StockDriftsStockDriftsTop 50 Lodestone Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 4.12% | 523.9K | $11.7M | +42.19%(+155.46K) | $22.40(-1.71%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.04% | 29.8K | $8.6M | -4.24%(-1.32K) | $136.35(+124.92%) | 2026-06-30 | |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | 2.99% | 329.3K | $8.5M | +27.98%(+71.99K) | $25.66(+0.15%) | 2026-06-30 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 2.55% | 142.7K | $7.2M | +2.66%(+3.70K) | $50.26(+0.39%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.35% | 18.9K | $6.7M | -3.01%(-586) | $94.37(+271.40%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 2.28% | 131.2K | $6.5M | +0.31%(+401) | $29.70(+72.77%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 1.8% | 25.5K | $5.1M | +0.56%(+143) | $35.08(+528.51%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 1.75% | 13.3K | $5.0M | +0.05%(+6) | $253.59(+98.25%) | 2026-06-30 | |
| AMGN | AMGEN INC COM | 1.72% | 13.4K | $4.9M | -0.25%(-34) | $246.23(+70.52%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 1.68% | 137.3K | $4.8M | -3.17%(-4.49K) | $24.71(+41.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.40% | +42.00% | — | — | +52.83% |
| Top 20 Holdings Unweighted | +12.94% | +44.08% | — | — | +56.80% |
Lodestone Wealth Management LLC reports $283.25M in US-listed equity holdings across 781 positions in its most recent 13F filing. Its largest disclosed positions are CGCP (4.1%), AAPL (3.0%) and CGSD (3.0%). The top 20 holdings account for 38.75% of reported assets. Its disclosed equity book has returned +42.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lodestone Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950158). View Lodestone Wealth Management LLC’s 13F filings on SEC