Lodestone Wealth Management LLC - Portfolio Stock Holdings
Lodestone Wealth Management LLC disclosed 798 stock positions in a recent SEC 13F filing. $281,544,381 of stock holdings were filed, with the largest holdings including CGCP, AAPL, and CGSD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $346,482,109 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
798Est. Stock Holding Value:
$281,544,381Top Stock Holdings By Sector
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Portfolio Stock Holdings - Lodestone Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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