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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
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$2.6M51,5791.2%
Dimensional Emerging Core Equity Market ETF(DFAE)ETF25434V302$2.6M83,5301.2%
Amazon COM Inc COM(AMZN)Stock023135106$2.9M13,1391.3%
Simon Ppty Group Inc New COM(SPG)REIT828806109$2.9M15,5551.3%
American Express Co COM(AXP)Stock025816109$3.1M9,4651.4%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3.2M6,3731.4%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$3.4M42,5401.5%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$3.5M116,9121.6%
Vanguard Total Stock Market ETF(VTI)ETF922908769$3.5M10,6351.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$3.5M58,5821.6%
Dimensional U.S. Equity Market ETF(DFUS)ETF25434V401$3.5M48,9951.6%
Amgen Inc COM(AMGN)Stock031162100$3.8M13,6201.7%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$3.8M66,9751.7%
Vanguard Value ETF(VTV)ETF922908744$4.5M24,2602.0%
Nvidia Corporation COM(NVDA)Stock67066G104$4.6M24,7312.1%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$4.7M14,9652.1%
Capital Group Short Duration Income ETF(CGSD)ETF14020Y409$4.8M185,0302.2%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$5.1M20,8192.3%
Capital Group Dividend Value ETF(CGDV)ETF14020W106$5.2M123,4762.3%
Capital Group Core Plus Income ETF(CGCP)ETF14020Y102$5.5M241,0692.5%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$6.9M135,4993.1%
Microsoft Corp COM(MSFT)Stock594918104$7.3M14,1323.3%
Apple Inc COM(AAPL)Stock037833100$8.4M33,0923.8%
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