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CIK: 0001950158
Total reported value
$283.3M
$283.3M
781 檔
12.5%
During the Q1 2026 filing period, Lodestone Wealth Management LLC (CIK: 0001950158) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $283.3M across 781 reported positions.
In Q1 2026, Lodestone Wealth Management LLC displayed an active expansion posture, initiating 9 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 781 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.26% | +0.86% | +19.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.09% | -0.08% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.79% | -0.24% | +1.31% | |
| 4 | CGSD | Cap Group Short Duration | ETF-Other | 2.63% | +0.36% | +9.40% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.21% | +0.14% | -0.13% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.20% | +0.08% | +7.11% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.20% | +4.84% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 1.88% | -0.16% | +0.42% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.05% | -0.06% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.71% | -0.11% | +4.30% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.71% | -0.06% | -0.74% | |
| 12 | CGXU | Cap Group Intl Focus | ETF-Other | 1.66% | +0.02% | +15.17% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.11% | -0.48% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.55% | -0.06% | +1.06% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.51% | -0.03% | +3.10% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.41% | -0.10% | +4.26% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.39% | -0.16% | +4.80% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | +0.01% | -0.29% | |
| 19 | APA | Apa CORP | Stock-Energy | 1.27% | -0.37% | -0.37% | |
| 20 | CVE | Cenovus Energy Inc | Stock-Energy | 1.22% | -0.20% | -0.83% | |
| 21 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.18% | +0.16% | +9.71% | |
| 22 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.14% | +0.07% | +0.07% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.13% | +0.06% | +0.15% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.09% | -1.69% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.06% | +1.52% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 1.09% | -0.05% | +0.29% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | +0.37% | +0.50% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.07% | -0.10% | +5.17% | |
| 29 | AXP | American Express Co | Stock-Financials | 1.07% | -0.03% | -3.35% | |
| 30 | CGUS | Cap Group Core Equity | ETF-Other | 0.97% | +0.06% | +4.98% | |
| 31 | DFIV | Dimensional International Va | ETF-Other | 0.97% | -0.12% | +2.35% | |
| 32 | CGCB | Cap Group Core Bond | ETF-Other | 0.95% | -0.18% | +0.55% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.02% | -2.30% | |
| 34 | MAC | Macerich Co/the | Stock-Other | 0.92% | +0.16% | -0.49% | |
| 35 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.90% | -0.36% | -1.82% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.29% | +0.54% | |
| 37 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.81% | +0.05% | -0.90% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.11% | -0.53% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.78% | -0.02% | -4.98% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.75% | -0.07% | +19.35% | |
| 41 | COP | Conocophillips | Stock-Energy | 0.73% | -0.20% | +2.16% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.70% | -0.10% | -1.26% | |
| 43 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.69% | +0.02% | +3.04% | |
| 44 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.69% | -0.12% | -1.16% | |
| 45 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.68% | +0.06% | +3.05% | |
| 46 | NVR | Nvr Inc | Stock-Consumer Disc | 0.67% | -0.07% | -1.53% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.01% | -0.13% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.65% | +0.17% | +5.34% | |
| 49 | FANG | Diamondback Energy Inc | Stock-Energy | 0.64% | -0.07% | +3.74% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.63% | -0.05% | +2.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APA | Apa CORP | +0.5% | -0.37% | Trim |
| 2 | CGCP | Cap Group Core Plus Income | +0.4% | +19.49% | Add |
| 3 | CVE | Cenovus Energy Inc | +0.4% | -0.83% | Trim |
| 4 | OXY | Occidental Petroleum CORP | +0.3% | -1.82% | Trim |
| 5 | CVX | Chevron CORP | +0.2% | +0.54% | Add |
| 6 | COP | Conocophillips | +0.2% | +2.16% | Add |
| 7 | CGXU | Cap Group Intl Focus | +0.2% | +15.17% | Add |
| 8 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +7450.85% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.2% | +1.06% | Add |
| 10 | CGNG | Cap Group New Geography Eq | +0.2% | +70.60% | Add |
| 11 | FANG | Diamondback Energy Inc | +0.2% | +3.74% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.2% | +0.40% | Add |
| 13 | CGSD | Cap Group Short Duration | +0.1% | +9.40% | Add |
| 14 | DFAT | Dimensional US Target Value | +0.1% | +19.35% | Add |
| 15 | CGIE | Cap Group Intl Equity | +0.1% | +113.55% | Add |
| 16 | WSM | Williams-sonoma Inc | +0.1% | +1758.42% | Add |
| 17 | TGT | Target CORP | +0.1% | +1.51% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +64.79% | Add |
| 19 | DOCN | Digitalocean Holdings Inc | +0.1% | +9.70% | Add |
| 20 | AMGN | Amgen Inc | +0.1% | +0.42% | Add |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +4.30% | Add |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +5.86% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | -0.05% | Trim |
| 24 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +9.71% | Add |
| 25 | COST | Costco Wholesale CORP | +0.1% | -0.40% | Trim |
| 26 | CGGO | Cap Group Global Growth | +0.1% | +24.45% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.10% | Add |
| 28 | DFIV | Dimensional International Va | +0.1% | +2.35% | Add |
| 29 | LRCX | Lam Research CORP | +0.1% | -2.76% | Trim |
| 30 | ASML | ASML Holding N.V. | +0.1% | +3.39% | Add |
| 31 | AMD | Advanced Micro Devices | +0.1% | +30.07% | Add |
| 32 | XSMO | Invesco S&p Smallcap Momentu | 0% | +3.05% | Add |
| 33 | SCHD | Schwab US Dvd Equity ETF | 0% | +22.47% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.07% | Trim |
| 35 | FDX | Fedex CORP | 0% | +0.30% | Add |
| 36 | SCHM | Schwab US Mid Cap ETF | 0% | +68.48% | Add |
| 37 | CGDV | Cap Group Dividend Value | 0% | +7.11% | Add |
| 38 | VTIP | Vanguard Short-term Tips | 0% | +5.17% | Add |
| 39 | BSV | Vanguard Short-term Bond ETF | 0% | +4.80% | Add |
| 40 | DFEM | Dimensional Emrg Mrkt Core | 0% | +3.04% | Add |
| 41 | PYLD | Pimco Multisector Bond Actv | 0% | +9.90% | Add |
| 42 | INTC | Intel CORP | 0% | -1.42% | Trim |
| 43 | DFSV | Dimensional US Small Cap Val | 0% | +4.74% | Add |
| 44 | DGS | Wisdomtree Em Small Cap | 0% | +5.47% | Add |
| 45 | CGIC | Cap Group Intl Core Eq | 0% | +129.15% | Add |
| 46 | WMT | Walmart Inc | 0% | -0.05% | Trim |
| 47 | PSX | Phillips 66 | 0% | +0.75% | Add |
| 48 | IREN | IREN Limited | 0% | +126.70% | Add |
| 49 | DFAE | Dimensional Emerging Core Eq | 0% | +0.15% | Add |
| 50 | MU | Micron Technology Inc | 0% | -1.00% | 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 781 disclosed positions in Q1 2026.
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 CGCP, AAPL, JPST) accounted for 12.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
MINO
市值: $107.2K
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $56.7K
During Q1 2026, Lodestone Wealth Management LLC's top holdings by market value included CGCP (3.3%)、AAPL (3.1%)、JPST (2.8%). The largest single position, CGCP, represented 3.3% of total portfolio value.
In Q1 2026, Lodestone Wealth Management LLC made 187 total portfolio adjustments, initiating 9 new buys, adding to 108 positions, trimming 66 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.
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