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Lodestone Wealth Management LLC
Lodestone Wealth Management LLC is a SEC-registered investment advisory firm headquartered in Spokane, Washington. The firm offers comprehensive financial planning, investment management, income tax, and estate planning services, led by a team including a Certified Public Accountant. Lodestone primarily serves high net worth individuals, other individuals, and some charitable organizations, with a focus on customized advice and planning across retirement, tax, and estate needs. Founded in 2011, it is a boutique firm with 4 employees, three of whom are investment professionals.
Investment Strategy
Lodestone Wealth Management LLC provides discretionary investment management focused on asset allocation and portfolio diversification for individual and high net worth clients. The firm integrates financial planning with investment advice, assisting clients with retirement planning, tax efficiency, and estate strategies. Holdings span major equities, including technology, financials, and consumer sectors, and portfolios are tailored to clients’ life events, goals, and risk profiles. The planning also includes tax and estate advice in coordination with CPAs or attorneys, prioritizing long-term financial security and peace of mind for retirement.
Latest 13F Filing Activity
Lodestone Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 168 equity positions with a total 13F market value of $205M. The fund increased holdings in Simon PPTY Group Inc. New, Microsoft Corp., Bank America Corp. among other positions. Lodestone Wealth Management LLC reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Amgen Inc. among others.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.38% | $6.9M | 13,942 | $245.13 | $497.41 | +$1.6M |
A AAPL | APPLE INC | 3.29% | $6.8M | 32,973 | $131.89 | $205.17 | -$667.1K |
J JPST | J P MORGAN EXCHANGE TRADED F | 3.20% | $6.6M | 129,821 | $50.26 | $50.68 | -$13.3K |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 2.41% | $5.0M | 220,201 | $22.69 | $22.50 | -$71.2K |
S SPG | SIMON PPTY GROUP INC NEW | 2.41% | $5.0M | 30,803 | $138.70 | $160.76 | +$2.3M |
Industry Allocation
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