Lodestone Wealth Management LLC: 13F holdings
CIK 19501582026Q2
| Positions | 781 |
|---|---|
| Reported value | $283.3m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGCP CAPITAL GROUP CORE PLUS INCOME ETF | 523,933 | $11.7m | 4.1% |
| AAPL APPLE INC COM | 29,783 | $8.6m | 3.0% |
| CAPITAL GROUP SHORT DURATION INCOME ETF | 329,266 | $8.5m | 3.0% |
| JPST JPMORGAN ULTRA-SHORT INCOME ETF | 142,701 | $7.2m | 2.5% |
| GOOG ALPHABET INC CAP STK CL C | 18,864 | $6.7m | 2.4% |
| CGDV CAPITAL GROUP DIVIDEND VALUE ETF | 131,187 | $6.5m | 2.3% |
| NVDA NVIDIA CORPORATION COM | 25,488 | $5.1m | 1.8% |
| MSFT MICROSOFT CORP COM | 13,317 | $5.0m | 1.8% |
| AMGN AMGEN INC COM | 13,415 | $4.9m | 1.7% |
| CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 137,305 | $4.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1950158")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.