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Manager record

Lodestone Wealth Management LLC

Spokane, WA · CIK 1950158 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$297.25MReported 13F valueQ3 2026 · as filed
854Holdings listed
+4.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $205.4M$205.4MQ2 2025168 holdingsQ3 2025: $222.5M$222.5MQ3 2025212 holdingsQ4 2025: $245.6M$245.6MQ4 2025850 holdingsQ1 2026: $252.3M$252.3MQ1 2026832 holdingsQ2 2026: $283.3M$283.3MQ2 2026835 holdingsQ3 2026: $297.2M$297.2MQ3 2026854 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$297.25M · 854 holdings listed · View original SEC filing ↗
Jul 24 2026 13F-HR · period Q2 2026

$283.25M · 835 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR/A · period Q1 2026

$252.33M · 832 holdings listed · amendment (restatement) · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$252.33M · 832 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$245.56M · 850 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$222.48M · 212 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$205.39M · 168 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology