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Lodestone Wealth Management LLC

Q3 2025 Holdings

Filed 2025-10-24 | 212 holdings | $222.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$369.5K1,9480.2%
Capital Group Conservative Equity ETF(CGCV)ETF14020U100$378.0K12,5540.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$382.2K7,0540.2%
Fedex Corp COM(FDX)Stock31428X106$387.6K1,6440.2%
Crocs Inc COM(CROX)Stock227046109$390.6K4,6750.2%
Vanguard Mid-Cap Growth ETF(VOT)ETF922908538$391.0K1,3310.2%
Marvell Technology Inc COM(MRVL)Stock573874104$411.4K4,8930.2%
Pimco Ultra Short Government Active Exchange-Traded Fund(BILZ)ETF72201R577$413.2K4,0830.2%
Disney Walt Co COM(DIS)Stock254687106$415.3K3,6270.2%
Broadcom Inc COM(AVGO)Stock11135F101$417.5K1,2660.2%
Mastercard Incorporated CL A(MA)Stock57636Q104$419.6K7380.2%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$431.0K8790.2%
Capital Group Core Balanced ETF(CGBL)ETF14021D107$431.7K12,4330.2%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$432.8K4470.2%
Ishares Msci USA Quality Factor ETF(QUAL)ETF46432F339$435.7K2,2400.2%
Coca Cola Co COM(KO)Stock191216100$435.8K6,5710.2%
Capital Group New Geography Equity ETF(CGNG)ETF14021N105$440.2K14,2450.2%
Cloudflare Inc CL A COM(NET)Stock18915M107$442.1K2,0600.2%
Arista Networks Inc COM SHS(ANET)Stock040413205$462.2K3,1720.2%
American Century Diversified Municipal Bond ETF(TAXF)ETF025072505$479.6K9,5470.2%
Intel Corp COM(INTC)Stock458140100$492.9K14,6910.2%
Vanguard Small-Cap ETF(VB)ETF922908751$493.6K1,9410.2%
Toyota Motor Corp ADS(TM)ADR892331307$494.9K2,5900.2%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$514.5K4,9780.2%
Vanguard Small Cap Value ETF(VBR)ETF922908611$516.4K2,4740.2%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$523.6K10,5860.2%
Capital Group Dividend Growers ETF(CGDG)ETF14021L109$524.1K15,1260.2%
Fifth Third Bancorp COM(FITB)Stock316773100$544.4K12,2210.2%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$552.4K10,2530.2%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$553.2K6,1920.2%
LAM Research Corp COM New(LRCX)Stock512807306$554.9K4,1440.2%
M & T BK Corp COM(MTB)Stock55261F104$572.9K2,8990.3%
Credit Accep Corp Mich COM(CACC)Stock225310101$575.3K1,2320.3%
Ishares Core S&P 500 ETF(IVV)ETF464287200$593.5K8870.3%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$609.3K8,9820.3%
Vanguard Mid-Cap ETF(VO)ETF922908629$609.6K2,0750.3%
Mckesson Corp COM(MCK)Stock58155Q103$616.5K7980.3%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$616.8K1,0270.3%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$621.5K4,3600.3%
Boeing Co COM(BA)Stock097023105$630.3K2,9200.3%
JPMorgan Short Duration Core Plus ETF(JSCP)ETF46641Q274$646.1K13,5710.3%
Vanguard S&P 500 ETF(VOO)ETF922908363$649.0K1,0600.3%
Ulta Beauty Inc COM(ULTA)Stock90384S303$660.5K1,2080.3%
Devon Energy Corp New COM(DVN)Stock25179M103$660.9K18,8510.3%
Walmart Inc COM(WMT)Stock931142103$671.9K6,5200.3%
Mcdonalds Corp COM(MCD)Stock580135101$731.6K2,4080.3%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$750.5K2,6630.3%
Western Alliance Bancorp COM(WAL)Stock957638109$754.3K8,6980.3%
U Haul Holding Company COM SER N(UHAL/B)Stock023586506$793.0K15,5790.4%
Dimensional US Small Cap Value ETF(DFSV)ETF25434V815$806.2K25,3200.4%
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