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CIK: 0001950158
Total reported value
$283.3M
$283.3M
153 檔
10.2%
At the close of Q1 2025, Lodestone Wealth Management LLC disclosed equity holdings valued at approximately $283.3M, spread across 153 reported holdings.
In Q1 2025, Lodestone Wealth Management LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.95% | -0.09% | +1.08% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.51% | -0.24% | -0.99% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.20% | +1.22% | |
| 4 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.67% | +0.86% | +2.49% | |
| 5 | CGSD | Cap Group Short Duration | ETF-Other | 2.38% | +0.36% | +0.72% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.31% | -0.11% | -8.66% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.27% | -0.06% | +0.43% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.26% | +0.08% | +2.54% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.09% | -2.55% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.19% | -0.16% | -7.38% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.91% | -0.11% | -28.10% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.75% | -0.16% | +0.98% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.74% | +0.14% | +0.64% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.66% | -0.03% | -15.49% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.55% | +0.01% | +0.22% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.54% | -0.03% | -0.60% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.53% | -0.10% | -1.81% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.51% | -0.06% | -7.78% | |
| 19 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.39% | +0.07% | -18.34% | |
| 20 | CGXU | Cap Group Intl Focus | ETF-Other | 1.39% | +0.02% | -0.79% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.05% | +1.70% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.33% | -0.10% | -1.15% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.30% | -0.02% | -13.65% | |
| 24 | CGCB | Cap Group Core Bond | ETF-Other | 1.22% | -0.18% | +9.90% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.17% | +0.37% | +0.88% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 1.14% | -0.05% | +0.40% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.01% | +0.29% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.14% | +0.06% | -2.54% | |
| 29 | MAC | Macerich Co/the | Stock-Other | 1.14% | +0.16% | -18.03% | |
| 30 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.11% | -0.36% | -16.17% | |
| 31 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.09% | +0.16% | +3.30% | |
| 32 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.08% | +0.05% | -14.31% | |
| 33 | CGUS | Cap Group Core Equity | ETF-Other | 1.07% | +0.06% | -1.27% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 1.07% | -0.10% | -3.13% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.06% | +4.29% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.11% | +0.06% | |
| 37 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.05% | -0.09% | -15.61% | |
| 38 | NVR | Nvr Inc | Stock-Consumer Disc | 1.02% | -0.07% | -14.56% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.29% | +0.85% | |
| 40 | DFIV | Dimensional International Va | ETF-Other | 0.96% | -0.12% | -1.27% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.96% | -0.05% | -0.30% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.08% | -14.02% | |
| 43 | APA | Apa CORP | Stock-Energy | 0.84% | -0.37% | +20.73% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.09% | +0.79% | |
| 45 | PCAR | Paccar Inc | Stock-Industrials | 0.80% | -0.05% | -4.97% | |
| 46 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.79% | -0.12% | -17.67% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.77% | -0.20% | -5.60% | |
| 48 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.75% | +0.06% | +5.04% | |
| 49 | OVV | Ovintiv Inc | Stock-Energy | 0.73% | — | +38.62% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.72% | +0.17% | -2.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.6% | NEW | New buy |
| 2 | DGS | Wisdomtree Em Small Cap | +0.4% | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -2.55% | Trim |
| 4 | DFSV | Dimensional US Small Cap Val | +0.4% | NEW | New buy |
| 5 | AMGN | Amgen Inc | +0.3% | -7.38% | Trim |
| 6 | OVV | Ovintiv Inc | +0.3% | +38.62% | Add |
| 7 | DVN | Devon Energy CORP | +0.2% | +50.19% | Add |
| 8 | SIRI | Sirius Xm Holdings Inc | +0.2% | NEW | New buy |
| 9 | CGCB | Cap Group Core Bond | +0.2% | +9.90% | Add |
| 10 | CVX | Chevron CORP | +0.2% | +0.85% | Add |
| 11 | V | Visa Inc-class A Shares | +0.2% | +0.29% | Add |
| 12 | CGCV | Cap Group Conservative Eq | +0.1% | NEW | New buy |
| 13 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 14 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 15 | MRP | Millrose Properties | +0.1% | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | 0% | -8.66% | Trim |
| 17 | DFUS | Dimensional US Eq Mkt ETF | 0% | -1.81% | Trim |
| 18 | AMZN | Amazon.com Inc | 0% | +4.29% | Add |
| 19 | CVE | Cenovus Energy Inc | -0.1% | -13.90% | Trim |
| 20 | ULTA | Ulta Beauty Inc | -0.1% | -19.08% | Trim |
| 21 | UHAL-B | U-haul Holding Co-non Voting | -0.1% | -17.09% | Trim |
| 22 | SRE | Sempra | -0.1% | EXIT | Sold out |
| 23 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.22% | Add |
| 24 | MRVL | Marvell Technology Inc | -0.1% | +0.62% | Add |
| 25 | PYPL | Paypal Holdings Inc | -0.1% | EXIT | Sold out |
| 26 | KEYS | Keysight Technologies In | -0.1% | EXIT | Sold out |
| 27 | DFAU | Dimensional US Core Equity M | -0.1% | EXIT | Sold out |
| 28 | KKR | Kkr & Co Inc | -0.1% | EXIT | Sold out |
| 29 | MSFT | Microsoft CORP | -0.1% | +1.22% | Add |
| 30 | OXY | Occidental Petroleum CORP | -0.1% | -16.17% | Trim |
| 31 | HD | Home Depot Inc | -0.1% | -14.02% | Trim |
| 32 | BX | Blackstone Inc | -0.2% | -0.30% | Trim |
| 33 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 34 | TGT | Target CORP | -0.2% | -6.37% | Trim |
| 35 | DHI | Dr Horton Inc | -0.2% | -14.31% | Trim |
| 36 | JSCP | Jpmorgan Short Duration Core | -0.2% | -39.55% | Trim |
| 37 | BAC | Bank Of America CORP | -0.2% | -13.65% | Trim |
| 38 | MRK | Merck & Co. Inc. | -0.2% | -7.78% | Trim |
| 39 | NVDA | Nvidia CORP | -0.2% | +1.70% | Add |
| 40 | AAPL | Apple Inc | -0.2% | +1.08% | Add |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | +0.64% | Add |
| 42 | NVR | Nvr Inc | -0.3% | -14.56% | Trim |
| 43 | SPG | Simon Property Group Inc | -0.3% | -18.34% | Trim |
| 44 | LEN | Lennar Corp-a | -0.3% | -15.61% | Trim |
| 45 | DFAC | Dimensional US Core Equity 2 | -0.4% | -77.97% | Trim |
| 46 | AXP | American Express Co | -0.4% | -15.49% | Trim |
| 47 | MAC | Macerich Co/the | -0.4% | -18.03% | Trim |
| 48 | DEM | Wisdomtree Emerging Markets | -0.4% | EXIT | Sold out |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | -0.5% | -28.10% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -81.85% | Trim |
According to official SEC Form 13F filings, Lodestone Wealth Management LLC reported a total U.S. public equity portfolio value of $283.3M across 153 disclosed positions in Q1 2025.
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, JPST, MSFT) accounted for 10.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
CALF
市值: $1.2M
Top Position Liquidated / Trimmed
DEM
前期市值: $809.0K
During Q1 2025, Lodestone Wealth Management LLC's top holdings by market value included AAPL (4.0%)、JPST (3.5%)、MSFT (2.8%). The largest single position, AAPL, represented 4.0% of total portfolio value.
In Q1 2025, Lodestone Wealth Management LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 12 positions, trimming 23 holdings, and fully liquidating 7 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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