Lodestone Wealth Management LLC
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 297,248
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 801 | 297,248 | 13F-HR | Lodestone Wealth Management LLC |
| Q2 2026 | 7/23/2026 | 781 | 283,250 | 13F-HR | Lodestone Wealth Management LLC |
| Q1 2026 | 5/1/2026 | 781 | 252,334 | 13F-HR/A - RESTATEMENT | Lodestone Wealth Management LLC |
| Q1 2026 | 5/1/2026 | 781 | 252,334 | 13F-HR | Lodestone Wealth Management LLC |
| Q4 2025 | 1/15/2026 | 798 | 245,561 | 13F-HR | Lodestone Wealth Management LLC |
| Q3 2025 | 10/24/2025 | 173 | 222,483 | 13F-HR | Lodestone Wealth Management LLC |
| Q2 2025 | 8/12/2025 | 168 | 205,385 | 13F-HR | Lodestone Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 154.2 K | 51.9% | 5.683 K | 0 | 5.683 K |
| ETFs | 143.1 K | 48.1% | 8.312 K | 0 | 8.312 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
297,248
Holdings
801
QoQ value change ($000)
13,998
(4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.