Lodestone Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Core Plus Income ETF
CGCP
|
+$1.53M |
| 2 |
Capital Group Short Duration Income ETF
CGSD
|
+$1.31M |
| 3 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$952K |
| 4 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$488K |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$461K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ovintiv
OVV
|
+$1.13M |
| 2 |
Microsoft
MSFT
|
+$719K |
| 3 |
Devon Energy
DVN
|
+$593K |
| 4 |
Apple
AAPL
|
+$527K |
| 5 |
Bank of America
BAC
|
+$402K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.87% |
| 2 | Financials | 9.92% |
| 3 | Consumer Discretionary | 6.84% |
| 4 | Healthcare | 5.06% |
| 5 | Communication Services | 4.95% |
Similar funds
Lodestone Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Lodestone Wealth Management held 798 positions worth $246M, up 10% from $222M the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Lodestone Wealth Management deployed $18.3M of net new capital in Q4 2025, opening 624 new positions and adding to 72 existing holdings. Its largest new stake was Capital Group International Equity ETF: 9,126 shares worth $318K.
By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Microsoft, an estimated $719K trimmed.
- Lodestone Wealth Management's largest Q4 2025 buy was Capital Group International Equity ETF: 9,126 shares worth $318K.
- Lodestone Wealth Management added most to Capital Group Core Plus Income ETF in Q4 2025, an estimated $1.53M increase.
- Lodestone Wealth Management's biggest Q4 2025 reduction was Microsoft, cutting an estimated $719K.
- Lodestone Wealth Management fully exited Ovintiv in Q4 2025, selling an estimated $1.13M.
- Lodestone Wealth Management's ten largest holdings make up 24% of its $246M portfolio in Q4 2025.
- Lodestone Wealth Management opened 624 new positions and closed 1 in Q4 2025.
- Lodestone Wealth Management's portfolio value rose 10% quarter-over-quarter to $246M.
Based on Lodestone Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.