Lodestone Wealth Management LLC
785 holdingsFiling period: 2026-03-31Current AUM: $281.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 368.5K | $8.2M | $8.1M | 2.87% | +60.1K | 2026-03-31 |
| 2 | AAPL | APPLE INC COM | 31.1K | $7.9M | $9.6M | 3.41% | -26 | 2026-03-31 |
| 3 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 139.0K | $7.0M | $7.0M | 2.50% | +1.8K | 2026-03-31 |
| 4 | CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | 257.3K | $6.6M | $6.6M | 2.34% | +22.1K | 2026-03-31 |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 19.4K | $5.6M | $6.9M | 2.47% | -26 | 2026-03-31 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 130.8K | $5.6M | $6.5M | 2.30% | +8.7K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP COM | 13.3K | $4.9M | $6.2M | 2.20% | +614 | 2026-03-31 |
| 8 | AMGN | AMGEN INC COM | 13.4K | $4.7M | $5.2M | 1.84% | +56 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION COM | 25.3K | $4.4M | $5.1M | 1.81% | -14 | 2026-03-31 |
| 10 | COWZ | PACER US CASH COWS 100 ETF | 69.2K | $4.3M | $4.6M | 1.64% | +2.9K | 2026-03-31 |
| 11 | VTV | VANGUARD VALUE ETF | 22.0K | $4.3M | $4.8M | 1.72% | -164 | 2026-03-31 |
| 12 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 141.8K | $4.2M | $4.7M | 1.69% | +18.7K | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO COM | 14.2K | $4.2M | $5.0M | 1.77% | -68 | 2026-03-31 |
| 14 | MRK | MERCK & CO INC COM | 32.5K | $3.9M | $4.2M | 1.50% | +340 | 2026-03-31 |
| 15 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 59.4K | $3.8M | $4.2M | 1.49% | +1.8K | 2026-03-31 |
| 16 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 50.0K | $3.5M | $4.1M | 1.45% | +2.0K | 2026-03-31 |
| 17 | BSV | VANGUARD SHORT-TERM BOND ETF | 44.9K | $3.5M | $3.5M | 1.24% | +2.1K | 2026-03-31 |
| 18 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 10.6K | $3.4M | $3.9M | 1.39% | -31 | 2026-03-31 |
| 19 | APA | APA CORPORATION COM | 75.3K | $3.2M | $2.8M | 1.00% | -280 | 2026-03-31 |
| 20 | CVE | CENOVUS ENERGY INC COM | 116.5K | $3.1M | $3.5M | 1.25% | -978 | 2026-03-31 |
| 21 | CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 109.6K | $3.0M | $3.0M | 1.05% | +9.7K | 2026-03-31 |
| 22 | SPG | SIMON PPTY GROUP INC NEW COM | 15.4K | $2.9M | $3.5M | 1.26% | +11 | 2026-03-31 |
| 23 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 84.1K | $2.8M | $3.2M | 1.12% | +127 | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 5.9K | $2.8M | $2.8M | 1.01% | -102 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC COM | 13.4K | $2.8M | $3.6M | 1.29% | +200 | 2026-03-31 |
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