Lodestone Wealth Management LLC - Q42025 Holdings

Lodestone Wealth Management LLC holds 796 stocks with a total portfolio value of $ 245.56M as of Q42025. In Q42025, Lodestone Wealth Management LLC added 624 new positions, increased stakes in 74 stocks, reduced 79 holdings, and fully exited 1 position. The largest holding is Apple Inc Com (AAPL), representing 3.45% of the total portfolio.