account_balance
Investment manager · 13F filer · SEC CIK 1950158
Lodestone Wealth Management LLC
Reported value$297Mas of Sep 30, 2026
Positions801 42 new, 21 sold out
Top 10 weight25.9%CGCP alone is 4%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGCPCapital Group Core Plus Income ETF
4.3%Added +16%
AAPLApple Inc.
3.3%
CGSDCapital Group Short Duration Income ETF
3.0%Added +9%
JPSTJPMorgan Ultra-Short Income ETF
2.6%Added +6%
MSFTMicrosoft Corp
2.5%Added +8%
CGDVCapital Group Dividend Value ETF
2.4%Added +12%
GOOGAlphabet Inc.
2.2%
NVDANVIDIA Corp
2.0%
AMGNAmgen Inc
1.9%
COWZPacer US Cash Cows 100 ETF
1.7%Added +5%
CGXUCapital Group International Focus Equity ETF
1.7%Added +5%
MRKMerck & Co., Inc.
1.6%
CGCPCapital Group Core Plus Income ETF
4.3%Added +16%
AAPLApple Inc.
3.3%
CGSDCapital Group Short Duration Income ETF
3.0%+9%
JPSTJPMorgan Ultra-Short Income ETF
2.6%+6%
MSFTMicrosoft Corp
2.5%+8%
CGDVCapital Group Dividend Value ETF
2.4%
GOOGAlphabet Inc.
2.2%
NVDANVIDIA Corp
2.0%
AMGNAmgen Inc
1.9%
COWZ1.7%
CGXU
MRK1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGCP Capital Group Core Plus Income ETF 4.3% Added +16%
AAPL Apple Inc. 3.3% HeldCGSD Capital Group Short Duration Income ETF 3.0% Added +9%
JPST JPMorgan Ultra-Short Income ETF 2.6% Added +6%
MSFT Microsoft Corp 2.5% Added +8%CGDV Capital Group Dividend Value ETF 2.4% Added +12%
GOOG Alphabet Inc. 2.2% HeldNVDA NVIDIA Corp 2.0% HeldAMGN Amgen Inc 1.9% HeldCOWZ Pacer US Cash Cows 100 ETF 1.7% Added +5%
CGXU Capital Group International Focus Equity ETF 1.7% Added +5%
MRK Merck & Co., Inc. 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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