13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001950158
Total reported value
$283.3M
$283.3M
168 檔
10.7%
The Q2 2025 SEC filing reveals that Lodestone Wealth Management LLC held a total portfolio value of $283.3M, covering 168 public equity positions.
In Q2 2025, Lodestone Wealth Management LLC displayed an active expansion posture, initiating 16 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.20% | -1.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.29% | -0.09% | -1.45% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.20% | -0.24% | -0.30% | |
| 4 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.41% | +0.86% | -1.64% | |
| 5 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.41% | +0.07% | +95.10% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.31% | +0.08% | +0.68% | |
| 7 | CGSD | Cap Group Short Duration | ETF-Other | 2.13% | +0.36% | -2.55% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.11% | -0.06% | -0.42% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | -0.11% | -15.82% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.94% | -0.02% | +43.76% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | +0.05% | +3.63% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.81% | -0.16% | +0.78% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.78% | +0.14% | -1.51% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.73% | -0.11% | -1.60% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.58% | -0.03% | +0.01% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.58% | +0.01% | +0.33% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.56% | -0.16% | -3.08% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.55% | -0.10% | -0.11% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.53% | -0.09% | -16.49% | |
| 20 | CGXU | Cap Group Intl Focus | ETF-Other | 1.47% | +0.02% | +3.76% | |
| 21 | AXP | American Express Co | Stock-Financials | 1.46% | -0.03% | -18.48% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.06% | +22.33% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.11% | +1.58% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.23% | -0.06% | +0.85% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.17% | -0.10% | -3.99% | |
| 26 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.17% | +0.06% | +0.24% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 1.17% | -0.05% | +0.94% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.16% | +0.37% | -2.89% | |
| 29 | CGCB | Cap Group Core Bond | ETF-Other | 1.11% | -0.18% | -0.49% | |
| 30 | CGUS | Cap Group Core Equity | ETF-Other | 1.09% | +0.06% | +0.32% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 1.05% | -0.10% | +3.48% | |
| 32 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.02% | +0.16% | +0.81% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | -0.01% | -3.89% | |
| 34 | MAC | Macerich Co/the | Stock-Other | 0.98% | +0.16% | +0.12% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.96% | -0.05% | +2.11% | |
| 36 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.95% | +0.05% | -1.17% | |
| 37 | NVR | Nvr Inc | Stock-Consumer Disc | 0.95% | -0.07% | — | |
| 38 | DFIV | Dimensional International Va | ETF-Other | 0.95% | -0.12% | -0.38% | |
| 39 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.93% | -0.09% | +0.26% | |
| 40 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.83% | -0.36% | -4.84% | |
| 41 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.79% | -0.12% | -0.40% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.29% | +1.82% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.77% | +0.17% | -1.52% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.08% | -0.99% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.09% | -4.59% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.02% | -1.86% | |
| 47 | CVE | Cenovus Energy Inc | Stock-Energy | 0.73% | -0.20% | +83.33% | |
| 48 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.72% | +0.06% | -3.37% | |
| 49 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.71% | +0.02% | -0.62% | |
| 50 | PCAR | Paccar Inc | Stock-Industrials | 0.68% | -0.05% | -4.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPG | Simon Property Group Inc | +1% | +95.10% | Add |
| 2 | BAC | Bank Of America CORP | +0.6% | +43.76% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -1.04% | Trim |
| 4 | NVDA | Nvidia CORP | +0.5% | +3.63% | Add |
| 5 | FANG | Diamondback Energy Inc | +0.5% | NEW | New buy |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.3% | +22.33% | Add |
| 8 | CVE | Cenovus Energy Inc | +0.3% | +83.33% | Add |
| 9 | ORCL | Oracle CORP | +0.2% | +15.34% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +1.58% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | -9.07% | Trim |
| 12 | USAI | Pacer Ame Energy Infr Etf-us | +0.1% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 14 | SUB | Ishares Short-term National | +0.1% | NEW | New buy |
| 15 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 16 | VTES | Vanguard Sh Term Tax-ex Bond | +0.1% | NEW | New buy |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | NEW | New buy |
| 18 | NVT | nVent Electric plc | +0.1% | NEW | New buy |
| 19 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 20 | DFAU | Dimensional US Core Equity M | +0.1% | NEW | New buy |
| 21 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 22 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 23 | HON | Honeywell International Inc | +0.1% | NEW | New buy |
| 24 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 25 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.18% | Add |
| 27 | CGXU | Cap Group Intl Focus | +0.1% | +3.76% | Add |
| 28 | TSLA | Tesla Inc | +0.1% | +13.75% | Add |
| 29 | CGDV | Cap Group Dividend Value | +0.1% | +0.68% | Add |
| 30 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -1.52% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -1.51% | Trim |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +0.01% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.33% | Add |
| 34 | DFAE | Dimensional Emerging Core Eq | 0% | +0.24% | Add |
| 35 | DFAI | Dimensional International Co | 0% | +0.94% | Add |
| 36 | DFUS | Dimensional US Eq Mkt ETF | 0% | -0.11% | Trim |
| 37 | CGUS | Cap Group Core Equity | 0% | +0.32% | Add |
| 38 | MRP | Millrose Properties | -0.1% | EXIT | Sold out |
| 39 | UPS | United Parcel Service-cl B | -0.1% | EXIT | Sold out |
| 40 | UHAL | U-haul Holding Co | -0.1% | EXIT | Sold out |
| 41 | OVV | Ovintiv Inc | -0.2% | -4.61% | Trim |
| 42 | DVN | Devon Energy CORP | -0.2% | -16.24% | Trim |
| 43 | COP | Conocophillips | -0.2% | -1.75% | Trim |
| 44 | SIRI | Sirius Xm Holdings Inc | -0.2% | EXIT | Sold out |
| 45 | CVX | Chevron CORP | -0.2% | +1.82% | Add |
| 46 | OXY | Occidental Petroleum CORP | -0.3% | -4.84% | Trim |
| 47 | MRK | Merck & Co. Inc. | -0.3% | +0.85% | Add |
| 48 | AMGN | Amgen Inc | -0.4% | +0.78% | Add |
| 49 | AAPL | Apple Inc | -0.7% | -1.45% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -16.49% | 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 168 disclosed positions in Q2 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 MSFT, AAPL, JPST) accounted for 10.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
FANG
市值: $980.4K
Top Position Liquidated / Trimmed
SIRI
前期市值: $358.0K
During Q2 2025, Lodestone Wealth Management LLC's top holdings by market value included MSFT (3.4%)、AAPL (3.3%)、JPST (3.2%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q2 2025, Lodestone Wealth Management LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 19 positions, trimming 11 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.