Holdings
Lodestone Wealth Management LLC
As of Sep 30, 2026, Lodestone Wealth Management LLC reported 465 positions worth US$151M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 29,876 | US$9.95M | +93 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 26,539 | US$9.07M | +318 | Sep 30, 2026 |
| Microsoft Corp. | 14,434 | US$7.4M | +1,117 | Sep 30, 2026 |
| Nvidia Corporation | 25,687 | US$5.87M | +199 | Sep 30, 2026 |
| Amgen Inc. | 13,336 | US$5.62M | −79 | Sep 30, 2026 |
| Merck & Company, Inc. | 32,580 | US$4.73M | −213 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 13,247 | US$4.38M | −48 | Sep 30, 2026 |
| Cisco Systems, Inc. | 35,603 | US$3.83M | +443 | Sep 30, 2026 |
| Amazon.com, Inc. | 14,491 | US$3.61M | +732 | Sep 30, 2026 |
| Cenovus Energy Inc. | 114K | US$3.56M | −2,108 | Sep 30, 2026 |