Lodestone Wealth Management LLC
•CIK: 1950158•Filing: Q4 2025
**Lodestone Wealth Management LLC** manages $246M across a diversified portfolio of 795 positions. The fund exhibits significant concentration in technology and healthcare, with top holdings including AAPL at $8.5M and MSFT at $6.1M. Notable allocations also include CGCP ($7.0M), JPST ($6.9M), and GOOG ($6.1M). This structure suggests a conviction-driven, large-cap equity approach targeting established market leaders.
Total AUM
$245.6M
QoQ Performance
+10.4%
Positions
795
Top 10 Concentration
25.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.4%
CGCP2.8%
JPST2.8%
MSFT2.5%
CGSD2.5%
GOOGL2.5%
CGDV2.2%
NVDA1.9%
📈 Biggest Buys
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+27.9%
2.8% of portfolio
CGSD
CAPITAL GROUP SHORT DURATION INCOME ETF
+27.1%
2.5% of portfolio
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+271.0%
0.5% of portfolio
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
+21.4%
1.1% of portfolio
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+45.4%
0.6% of portfolio
📉 Biggest Sells
Sector Breakdown
Other61.2%
Technology17.0%
Financial6.4%
Consumer5.1%
Healthcare4.5%
Energy2.3%
Real Estate1.2%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW30 new positions
↑74 increased
↓77 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022