Lodestone Wealth Management LLC
Filing Date
Global Rank
#5,164
/ 8,586
▲ 184
Top Industry
Semiconductors
8.8%
3Y Alpha vs SPY
-2.9%
Period ended 3 months ago
Filed May 1, 2026 · 46d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.7%
SPY
+78.1%
Annualised alpha
-2.9%
Max drawdown
−20.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
512 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.1%
−0.5 pts
Top 5
20.4%
−1.8 pts
Top 10
32.8%
−1.7 pts
HHI
187
Diversified−12
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.8% | $34,412,411 |
| Financial Services | 17.0% | $21,802,867 |
| Energy | 12.9% | $16,579,735 |
| Consumer Cyclical | 12.4% | $15,932,448 |
| Healthcare | 10.3% | $13,237,059 |
| Consumer Defensive | 4.3% | $5,485,960 |
| Communication Services | 4.2% | $5,403,728 |
| Real Estate | 4.2% | $5,369,072 |
| Industrials | 4.2% | $5,352,565 |
| Unclassified | 2.4% | $3,055,312 |
| Utilities | 0.9% | $1,193,394 |
| Basic Materials | 0.5% | $596,990 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CIFR | Cipher Digital Inc. | +4,913 | 10,140 | $130,501 | |
| EOSE | Eos Energy Enterprises, Inc. | +4,438 | 10,346 | $51,316 | |
| IREN | IREN Ltd | +1,922 | 3,439 | $117,888 | |
| WSM | Williams Sonoma Inc | +1,776 | 1,877 | $342,233 | |
| ET | Energy Transfer LP | +1,690 | 2,072 | $39,989 | |
| FITB | Fifth Third Bancorp | +1,661 | 22,812 | $1,059,845 | |
| AVGO | Broadcom Inc. | +1,255 | 3,192 | $987,955 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +1,015 | 1,075 | $32,239 | |
| IEP | Icahn Enterprises L.P. | +1,000 | 2,032 | $15,341 | |
| SOFI | SoFi Technologies, Inc. | +936 | 5,778 | $91,754 | |
| WAL | Western Alliance Bancorporation | +767 | 10,865 | $769,784 | |
| AMD | Advanced Micro Devices Inc | +706 | 3,054 | $621,275 | |
| MSFT | Microsoft Corp | +614 | 13,311 | $4,927,332 | |
| DOCN | DigitalOcean Holdings, Inc. | +610 | 6,897 | $591,624 | |
| RBRK | Rubrik, Inc. | +532 | 3,070 | $150,337 | |
| NOW | ServiceNow, Inc. | +453 | 623 | $65,134 | |
| RKLB | Rocket Lab Corp | +441 | 3,237 | $207,880 | |
| FCX | Freeport-Mcmoran Inc | +412 | 504 | $29,625 | |
| BX | Blackstone Inc. | +371 | 13,899 | $1,598,246 | |
| MRK | Merck & Co., Inc. | +340 | 32,502 | $3,909,665 | |
| GTLB | Gitlab Inc. | +319 | 1,267 | $27,417 | |
| CEG | Constellation Energy Corp | +315 | 926 | $258,585 | |
| FANG | Diamondback Energy, Inc. | +296 | 8,202 | $1,622,272 | |
| COP | Conocophillips | +295 | 13,976 | $1,844,832 | |
| NKE | NIKE, Inc. | +292 | 1,261 | $66,606 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PCAR | Paccar Inc | −4,289 | 8,873 | $1,024,831 | |
| BAC | Bank Of America Corp /De/ | −2,106 | 40,177 | $1,958,628 | |
| PPL | PPL Corp | −1,255 | 119 | $4,545 | |
| ASM | Avino Silver & Gold Mines Ltd | −1,000 | 5,000 | $31,600 | |
| CVE | Cenovus Energy Inc. | −978 | 116,492 | $3,090,532 | |
| SLV | iShares Silver Trust | −898 | 794 | $54,103 | |
| ZBH | Zimmer Biomet Holdings, Inc. | −860 | 55 | $4,973 | |
| DVN | Devon Energy Corp/De | −681 | 1,172 | $58,975 | |
| OXY | Occidental Petroleum Corp /De/ | −650 | 35,079 | $2,280,135 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | −616 | 1,456 | $85,947 | |
| MAC | Macerich Co | −606 | 123,181 | $2,328,120 | |
| ACN | Accenture plc | −523 | 492 | $97,558 | |
| BAX | Baxter International Inc | −500 | 500 | $8,400 | |
| PLTR | Palantir Technologies Inc. | −343 | 7,569 | $1,107,193 | |
| PFE | Pfizer Inc | −327 | 4,211 | $118,244 | |
| AXP | American Express Co | −308 | 8,888 | $2,688,442 | |
| BANR | Banner Corp | −288 | 770 | $46,723 | |
| APA | APA Corp | −280 | 75,283 | $3,195,009 | |
| NEM | NEWMONT Corp /DE/ | −279 | 5 | $541 | |
| GLD | Spdr Gold Trust | −240 | 3,074 | $1,322,711 | |
| EBAY | Ebay Inc | −224 | 19,065 | $1,735,296 | |
| ETH | Grayscale Ethereum Staking Mini ETF | −211 | 1,362 | $27,049 | |
| INTC | Intel Corp | −208 | 14,412 | $636,001 | |
| PYPL | PayPal Holdings, Inc. | −203 | 2,203 | $99,641 | |
| GOOGL | Alphabet Inc. | −195 | 8,274 | $2,379,271 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AEHR | Aehr Test Systems | 1,834 | $68,004 | |
| OSS | One Stop Systems, Inc. | 6,803 | $51,498 | |
| CLPT | ClearPoint Neuro, Inc. | 5,319 | $48,402 | |
| CION | CION Investment Corp | 3,529 | $24,138 | |
| SITM | SITIME Corp | 55 | $18,994 | |
| AZN | Astrazeneca PLC | 81 | $15,974 | |
| SPPP | Sprott Physical Platinum & Palladium Trust | 1,000 | $15,530 | |
| OLN | OLIN Corp | 504 | $14,983 | |
| CRDO | Credo Technology Group Holding Ltd | 125 | $11,733 | |
| HBM | Hudbay Minerals Inc. | 500 | $10,450 | |
| FSM | Fortuna Mining Corp. | 1,000 | $9,930 | |
| NG | Novagold Resources Inc | 1,000 | $8,980 | |
| SIVR | abrdn Silver ETF Trust | 120 | $8,593 | |
| SYNA | SYNAPTICS Inc | 60 | $4,202 | |
| DNN | Denison Mines Corp. | 1,000 | $3,530 | |
| ATAI | AtaiBeckley Inc. | 875 | $3,097 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 191 | $3,069 | |
| ZETA | Zeta Global Holdings Corp. | 118 | $1,878 | |
| VSNT | Versant Media Group, Inc. | 30 | $1,110 | |
| ONDS | Ondas Inc. | 100 | $904 | |
| BURU | Nuburu, Inc. | 2,004 | $354 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LNG | Cheniere Energy, Inc. | 237 | $46,070 | |
| TTE | TotalEnergies SE | 490 | $32,055 | |
| EPD | Enterprise Products Partners L.P. | 492 | $15,773 | |
| FUBO | FuboTV Inc. | 300 | $9,072 | |
| BPRE | Bluerock Private Real Estate Fund | 547 | $8,205 | |
| PHYS | Sprott Physical Gold Trust | 203 | $6,703 | |
| LTBR | LIGHTBRIDGE Corp | 500 | $6,320 | |
| CMBT | Cmb.Tech NV | 643 | $6,204 | |
| TWLO | Twilio Inc | 30 | $4,267 | |
| NTAP | NetApp, Inc. | 34 | $3,641 | |
| CHYM | Chime Financial, Inc. | 144 | $3,624 | |
| UROY | Uranium Royalty Corp. | 1,000 | $3,540 | |
| AZO | Autozone Inc | 1 | $3,391 | |
| BXMX | Nuveen S&P 500 BuyWrite Income Fund | 228 | $3,351 | |
| COIN | Coinbase Global, Inc. | 10 | $2,261 | |
| SNA | Snap-on Inc | 5 | $1,723 | |
| DOCS | Doximity, Inc. | 27 | $1,195 | |
| DOCU | Docusign, Inc. | 16 | $1,094 | |
| TEAM | Atlassian Corp | 6 | $972 | |
| L | Loews Corp | 8 | $842 | |
| MDB | MongoDB, Inc. | 2 | $839 | |
| ELF | e.l.f. Beauty, Inc. | 11 | $836 | |
| NTES | NetEase, Inc. | 6 | $825 | |
| ODFL | Old Dominion Freight Line, Inc. | 5 | $784 | |
| RACE | Ferrari N.V. | 2 | $739 | |
| No positions match the current search. | ||||
512 positions ·
$128,421,541 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 512 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 31,102 | $7,893,375 | 6.15% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,311 | $4,927,332 | 3.84% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 13,449 | $4,732,029 | 3.68% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 25,345 | $4,420,168 | 3.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 14,193 | $4,175,012 | 3.25% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 32,502 | $3,909,665 | 3.04% | |
| APA |
APA Corp
Energy
|
Reduced | 75,283 | $3,195,009 | 2.49% | |
| CVE |
Cenovus Energy Inc.
Energy
|
Reduced | 116,492 | $3,090,532 | 2.41% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 15,408 | $2,874,053 | 2.24% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,933 | $2,843,093 | 2.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,364 | $2,783,319 | 2.17% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 35,298 | $2,738,771 | 2.13% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 8,888 | $2,688,442 | 2.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,274 | $2,379,271 | 1.85% | |
| MAC |
Macerich Co
Real Estate
|
Reduced | 123,181 | $2,328,120 | 1.81% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Reduced | 35,079 | $2,280,135 | 1.78% | |
| CVX |
Chevron Corp
Energy
|
Added | 11,012 | $2,278,382 | 1.77% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Reduced | 14,830 | $2,034,971 | 1.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,552 | $2,032,204 | 1.58% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 40,177 | $1,958,628 | 1.53% | |
| COP |
Conocophillips
Energy
|
Added | 13,976 | $1,844,832 | 1.44% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 13,652 | $1,758,103 | 1.37% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 19,065 | $1,735,296 | 1.35% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
Reduced | 257 | $1,693,586 | 1.32% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 5,521 | $1,668,667 | 1.30% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Added | 8,202 | $1,622,272 | 1.26% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 13,899 | $1,598,246 | 1.24% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 13,042 | $1,580,690 | 1.23% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Reduced | 17,346 | $1,506,325 | 1.17% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,481 | $1,475,712 | 1.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,981 | $1,461,995 | 1.14% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 8,379 | $1,421,581 | 1.11% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,289 | $1,410,609 | 1.10% | |
| GLD |
Spdr Gold Trust
|
Reduced | 3,074 | $1,322,711 | 1.03% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 3,710 | $1,253,794 | 0.98% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 11,830 | $1,111,783 | 0.87% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 7,569 | $1,107,193 | 0.86% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 22,812 | $1,059,845 | 0.83% | |
| PCAR |
Paccar Inc
Industrials
|
Reduced | 8,873 | $1,024,831 | 0.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,192 | $987,955 | 0.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,342 | $870,638 | 0.68% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 3,911 | $835,624 | 0.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,455 | $802,227 | 0.62% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
Added | 10,865 | $769,784 | 0.60% | |
| ORCL |
Oracle Corp
Technology
|
Added | 5,211 | $766,590 | 0.60% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,451 | $761,745 | 0.59% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 2,617 | $708,133 | 0.55% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 793 | $686,230 | 0.53% | |
| INTC |
Intel Corp
Technology
|
Reduced | 14,412 | $636,001 | 0.50% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 1,200 | $627,251 | 0.49% |