Fund HoldingsLodestone Wealth Management LLC

Total Portfolio Value
$252.33M
Total Bought
$17.25M
Total Sold
$12.85M
Net Transaction
+$4.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APA CORPORATION COM(APA)075,283+75,28303,1951.27%+3,195
CAPITAL GROUP CORE PLUS INCOME ETF
CORE PLUS INCM
308,377368,478+60,1016,9828,2323.26%+1,250
CENOVUS ENERGY INC COM(CVE)117,470116,492-9781,9883,0911.22%+1,103
OCCIDENTAL PETE CORP COM(OXY)035,079+35,07902,2800.90%+2,280
CHEVRON CORPORATION COM(CVX)011,012+11,01202,2780.90%+2,278
CONOCOPHILLIPS COM(COP)013,976+13,97601,8450.73%+1,845
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
SHS CREAT UNIT
123,114141,796+18,6823,6384,1821.66%+544
MERCK & CO INC COM(MRK)32,16232,502+3403,3853,9101.55%+524
CAPITAL GROUP SHORT DURATION INCOME ETF
SHORT DURATION
235,176257,275+22,0996,1176,6352.63%+518
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
SHS
20,67535,271+14,5966601,1140.44%+453
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF04,455+4,45504450.18%+445
DIAMONDBACK ENERGY INC COM(FANG)7,9068,202+2961,1891,6220.64%+434
EXXON MOBIL CORP COM08,379+8,37901,4220.56%+1,422
DIMENSIONAL U.S. TARGETED VALUE ETF
US TARGETED VLU
25,30130,197+4,8961,5061,8860.75%+379
AMGEN INC COM(AMGN)13,39313,449+564,3844,7321.88%+348
CAPITAL GROUP INTERNATIONAL EQUITY ETF
SHS
9,12619,489+10,3633186590.26%+341
PACER US CASH COWS 100 ETF
US CASH COWS 100
66,31869,171+2,8533,9904,3271.71%+337
TARGET CORP COM(TGT)12,84813,042+1941,2561,5810.63%+325
WILLIAMS SONOMA INC COM(WSM)01,877+1,87703420.14%+342
BROADCOM INC COM(AVGO)1,9373,192+1,2556709880.39%+318
DIGITALOCEAN HLDGS INC COM(DOCN)6,2876,897+6103035920.23%+289
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
012,525+12,52507670.30%+767
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
122,103130,786+8,6835,3295,5642.20%+235
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
99,878109,576+9,6982,7592,9841.18%+225
JOHNSON & JOHNSON COM(JNJ)5,9845,981-31,2381,4620.58%+224
VANGUARD FTSE DEVELOPED MARKETS ETF57,58959,376+1,7873,5983,8051.51%+207
COSTCO WHOLESALE CORPORATION COM(COST)01,481+1,48101,4750.58%+1,475
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
45,16446,227+1,0632,2542,4400.97%+186
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
SHS CREAT UNIT
031,385+31,38501,0470.42%+1,047
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF054,068+54,06802,7011.07%+2,701
LAM RESEARCH CORP COM NEW(LRCX)4,0223,911-1116888360.33%+147
VANGUARD SHORT-TERM BOND ETF044,892+44,89203,5201.39%+3,520
INVESCO S&P SMALLCAP MOMENTUM ETF
S&P SMLCP MOMENT
022,442+22,44201,7060.68%+1,706
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
0457+45706040.24%+604
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
EMERGING MKTS CO
050,748+50,74801,7530.69%+1,753
ADVANCED MICRO DEVICES INC COM(AMD)2,3483,054+7065036210.25%+118
SCHWAB US DIVIDEND EQUITY ETF013,951+13,95104280.17%+428
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)03,710+3,71001,2540.50%+1,254
FEDEX CORP COM(FDX)1,6541,659+54785910.23%+113
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
84,00284,129+1272,7362,8491.13%+113
PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND
MUNI INCOME OPP
02,374+2,37401070.04%+107
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
INTER MUN BD ACT
02,040+2,04001060.04%+106
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
48,64753,463+4,8161,2981,4010.56%+103
SCHWAB U.S. MID-CAP ETF4,4197,445+3,0261332310.09%+98
INTEL CORP COM(INTC)014,412+14,41206360.25%+636
DIMENSIONAL US SMALL CAP VALUE ETF
US SMALL CAP ETF
026,178+26,17809170.36%+917
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
0138,998+138,99807,0352.79%+7,035
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND(WT)016,050+16,05009650.38%+965
CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF
SHS
04,803+4,80301590.06%+159
VANGUARD VALUE ETF022,041+22,04104,3241.71%+4,324
MICRON TECHNOLOGY INC COM(MU)1,6931,676-174835660.22%+83
WALMART INC COM(WMT)06,455+6,45508020.32%+802
PACER US SMALL CAP CASH COWS ETF
US SM CAP CA ETF
026,245+26,24501,1780.47%+1,178
FIFTH THIRD BANCORP COM(FITB)21,15122,812+1,6619901,0600.42%+70
AEHR TEST SYS COM(AEHR)01,834+1,8340680.03%+68
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
70,12270,323+2012,6722,7401.09%+67
PHILLIPS 66 COM(PSX)1,1941,203+91542190.09%+65
MARVELL TECHNOLOGY INC COM(MRVL)04,647+4,64704600.18%+460
IREN LIMITED ORDINARY SHARES
ORDINARY SHARES
03,439+3,43901180.05%+118
EBAY INC. COM(EBAY)019,065+19,06501,7350.69%+1,735
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
04,755+4,75503900.15%+390
INVESCO S&P MIDCAP MOMENTUM ETF
S&P MDCP MOMNTUM
02,523+2,52303660.15%+366
CIPHER DIGITAL INC COM(CIFR)010,140+10,14001310.05%+131
AMKOR TECHNOLOGY INC COM7,7577,966+2093063590.14%+52
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
09,342+9,34204290.17%+429
ONE STOP SYS INC COM06,803+6,8030510.02%+51
CLEARPOINT NEURO INC COM05,319+5,3190480.02%+48
PACER AMERICAN ENERGY INFRASTRUCTURE ETF
AMERICAN ENERGY
04,862+4,86202280.09%+228
PALO ALTO NETWORKS INC COM(PANW)0309+3090500.02%+50
MACERICH CO COM(MAC)0123,181+123,18102,3280.92%+2,328
CONSTELLATION ENERGY CORP COM(CEG)0926+92602590.10%+259
AVANTIS U.S. SMALL CAP VALUE ETF0766+7660850.03%+85
COCA COLA CO COM(KO)06,452+6,45204910.19%+491
SERVICENOW INC COM(NOW)0623+6230650.03%+65
NVENT ELEC PLC SHS(NVT)03,141+3,14103720.15%+372
LOCKHEED MARTIN CORP COM(LMT)31031001501870.07%+38
AT&T INC COM(T)08,389+8,38902430.10%+243
FIDELITY ENHANCED LARGE CAP VALUE ETF
ENHANCED LARGE
01,658+1,6580580.02%+58
ENERGY TRANSFER L P COM UT LTD PTN(ET)02,072+2,0720400.02%+40
CISCO SYS INC COM(CSCO)35,12135,298+1772,7052,7391.09%+33
DELL TECHNOLOGIES INC CL C(DELL)833836+31051370.05%+32
MERCADOLIBRE INC COM(MELI)0163+16302820.11%+282
TALEN ENERGY CORP COM(TLN)0286+2860910.04%+91
MCKESSON CORP COM(MCK)0793+79306860.27%+686
GRAYSCALE BITCOIN MINI TRUST ETF(BTC)01,075+1,0750320.01%+32
AST SPACEMOBILE INC COM CL A(ASTS)01,082+1,0820900.04%+90
HONEYWELL INTL INC COM(HON)932935+31822110.08%+30
WEC ENERGY GROUP INC COM(WEC)02,787+2,78703230.13%+323
MCDONALDS CORP COM(MCD)02,451+2,45107620.30%+762
ISHARES MSCI EAFE VALUE ETF08,982+8,98206680.26%+668
CLOUDFLARE INC CL A COM(NET)02,033+2,03304190.17%+419
FREEPORT MCMORAN INC CL B(FCX)0504+5040300.01%+30
BLOOM ENERGY CORP COM CL A0500+5000680.03%+68
KEYSIGHT TECHNOLOGIES INC COM(KEYS)705593-1121431670.07%+24
CION INVT CORP COM(CICB)03,529+3,5290240.01%+24
SIMON PPTY GROUP INC NEW COM(SPG)015,408+15,40802,8741.14%+2,874
NAVITAS SEMICONDUCTOR CORP COM(NVTS)014,035+14,03501230.05%+123
MPLX LP COM UNIT REP LTD(MPLX)04,794+4,79402740.11%+274
CHENIERE ENERGY INC COM NEW(LNG)0237+2370670.03%+67
SEMPRA COM(SRE)02,380+2,38002310.09%+231
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