Lodestone Wealth Management LLC - Q32026 Holdings

Lodestone Wealth Management LLC holds 800 stocks with a total portfolio value of $ 297.25M as of Q32026. In Q32026, Lodestone Wealth Management LLC added 800 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Capital Group Core Plus Income Etf (CGCP), representing 4.31% of the total portfolio.