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
173 檔
11.8%
In Q3 2025, Lodestone Wealth Management LLC's U.S. equity holdings reached a combined market value of $283.3M, distributed across 173 disclosed stock positions.
In Q3 2025, Lodestone Wealth Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.79% | -0.09% | +0.36% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | -0.20% | +1.36% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.09% | -0.24% | +4.37% | |
| 4 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.46% | +0.86% | +9.48% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 2.33% | +0.08% | +2.74% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.14% | +1.22% | |
| 7 | CGSD | Cap Group Short Duration | ETF-Other | 2.16% | +0.36% | +9.71% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.11% | +0.56% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | +0.05% | +1.10% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.03% | -0.06% | -1.17% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.73% | -0.11% | +3.83% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.73% | -0.16% | +2.38% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.60% | -0.10% | +3.26% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.58% | -0.03% | +2.65% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.57% | +0.01% | -0.23% | |
| 16 | CGXU | Cap Group Intl Focus | ETF-Other | 1.56% | +0.02% | +5.22% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.51% | -0.16% | +4.69% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.09% | -1.61% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.41% | -0.03% | +0.39% | |
| 20 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.31% | +0.07% | -49.50% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.06% | +2.77% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.18% | +0.06% | +0.65% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.17% | -0.10% | +7.51% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.11% | +1.58% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.16% | -0.02% | -40.61% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.15% | -0.06% | -4.57% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 1.14% | -0.05% | +0.38% | |
| 28 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.14% | +0.05% | -1.58% | |
| 29 | CGUS | Cap Group Core Equity | ETF-Other | 1.10% | +0.06% | +2.56% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | +0.37% | +0.12% | |
| 31 | CGCB | Cap Group Core Bond | ETF-Other | 1.06% | -0.18% | +1.56% | |
| 32 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.03% | +0.16% | +8.31% | |
| 33 | MAC | Macerich Co/the | Stock-Other | 1.02% | +0.16% | -0.01% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 1.02% | -0.05% | +1.00% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | -0.10% | +0.35% | |
| 36 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.98% | -0.09% | +0.02% | |
| 37 | DFIV | Dimensional International Va | ETF-Other | 0.97% | -0.12% | +3.06% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.02% | +3.20% | |
| 39 | NVR | Nvr Inc | Stock-Consumer Disc | 0.95% | -0.07% | -0.76% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | -0.01% | +0.34% | |
| 41 | CVE | Cenovus Energy Inc | Stock-Energy | 0.85% | -0.20% | +1.15% | |
| 42 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.84% | -0.12% | -6.67% | |
| 43 | APA | Apa CORP | Stock-Energy | 0.83% | -0.37% | -0.09% | |
| 44 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.81% | -0.36% | -6.11% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.29% | +2.24% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.08% | +0.30% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.77% | +0.17% | +1.71% | |
| 48 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.74% | +0.06% | +2.18% | |
| 49 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.73% | +0.02% | +3.52% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.03% | +5.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +1.10% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | +1.22% | Trim |
| 3 | MSFT | Microsoft CORP | +0.5% | +1.36% | Add |
| 4 | CVE | Cenovus Energy Inc | +0.4% | +1.15% | Add |
| 5 | ORCL | Oracle CORP | +0.4% | +5.22% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +2.59% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.2% | +2.77% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.20% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +80.58% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | -0.44% | Add |
| 11 | CGXU | Cap Group Intl Focus | +0.2% | +5.22% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +3.87% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +1.58% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | -0.91% | Add |
| 15 | CGDV | Cap Group Dividend Value | +0.1% | +2.74% | Add |
| 16 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +3.26% | Add |
| 17 | CGGR | Cap Group Growth Equity | +0.1% | +3.00% | Add |
| 18 | DHI | Dr Horton Inc | +0.1% | -1.58% | Trim |
| 19 | BX | Blackstone Inc | +0.1% | +1.00% | Add |
| 20 | EBAY | Ebay Inc | +0.1% | -6.67% | Trim |
| 21 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +1.71% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | +2.65% | Add |
| 23 | DFAE | Dimensional Emerging Core Eq | 0% | +0.65% | Add |
| 24 | DFEM | Dimensional Emrg Mrkt Core | 0% | +3.52% | Add |
| 25 | CGUS | Cap Group Core Equity | 0% | +2.56% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.23% | Add |
| 27 | DFIV | Dimensional International Va | 0% | +3.06% | Add |
| 28 | DFAI | Dimensional International Co | — | +0.38% | Add |
| 29 | SPG | Simon Property Group Inc | -0.1% | -49.50% | Trim |
| 30 | AAPL | Apple Inc | -0.2% | +0.36% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | -0.2% | +0.56% | Trim |
| 32 | CGCP | Cap Group Core Plus Income | -0.2% | +9.48% | Add |
| 33 | CGSD | Cap Group Short Duration | -0.2% | +9.71% | Add |
| 34 | DVN | Devon Energy CORP | -0.2% | -14.59% | Trim |
| 35 | OXY | Occidental Petroleum CORP | -0.3% | -6.11% | Trim |
| 36 | MRK | Merck & Co. Inc. | -0.4% | -4.57% | Trim |
| 37 | JPST | Jpmorgan Ultra-short Income | -0.4% | +4.37% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -1.61% | Trim |
| 39 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 40 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 41 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 42 | AVGO | Broadcom Inc | — | NEW | New buy |
| 43 | CROX | Crocs Inc | — | NEW | New buy |
| 44 | SIRI | Sirius Xm Holdings Inc | — | EXIT | Sold out |
| 45 | FTNT | Fortinet Inc | — | EXIT | Sold out |
| 46 | NVT | nVent Electric plc | — | NEW | New buy |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 48 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | New buy |
| 49 | USAI | Pacer Ame Energy Infr Etf-us | — | NEW | New buy |
| 50 | MU | Micron Technology Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Lodestone Wealth Management LLC reported a total U.S. public equity portfolio value of $283.3M across 173 disclosed positions in Q3 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, MSFT, JPST) accounted for 11.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
FANG
市值: $1.0M
Top Position Liquidated / Trimmed
SIRI
前期市值: $358.0K
During Q3 2025, Lodestone Wealth Management LLC's top holdings by market value included AAPL (3.8%)、MSFT (3.3%)、JPST (3.1%). The largest single position, AAPL, represented 3.8% of total portfolio value.
In Q3 2025, Lodestone Wealth Management LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 27 positions, trimming 11 holdings, and fully liquidating 2 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.