Lodestone Wealth Management LLC Diversified Active

CIK: 0001950158 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $205,385 (100.0% shares, 0.0% debt)

Holdings (168)

MSFT MICROSOFT CORP 3.4%
Value ($000) $6,935 Shares 13,942 Est. Cost $237.77 Unrealized +81.9%
AAPL APPLE INC 3.3%
Value ($000) $6,765 Shares 32,973 Est. Cost $141.66 Unrealized +42.2%
JPST J P MORGAN EXCHANGE TRADED F 3.2%
Value ($000) $6,579 Shares 129,821 Est. Cost $50.26 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 2.4%
Value ($000) $4,955 Shares 220,201 Est. Cost $22.71 Unrealized
SPG SIMON PPTY GROUP INC NEW 2.4%
Value ($000) $4,952 Shares 30,803 Est. Cost $122.62 Unrealized +24.6%
CGDV CAPITAL GROUP DIVIDEND VALUE 2.3%
Value ($000) $4,746 Shares 120,179 Est. Cost $29.25 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 2.1%
Value ($000) $4,374 Shares 168,654 Est. Cost $25.64 Unrealized
VTV VANGUARD INDEX FDS 2.1%
Value ($000) $4,338 Shares 24,546 Est. Cost $140.34 Unrealized
JPM JPMORGAN CHASE & CO. 2.1%
Value ($000) $4,314 Shares 14,881 Est. Cost $118.70 Unrealized +112.9%
BAC BANK AMERICA CORP 1.9%
Value ($000) $3,975 Shares 84,008 Est. Cost $34.23 Unrealized +21.1%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $3,865 Shares 24,463 Est. Cost $97.53 Unrealized +29.0%
AMGN AMGEN INC 1.8%
Value ($000) $3,714 Shares 13,304 Est. Cost $241.17 Unrealized +15.2%
GOOG ALPHABET INC 1.8%
Value ($000) $3,649 Shares 20,569 Est. Cost $94.73 Unrealized +74.0%
COWZ PACER FDS TR 1.7%
Value ($000) $3,554 Shares 64,506 Est. Cost $50.26 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.6%
Value ($000) $3,254 Shares 57,071 Est. Cost $44.23 Unrealized
VTI VANGUARD INDEX FDS 1.6%
Value ($000) $3,240 Shares 10,660 Est. Cost $191.19 Unrealized
BSV VANGUARD BD INDEX FDS 1.6%
Value ($000) $3,198 Shares 40,634 Est. Cost $76.72 Unrealized
DFUS DIMENSIONAL ETF TRUST 1.5%
Value ($000) $3,180 Shares 47,447 Est. Cost $51.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $3,146 Shares 6,477 Est. Cost $298.14 Unrealized +70.3%
CGXU CAPITAL GROUP INTL FOCUS EQT 1.5%
Value ($000) $3,015 Shares 111,116 Est. Cost $23.54 Unrealized
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $3,007 Shares 9,428 Est. Cost $144.50 Unrealized +93.3%
AMZN AMAZON COM INC 1.4%
Value ($000) $2,805 Shares 12,785 Est. Cost $128.58 Unrealized +53.9%
META META PLATFORMS INC 1.3%
Value ($000) $2,570 Shares 3,482 Est. Cost $585.24 Unrealized +5.4%
MRK MERCK & CO INC 1.2%
Value ($000) $2,527 Shares 31,925 Est. Cost $94.47 Unrealized -18.1%
VTIP VANGUARD MALVERN FDS 1.2%
Value ($000) $2,412 Shares 47,977 Est. Cost $47.61 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.2%
Value ($000) $2,403 Shares 82,994 Est. Cost $21.95 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.2%
Value ($000) $2,400 Shares 69,436 Est. Cost $25.07 Unrealized
CSCO CISCO SYS INC 1.2%
Value ($000) $2,391 Shares 34,465 Est. Cost $41.98 Unrealized +43.8%
CGCB CAPITAL GRP FIXED INCM ETF T 1.1%
Value ($000) $2,290 Shares 87,073 Est. Cost $26.12 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 1.1%
Value ($000) $2,236 Shares 60,558 Est. Cost $28.54 Unrealized
QCOM QUALCOMM INC 1.0%
Value ($000) $2,151 Shares 13,503 Est. Cost $110.02 Unrealized +31.8%
CGMS CAPITAL GRP FIXED INCM ETF T 1.0%
Value ($000) $2,098 Shares 75,951 Est. Cost $27.21 Unrealized
V VISA INC 1.0%
Value ($000) $2,089 Shares 5,884 Est. Cost $199.76 Unrealized +73.7%
MAC MACERICH CO 1.0%
Value ($000) $2,017 Shares 124,663 Est. Cost $11.66 Unrealized
BX BLACKSTONE INC 1.0%
Value ($000) $1,963 Shares 13,121 Est. Cost $79.81 Unrealized +69.3%
DHI D R HORTON INC 1.0%
Value ($000) $1,957 Shares 15,181 Est. Cost $82.76 Unrealized +47.8%
NVR NVR INC 0.9%
Value ($000) $1,950 Shares 264 Est. Cost $4396.05 Unrealized +63.0%
DFIV DIMENSIONAL ETF TRUST 0.9%
Value ($000) $1,948 Shares 45,487 Est. Cost $32.90 Unrealized
LEN LENNAR CORP 0.9%
Value ($000) $1,905 Shares 17,224 Est. Cost $102.60 Unrealized +4.6%
OXY OCCIDENTAL PETE CORP 0.8%
Value ($000) $1,696 Shares 40,372 Est. Cost $62.90 Unrealized -34.6%
EBAY EBAY INC. 0.8%
Value ($000) $1,631 Shares 21,911 Est. Cost $39.50 Unrealized +77.8%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,612 Shares 11,257 Est. Cost $147.52 Unrealized -7.1%
MTUM ISHARES TR 0.8%
Value ($000) $1,584 Shares 6,591 Est. Cost $160.26 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $1,576 Shares 4,298 Est. Cost $284.85 Unrealized +24.9%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,562 Shares 1,578 Est. Cost $526.41 Unrealized +88.2%
GOOGL ALPHABET INC 0.7%
Value ($000) $1,507 Shares 8,554 Est. Cost $95.48 Unrealized +71.0%
CVE CENOVUS ENERGY INC 0.7%
Value ($000) $1,498 Shares 110,178 Est. Cost $15.57 Unrealized -17.3%
XSMO INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,486 Shares 21,848 Est. Cost $48.24 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.7%
Value ($000) $1,450 Shares 48,855 Est. Cost $26.19 Unrealized
PCAR PACCAR INC 0.7%
Value ($000) $1,398 Shares 14,711 Est. Cost $59.39 Unrealized +52.3%
APA APA CORPORATION 0.7%
Value ($000) $1,393 Shares 76,166 Est. Cost $29.29 Unrealized -42.4%
VV VANGUARD INDEX FDS 0.7%
Value ($000) $1,368 Shares 4,794 Est. Cost $218.16 Unrealized
TGT TARGET CORP 0.6%
Value ($000) $1,213 Shares 12,291 Est. Cost $131.08 Unrealized -28.8%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,212 Shares 13,501 Est. Cost $106.42 Unrealized -17.3%
ORCL ORACLE CORP 0.6%
Value ($000) $1,164 Shares 5,324 Est. Cost $113.91 Unrealized +41.2%
OVV OVINTIV INC 0.6%
Value ($000) $1,156 Shares 30,378 Est. Cost $45.09 Unrealized -18.6%
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $1,109 Shares 8,138 Est. Cost $22.07 Unrealized +431.5%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $1,070 Shares 11,723 Est. Cost $73.93 Unrealized +12.5%
CGGR CAPITAL GROUP GROWTH ETF 0.5%
Value ($000) $1,066 Shares 26,214 Est. Cost $28.18 Unrealized
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,032 Shares 14,018 Est. Cost $73.55 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $1,006 Shares 3,300 Est. Cost $180.90 Unrealized
CALF PACER FDS TR 0.5%
Value ($000) $984 Shares 24,725 Est. Cost $37.50 Unrealized
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $980 Shares 7,135 Est. Cost $136.16 Unrealized 0.0%
UHAL/B U HAUL HOLDING COMPANY 0.5%
Value ($000) $959 Shares 17,645 Est. Cost $63.51 Unrealized -12.1%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $929 Shares 6,080 Est. Cost $156.70 Unrealized -3.7%
DFAT DIMENSIONAL ETF TRUST 0.4%
Value ($000) $914 Shares 16,942 Est. Cost $53.31 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $895 Shares 8,303 Est. Cost $97.10 Unrealized +7.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $854 Shares 3,771 Est. Cost $93.29 Unrealized
DGS WISDOMTREE TR 0.4%
Value ($000) $838 Shares 15,176 Est. Cost $48.31 Unrealized
MINT PIMCO ETF TR 0.4%
Value ($000) $838 Shares 8,333 Est. Cost $99.83 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.4%
Value ($000) $727 Shares 22,732 Est. Cost $27.57 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $717 Shares 2,258 Est. Cost $206.75 Unrealized +45.7%
DFSV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $716 Shares 24,326 Est. Cost $28.18 Unrealized
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $702 Shares 22,072 Est. Cost $42.25 Unrealized -26.0%
WAL WESTERN ALLIANCE BANCORP 0.3%
Value ($000) $678 Shares 8,698 Est. Cost $50.23 Unrealized +40.7%
CACC CREDIT ACCEP CORP MICH 0.3%
Value ($000) $673 Shares 1,322 Est. Cost $478.07 Unrealized +2.8%
MCD MCDONALDS CORP 0.3%
Value ($000) $671 Shares 2,298 Est. Cost $257.03 Unrealized +18.1%
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $659 Shares 13,317 Est. Cost $49.37 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $659 Shares 2,111 Est. Cost $374.94 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $639 Shares 2,525 Est. Cost $126.38 Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $636 Shares 13,414 Est. Cost $45.76 Unrealized
WMT WALMART INC 0.3%
Value ($000) $629 Shares 6,437 Est. Cost $57.75 Unrealized +64.1%
BA BOEING CO 0.3%
Value ($000) $613 Shares 2,923 Est. Cost $176.71 Unrealized +6.9%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $600 Shares 1,057 Est. Cost $375.59 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $586 Shares 4,360 Est. Cost $104.80 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $584 Shares 797 Est. Cost $370.58 Unrealized +89.9%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $579 Shares 2,070 Est. Cost $219.50 Unrealized
EFV ISHARES TR 0.3%
Value ($000) $576 Shares 9,068 Est. Cost $45.88 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $567 Shares 1,027 Est. Cost $302.88 Unrealized
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $564 Shares 1,205 Est. Cost $387.42 Unrealized +6.7%
MTB M & T BK CORP 0.3%
Value ($000) $562 Shares 2,990 Est. Cost $118.94 Unrealized +45.4%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $556 Shares 901 Est. Cost $568.57 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $552 Shares 889 Est. Cost $392.70 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $530 Shares 6,244 Est. Cost $86.62 Unrealized
STIP ISHARES TR 0.3%
Value ($000) $520 Shares 5,051 Est. Cost $97.03 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $518 Shares 9,899 Est. Cost $34.49 Unrealized
TAXF AMERICAN CENTY ETF TR 0.2%
Value ($000) $513 Shares 10,490 Est. Cost $48.93 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $503 Shares 12,221 Est. Cost $25.54 Unrealized +43.1%
BILZ PIMCO ETF TR 0.2%
Value ($000) $485 Shares 4,796 Est. Cost $101.22 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $477 Shares 2,446 Est. Cost $160.59 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $470 Shares 6,638 Est. Cost $54.94 Unrealized +27.0%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $460 Shares 1,940 Est. Cost $188.90 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $442 Shares 3,568 Est. Cost $100.67 Unrealized +2.1%
TM TOYOTA MOTOR CORP 0.2%
Value ($000) $436 Shares 2,533 Est. Cost $139.82 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.2%
Value ($000) $432 Shares 12,927 Est. Cost $29.95 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.2%
Value ($000) $428 Shares 12,737 Est. Cost $30.58 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $420 Shares 748 Est. Cost $348.57 Unrealized +58.2%
QUAL ISHARES TR 0.2%
Value ($000) $417 Shares 2,283 Est. Cost $113.69 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $407 Shares 4,182 Est. Cost $78.27 Unrealized +0.7%
NET CLOUDFLARE INC 0.2%
Value ($000) $395 Shares 2,015 Est. Cost $133.76 Unrealized +8.5%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $379 Shares 2,086 Est. Cost $145.67 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $377 Shares 4,872 Est. Cost $43.02 Unrealized +44.8%
FDX FEDEX CORP 0.2%
Value ($000) $371 Shares 1,634 Est. Cost $271.73 Unrealized -20.8%
FTNT FORTINET INC 0.2%
Value ($000) $371 Shares 3,505 Est. Cost $68.32 Unrealized +47.7%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $368 Shares 1,295 Est. Cost $237.81 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.2%
Value ($000) $361 Shares 12,514 Est. Cost $26.81 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE E 0.2%
Value ($000) $359 Shares 12,546 Est. Cost $27.45 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $352 Shares 7,111 Est. Cost $41.49 Unrealized
PYLD PIMCO ETF TR 0.2%
Value ($000) $348 Shares 13,121 Est. Cost $26.51 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $348 Shares 15,524 Est. Cost $26.90 Unrealized -23.0%
SCHJ SCHWAB STRATEGIC TR 0.2%
Value ($000) $344 Shares 13,870 Est. Cost $35.63 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $342 Shares 1,143 Est. Cost $271.86 Unrealized +11.4%
T AT&T INC 0.2%
Value ($000) $341 Shares 11,779 Est. Cost $15.34 Unrealized +75.8%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $333 Shares 2,349 Est. Cost $153.60 Unrealized -29.1%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $329 Shares 2,441 Est. Cost $135.75 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $329 Shares 1,606 Est. Cost $174.69 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $322 Shares 3,977 Est. Cost $74.93 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $322 Shares 3,147 Est. Cost $100.84 Unrealized -14.2%
JPEM J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $320 Shares 5,676 Est. Cost $49.29 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $320 Shares 483 Est. Cost $329.29 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $314 Shares 3,843 Est. Cost $66.50 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $310 Shares 387 Est. Cost $693.19 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $304 Shares 11,389 Est. Cost $27.07 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $292 Shares 11,018 Est. Cost $38.78 Unrealized
MKL MARKEL GROUP INC 0.1%
Value ($000) $288 Shares 144 Est. Cost $1334.72 Unrealized +40.5%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $288 Shares 2,760 Est. Cost $82.72 Unrealized +26.0%
IMTM ISHARES TR 0.1%
Value ($000) $286 Shares 6,255 Est. Cost $30.83 Unrealized
USAI PACER FDS TR 0.1%
Value ($000) $276 Shares 6,786 Est. Cost $40.71 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $272 Shares 6,709 Est. Cost $30.19 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $265 Shares 2,064 Est. Cost $123.97 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $262 Shares 952 Est. Cost $215.92 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $259 Shares 2,010 Est. Cost $112.73 Unrealized +16.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $256 Shares 1,068 Est. Cost $141.61 Unrealized +13.5%
SUB ISHARES TR 0.1%
Value ($000) $255 Shares 2,398 Est. Cost $106.34 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $254 Shares 564 Est. Cost $337.92 Unrealized +37.4%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $251 Shares 96 Est. Cost $2335.36 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $250 Shares 1,242 Est. Cost $131.54 Unrealized +49.7%
VTES VANGUARD WELLINGTON FD 0.1%
Value ($000) $247 Shares 2,450 Est. Cost $100.93 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $245 Shares 315 Est. Cost $429.85 Unrealized +79.9%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $243 Shares 4,950 Est. Cost $49.03 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $240 Shares 6,705 Est. Cost $31.62 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $239 Shares 1,454 Est. Cost $135.22 Unrealized
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $234 Shares 3,188 Est. Cost $60.98 Unrealized 0.0%
MPLX MPLX LP 0.1%
Value ($000) $233 Shares 4,524 Est. Cost $48.03 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $229 Shares 1,255 Est. Cost $167.37 Unrealized 0.0%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $220 Shares 5,194 Est. Cost $42.36 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $216 Shares 2,048 Est. Cost $98.97 Unrealized +4.7%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $213 Shares 661 Est. Cost $263.84 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $213 Shares 2,925 Est. Cost $64.05 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $209 Shares 2,224 Est. Cost $72.10 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $208 Shares 2,234 Est. Cost $82.32 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $208 Shares 895 Est. Cost $199.66 Unrealized 0.0%
KKR KKR & CO INC 0.1%
Value ($000) $207 Shares 1,554 Est. Cost $116.65 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $205 Shares 2,297 Est. Cost $81.63 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $203 Shares 907 Est. Cost $180.80 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $202 Shares 1,640 Est. Cost $93.22 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $202 Shares 1,024 Est. Cost $197.31 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $201 Shares 1,481 Est. Cost $135.71 Unrealized