Lodestone Wealth Management LLC

13F filer · CIK 0001950158

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$283MU.S. long equity reported on 13F

Positions53817 new · 16 closed

Net flow last quarter+$1.15MBuys minus sells

Top 10 positions weight20.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026538 positions
CGCPCardiogenesis Corp	$11.7M	4.12%	Not reported	+42.2%	Q4 2022
AAPLApple Inc.	$8.62M	3.04%	0.00%	-4.2%	Q4 2022
GOOGAlphabet Inc.	$6.67M	2.35%	Not reported	-3.0%	Q4 2022
NVDANvidia Corp	$5.1M	1.80%	0.00%	+0.6%	Q4 2022
MSFTMicrosoft Corp	$4.97M	1.75%	0.00%	+0.1%	Q4 2022
AMGNAmgen Inc	$4.86M	1.72%	0.00%	-0.3%	Q4 2022
JPMJPMorgan Chase & Co	$4.35M	1.54%	0.00%	-6.3%	Q4 2022
MRKMerck & Co., Inc.	$4.21M	1.49%	0.00%	+0.9%	Q4 2022
CSCOCisco Systems, Inc.	$4.13M	1.46%	0.00%	-0.4%	Q4 2022
BSVNBank7 Corp.	$3.51M	1.24%	0.47%	+0.5%	Q2 2023
SPGSimon Property Group Inc.	$3.41M	1.21%	190.78%	-1.0%	Q4 2022
AMZNAmazon Com Inc	$3.28M	1.16%	0.00%	+3.0%	Q4 2022
MACMacerich Co	$3.06M	1.08%	0.04%	-1.4%	Q4 2022
AXPAmerican Express Co	$2.96M	1.04%	0.00%	-1.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.95M	1.04%	Not reported	-0.7%	Q4 2022
CVECenovus Energy Inc.	$2.89M	1.02%	0.01%	0.0%	Q1 2024
GOOGLAlphabet Inc.	$2.71M	0.96%	0.00%	-8.5%	Q4 2022
APAAPA Corp	$2.56M	0.90%	0.02%	+4.2%	Q1 2023
DHIHorton D R Inc	$2.43M	0.86%	0.01%	+0.6%	Q4 2022
BACBank of America Corp	$2.16M	0.76%	0.00%	-5.7%	Q4 2022
METAMeta Platforms, Inc.	$1.99M	0.70%	Not reported	-0.5%	Q4 2022
MUMicron Technology Inc	$1.93M	0.68%	0.00%	-0.4%	Q2 2025
VVisa Inc.	$1.84M	0.65%	0.00%	-2.6%	Q4 2022
TGTTarget Corp	$1.78M	0.63%	0.00%	+4.4%	Q4 2022
CVXChevron Corp	$1.73M	0.61%	0.00%	-5.4%	Q4 2022
INTCIntel Corp	$1.72M	0.61%	0.00%	-14.3%	Q4 2022
NVRNVR Inc	$1.69M	0.60%	0.01%	-3.5%	Q4 2022
QCOMQualcomm Inc	$1.69M	0.60%	0.00%	-33.2%	Q4 2022
BXBlackstone Inc.	$1.64M	0.58%	0.00%	+0.1%	Q4 2022
EBAYEbay Inc	$1.62M	0.57%	0.00%	-24.0%	Q4 2022
FANGDiamondback Energy, Inc.	$1.61M	0.57%	0.00%	+11.9%	Q2 2025
AMDAdvanced Micro Devices Inc	$1.6M	0.56%	0.00%	-10.1%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.54M	0.54%	0.00%	-12.9%	Q4 2022
OXYOccidental Petroleum Corp	$1.52M	0.54%	0.00%	-10.6%	Q4 2022
COPConocophillips	$1.51M	0.53%	0.00%	+4.1%	Q4 2022
JNJJohnson & Johnson	$1.46M	0.51%	0.00%	-4.2%	Q4 2022
FITBFifth Third Bancorp	$1.46M	0.51%	0.00%	+13.2%	Q4 2023
LRCXLam Research Corp	$1.46M	0.51%	0.00%	-14.1%	Q1 2025
LENLennar Corp	$1.44M	0.51%	Not reported	-8.1%	Q4 2022
COSTCostco Wholesale Corp	$1.38M	0.49%	0.00%	-0.3%	Q4 2022
HDHome Depot, Inc.	$1.36M	0.48%	0.00%	-9.8%	Q4 2022
UNHUnitedhealth Group Inc	$1.33M	0.47%	0.00%	+22.7%	Q2 2025
AVGOBroadcom Inc.	$1.25M	0.44%	0.00%	+3.7%	Q2 2025
XOMExxonMobil Holdings Corp	$1.13M	0.40%	0.00%	-1.2%	Q4 2022
GLDSPDR Gold Trust	$1.12M	0.40%	0.00%	-0.7%	Q4 2022
MRVLMarvell Technology, Inc.	$1.12M	0.40%	0.00%	-19.0%	Q4 2022
WALWestern Alliance Bancorporation	$1.1M	0.39%	0.01%	+23.0%	Q4 2023
SCHWSchwab Charles Corp	$1.1M	0.39%	0.00%	+0.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.08M	0.38%	Not reported	+54.1%	Q3 2023
UHAL.BU-Haul Holding Co	$1.05M	0.37%	Not reported	-2.2%	Q4 2022

Q1 2026Reported May 1, 2026535 positions
CGCPCardiogenesis Corp	$8.23M	3.26%	Not reported	+19.5%	Q4 2022
AAPLApple Inc.	$7.89M	3.13%	0.00%	-0.1%	Q4 2022
GOOGAlphabet Inc.	$5.58M	2.21%	Not reported	-0.1%	Q4 2022
MSFTMicrosoft Corp	$4.93M	1.95%	0.00%	+4.8%	Q4 2022
AMGNAmgen Inc	$4.73M	1.88%	0.00%	+0.4%	Q4 2022
NVDANvidia Corp	$4.42M	1.75%	0.00%	-0.1%	Q4 2022
JPMJPMorgan Chase & Co	$4.18M	1.65%	0.00%	-0.5%	Q4 2022
MRKMerck & Co., Inc.	$3.91M	1.55%	0.00%	+1.1%	Q4 2022
BSVNBank7 Corp.	$3.52M	1.39%	0.47%	+4.8%	Q2 2023
APAAPA Corp	$3.2M	1.27%	0.02%	-0.4%	Q1 2023
CVECenovus Energy Inc.	$3.09M	1.22%	0.01%	-0.8%	Q1 2024
SPGSimon Property Group Inc.	$2.87M	1.14%	192.60%	+0.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.84M	1.13%	Not reported	-1.7%	Q4 2022
AMZNAmazon Com Inc	$2.78M	1.10%	0.00%	+1.5%	Q4 2022
CSCOCisco Systems, Inc.	$2.74M	1.09%	0.00%	+0.5%	Q4 2022
AXPAmerican Express Co	$2.69M	1.07%	0.00%	-3.4%	Q4 2022
GOOGLAlphabet Inc.	$2.38M	0.94%	0.00%	-2.3%	Q4 2022
MACMacerich Co	$2.33M	0.92%	0.05%	-0.5%	Q4 2022
OXYOccidental Petroleum Corp	$2.28M	0.90%	0.00%	-1.8%	Q4 2022
CVXChevron Corp	$2.28M	0.90%	0.00%	+0.5%	Q4 2022
DHIHorton D R Inc	$2.04M	0.81%	0.01%	-0.9%	Q4 2022
METAMeta Platforms, Inc.	$2.03M	0.81%	Not reported	-0.5%	Q4 2022
BACBank of America Corp	$1.96M	0.78%	0.00%	-5.0%	Q4 2022
COPConocophillips	$1.84M	0.73%	0.00%	+2.2%	Q4 2022
QCOMQualcomm Inc	$1.76M	0.70%	0.00%	-1.3%	Q4 2022
EBAYEbay Inc	$1.74M	0.69%	0.00%	-1.2%	Q4 2022
NVRNVR Inc	$1.69M	0.67%	0.01%	-1.5%	Q4 2022
VVisa Inc.	$1.67M	0.66%	0.00%	-0.1%	Q4 2022
FANGDiamondback Energy, Inc.	$1.62M	0.64%	0.00%	+3.7%	Q2 2025
BXBlackstone Inc.	$1.6M	0.63%	0.00%	+2.7%	Q4 2022
TGTTarget Corp	$1.58M	0.63%	0.00%	+1.5%	Q4 2022
LENLennar Corp	$1.51M	0.60%	Not reported	-0.8%	Q4 2022
COSTCostco Wholesale Corp	$1.48M	0.58%	0.00%	-0.4%	Q4 2022
JNJJohnson & Johnson	$1.46M	0.58%	0.00%	-0.1%	Q4 2022
XOMExxonMobil Holdings Corp	$1.42M	0.56%	0.00%	+0.4%	Q4 2022
HDHome Depot, Inc.	$1.41M	0.56%	0.00%	0.0%	Q4 2022
GLDSPDR Gold Trust	$1.32M	0.52%	0.00%	-7.2%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.25M	0.50%	0.00%	-1.1%	Q4 2022
SCHWSchwab Charles Corp	$1.11M	0.44%	0.00%	+0.3%	Q4 2022
PLTRPalantir Technologies Inc.	$1.11M	0.44%	0.00%	-4.3%	Q1 2024
FITBFifth Third Bancorp	$1.06M	0.42%	0.00%	+7.9%	Q4 2023
PCARPaccar Inc	$1.02M	0.41%	0.00%	-32.6%	Q4 2022
AVGOBroadcom Inc.	$988K	0.39%	0.00%	+64.8%	Q2 2025
TSLATesla, Inc.	$871K	0.35%	0.00%	+4.2%	Q1 2023
LRCXLam Research Corp	$836K	0.33%	0.00%	-2.8%	Q1 2025
UHAL.BU-Haul Holding Co	$831K	0.33%	Not reported	+0.9%	Q4 2022
WMTWalmart Inc.	$802K	0.32%	0.00%	-0.1%	Q4 2022
WALWestern Alliance Bancorporation	$770K	0.31%	0.01%	+7.6%	Q4 2023
ORCLOracle Corp	$767K	0.30%	0.00%	+0.2%	Q4 2022
MCDMcdonalds Corp	$762K	0.30%	0.00%	+1.9%	Q4 2022

Q4 2025Reported Jan 15, 2026547 positions
AAPLApple Inc.	$8.46M	3.45%	0.00%	-5.9%	Q4 2022
CGCPCardiogenesis Corp	$6.98M	2.84%	Not reported	+27.9%	Q4 2022
MSFTMicrosoft Corp	$6.14M	2.50%	0.00%	-10.2%	Q4 2022
GOOGAlphabet Inc.	$6.11M	2.49%	Not reported	-6.5%	Q4 2022
NVDANvidia Corp	$4.73M	1.93%	0.00%	+2.5%	Q4 2022
JPMJPMorgan Chase & Co	$4.6M	1.87%	0.00%	-4.7%	Q4 2022
AMGNAmgen Inc	$4.38M	1.79%	0.00%	-1.7%	Q4 2022
AXPAmerican Express Co	$3.4M	1.39%	0.00%	-2.8%	Q4 2022
MRKMerck & Co., Inc.	$3.39M	1.38%	0.00%	+5.6%	Q4 2022
BSVNBank7 Corp.	$3.38M	1.37%	0.45%	+0.7%	Q2 2023
AMZNAmazon Com Inc	$3.04M	1.24%	0.00%	+0.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.03M	1.24%	Not reported	-5.3%	Q4 2022
SPGSimon Property Group Inc.	$2.85M	1.16%	192.46%	-1.0%	Q4 2022
CSCOCisco Systems, Inc.	$2.71M	1.10%	0.00%	+1.8%	Q4 2022
GOOGLAlphabet Inc.	$2.65M	1.08%	0.00%	-4.1%	Q4 2022
QCOMQualcomm Inc	$2.36M	0.96%	0.00%	+2.0%	Q4 2022
METAMeta Platforms, Inc.	$2.36M	0.96%	Not reported	+1.0%	Q4 2022
BACBank of America Corp	$2.33M	0.95%	0.00%	-15.3%	Q4 2022
MACMacerich Co	$2.29M	0.93%	0.05%	-0.7%	Q4 2022
DHIHorton D R Inc	$2.16M	0.88%	0.01%	+0.2%	Q4 2022
BXBlackstone Inc.	$2.09M	0.85%	0.00%	+2.1%	Q4 2022
CVECenovus Energy Inc.	$1.99M	0.81%	0.01%	+5.4%	Q1 2024
VVisa Inc.	$1.94M	0.79%	0.00%	-6.4%	Q4 2022
NVRNVR Inc	$1.9M	0.78%	0.01%	-0.4%	Q4 2022
APAAPA Corp	$1.85M	0.75%	0.02%	-0.7%	Q1 2023
LENLennar Corp	$1.8M	0.73%	Not reported	+1.5%	Q4 2022
EBAYEbay Inc	$1.68M	0.68%	0.00%	-5.7%	Q4 2022
CVXChevron Corp	$1.67M	0.68%	0.00%	-4.8%	Q4 2022
HDHome Depot, Inc.	$1.48M	0.60%	0.00%	-0.5%	Q4 2022
OXYOccidental Petroleum Corp	$1.47M	0.60%	0.00%	-5.7%	Q4 2022
PCARPaccar Inc	$1.44M	0.59%	0.00%	-7.8%	Q4 2022
PLTRPalantir Technologies Inc.	$1.41M	0.57%	0.00%	-5.2%	Q1 2024
GLDSPDR Gold Trust	$1.31M	0.53%	0.00%	-0.8%	Q4 2022
COSTCostco Wholesale Corp	$1.28M	0.52%	0.00%	-9.3%	Q4 2022
COPConocophillips	$1.28M	0.52%	0.00%	+2.0%	Q4 2022
TGTTarget Corp	$1.26M	0.51%	0.00%	+23.3%	Q4 2022
JNJJohnson & Johnson	$1.24M	0.50%	0.00%	-1.6%	Q4 2022
FANGDiamondback Energy, Inc.	$1.19M	0.48%	0.00%	+9.5%	Q2 2025
SCHWSchwab Charles Corp	$1.18M	0.48%	0.00%	+0.3%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.14M	0.46%	0.00%	-4.3%	Q4 2022
ORCLOracle Corp	$1.01M	0.41%	0.00%	-7.2%	Q4 2022
TSLATesla, Inc.	$1.01M	0.41%	0.00%	0.0%	Q1 2023
XOMExxonMobil Holdings Corp	$1M	0.41%	0.00%	+1.1%	Q4 2022
FITBFifth Third Bancorp	$990K	0.40%	0.00%	+73.1%	Q4 2023
UNHUnitedhealth Group Inc	$913K	0.37%	0.00%	+15.5%	Q2 2025
UHAL.BU-Haul Holding Co	$862K	0.35%	Not reported	+18.3%	Q4 2022
WALWestern Alliance Bancorporation	$849K	0.35%	0.01%	+16.1%	Q4 2023
MCDMcdonalds Corp	$735K	0.30%	0.00%	-0.1%	Q4 2022
ULTAUlta Beauty, Inc.	$724K	0.29%	0.00%	-0.9%	Q4 2024
WMTWalmart Inc.	$719K	0.29%	0.00%	-1.0%	Q4 2022

Q3 2025Reported Oct 24, 202597 positions
AAPLApple Inc.	$8.43M	3.79%	0.00%	+0.4%	Q4 2022
MSFTMicrosoft Corp	$7.32M	3.29%	0.00%	+1.4%	Q4 2022
CGCPCardiogenesis Corp	$5.48M	2.46%	Not reported	+9.5%	Q4 2022
GOOGAlphabet Inc.	$5.07M	2.28%	Not reported	+1.2%	Q4 2022
JPMJPMorgan Chase & Co	$4.72M	2.12%	0.00%	+0.6%	Q4 2022
NVDANvidia Corp	$4.61M	2.07%	0.00%	+1.1%	Q4 2022
AMGNAmgen Inc	$3.84M	1.73%	0.00%	+2.4%	Q4 2022
BSVNBank7 Corp.	$3.36M	1.51%	0.45%	+4.7%	Q2 2023
BRK.BBerkshire Hathaway Inc	$3.2M	1.44%	Not reported	-1.6%	Q4 2022
AXPAmerican Express Co	$3.14M	1.41%	0.00%	+0.4%	Q4 2022
SPGSimon Property Group Inc.	$2.92M	1.31%	194.44%	-49.5%	Q4 2022
AMZNAmazon Com Inc	$2.88M	1.30%	0.00%	+2.8%	Q4 2022
METAMeta Platforms, Inc.	$2.6M	1.17%	Not reported	+1.6%	Q4 2022
BACBank of America Corp	$2.57M	1.16%	0.00%	-40.6%	Q4 2022
MRKMerck & Co., Inc.	$2.56M	1.15%	0.00%	-4.6%	Q4 2022
DHIHorton D R Inc	$2.53M	1.14%	0.01%	-1.6%	Q4 2022
CSCOCisco Systems, Inc.	$2.36M	1.06%	0.00%	+0.1%	Q4 2022
MACMacerich Co	$2.27M	1.02%	0.05%	0.0%	Q4 2022
BXBlackstone Inc.	$2.26M	1.02%	0.00%	+1.0%	Q4 2022
QCOMQualcomm Inc	$2.25M	1.01%	0.00%	+0.4%	Q4 2022
LENLennar Corp	$2.17M	0.98%	Not reported	0.0%	Q4 2022
GOOGLAlphabet Inc.	$2.15M	0.96%	0.00%	+3.2%	Q4 2022
NVRNVR Inc	$2.11M	0.95%	0.01%	-0.8%	Q4 2022
VVisa Inc.	$2.02M	0.91%	0.00%	+0.3%	Q4 2022
CVECenovus Energy Inc.	$1.89M	0.85%	0.01%	+1.2%	Q1 2024
EBAYEbay Inc	$1.86M	0.84%	0.00%	-6.7%	Q4 2022
APAAPA Corp	$1.85M	0.83%	0.02%	-0.1%	Q1 2023
OXYOccidental Petroleum Corp	$1.79M	0.81%	0.00%	-6.1%	Q4 2022
CVXChevron Corp	$1.79M	0.80%	0.00%	+2.2%	Q4 2022
HDHome Depot, Inc.	$1.75M	0.79%	0.00%	+0.3%	Q4 2022
ORCLOracle Corp	$1.58M	0.71%	0.00%	+5.2%	Q4 2022
PLTRPalantir Technologies Inc.	$1.52M	0.68%	0.00%	+2.6%	Q1 2024
COSTCostco Wholesale Corp	$1.52M	0.68%	0.00%	+3.9%	Q4 2022
PCARPaccar Inc	$1.4M	0.63%	0.00%	-3.0%	Q4 2022
COPConocophillips	$1.27M	0.57%	0.00%	-0.6%	Q4 2022
GLDSPDR Gold Trust	$1.19M	0.53%	0.00%	+1.3%	Q4 2022
JNJJohnson & Johnson	$1.13M	0.51%	0.00%	0.0%	Q4 2022
OVVOvintiv Inc.	$1.13M	0.51%	0.01%	-8.1%	Q4 2022
SCHWSchwab Charles Corp	$1.12M	0.50%	0.00%	+0.3%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.09M	0.49%	0.00%	+3.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.08M	0.49%	Not reported	+80.6%	Q3 2023
FANGDiamondback Energy, Inc.	$1.03M	0.46%	0.00%	+1.2%	Q2 2025
TSLATesla, Inc.	$1M	0.45%	0.00%	-0.4%	Q1 2023
TGTTarget Corp	$935K	0.42%	0.00%	-15.2%	Q4 2022
XOMExxonMobil Holdings Corp	$931K	0.42%	0.00%	-0.6%	Q4 2022
UNHUnitedhealth Group Inc	$827K	0.37%	0.00%	+13.5%	Q2 2025
UHAL.BU-Haul Holding Co	$793K	0.36%	Not reported	-11.7%	Q4 2022
WALWestern Alliance Bancorporation	$754K	0.34%	0.01%	Not reported	Q4 2023
MCDMcdonalds Corp	$732K	0.33%	0.00%	+4.8%	Q4 2022
WMTWalmart Inc.	$672K	0.30%	0.00%	+1.3%	Q4 2022

Premium opens every quarter this fund has filed