0001950158-23-000001.txt : 20230209 0001950158-23-000001.hdr.sgml : 20230209 20230209142308 ACCESSION NUMBER: 0001950158-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230209 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lodestone Wealth Management LLC CENTRAL INDEX KEY: 0001950158 IRS NUMBER: 271037555 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22872 FILM NUMBER: 23605556 BUSINESS ADDRESS: STREET 1: 9 S WASHINGTON ST STE 211 CITY: SPOKANE STATE: WA ZIP: 99201 BUSINESS PHONE: (509)-413-2386 MAIL ADDRESS: STREET 1: 9 S WASHINGTON ST STE 211 CITY: SPOKANE STATE: WA ZIP: 99201 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001950158 XXXXXXXX 12-31-2022 12-31-2022 Lodestone Wealth Management LLC

9 S WASHINGTON ST STE 211 SPOKANE WA 99201

13F COMBINATION REPORT 028-22872 000151115 801-120040 0001427008 028-12979 000143567 801-67839 Smead Capital Management, Inc. 0001106129 028-03495 000105281 801-32726 JENSEN INVESTMENT MANAGEMENT INC N Daniel Murphy 509 413-2386 Daniel Murphy Spokane WA 02-09-2023 2 150 123965358 false 1 0001427008 028-12979 000143567 801-67839 Smead Capital Management, Inc. 2 0001106129 028-03495 000105281 801-32726 JENSEN INVESTMENT MANAGEMENT INC INFORMATION TABLE 2 LWM13F12312022.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C101280588 1052 SH SOLE 0 0 1052 AT&T INCCOM00206R102231621 12581 SH SOLE 0 0 12581 ALPHABET INCCAP STK CL C02079K1071935467 21813 SH SOLE 0 0 21813 ALPHABET INCCAP STK CL A02079K305838361 9502 SH SOLE 0 0 9502 AMAZON COM INCCOM023135106745164 8871 SH SOLE 0 0 8871 U HAUL HOLDING COMPANYCOM SER N02358650611381 207 SH SOLE 0 0 207 AMERICAN CENTY ETF TRDIVERSIFIED MU025072505694706 14198 SH SOLE 0 0 14198 AMERICAN EXPRESS COCOM025816109343476 2325 SH SOLE 0 0 2325 AMGEN 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