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CIK: 0001950158
Total reported value
$283.3M
$283.3M
147 檔
9.9%
In Q2 2024, Lodestone Wealth Management LLC's U.S. equity holdings reached a combined market value of $283.3M, distributed across 147 disclosed stock positions.
During Q2 2024, Lodestone Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.84% | -0.09% | +0.23% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.20% | +0.53% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.89% | -0.24% | +3.22% | |
| 4 | AMGN | Amgen Inc | Stock-Healthcare | 2.37% | -0.16% | +0.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.36% | -0.06% | -8.12% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.11% | -0.71% | |
| 7 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.19% | -0.06% | -2.70% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.03% | +0.14% | -2.78% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.93% | -0.06% | -2.58% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.80% | -0.09% | -1.38% | |
| 11 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.77% | +0.86% | +0.36% | |
| 12 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.76% | -0.09% | -2.58% | |
| 13 | AXP | American Express Co | Stock-Financials | 1.74% | -0.03% | -14.62% | |
| 14 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.68% | -0.36% | -0.19% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | -0.03% | +18.82% | |
| 16 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.59% | +0.07% | -0.45% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 1.58% | +0.08% | +4.29% | |
| 18 | CGXU | Cap Group Intl Focus | ETF-Other | 1.57% | +0.02% | +16.66% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.05% | +914.81% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.53% | +0.01% | -0.35% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.51% | -0.10% | -6.82% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.51% | -0.11% | +0.56% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.50% | -0.02% | +0.41% | |
| 24 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.47% | +0.05% | -4.22% | |
| 25 | CGSD | Cap Group Short Duration | ETF-Other | 1.33% | +0.36% | +2.68% | |
| 26 | NVR | Nvr Inc | Stock-Consumer Disc | 1.27% | -0.07% | -7.10% | |
| 27 | MAC | Macerich Co/the | Stock-Other | 1.26% | +0.16% | -6.63% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.25% | -0.02% | -1.80% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.25% | -0.16% | +6.04% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.16% | +0.06% | -3.26% | |
| 31 | PCAR | Paccar Inc | Stock-Industrials | 1.15% | -0.05% | -4.69% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.12% | -0.10% | +3.34% | |
| 33 | OVV | Ovintiv Inc | Stock-Energy | 1.07% | — | -0.10% | |
| 34 | DFAI | Dimensional International Co | ETF-Other | 1.07% | -0.05% | +0.69% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | -0.01% | +1.90% | |
| 36 | COP | Conocophillips | Stock-Energy | 1.02% | -0.20% | -0.13% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.06% | +2.35% | |
| 38 | DFIV | Dimensional International Va | ETF-Other | 0.95% | -0.12% | +0.30% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.02% | -0.94% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.93% | -0.10% | +4.85% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.29% | +0.83% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.08% | — | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.89% | -0.05% | +0.16% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.88% | — | -0.06% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.37% | -1.98% | |
| 46 | DVN | Devon Energy CORP | Stock-Energy | 0.83% | — | +43.83% | |
| 47 | APA | Apa CORP | Stock-Energy | 0.81% | -0.37% | +19.76% | |
| 48 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.79% | -0.12% | -3.76% | |
| 49 | CGUS | Cap Group Core Equity | ETF-Other | 0.76% | +0.06% | +6.39% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.09% | +5.27% |
According to official SEC Form 13F filings, Lodestone Wealth Management LLC reported a total U.S. public equity portfolio value of $283.3M across 147 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPST) accounted for 9.9% of total reported equity market value during Q2 2024.
During Q2 2024, Lodestone Wealth Management LLC's top holdings by market value included AAPL (3.8%)、MSFT (3.4%)、JPST (2.9%). The largest single position, AAPL, represented 3.8% of total portfolio value.
In Q2 2024, Lodestone Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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