Lodestone Wealth Management LLC

RIA/Wealth

Lodestone Wealth Management LLC is a RIA/Wealth based in Spokane, WA led by Daniel Clary Murphy, reporting $306.2M in AUM as of Q3 2025 with 44% ETF concentration.

Managing PartnerDaniel Clary Murphy

Portfolio Value: $222.5M
Positions: 173
Top Holding: AAPL at 3.79%
Last Reported: Q3 2025

Address9 S Washington St, Ste 211, Spokane, WA, 99201, United States

Top Holdings

Largest long holdings in Lodestone Wealth Management LLC's portfolio (25.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$8.4M	3.79%	+$30.3K Bought	0.00% 33.1K shares	Q4 2022 Held for 2y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$7.3M	3.29%	+$98.4K Bought	0.00% 14.1K shares	Q4 2022 Held for 2y 11m
3 JPMorgan Ultra-Short Income JPST	ETF ETF	$6.9M	3.09%	+$288.0K Bought	— 135.5K shares	Q4 2022 Held for 2y 11m
4 CGCP Capital Group Core Plus Income CGCP	ETF ETF	$5.5M	2.46%	+$474.1K Bought	— 241.1K shares	Q4 2022 Held for 2y 11m
5 CGDV Capital Group Dividend Value CGDV	ETF ETF	$5.2M	2.33%	+$138.6K Bought	— 123.5K shares	Q4 2022 Held for 2y 11m
6 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$5.1M	2.28%	+$60.9K Bought	0.00% 20.8K shares	Q4 2022 Held for 2y 11m
7 CGSD Capital Group Short Duration Income CGSD	ETF ETF	$4.8M	2.16%	+$425.4K Bought	— 185.0K shares	Q1 2023 Held for 2y 8m
8 JPMorgan Chase JPM	Banks - Diversified Financial Services	$4.7M	2.12%	+$26.5K Bought	0.00% 15.0K shares	Q4 2022 Held for 2y 11m
9 Nvidia NVDA	Semiconductors Technology	$4.6M	2.07%	+$50.0K Bought	0.00% 24.7K shares	Q4 2022 Held for 2y 11m
10 Vanguard Value VTV	ETF ETF	$4.5M	2.03%	-$53.3K Sold	— 24.3K shares	Q4 2022 Held for 2y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Lodestone Wealth Management LLC's latest filing

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GthenC

Market Value

$222.5M

Prior: $205.4M

Q/Q Change

+8.33%

+$17.1M

Net Flows % of MV

-0.057%

Turnover Ratio

3.41%

New Purchases

7 stocks

$1.9M

Added To

103 stocks

+$5.3M

Sold Out Of

4 stocks

$994.4K

Reduced Holdings

50 stocks

-$6.4M

Increased Positions

Position	Shares Δ	Change
1 CrowdStrike Holdings, Inc. CRWD	New	0 → 879.0 +$431.0K
2 Crocs CROX	New	0 → 4.7K +$390.6K
3 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	New	0 → 3.5K +$321.1K
4 Astera Labs, Inc. ALAB	New	0 → 1.3K +$256.3K
5 Rubrik RBRK	New	0 → 2.6K +$212.4K

Decreased Positions

Position	Shares Δ	Change
1 Fortinet FTNT	Sold	3.5K → 0 −$370.5K
2 iShares MSCI USA Min Vol Factor USMV	Sold	2.2K → 0 −$208.8K
3 Honeywell International HON	Sold	895.0 → 0 −$208.4K
4 KKR & Co. KKR	Sold	1.6K → 0 −$206.7K
5 Simon Property Group SPG	-49.5%	30.8K → 15.6K −$2.9M