Filed: 7/24/2026ACC: 0001950158-26-000004
📋 What this filing means
LODESTONE WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 781 equity positions with a total reported market value of $283.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
781
Positions
$283.25M
Total AUM (reported)
4.09M
Total Shares
Allocation by class
STOCK$138.61M48.9%
ETF$134.76M47.6%
REIT$6.63M2.3%
ADR$3.16M1.1%
CEF$94.1K0.0%
Portfolio Concentration
Top 3$28.77M10.2%
4–10$40.02M14.1%
11–25$57.08M20.2%
Rest$157.38M55.6%
Top 3 weight
10.2%
Top 10 weight
24.3%
Voting Authority Distribution
Total shares with voting rights: 4.09M
Sole
Full voting authority
4.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole781
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings781
Rows:
CAPITAL GROUP CORE PLUS INCOME ETF
SOLEShares523.93K
TypeSH
Market value$11.68M
4.12%
Sole
523.93K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares29.78K
TypeSH
Market value$8.62M
3.04%
Sole
29.78K
Shared
0.00
None
0.00
CAPITAL GROUP SHORT DURATION INCOME ETF
SOLEShares329.27K
TypeSH
Market value$8.47M
2.99%
Sole
329.27K
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT INCOME ETF
SOLEShares142.70K
TypeSH
Market value$7.22M
2.55%
Sole
142.70K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares18.86K
TypeSH
Market value$6.67M
2.35%
Sole
18.86K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE ETF
SOLEShares131.19K
TypeSH
Market value$6.46M
2.28%
Sole
131.19K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares25.49K
TypeSH
Market value$5.10M
1.80%
Sole
25.49K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares13.32K
TypeSH
Market value$4.97M
1.75%
Sole
13.32K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares13.41K
TypeSH
Market value$4.86M
1.72%
Sole
13.41K
Shared
0.00
None
0.00
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
SOLEShares137.31K
TypeSH
Market value$4.75M
1.68%
Sole
137.30K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares21.45K
TypeSH
Market value$4.67M
1.65%
Sole
21.45K
Shared
0.00
None
0.00
PACER US CASH COWS 100 ETF
SOLEShares72.74K
TypeSH
Market value$4.52M
1.60%
Sole
72.74K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares13.29K
TypeSH
Market value$4.35M
1.54%
Sole
13.29K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares32.79K
TypeSH
Market value$4.21M
1.49%
Sole
32.79K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares58.96K
TypeSH
Market value$4.20M
1.48%
Sole
58.95K
Shared
0.00
None
0.00
CISCO SYS INC COM
SOLEShares35.16K
TypeSH
Market value$4.13M
1.46%
Sole
35.16K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares10.44K
TypeSH
Market value$3.86M
1.36%
Sole
10.44K
Shared
0.00
None
0.00
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
SOLEShares139.38K
TypeSH
Market value$3.81M
1.34%
Sole
139.38K
Shared
0.00
None
0.00
DIMENSIONAL U.S. EQUITY MARKET ETF
SOLEShares45.30K
TypeSH
Market value$3.71M
1.31%
Sole
45.30K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM BOND ETF
SOLEShares45.11K
TypeSH
Market value$3.51M
1.24%
Sole
45.11K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW COM
SOLEShares15.26K
TypeSH
Market value$3.41M
1.21%
Sole
15.26K
Shared
0.00
None
0.00
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
SOLEShares84K
TypeSH
Market value$3.38M
1.19%
Sole
84K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares13.76K
TypeSH
Market value$3.28M
1.16%
Sole
13.76K
Shared
0.00
None
0.00
MACERICH CO COM
SOLEShares121.50K
TypeSH
Market value$3.06M
1.08%
Sole
121.50K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares8.74K
TypeSH
Market value$2.96M
1.04%
Sole
8.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP CORE PLUS INCOME ETFSOLE | ETF | 523.93K | SH | $11.68M 4.12% | 523.93K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 29.78K | SH | $8.62M 3.04% | 29.78K | 0.00 | 0.00 |
CAPITAL GROUP SHORT DURATION INCOME ETFSOLE | ETF | 329.27K | SH | $8.47M 2.99% | 329.27K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ETF | 142.70K | SH | $7.22M 2.55% | 142.70K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 18.86K | SH | $6.67M 2.35% | 18.86K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 131.19K | SH | $6.46M 2.28% | 131.19K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 25.49K | SH | $5.10M 1.80% | 25.49K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 13.32K | SH | $4.97M 1.75% | 13.32K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 13.41K | SH | $4.86M 1.72% | 13.41K | 0.00 | 0.00 |
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFSOLE | ETF | 137.31K | SH | $4.75M 1.68% | 137.30K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 21.45K | SH | $4.67M 1.65% | 21.45K | 0.00 | 0.00 |
PACER US CASH COWS 100 ETFSOLE | ETF | 72.74K | SH | $4.52M 1.60% | 72.74K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 13.29K | SH | $4.35M 1.54% | 13.29K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 32.79K | SH | $4.21M 1.49% | 32.79K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 58.96K | SH | $4.20M 1.48% | 58.95K | 0.00 | 0.00 |
CISCO SYS INC COMSOLE | Stock | 35.16K | SH | $4.13M 1.46% | 35.16K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 10.44K | SH | $3.86M 1.36% | 10.44K | 0.00 | 0.00 |
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETFSOLE | ETF | 139.38K | SH | $3.81M 1.34% | 139.38K | 0.00 | 0.00 |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 45.30K | SH | $3.71M 1.31% | 45.30K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 45.11K | SH | $3.51M 1.24% | 45.11K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEW COMSOLE | REIT | 15.26K | SH | $3.41M 1.21% | 15.26K | 0.00 | 0.00 |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 84K | SH | $3.38M 1.19% | 84K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 13.76K | SH | $3.28M 1.16% | 13.76K | 0.00 | 0.00 |
MACERICH CO COMSOLE | REIT | 121.50K | SH | $3.06M 1.08% | 121.50K | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | Stock | 8.74K | SH | $2.96M 1.04% | 8.74K | 0.00 | 0.00 |
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