Lodestone Wealth Management LLC
Lodestone Wealth Management LLC reported 854 holdings worth US$297M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Lodestone Wealth Management LLC reported 854 holdings worth US$297M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 854
- Value as reported
- US$297M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 29,876 | US$9.95M | 3.3% |
| Alphabet Inc (google) Class C | 26,539 | US$9.07M | 3.1% |
| Microsoft Corp. | 14,434 | US$7.4M | 2.5% |
| Nvidia Corporation | 25,687 | US$5.87M | 2.0% |
| Amgen Inc. | 13,336 | US$5.62M | 1.9% |
| Merck & Company, Inc. | 32,580 | US$4.73M | 1.6% |
| Jp Morgan Chase & Co. | 13,247 | US$4.38M | 1.5% |
| Cisco Systems, Inc. | 35,603 | US$3.83M | 1.3% |
| Amazon.com, Inc. | 14,491 | US$3.61M | 1.2% |
| Cenovus Energy Inc. | 114K | US$3.56M | 1.2% |
| Apa Corporation | 77,935 | US$3.24M | 1.1% |
| Berkshire Hathaway Inc. | 5,902 | US$2.94M | 0.99% |
| Macerich Company (the) | 121K | US$2.7M | 0.91% |
| Simon Property Group, Inc. | 13,224 | US$2.65M | 0.89% |
| American Express Company | 8,566 | US$2.61M | 0.88% |
| Meta Platforms, Inc. | 3,584 | US$2.6M | 0.87% |
| Chevron Corporation | 10,898 | US$2.23M | 0.75% |
| Target Corporation | 13,548 | US$2.12M | 0.71% |
| D.r. Horton, Inc. | 14,814 | US$2.02M | 0.68% |
| Bank Of America Corporation | 37,149 | US$2.02M | 0.68% |
| Micron Technology, Inc. | 1,815 | US$1.93M | 0.65% |
| Visa Inc. | 5,303 | US$1.91M | 0.64% |
| Conocophillips | 14,559 | US$1.82M | 0.61% |
| Occidental Petroleum Corporation | 30,799 | US$1.7M | 0.57% |
| Nvr, Inc. | 275 | US$1.69M | 0.57% |
| Diamondback Energy, Inc. | 9,123 | US$1.68M | 0.56% |
| Advanced Micro Devices Inc | 2,692 | US$1.65M | 0.55% |
| Blackstone Inc. | 14,369 | US$1.61M | 0.54% |
| Lennar Corporation | 19,185 | US$1.57M | 0.53% |
| Johnson & Johnson | 5,736 | US$1.52M | 0.51% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,312 | US$1.51M | 0.51% |
| Intel Corporation | 12,313 | US$1.48M | 0.50% |
| Costco Wholesale Corporation | 1,491 | US$1.36M | 0.46% |
| Ebay Inc. | 12,264 | US$1.3M | 0.44% |
| Fifth Third Bancorp | 25,708 | US$1.3M | 0.44% |
| Broadcom Inc. | 3,406 | US$1.2M | 0.40% |
| Charles Schwab Corporation (the) | 12,215 | US$1.19M | 0.40% |
| Palantir Technologies Inc. | 6,382 | US$1.19M | 0.40% |
| Unitedhealth Group Incorporated | 3,250 | US$1.19M | 0.40% |
| Home Depot, Inc. (the) | 3,998 | US$1.14M | 0.38% |
| Lam Research Corporation | 3,383 | US$1.11M | 0.37% |
| Western Alliance Bancorporation | 14,652 | US$1.1M | 0.37% |
| Qualcomm Incorporated | 5,515 | US$1.01M | 0.34% |
| Crowdstrike Holdings, Inc. | 3,723 | US$986K | 0.33% |
| Marvell Technology, Inc. | 3,702 | US$978K | 0.33% |
| U-haul Holding Company | 18,224 | US$963K | 0.32% |
| Paccar Inc. | 7,950 | US$873K | 0.29% |
| Asml Holding Nv | 468 | US$848K | 0.29% |
| Credit Acceptance Corporation | 1,528 | US$811K | 0.27% |
| Digitalocean Holdings, Inc. | 5,797 | US$773K | 0.26% |
| Tesla, Inc. | 2,155 | US$765K | 0.26% |
| Walmart Inc. | 7,217 | US$750K | 0.25% |
| Zoetis Inc. | 10,228 | US$714K | 0.24% |
| Ulta Beauty, Inc. | 1,159 | US$633K | 0.21% |
| Mcdonald's Corporation | 2,728 | US$630K | 0.21% |
| Mckesson Corporation | 732 | US$625K | 0.21% |
| Oracle Corporation | 4,544 | US$624K | 0.21% |
| M&t Bank Corporation | 2,767 | US$602K | 0.20% |
| Crocs, Inc. | 4,883 | US$573K | 0.19% |
| Mercadolibre, Inc. | 331 | US$571K | 0.19% |
| Cloudflare, Inc. | 1,559 | US$541K | 0.18% |
| Coca-cola Company (the) | 6,198 | US$534K | 0.18% |
| Toyota Motor Corp. | 2,836 | US$519K | 0.17% |
| Boeing Company (the) | 2,707 | US$504K | 0.17% |
| Fedex Corporation | 1,665 | US$475K | 0.16% |
| Servicenow, Inc. | 3,366 | US$451K | 0.15% |
| Eli Lilly And Company | 389 | US$450K | 0.15% |
| Constellation Energy Corporation | 1,708 | US$434K | 0.15% |
| Allstate Corporation (the) | 1,938 | US$430K | 0.14% |
| Dell Technologies Inc. | 766 | US$412K | 0.14% |
| Williams-sonoma, Inc. | 1,784 | US$407K | 0.14% |
| Amkor Technology, Inc. | 7,104 | US$372K | 0.13% |
| United Parcel Service, Inc. | 3,788 | US$354K | 0.12% |
| Walt Disney Company (the) | 3,272 | US$343K | 0.12% |
| Arista Networks, Inc. | 1,647 | US$335K | 0.11% |
| Sitime Corporation | 503 | US$328K | 0.11% |
| Rocket Lab Corporation | 4,627 | US$322K | 0.11% |
| Markel Group Inc. | 178 | US$305K | 0.10% |
| Mastercard Incorporated | 539 | US$297K | 0.10% |
| Aehr Test Systems | 2,895 | US$288K | 0.10% |
| Phillips 66 | 1,102 | US$281K | 0.09% |
| Wec Energy Group, Inc. | 2,787 | US$281K | 0.09% |
| Mplx Lp | 4,975 | US$280K | 0.09% |
| Applied Materials, Inc. | 541 | US$277K | 0.09% |
| Procter & Gamble Company (the) | 1,750 | US$254K | 0.09% |
| Philip Morris International Inc | 1,315 | US$251K | 0.08% |
| Intuitive Surgical, Inc. | 582 | US$237K | 0.08% |
| Credo Technology Group Holding Ltd | 1,205 | US$235K | 0.08% |
| Navitas Semiconductor Corporation | 18,772 | US$218K | 0.07% |
| Uber Technologies, Inc. | 3,067 | US$210K | 0.07% |
| Gitlab Inc. | 4,363 | US$206K | 0.07% |
| Cipher Digital Inc. | 12,750 | US$202K | 0.07% |
| At&t Inc. | 8,249 | US$201K | 0.07% |
| Kimberly-clark Corporation | 1,999 | US$195K | 0.07% |
| Sofi Technologies, Inc. | 12,075 | US$190K | 0.06% |
| One Stop Systems, Inc. | 21,504 | US$188K | 0.06% |
| Dba Sempra | 2,380 | US$186K | 0.06% |
| Rtx Corporation | 994 | US$185K | 0.06% |
| On Semiconductor Corporation | 2,281 | US$175K | 0.06% |
| Axon Enterprise, Inc. | 392 | US$166K | 0.06% |
Every holding of Lodestone Wealth Management LLC
Source
View original at SEC
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