Lodestone Wealth Management LLC - Portfolio overview

Lodestone Wealth Management LLC has 778 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGCP - CAPITAL GROUP CORE PLUS INCOME ETF, 3.89%
2. AAPL - APPLE INC COM, 3.71%
3. JPST - JPMORGAN ULTRA-SHORT INCOME ETF, 3.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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