Lodestone Wealth Management LLC filed its Form 13F-HR with the Securities and Exchange Commission for the period ending September 30, 2026. The filing discloses the firm held equity securities in a total of 854 separate companies as of the report date.
The filing lists a wide variety of holdings across different sectors and market caps. Among the largest positions disclosed are shares of Costco Wholesale Corporation, with 1,357,691 shares, and Johnson & Johnson, with 1,518,447 shares. Other notable holdings include Merck & Co. Inc. with 3,023,901 shares, Occidental Petroleum Corp. with 2,761,079 shares, and Occidental Petroleum with 1,527,219 shares.
The portfolio also includes significant exposure to technology and energy sectors. Major holdings include Intel Corp. with 1,480,388 shares, Alphabet Inc. Class A with 32,688 shares, and PACCAR Inc. with 872,990 shares. Energy-related positions include Cenovus Energy Inc. with 1,103,479 shares and First Majestic Silver Corp. with 15,000 shares.
The filing indicates that the firm manages these positions through various vehicles, including individual stocks and exchange-traded funds (ETFs). Specific ETFs listed in the portfolio include the Vanguard Morningstar Total Stock Market ETF, the iShares Gold Trust, and the SPDR S&P 500 ETF Trust.
