,766 ▼-1.0%4,2980.8%Retail/WholesaleCOSTCostco Wholesale$1,562,015$75,230 ▼-4.6%1,5780.8%Retail/WholesaleGOOGLAlphabet$1,507,433$28,549 ▼-1.9%8,5540.7%Computer and TechnologyCVECenovus Energy$1,498,422$681,102 ▲83.3%110,1780.7%EnergyXSMOInvesco S&P SmallCap Momentum ETF$1,486,074$51,898 ▼-3.4%21,8480.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,450,023$8,993 ▼-0.6%48,8550.7%ETFPCARPACCAR$1,398,428$67,017 ▼-4.6%14,7110.7%Auto/Tires/TrucksAPAAPA$1,393,083$22,881 ▲1.7%76,1660.7%EnergyVVVanguard Large-Cap ETF$1,367,6560.0%4,7940.7%ETFTGTTarget$1,212,515$231,533 ▲23.6%12,2910.6%Retail/WholesaleCOPConocoPhillips$1,211,604$21,628 ▼-1.8%13,5010.6%EnergyORCLOracle$1,163,953$154,786 ▲15.3%5,3240.6%Computer and TechnologyOVVOvintiv$1,155,883$55,819 ▼-4.6%30,3780.6%EnergyPALANTIR TECHNOLOGIES INC$1,109,372$110,692 ▼-9.1%8,1380.5%CL ASCHWCharles Schwab$1,069,650$3,285 ▲0.3%11,7230.5%FinanceCGGRCapital Group Growth ETF$1,065,614$39,797 ▲3.9%26,2140.5%ETFBNDVanguard Total Bond Market ETF$1,032,145$80,257 ▼-7.2%14,0180.5%ETFGLDSPDR Gold Shares$1,005,939$10,974 ▼-1.1%3,3000.5%FinanceCALFPacer US Small Cap Cash Cows ETF$984,439$262,544 ▼-21.1%24,7250.5%ETFFANGDiamondback Energy$980,370$980,370 ▲New Holding7,1350.5%EnergyU HAUL HOLDING COMPANY$959,367$216,884 ▲29.2%17,6450.5%COM SER NJNJJohnson & Johnson$928,743$51,478 ▼-5.3%6,0800.5%MedicalDFATDimensional U.S. Targeted Value ETF$914,184$19,479 ▲2.2%16,9420.4%ETFXOMExxon Mobil$895,073$6,899 ▼-0.8%8,3030.4%EnergyTSMTaiwan Semiconductor Manufacturing$854,186$9,967 ▲1.2%3,7710.4%Computer and TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$838,322$75,458 ▼-8.3%15,1760.4%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$837,739$5,831 ▼-0.7%8,3330.4%ETFCGGOCapital Group Global Growth Equity ETF$726,756$75,131 ▲11.5%22,7320.4%ETFTSLATesla$717,276$86,721 ▲13.8%2,2580.3%Auto/Tires/TrucksDFSVDimensional US Small Cap Value ETF$715,910$15,480 ▲2.2%24,3260.3%ETFDVNDevon Energy$702,099$136,145 ▼-16.2%22,0720.3%EnergyWALWestern Alliance Bancorporation$678,244$64,175 ▲10.5%8,6980.3%FinanceCACCCredit Acceptance$673,466$66,735 ▲11.0%1,3220.3%FinanceMCDMcDonald's$671,438$56,976 ▼-7.8%2,2980.3%Retail/WholesaleBNDXVanguard Total International Bond ETF$659,325$55,699 ▼-7.8%13,3170.3%ETFUNHUnitedHealth Group$658,715$658,715 ▲New Holding2,1110.3%MedicalXLKTechnology Select Sector SPDR Fund$639,413$9,623 ▲1.5%2,5250.3%ETFJSCPJPMorgan Short Duration Core Plus ETF$636,366$7,258 ▲1.2%13,4140.3%ETFWMTWalmart$629,417$25,423 ▼-3.9%6,4370.3%Retail/WholesaleBABoeing$612,500$10,687 ▼-1.7%2,9230.3%AerospaceVOOVanguard S&P 500 ETF$600,287$2,272 ▼-0.4%1,0570.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$585,954$8,332 ▼-1.4%4,3600.3%ETFMCKMcKesson$584,220$5,864 ▲1.0%7970.3%MedicalVOVanguard Mid-Cap ETF$579,3400.0%2,0700.3%ETFEFViShares MSCI EAFE Value ETF$575,645$7,300 ▼-1.3%9,0680.3%ETFQQQInvesco QQQ$566,5840.0%1,0270.3%FinanceULTAUlta Beauty$563,723$3,743 ▼-0.7%1,2050.3%Retail/WholesaleMTBM&T Bank$562,329$16,550 ▲3.0%2,9900.3%FinanceSPYSPDR S&P 500 ETF Trust$556,477$21,617 ▲4.0%9010.3%FinanceIVViShares Core S&P 500 ETF$551,855$1,242 ▲0.2%8890.3%ETFXLEEnergy Select Sector SPDR Fund$529,530$51,308 ▲10.7%6,2440.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$519,798$5,969 ▼-1.1%5,0510.3%ETFXLFFinancial Select Sector SPDR Fund$518,436$1,047 ▲0.2%9,8990.3%ETFTAXFAmerican Century Diversified Municipal Bond ETF$513,277$4,355 ▼-0.8%10,4900.2%ETFFITBFifth Third Bancorp$502,650$22,951 ▼-4.4%12,2210.2%FinanceBILZPIMCO Ultra Short Government Active ETF$485,356$40,176 ▼-7.6%4,7960.2%ETFVBRVanguard Small-Cap Value ETF$477,090$23,796 ▲5.2%2,4460.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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