Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lodestone Wealth Management LLC (CIK 1950158) reported $252.3M across 773 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGCP ($8.2M, 3.26%), AAPL ($7.9M, 3.13%), JPST ($7.0M, 2.79%), CGSD ($6.6M, 2.63%), GOOG ($5.6M, 2.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $8.2M | 3.26% | 368,478 | Added |
| 2 | AAPL | APPLE INC COM | $7.9M | 3.13% | 31,102 | Trimmed |
| 3 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $7.0M | 2.79% | 138,998 | Added |
| 4 | CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $6.6M | 2.63% | 257,275 | Added |
| 5 | GOOG | ALPHABET INC CAP STK CL C | $5.6M | 2.21% | 19,450 | Trimmed |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $5.6M | 2.20% | 130,786 | Added |
| 7 | MSFT | MICROSOFT CORP COM | $4.9M | 1.95% | 13,311 | Added |
| 8 | AMGN | AMGEN INC COM | $4.7M | 1.88% | 13,449 | Added |
| 9 | NVDA | NVIDIA CORPORATION COM | $4.4M | 1.75% | 25,345 | Trimmed |
| 10 | VTV | VANGUARD VALUE ETF | $4.3M | 1.71% | 22,041 | Trimmed |
| 11 | COWZ | PACER US CASH COWS 100 ETF | $4.3M | 1.71% | 69,171 | Added |
| 12 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $4.2M | 1.66% | 141,796 | Added |
| 13 | JPM | JPMORGAN CHASE & CO COM | $4.2M | 1.65% | 14,193 | Trimmed |
| 14 | MRK | MERCK & CO INC COM | $3.9M | 1.55% | 32,502 | Added |
| 15 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3.8M | 1.51% | 59,376 | Added |
| 16 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $3.5M | 1.41% | 50,004 | Added |
| 17 | BSV | VANGUARD SHORT-TERM BOND ETF | $3.5M | 1.39% | 44,892 | Added |
| 18 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.4M | 1.35% | 10,605 | Trimmed |
| 19 | APA | APA CORPORATION COM | $3.2M | 1.27% | 75,283 | Trimmed |
| 20 | CVE | CENOVUS ENERGY INC COM | $3.1M | 1.22% | 116,492 | Trimmed |
| 21 | CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $3.0M | 1.18% | 109,576 | Added |
| 22 | SPG | SIMON PPTY GROUP INC NEW COM | $2.9M | 1.14% | 15,408 | Added |
| 23 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $2.8M | 1.13% | 84,129 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2.8M | 1.13% | 5,933 | Trimmed |
| 25 | AMZN | AMAZON COM INC COM | $2.8M | 1.10% | 13,364 | Added |
Source: SEC Form 13F filings · as of 2026-03-31