Lodestone Wealth Management LLC

Q1 2026 13F-HR/A Holdings

Location
Spokane, WA
Holdings as of
3/31/2026
Value ($000)
$252,333,515
Num holdings
781
Date filed
5/1/2026
Form type
13F-HR/A - RESTATEMENT
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Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type