SEC Form 13F

Lodestone Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$283,250,334
Positions779

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GROUP CORE PLUS INCOME ETFCGCPETF$11,678,464523,933
APPLE INC COMAAPLStock$8,617,98829,783
CAPITAL GROUP SHORT DURATION INCOME ETFCGSDETF$8,472,017329,266
JPMORGAN ULTRA-SHORT INCOME ETFJPSTETF$7,216,370142,701
ALPHABET INC CAP STK CL CGOOGStock$6,665,08518,864
CAPITAL GROUP DIVIDEND VALUE ETFCGDVETF$6,464,896131,187
NVIDIA CORPORATION COMNVDAStock$5,099,93125,488
MICROSOFT CORP COMMSFTStock$4,967,33413,317
AMGEN INC COMAMGNStock$4,857,79413,415
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFCGXUETF$4,753,490137,305

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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