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| Happy Holidays!! thanks for using AUM13F!! |
| Lodestone Wealth Management LLC
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| CRD # | 151115 |
| SEC # | 801-120040 |
| CIK # | 0001950158 |
| AUM | $306.2 M (2025-06-19) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 509-413-2386 |
| Address | 9 S Washington St Spokane, WA 99201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.9 | ||
| Apple Inc | 6.8 | ||
| Simon Property Group Inc /DE/ | 5.0 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Bank of America Corp /DE/ | 4.0 | ||
| Nvidia Corp | 3.9 | ||
| Amgen Inc | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| American Express Co | 3.0 | ||
| Amazon Com Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 26.6 |
| (b) Individuals (high net worth individuals) | 93 | 264.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 0 | 12.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 681 | 306.2 |
| By Discretionary | ||
| Discretionary | 681 | 306.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 681 | 306.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.2 | |
| Total | 681 | 306.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950158] |
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|---|---|---|
|
Wealth Benefit Advisors LLC
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TX | 0.3 |
|
Everest Management Corp
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CA | 0.3 |
|
Buttonwood Wealth LLC
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VA | 0.3 |
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Kleinfelder Capital Inc
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OH | 0.3 |
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Scala Capital LLC
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FL | 0.3 |
|
Kondo Wealth Advisors Inc
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CA | 0.3 |
|
Brady Family Wealth LLC
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|
MO | 0.3 |
|
Cottonwood Capital Advisors LLC
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|
UT | 0.3 |
|
Ndure Global LLC
✚
|
0.3 | |
|
Northbridge Financial Group LLC
✚
|
FL | 0.3 |