Institutional Fund
Lodestone Wealth Management LLC
Spokane, WACIK 19501586 filings on record
Portfolio Value
$252.33M
Q1 2026
Holdings
779
Reported positions
New Buys
31
Opened this quarter
QoQ Change
+2.8%
from $245.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Capital Grp Fixed Incm ETF T3.3%
- Apple Inc3.1%
- J P Morgan Exchange Traded F2.8%
- Capital Grp Fixed Incm ETF T2.6%
- Alphabet Inc2.2%
- Capital Group Dividend Value2.2%
- Other83.8%
Portfolio Holdings
779 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Grp Fixed Incm ETF T | 368.5K | $8.23M | 3.3% | +60.1K | Added |
| 2 | Apple Inc | 31.1K | $7.89M | 3.1% | −26 | Reduced |
| 3 | J P Morgan Exchange Traded F | 139.0K | $7.03M | 2.8% | +1.8K | Added |
| 4 | Capital Grp Fixed Incm ETF T | 257.3K | $6.64M | 2.6% | +22.1K | Added |
| 5 | Alphabet Inc | 19.4K | $5.58M | 2.2% | −26 | Reduced |
| 6 | Capital Group Dividend Value | 130.8K | $5.56M | 2.2% | +8.7K | Added |
| 7 | Microsoft Corp | 13.3K | $4.93M | 2.0% | +614 | Added |
| 8 | Amgen Inc | 13.4K | $4.73M | 1.9% | +56 | Added |
| 9 | Nvidia Corporation | 25.3K | $4.42M | 1.8% | −14 | Reduced |
| 10 | Pacer Fds Tr | 69.2K | $4.33M | 1.7% | +2.9K | Added |
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