Lodestone Wealth Management LLC - Q12026 Holdings

Lodestone Wealth Management LLC holds 779 stocks with a total portfolio value of $ 504.67M as of Q12026. In Q12026, Lodestone Wealth Management LLC added 29 new positions, increased stakes in 735 stocks, reduced 14 holdings, and fully exited 46 positions. The largest holding is Capital Group Core Plus Income Etf (CGCP), representing 3.26% of the total portfolio.