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CIK: 0001950158
Total reported value
$283.3M
$283.3M
798 檔
12.2%
At the close of Q4 2025, Lodestone Wealth Management LLC disclosed equity holdings valued at approximately $283.3M, spread across 798 reported holdings.
In Q4 2025, Lodestone Wealth Management LLC displayed an active expansion posture, initiating 14 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 798 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.45% | -0.09% | -5.93% | |
| 2 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.84% | +0.86% | +27.92% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.83% | -0.24% | +1.25% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.20% | -10.15% | |
| 5 | CGSD | Cap Group Short Duration | ETF-Other | 2.49% | +0.36% | +27.10% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.49% | +0.14% | -6.45% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.17% | +0.08% | -1.11% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.05% | +2.54% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | -0.11% | -4.70% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.79% | -0.16% | -1.67% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | -0.06% | -8.47% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.62% | -0.11% | -0.98% | |
| 13 | CGXU | Cap Group Intl Focus | ETF-Other | 1.48% | +0.02% | +5.30% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.47% | -0.03% | -1.70% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.45% | +0.01% | +0.01% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.45% | -0.10% | -2.11% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.39% | -0.03% | -2.84% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.38% | -0.06% | +5.57% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.37% | -0.16% | +0.69% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.06% | +0.19% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.09% | -5.30% | |
| 22 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.16% | +0.07% | -1.02% | |
| 23 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.12% | +0.16% | +21.42% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.11% | +0.06% | +0.57% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.10% | +0.37% | +1.78% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 1.09% | -0.05% | +0.61% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.02% | -4.07% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.04% | -0.10% | -0.32% | |
| 29 | CGUS | Cap Group Core Equity | ETF-Other | 1.00% | +0.06% | -2.13% | |
| 30 | CGCB | Cap Group Core Bond | ETF-Other | 0.98% | -0.18% | +2.47% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.96% | -0.10% | +2.04% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.11% | +0.96% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | -0.02% | -15.25% | |
| 34 | MAC | Macerich Co/the | Stock-Other | 0.93% | +0.16% | -0.69% | |
| 35 | DFIV | Dimensional International Va | ETF-Other | 0.92% | -0.12% | -3.66% | |
| 36 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.88% | +0.05% | +0.16% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.85% | -0.05% | +2.08% | |
| 38 | CVE | Cenovus Energy Inc | Stock-Energy | 0.81% | -0.20% | +5.41% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.01% | -6.37% | |
| 40 | NVR | Nvr Inc | Stock-Consumer Disc | 0.78% | -0.07% | -0.38% | |
| 41 | APA | Apa CORP | Stock-Energy | 0.75% | -0.37% | -0.71% | |
| 42 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.73% | -0.09% | +1.48% | |
| 43 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.68% | -0.12% | -5.68% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.29% | -4.83% | |
| 45 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.66% | +0.02% | -2.61% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.66% | +0.17% | -3.58% | |
| 47 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.64% | +0.06% | -2.45% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.62% | +0.02% | +0.54% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.61% | -0.07% | +45.42% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.08% | -0.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | +0.4% | +27.92% | Add |
| 2 | PYLD | Pimco Multisector Bond Actv | +0.4% | +270.98% | Add |
| 3 | CGSD | Cap Group Short Duration | +0.3% | +27.10% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.2% | +5.57% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -6.45% | Trim |
| 6 | FITB | Fifth Third Bancorp | +0.2% | +73.07% | Add |
| 7 | DFAT | Dimensional US Target Value | +0.2% | +45.42% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.07% | Trim |
| 9 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +21.42% | Add |
| 10 | TGT | Target CORP | +0.1% | +23.27% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +53.00% | Add |
| 12 | CGNG | Cap Group New Geography Eq | +0.1% | +45.14% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 14 | AMGN | Amgen Inc | +0.1% | -1.67% | Trim |
| 15 | CSCO | Cisco Systems Inc | 0% | +1.78% | Add |
| 16 | AXP | American Express Co | 0% | -2.84% | Trim |
| 17 | CGXU | Cap Group Intl Focus | -0.1% | +5.30% | Add |
| 18 | VGT | Vanguard Info Tech ETF | -0.1% | -59.01% | Trim |
| 19 | XLK | Ss Technology Select Sector | -0.1% | +36.12% | Add |
| 20 | COST | Costco Wholesale CORP | -0.2% | -9.33% | Trim |
| 21 | EBAY | Ebay Inc | -0.2% | -5.68% | Trim |
| 22 | NVR | Nvr Inc | -0.2% | -0.38% | Trim |
| 23 | BX | Blackstone Inc | -0.2% | +2.08% | Add |
| 24 | HD | Home Depot Inc | -0.2% | -0.53% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -35.28% | Trim |
| 26 | OXY | Occidental Petroleum CORP | -0.2% | -5.74% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -5.30% | Trim |
| 28 | BAC | Bank Of America CORP | -0.2% | -15.25% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.2% | +0.96% | Add |
| 30 | LEN | Lennar Corp-a | -0.3% | +1.48% | Add |
| 31 | DHI | Dr Horton Inc | -0.3% | +0.16% | Add |
| 32 | DVN | Devon Energy CORP | -0.3% | -90.17% | Trim |
| 33 | ORCL | Oracle CORP | -0.3% | -7.19% | Trim |
| 34 | VTV | Vanguard Value ETF | -0.3% | -8.47% | Trim |
| 35 | MSFT | Microsoft CORP | -0.8% | -10.15% | Trim |
| 36 | OVV | Ovintiv Inc | — | EXIT | Sold out |
| 37 | CGIE | Cap Group Intl Equity | — | NEW | New buy |
| 38 | AMKR | Amkor Technology Inc | — | NEW | New buy |
| 39 | DOCN | Digitalocean Holdings Inc | — | NEW | New buy |
| 40 | IDV | Ishares International Select | — | NEW | New buy |
| 41 | GLTR | Abrdn Precious Metals Basket | — | NEW | New buy |
| 42 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 43 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 44 | DFUV | Dimensional US Marketwide Va | — | NEW | New buy |
| 45 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 46 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | New buy |
| 47 | RWJ | Invesco S&p Smallcap 600 | — | NEW | New buy |
| 48 | DFAS | Dimensional US Small Cap ETF | — | NEW | New buy |
| 49 | HON | Honeywell International Inc | — | NEW | New buy |
| 50 | RTX | Rtx CORP | — | 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 798 disclosed positions in Q4 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, CGCP, JPST) accounted for 12.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGIE
市值: $317.8K
Top Position Liquidated / Trimmed
OVV
前期市值: $1.1M
During Q4 2025, Lodestone Wealth Management LLC's top holdings by market value included AAPL (3.5%)、CGCP (2.8%)、JPST (2.8%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q4 2025, Lodestone Wealth Management LLC made 49 total portfolio adjustments, initiating 14 new buys, adding to 17 positions, trimming 17 holdings, and fully liquidating 1 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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