Notify me when Lodestone Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 795 | $245,560,734 | +$27,110,348 | -$8,025,685 | +$19,084,663 | AAPL, CGCP, JPST, MSFT, CGSD | 13F-HR | 15 Jan 2026, 16:35 |
| Q3 2025 | 173 | $222,483,422 | +$7,700,668 | -$7,392,565 | +$308,103 | AAPL, MSFT, JPST, CGCP, CGDV | 13F-HR | 24 Oct 2025, 15:52 |
| Q2 2025 | 168 | $205,128,929 | +$12,870,662 | -$5,742,582 | +$7,128,080 | MSFT, AAPL, JPST, CGCP, SPG | 13F-HR | 11 Aug 2025, 20:50 |
| Q1 2025 | 154 | $187,857,084 | +$7,133,876 | -$14,039,794 | -$6,905,918 | AAPL, JPST, MSFT, CGCP, CGSD | 13F-HR | 28 Apr 2025, 15:35 |
| Q4 2024 | 150 | $199,388,384 | +$15,010,461 | -$10,640,766 | +$4,369,695 | AAPL, JPST, MSFT, CGCP, COWZ | 13F-HR | 30 Jan 2025, 13:22 |
| Q3 2024 | 148 | $197,872,945 | +$14,979,230 | -$13,709,470 | +$1,269,760 | AAPL, JPST, MSFT, CGCP, VTV | 13F-HR | 29 Oct 2024, 17:30 |
| Q2 2024 | 147 | $187,460,944 | +$8,513,991 | -$7,333,782 | +$1,180,209 | AAPL, MSFT, JPST, AMGN, VTV | 13F-HR | 16 Jul 2024, 13:44 |
| Q1 2024 | 148 | $188,471,610 | +$8,280,731 | -$3,911,349 | +$4,369,382 | MSFT, AAPL, JPST, VTV, MRK | 13F-HR | 30 Apr 2024, 15:54 |
| Q4 2023 | 140 | $170,856,450 | +$23,612,389 | -$8,682,560 | +$14,929,829 | AAPL, JPST, MSFT, VTV, AMGN | 13F-HR | 24 Jan 2024, 17:37 |
| Q3 2023 | 126 | $141,536,776 | +$11,258,431 | -$10,725,961 | +$532,470 | AAPL, JPST, VTV, MSFT, AMGN | 13F-HR | 20 Oct 2023, 17:30 |
| Q2 2023 | 128 | $143,959,453 | +$23,257,650 | -$10,920,428 | +$12,337,222 | AAPL, JPST, VTV, MSFT, MRK | 13F-HR | 25 Jul 2023, 16:12 |
| Q1 2023 | 128 | $125,672,800 | +$6,023,188 | -$11,109,368 | -$5,086,180 | JPST, AAPL, VTV, MSFT, MRK | 13F-HR | 15 May 2023, 14:08 |
| Q4 2022 | 119 | $122,842,289 | $0 | $0 | $0 | VTV, JPST, AAPL, AMGN, MRK | 13F-HR | 09 Feb 2023, 14:23 |