1y return+21.0%S&P 500 +20.9%
3y return+47.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $151 against $195 in the S&P 500.2
Lodestone Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CGCPCapital Group Core Plus Income Etf | $11.7M | 4.1% | +42.2% |
| AAPLApple Inc Com | $8.6M | 3.0% | −4.2% |
| CGSDCapital Group Short Duration Income Etf | $8.5M | 3.0% | +28.0% |
| JPSTJpmorgan Ultra-short Income Etf | $7.2M | 2.5% | +2.7% |
| GOOGAlphabet Inc Cap Stk Cl C | $6.7M | 2.4% | −3.0% |
| CGDVCapital Group Dividend Value Etf | $6.5M | 2.3% | |
| NVDANvidia Corporation Com | $5.1M | 1.8% | |
| MSFTMicrosoft Corp Com | $5.0M | 1.8% | |
| AMGNAmgen Inc Com | $4.9M | 1.7% | |
| CGXUCapital Group International Focus Equity Etf | $4.8M | 1.7% | −3.2% |
| VTVVanguard Value Etf | $4.7M | 1.7% | −2.7% |
| COWZPacer Us Cash Cows 100 Etf | $4.5M | 1.6% | +5.2% |
| JPMJpmorgan Chase & Co Com | $4.4M | 1.5% | −6.3% |
| MRKMerck & Co Inc Com | $4.2M | 1.5% | |
| VEAVanguard Ftse Developed Markets Etf | $4.2M | 1.5% | |
| CSCOCisco Sys Inc Com | $4.1M | 1.5% | |
| VTIVanguard Total Stock Market Etf | $3.9M | 1.4% | −1.6% |
| CGMSCapital Group U.s. Multi-sector Income Etf | $3.8M | 1.3% | +27.2% |
| DFUSDimensional U.s. Equity Market Etf | $3.7M | 1.3% | −9.4% |
| BSVVanguard Short-term Bond Etf | $3.5M | 1.2% | |
| SPGSimon Ppty Group Inc New Com | $3.4M | 1.2% | |
| DFAEDimensional Emerging Core Equity Market Etf | $3.4M | 1.2% | |
| AMZNAmazon Com Inc Com | $3.3M | 1.2% | +3.0% |
| MACMacerich Co Com | $3.1M | 1.1% | −1.4% |
| AXPAmerican Express Co Com | $3.0M | 1.0% | −1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | December 31, 2022 | +1269.2% | $5.1M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2022 | +305.0% | $2.7M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2022 | +298.2% | $6.7M |
| AMZNAmazon Com Inc Com | December 31, 2022 | +183.7% | $3.3M |
| CSCOCisco Sys Inc Com | December 31, 2022 | +146.6% | $4.1M |
| JPMJpmorgan Chase & Co Com | December 31, 2022 | +144.1% | $4.4M |
| MTUMIshares Msci Usa Momentum Factor Etf | June 30, 2023 | +137.7% | $2.3M |
| AXPAmerican Express Co Com | December 31, 2022 | +128.9% | $3.0M |
| MACMacerich Co Com | December 31, 2022 | +123.7% | $3.1M |
| AAPLApple Inc Com | December 31, 2022 | +122.7% | $8.6M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $1.4M
- Honeywell Intl Inc ComCUSIP 438516106 was $211K
- VKTXViking Therapeutics Inc Com was $36K
- Carnival Corp Common StockCUSIP 143658300 was $32K
- MZTIMarzetti Company Com was $32K
- SPPPSprott Asset Management LP Physical Platinu was $16K
- BSJSInvesco Bulletshares 2028 High Yield Corporate Bond Etf was $13K
- BSJTInvesco Bulletshares 2029 High Yield Corporate Bond Etf was $13K
- Pebblebrook Hotel Tr 6.375 Pfd Ser ECUSIP 70509V605 was $11K
- TERTeradyne Inc Com was $4,150
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −0.3% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −1.9% | −3.6% |
| June 30, 2023 | −0.8% | +8.3% |
| March 31, 2023 | +3.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lodestone Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1950158&type=13F-HR&dateb=&owner=include&count=40CIK 1950158
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1950158/000195015826000004/Filed July 24, 2026 · accession 0001950158-26-000004