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CIK: 0001950158
Total reported value
$297.2M
$297.2M
781 檔
14.3%
As reported in its official Q2 2026 Form 13F filing, Lodestone Wealth Management LLC's tracked investment portfolio stood at $297.2M with 781 total positions.
Lodestone Wealth Management LLC executed strategic sector rebalancing during Q2 2026, establishing 9 new positions while fully exiting 5 holdings and trimming 95 positions.
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 | 4.12% | +0.19% | +42.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.04% | +0.31% | -4.24% | |
| 3 | CGSD | Cap Group Short Duration | ETF-Other | 2.99% | +0.06% | +27.98% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.55% | +0.01% | +2.66% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.35% | -0.19% | -3.01% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.28% | +0.13% | +0.31% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | +0.17% | +0.56% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | +0.74% | +0.05% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 1.72% | +0.17% | -0.25% | |
| 10 | CGXU | Cap Group Intl Focus | ETF-Other | 1.68% | -0.01% | -3.17% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.65% | -0.19% | -2.67% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.60% | +0.12% | +5.15% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | -0.07% | -6.33% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.49% | +0.10% | +0.90% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.48% | -0.01% | -0.71% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.46% | -0.17% | -0.39% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | +0.04% | -1.57% | |
| 18 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.34% | +0.05% | +27.20% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.31% | +0.10% | -9.42% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.24% | +0.04% | +0.49% | |
| 21 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.21% | -0.32% | -0.95% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.19% | -0.08% | -0.16% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.05% | +2.96% | |
| 24 | MAC | Macerich Co/the | Stock-Other | 1.08% | -0.17% | -1.37% | |
| 25 | AXP | American Express Co | Stock-Financials | 1.04% | -0.16% | -1.63% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.05% | -0.69% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 1.04% | -0.06% | +1.08% | |
| 28 | CGUS | Cap Group Core Equity | ETF-Other | 1.03% | +0.07% | +2.61% | |
| 29 | CVE | Cenovus Energy Inc | Stock-Energy | 1.02% | +0.18% | -0.00% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.97% | -0.01% | +0.74% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | -0.07% | -8.51% | |
| 32 | APA | Apa CORP | Stock-Energy | 0.90% | +0.19% | +4.23% | |
| 33 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.86% | -0.18% | +0.64% | |
| 34 | DFIV | Dimensional International Va | ETF-Other | 0.85% | +0.05% | -3.11% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.82% | -0.03% | -0.44% | |
| 36 | CGCB | Cap Group Core Bond | ETF-Other | 0.77% | +0.01% | -8.66% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | -0.08% | -5.68% | |
| 38 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.74% | -0.09% | +0.25% | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.71% | -0.01% | -1.98% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | +0.17% | -0.51% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.68% | -0.03% | -0.42% | |
| 42 | DFAT | Dimensional US Target Value | ETF-Other | 0.68% | -0.68% | EXIT | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.01% | -2.64% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.63% | +0.08% | +4.40% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.61% | +0.14% | -5.38% | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.61% | -0.11% | -14.34% | |
| 47 | NVR | Nvr Inc | Stock-Consumer Disc | 0.60% | -0.03% | -3.50% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.60% | -0.26% | -33.19% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | -0.01% | +0.29% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.58% | -0.04% | +0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | +0.9% | +42.19% | Add |
| 2 | MU | Micron Technology Inc | +0.5% | -0.42% | Trim |
| 3 | ✓ | +0.4% | NEW | New buy | |
| 4 | CSCO | Cisco Systems Inc | +0.4% | -0.39% | Trim |
| 5 | CGSD | Cap Group Short Duration | +0.4% | +27.98% | Add |
| 6 | INTC | Intel CORP | +0.4% | -14.34% | Trim |
| 7 | AMD | Advanced Micro Devices | +0.3% | -10.05% | Trim |
| 8 | MRVL | Marvell Technology Inc | +0.2% | -19.02% | Trim |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | +22.74% | Add |
| 10 | LRCX | Lam Research CORP | +0.2% | -14.14% | Trim |
| 11 | ZTS | Zoetis Inc | +0.2% | +3217.78% | Add |
| 12 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | -0.44% | Trim |
| 13 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +27.20% | Add |
| 14 | MAC | Macerich Co/the | +0.2% | -1.37% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -3.01% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +54.12% | Add |
| 17 | SCHM | Schwab US Mid Cap ETF | +0.1% | +115.02% | Add |
| 18 | CACC | Credit Acceptance CORP | +0.1% | +5.56% | Add |
| 19 | SITM | Sitime CORP | +0.1% | +727.27% | Add |
| 20 | OSS | One Stop Systems Inc | +0.1% | +188.65% | Add |
| 21 | DOCN | Digitalocean Holdings Inc | +0.1% | -13.92% | Trim |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -8.03% | Trim |
| 23 | FITB | Fifth Third Bancorp | +0.1% | +13.17% | Add |
| 24 | CGDV | Cap Group Dividend Value | +0.1% | +0.31% | Add |
| 25 | WAL | Western Alliance Bancorp | +0.1% | +23.00% | Add |
| 26 | SPG | Simon Property Group Inc | +0.1% | -0.95% | Trim |
| 27 | MINT | Pimco Enhanced Short Maturit | +0.1% | +38.16% | Add |
| 28 | ASML | ASML Holding N.V. | +0.1% | -4.16% | Trim |
| 29 | AMKR | Amkor Technology Inc | +0.1% | -13.23% | Trim |
| 30 | DELL | Dell Technologies -c | +0.1% | -2.87% | Trim |
| 31 | DFAE | Dimensional Emerging Core Eq | +0.1% | -0.16% | Trim |
| 32 | AMZN | Amazon.com Inc | +0.1% | +2.96% | Add |
| 33 | CGUS | Cap Group Core Equity | +0.1% | +2.61% | Add |
| 34 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +0.25% | Add |
| 35 | MELI | Mercadolibre Inc | +0.1% | +73.01% | Add |
| 36 | CROX | Crocs Inc | +0.1% | +3.31% | Add |
| 37 | RKLB | Rocket Lab CORP | +0.1% | +21.69% | Add |
| 38 | CIFR | Cipher Digital Inc | +0.1% | +26.44% | Add |
| 39 | NVTS | Navitas Semiconductor CORP | +0.1% | +18.68% | Add |
| 40 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +363.20% | Add |
| 41 | NVDA | Nvidia CORP | +0.1% | +0.56% | Add |
| 42 | DHI | Dr Horton Inc | +0.1% | +0.64% | Add |
| 43 | AVGO | Broadcom Inc | +0.1% | +3.67% | Add |
| 44 | XLK | Ss Technology Select Sector | +0.1% | -1.13% | Trim |
| 45 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +24.30% | Add |
| 46 | AEHR | Aehr Test Systems | +0.1% | +31.03% | Add |
| 47 | RBRK | Rubrik Inc-a | +0.1% | +26.48% | Add |
| 48 | AXON | Axon Enterprise Inc | +0.1% | +279.79% | Add |
| 49 | CLPT | Clearpoint Neuro Inc | +0.1% | +108.65% | Add |
| 50 | ONDS | Ondas Inc | +0.1% | +15424.00% | Add |
According to official SEC Form 13F filings, Lodestone Wealth Management LLC reported a total U.S. public equity portfolio value of $297.2M across 781 disclosed positions in Q2 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, CGSD) accounted for 14.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.1M
Top Position Liquidated / Trimmed
XOM
前期市值: $1.4M
During Q2 2026, Lodestone Wealth Management LLC's top holdings by market value included CGCP (4.1%)、AAPL (3.0%)、CGSD (3.0%). The largest single position, CGCP, represented 4.1% of total portfolio value.
In Q2 2026, Lodestone Wealth Management LLC made 185 total portfolio adjustments, initiating 9 new buys, adding to 76 positions, trimming 95 holdings, and fully liquidating 5 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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