Lodestone Wealth Management LLC
Lodestone Wealth Management LLC reported 835 holdings worth US$283M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Lodestone Wealth Management LLC reported 835 holdings worth US$283M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 835
- Value as reported
- US$283M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 26,221 | US$9.37M | 3.3% |
| Apple Inc | 29,783 | US$8.62M | 3.0% |
| Nvidia Corporation | 25,488 | US$5.1M | 1.8% |
| Microsoft Corp. | 13,317 | US$4.97M | 1.8% |
| Amgen Inc. | 13,415 | US$4.86M | 1.7% |
| Jp Morgan Chase & Co. | 13,295 | US$4.35M | 1.5% |
| Merck & Company, Inc. | 32,793 | US$4.21M | 1.5% |
| Cisco Systems, Inc. | 35,160 | US$4.13M | 1.5% |
| Simon Property Group, Inc. | 15,262 | US$3.41M | 1.2% |
| Amazon.com, Inc. | 13,759 | US$3.28M | 1.2% |
| Macerich Company (the) | 121K | US$3.06M | 1.1% |
| American Express Company | 8,743 | US$2.96M | 1.0% |
| Berkshire Hathaway Inc. | 5,892 | US$2.95M | 1.0% |
| Cenovus Energy Inc. | 116K | US$2.89M | 1.0% |
| Apa Corporation | 78,468 | US$2.56M | 0.90% |
| D.r. Horton, Inc. | 14,925 | US$2.43M | 0.86% |
| Bank Of America Corporation | 37,896 | US$2.16M | 0.76% |
| Meta Platforms, Inc. | 3,534 | US$1.99M | 0.70% |
| Micron Technology, Inc. | 1,669 | US$1.93M | 0.68% |
| Visa Inc. | 5,375 | US$1.84M | 0.65% |
| Target Corporation | 13,616 | US$1.78M | 0.63% |
| Chevron Corporation | 10,420 | US$1.73M | 0.61% |
| Intel Corporation | 12,345 | US$1.72M | 0.61% |
| Nvr, Inc. | 248 | US$1.69M | 0.60% |
| Qualcomm Incorporated | 9,121 | US$1.69M | 0.60% |
| Blackstone Inc. | 13,914 | US$1.64M | 0.58% |
| Ebay Inc. | 14,488 | US$1.62M | 0.57% |
| Diamondback Energy, Inc. | 9,180 | US$1.61M | 0.57% |
| Advanced Micro Devices Inc | 2,747 | US$1.6M | 0.56% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,231 | US$1.54M | 0.54% |
| Occidental Petroleum Corporation | 31,362 | US$1.52M | 0.54% |
| Conocophillips | 14,546 | US$1.51M | 0.53% |
| Johnson & Johnson | 5,732 | US$1.46M | 0.51% |
| Fifth Third Bancorp | 25,817 | US$1.46M | 0.51% |
| Lam Research Corporation | 3,358 | US$1.46M | 0.51% |
| Lennar Corporation | 15,948 | US$1.44M | 0.51% |
| Costco Wholesale Corporation | 1,477 | US$1.38M | 0.49% |
| Home Depot, Inc. (the) | 3,867 | US$1.36M | 0.48% |
| Unitedhealth Group Incorporated | 3,212 | US$1.33M | 0.47% |
| Broadcom Inc. | 3,309 | US$1.25M | 0.44% |
| Marvell Technology, Inc. | 3,763 | US$1.12M | 0.40% |
| Western Alliance Bancorporation | 13,364 | US$1.1M | 0.39% |
| Charles Schwab Corporation (the) | 11,871 | US$1.1M | 0.39% |
| U-haul Holding Company | 18,194 | US$1.05M | 0.37% |
| Paccar Inc. | 8,550 | US$1.03M | 0.36% |
| Credit Acceptance Corporation | 1,537 | US$979K | 0.35% |
| Tesla, Inc. | 2,233 | US$939K | 0.33% |
| Digitalocean Holdings, Inc. | 5,937 | US$932K | 0.33% |
| Asml Holding Nv | 438 | US$872K | 0.31% |
| Oracle Corporation | 5,211 | US$764K | 0.27% |
| Crowdstrike Holdings, Inc. | 973 | US$743K | 0.26% |
| Palantir Technologies Inc. | 6,257 | US$730K | 0.26% |
| Walmart Inc. | 6,386 | US$723K | 0.26% |
| Mcdonald's Corporation | 2,533 | US$685K | 0.24% |
| M&t Bank Corporation | 2,826 | US$673K | 0.24% |
| Amkor Technology, Inc. | 6,912 | US$596K | 0.21% |
| Boeing Company (the) | 2,707 | US$586K | 0.21% |
| Crocs, Inc. | 4,834 | US$583K | 0.21% |
| Mckesson Corporation | 732 | US$553K | 0.20% |
| Zoetis Inc. | 7,465 | US$536K | 0.19% |
| Fedex Corporation | 1,664 | US$521K | 0.18% |
| Coca-cola Company (the) | 6,264 | US$509K | 0.18% |
| Ulta Beauty, Inc. | 1,110 | US$501K | 0.18% |
| Mercadolibre, Inc. | 282 | US$479K | 0.17% |
| Toyota Motor Corp. | 2,660 | US$448K | 0.16% |
| Eli Lilly And Company | 354 | US$425K | 0.15% |
| Allstate Corporation (the) | 1,785 | US$425K | 0.15% |
| Williams-sonoma, Inc. | 1,784 | US$416K | 0.15% |
| United Parcel Service, Inc. | 3,730 | US$401K | 0.14% |
| Rocket Lab Corporation | 3,939 | US$400K | 0.14% |
| Cloudflare, Inc. | 1,610 | US$395K | 0.14% |
| Constellation Energy Corporation | 1,473 | US$366K | 0.13% |
| One Stop Systems, Inc. | 19,637 | US$357K | 0.13% |
| Dell Technologies Inc. | 812 | US$350K | 0.12% |
| Sitime Corporation | 455 | US$339K | 0.12% |
| Walt Disney Company (the) | 3,480 | US$335K | 0.12% |
| Wec Energy Group, Inc. | 2,787 | US$325K | 0.11% |
| Cipher Digital Inc. | 12,821 | US$314K | 0.11% |
| Rubrik, Inc. | 3,883 | US$312K | 0.11% |
| Markel Group Inc. | 158 | US$309K | 0.11% |
| Navitas Semiconductor Corporation | 16,657 | US$298K | 0.11% |
| Arista Networks, Inc. | 1,650 | US$280K | 0.10% |
| Mplx Lp | 4,887 | US$275K | 0.10% |
| Mastercard Incorporated | 512 | US$263K | 0.09% |
| Procter & Gamble Company (the) | 1,698 | US$249K | 0.09% |
| Philip Morris International Inc | 1,316 | US$238K | 0.08% |
| Uber Technologies, Inc. | 3,252 | US$235K | 0.08% |
| Aehr Test Systems | 2,403 | US$231K | 0.08% |
| Dba Sempra | 2,380 | US$221K | 0.08% |
| Kimberly-clark Corporation | 1,996 | US$219K | 0.08% |
| Axon Enterprise, Inc. | 357 | US$200K | 0.07% |
| Clearpoint Neuro Inc. | 11,098 | US$198K | 0.07% |
| Sofi Technologies, Inc. | 10,831 | US$194K | 0.07% |
| Ionq, Inc. | 3,641 | US$194K | 0.07% |
| Phillips 66 | 1,107 | US$187K | 0.07% |
| Astera Labs, Inc. | 372 | US$180K | 0.06% |
| Ast Spacemobile, Inc. | 1,932 | US$172K | 0.06% |
| At&t Inc. | 8,204 | US$170K | 0.06% |
| Kla Corporation | 560 | US$169K | 0.06% |
| Caterpillar, Inc. | 157 | US$167K | 0.06% |
Every holding of Lodestone Wealth Management LLC
Source
View original at SEC
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