Lodestone Wealth Management LLC
CIK 0001950158 · SPOKANE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$283.3M
2026 Q2
Positions
781
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
4.1%
AAPL
APPLE INC COM
3.0%
CGSD
CAPITAL GROUP SHORT DURATION INCOME ETF
3.0%
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
2.5%
GOOG
ALPHABET INC CAP STK CL C
2.4%
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
2.3%
NVDA
NVIDIA CORPORATION COM
1.8%
MSFT
MICROSOFT CORP COM
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.