Lodestone Wealth Management LLC
732 holdingsFiling period: 2026-06-30Current AUM: $288.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGCP | Capital Group Core Plus Income ETF | 523.9K | $11.7M | $11.3M | 3.91% | +155.5K | 2026-06-30 |
| 2 | AAPL | Apple Inc.com | 29.8K | $8.6M | $10.2M | 3.55% | -1,319 | 2026-06-30 |
| 3 | CGSD | Capital Group Short Duration Income ETF | 329.3K | $8.5M | $8.4M | 2.90% | +72.0K | 2026-06-30 |
| 4 | JPST | JPMorgan Ultra-Short Income ETF | 142.7K | $7.2M | $7.2M | 2.49% | +3.7K | 2026-06-30 |
| 5 | GOOG | Alphabet Inc Cap Stk CL C | 18.9K | $6.7M | $5.9M | 2.05% | -586 | 2026-06-30 |
| 6 | CGDV | Capital Group Dividend Value ETF | 131.2K | $6.5M | $6.4M | 2.22% | +401 | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation.com | 25.5K | $5.1M | $5.5M | 1.91% | +143 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp.com | 13.3K | $5.0M | $7.1M | 2.46% | +6 | 2026-06-30 |
| 9 | AMGN | Amgen Inc.com | 13.4K | $4.9M | $6.0M | 2.07% | -34 | 2026-06-30 |
| 10 | CGXU | Capital Group International Focus Equity ETF | 137.3K | $4.8M | $4.4M | 1.51% | -4,491 | 2026-06-30 |
| 11 | VTV | Vanguard Value ETF | 21.5K | $4.7M | $4.9M | 1.68% | -589 | 2026-06-30 |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | 72.7K | $4.5M | $5.2M | 1.80% | +3.6K | 2026-06-30 |
| 13 | JPM | JPMorgan Chase & Co.com | 13.3K | $4.4M | $4.4M | 1.54% | -898 | 2026-06-30 |
| 14 | MRK | Merck & Co Inc.com | 32.8K | $4.2M | $4.6M | 1.60% | +291 | 2026-06-30 |
| 15 | VEA | Vanguard Ftse Developed Markets ETF | 59.0K | $4.2M | $4.1M | 1.42% | -420 | 2026-06-30 |
| 16 | CSCO | Cisco Sys Inc.com | 35.2K | $4.1M | $3.9M | 1.34% | -138 | 2026-06-30 |
| 17 | VTI | Vanguard Total Stock Market ETF | 10.4K | $3.9M | $3.9M | 1.36% | -167 | 2026-06-30 |
| 18 | CGMS | Capital Group U.S. Multi-Sector Income ETF | 139.4K | $3.8M | $3.7M | 1.28% | +29.8K | 2026-06-30 |
| 19 | DFUS | Dimensional U.S. Equity Market ETF | 45.3K | $3.7M | $3.8M | 1.31% | -4,708 | 2026-06-30 |
| 20 | BSV | Vanguard Short-Term Bond ETF | 45.1K | $3.5M | $3.5M | 1.20% | +221 | 2026-06-30 |
| 21 | SPG | Simon Ppty Group Inc New.com | 15.3K | $3.4M | $3.2M | 1.12% | -146 | 2026-06-30 |
| 22 | DFAE | Dimensional Emerging Core Equity Market ETF | 84.0K | $3.4M | $3.1M | 1.06% | -133 | 2026-06-30 |
| 23 | AMZN | Amazon.com Inc.com | 13.8K | $3.3M | $3.4M | 1.19% | +395 | 2026-06-30 |
| 24 | MAC | Macerich Co.com | 121.5K | $3.1M | $3.0M | 1.03% | -1,684 | 2026-06-30 |
| 25 | AXP | American Express Co.com | 8.7K | $3.0M | $2.8M | 0.95% | -145 | 2026-06-30 |
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