Lodestone Wealth Management LLC
SEC Form 13F institutional filer · CIK 0001950158
13F-HR · 312 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
34.1%
Lodestone Wealth Management LLC — $134M AUM allocation strategy
Lodestone Wealth Management LLC files SEC Form 13F and reports $134M of long US equity value across 312 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.9%, followed by Financials 11.3% and Health Care 6.4%.
The top 10 holdings account for 34% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Lodestone Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$134M
total across 312 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
34% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +6.77K sh · +$167K+$VOO +2.66K sh · +$131K+$WSM +1.78K sh · +$324K
Biggest trims (shares)
−$PCAR −4.29K sh · −$417K−$BAC −2.11K sh · −$367K−$PPL −1.25K sh · −$43.6K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$XLI ($16.3K last qtr)$AZO ($3.39K last qtr)$COIN ($2.26K last qtr)$SNA ($1.72K last qtr)$L ($842 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services6.0%—
- Technology Hardware, Storage & Peripherals5.9%—
- Oil & Gas Exploration & Production4.1%—
- Systems Software3.7%—
- Biotechnology3.5%—
- Semiconductors3.3%—
- Diversified Banks3.1%—
- Pharmaceuticals2.9%—
- Other holdings67.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 31.1K | $7.89M | -26 | 5.9% |
| $GOOGL | Alphabet Inc | 19.4K | $5.58M | -26 | 4.2% |
| $MSFT | Microsoft Corporation | 13.3K | $4.93M | +614 | 3.7% |
| $AMGN | Amgen Inc | 13.4K | $4.73M | +56 | 3.5% |
| $NVDA | NVIDIA Corporation | 25.3K | $4.42M | -14 | 3.3% |
| $JPM | JP Morgan Chase & Co | 14.2K | $4.18M | -68 | 3.1% |
| $MRK | Merck & Company Inc | 32.5K | $3.91M | +340 | 2.9% |
| $APA | APA Corporation | 75.3K | $3.2M | -280 | 2.4% |
…and 304 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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