Lodestone Wealth Management LLC
Filing Date
Global Rank
#1,686
/ 3,406
▲ 3490
Top Industry
Semiconductors
12.4%
3Y Alpha vs SPY
-1.1%
Period ended 32 days ago
Filed Jul 24, 2026 · 8d
15 quarters · since Dec 2022
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+64.5%
SPY
+69.4%
Annualised alpha
-1.2%
Max drawdown
−20.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
518 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.1%
−0.1 pts
Top 5
19.6%
−0.8 pts
Top 10
32.3%
−0.5 pts
HHI
179
Diversified−8
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.5% | $44,900,922 |
| Financial Services | 17.0% | $24,188,971 |
| Consumer Cyclical | 11.7% | $16,681,681 |
| Healthcare | 10.4% | $14,783,857 |
| Energy | 8.9% | $12,724,544 |
| Real Estate | 4.7% | $6,625,814 |
| Industrials | 4.3% | $6,172,651 |
| Communication Services | 4.0% | $5,646,814 |
| Consumer Defensive | 3.9% | $5,553,219 |
| Unclassified | 2.3% | $3,334,803 |
| Utilities | 0.9% | $1,256,227 |
| Basic Materials | 0.4% | $538,698 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ONDS | Ondas Inc. | +15,424 | 15,524 | $127,917 | |
| OSS | One Stop Systems, Inc. | +12,834 | 19,637 | $357,000 | |
| ZTS | Zoetis Inc. | +7,240 | 7,465 | $536,434 | |
| CLPT | ClearPoint Neuro, Inc. | +5,779 | 11,098 | $197,988 | |
| SOFI | SoFi Technologies, Inc. | +5,053 | 10,831 | $194,199 | |
| APA | APA Corp | +3,185 | 78,468 | $2,555,702 | |
| GTLB | Gitlab Inc. | +3,074 | 4,341 | $132,530 | |
| FITB | Fifth Third Bancorp | +3,005 | 25,817 | $1,455,304 | |
| CIFR | Cipher Digital Inc. | +2,681 | 12,821 | $314,114 | |
| NVTS | Navitas Semiconductor Corp | +2,622 | 16,657 | $298,493 | |
| WAL | Western Alliance Bancorporation | +2,499 | 13,364 | $1,098,520 | |
| IONQ | IonQ, Inc. | +1,409 | 3,641 | $193,919 | |
| AMSC | American Superconductor Corp /De/ | +1,243 | 2,297 | $95,348 | |
| DNN | Denison Mines Corp. | +1,000 | 2,000 | $6,120 | |
| FANG | Diamondback Energy, Inc. | +978 | 9,180 | $1,613,659 | |
| IREN | IREN Ltd | +945 | 4,384 | $200,480 | |
| ASTS | AST SpaceMobile, Inc. | +850 | 1,932 | $171,677 | |
| RBRK | Rubrik, Inc. | +813 | 3,883 | $311,727 | |
| SYNA | SYNAPTICS Inc | +770 | 830 | $103,110 | |
| RKLB | Rocket Lab Corp | +702 | 3,939 | $400,399 | |
| UNH | Unitedhealth Group Inc | +595 | 3,212 | $1,335,002 | |
| TGT | Target Corp | +574 | 13,616 | $1,778,384 | |
| COP | Conocophillips | +570 | 14,546 | $1,512,201 | |
| AEHR | Aehr Test Systems | +569 | 2,403 | $230,832 | |
| CEG | Constellation Energy Corp | +547 | 1,473 | $365,849 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EBAY | Ebay Inc | −4,577 | 14,488 | $1,619,033 | |
| QCOM | Qualcomm Inc/De | −4,531 | 9,121 | $1,685,469 | |
| OXY | Occidental Petroleum Corp /De/ | −3,717 | 31,362 | $1,523,251 | |
| BAC | Bank Of America Corp /De/ | −2,281 | 37,896 | $2,159,313 | |
| INTC | Intel Corp | −2,067 | 12,345 | $1,723,732 | |
| EOSE | Eos Energy Enterprises, Inc. | −1,874 | 8,472 | $49,815 | |
| MAC | Macerich Co | −1,684 | 121,497 | $3,060,509 | |
| UBER | Uber Technologies, Inc | −1,486 | 3,252 | $234,664 | |
| NVT | nVent Electric plc | −1,406 | 1,735 | $294,273 | |
| LEN | Lennar Corp /New/ | −1,398 | 15,948 | $1,443,134 | |
| AAPL | Apple Inc. | −1,319 | 29,783 | $8,618,008 | |
| PLTR | Palantir Technologies Inc. | −1,312 | 6,257 | $730,004 | |
| ANET | Arista Networks, Inc. | −1,291 | 1,650 | $280,302 | |
| AMKR | Amkor Technology, Inc. | −1,054 | 6,912 | $596,021 | |
| SNOW | Snowflake Inc. | −1,010 | 14 | $3,563 | |
| DOCN | DigitalOcean Holdings, Inc. | −960 | 5,937 | $932,287 | |
| JPM | Jpmorgan Chase & Co | −898 | 13,295 | $4,351,851 | |
| MRVL | Marvell Technology, Inc. | −884 | 3,763 | $1,120,960 | |
| WY | Weyerhaeuser Co | −749 | 1,106 | $26,477 | |
| PFE | Pfizer Inc | −708 | 3,503 | $84,352 | |
| GOOGL | Alphabet Inc. | −704 | 7,570 | $2,705,290 | |
| AFL | Aflac Inc | −652 | 1,144 | $134,134 | |
| CVX | Chevron Corp | −592 | 10,420 | $1,727,219 | |
| LRCX | Lam Research Corp | −553 | 3,358 | $1,455,122 | |
| HON | Honeywell International Inc | −529 | 406 | $90,903 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FDXF | FedEx Freight Holding Company, Inc. | 825 | $124,575 | |
| HONA | Honeywell Aerospace Inc. | 406 | $89,644 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | 1,443 | $71,947 | |
| LNG | Cheniere Energy, Inc. | 238 | $56,884 | |
| AMBA | Ambarella Inc | 619 | $53,110 | |
| FPS | Forgent Power Solutions, Inc. | 866 | $48,374 | |
| TTE | TotalEnergies SE | 490 | $38,102 | |
| SPCX | Space Exploration Technologies Corp | 183 | $31,267 | |
| CLFD | Clearfield, Inc. | 354 | $14,085 | |
| PS | Pershing Square Inc. | 215 | $7,064 | |
| RDW | Redwire Corp | 500 | $6,115 | |
| VLN | Valens Semiconductor Ltd. | 2,500 | $5,650 | |
| PMT | PennyMac Mortgage Investment Trust | 500 | $5,640 | |
| BZAI | Blaize Holdings, Inc. | 4,000 | $5,520 | |
| NTAP | NetApp, Inc. | 34 | $5,261 | |
| EQT | EQT Corp | 88 | $4,678 | |
| FIX | Comfort Systems USA Inc | 2 | $3,963 | |
| ACLS | Axcelis Technologies Inc | 17 | $3,220 | |
| CBRS | Cerebras Systems Inc. | 6 | $1,326 | |
| KEEL | Keel Infrastructure Corp. | 200 | $1,148 | |
| VCX | Fundrise Innovation Fund, LLC | 1 | $86 | |
| SMR | NUSCALE POWER Corp | 4 | $40 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 8,379 | $1,421,581 | |
| VKTX | Viking Therapeutics, Inc. | 1,105 | $35,956 | |
| MZTI | Marzetti Co | 228 | $31,539 | |
| SPPP | Sprott Physical Platinum & Palladium Trust | 1,000 | $15,530 | |
| TER | Teradyne, Inc | 14 | $4,150 | |
| AAL | American Airlines Group Inc. | 345 | $3,705 | |
| SPGI | S&P Global Inc. | 6 | $2,552 | |
| SONY | Sony Group Corp | 77 | $1,593 | |
| ARES | Ares Management Corp | 13 | $1,418 | |
| APO | Apollo Global Management, Inc. | 12 | $1,337 | |
| PODD | Insulet Corp | 6 | $1,259 | |
| HUBS | Hubspot Inc | 5 | $1,220 | |
| PINS | Pinterest, Inc. | 64 | $1,173 | |
| LYV | Live Nation Entertainment, Inc. | 6 | $915 | |
| WEN | Wendy's Co | 97 | $674 | |
| ATOM | Atomera Inc | 170 | $647 | |
| VUZI | Vuzix Corp | 40 | $92 | |
| No positions match the current search. | ||||
518 tracked positions ·
$142,408,201 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 518 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 29,783 | $8,618,008 | 6.05% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 25,488 | $5,099,893 | 3.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,317 | $4,967,506 | 3.49% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 13,415 | $4,857,839 | 3.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 13,295 | $4,351,851 | 3.06% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 32,793 | $4,213,900 | 2.96% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 35,160 | $4,129,893 | 2.90% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Reduced | 15,262 | $3,413,345 | 2.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,759 | $3,279,319 | 2.30% | |
| MAC |
Macerich Co
Real Estate
|
Reduced | 121,497 | $3,060,509 | 2.15% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 8,743 | $2,957,319 | 2.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,892 | $2,948,297 | 2.07% | |
| CVE |
Cenovus Energy Inc.
Energy
|
Reduced | 116,490 | $2,890,116 | 2.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 7,570 | $2,705,290 | 1.90% | |
| APA |
APA Corp
Energy
|
Added | 78,468 | $2,555,702 | 1.79% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Added | 14,925 | $2,430,983 | 1.71% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 37,896 | $2,159,313 | 1.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,534 | $1,990,665 | 1.40% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,669 | $1,926,510 | 1.35% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 5,375 | $1,844,108 | 1.29% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 13,616 | $1,778,384 | 1.25% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 10,420 | $1,727,219 | 1.21% | |
| INTC |
Intel Corp
Technology
|
Reduced | 12,345 | $1,723,732 | 1.21% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
Reduced | 248 | $1,689,722 | 1.19% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 9,121 | $1,685,469 | 1.18% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 13,914 | $1,637,260 | 1.15% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 14,488 | $1,619,033 | 1.14% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Added | 9,180 | $1,613,659 | 1.13% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,747 | $1,595,759 | 1.12% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 3,231 | $1,543,028 | 1.08% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Reduced | 31,362 | $1,523,251 | 1.07% | |
| COP |
Conocophillips
Energy
|
Added | 14,546 | $1,512,201 | 1.06% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,732 | $1,455,756 | 1.02% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 25,817 | $1,455,304 | 1.02% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 3,358 | $1,455,122 | 1.02% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Reduced | 15,948 | $1,443,134 | 1.01% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,477 | $1,381,689 | 0.97% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,867 | $1,363,812 | 0.96% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 3,212 | $1,335,002 | 0.94% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,309 | $1,249,974 | 0.88% | |
| GLD |
Spdr Gold Trust
|
Reduced | 3,052 | $1,124,295 | 0.79% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 3,763 | $1,120,960 | 0.79% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
Added | 13,364 | $1,098,520 | 0.77% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 11,871 | $1,095,337 | 0.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,441 | $1,076,095 | 0.76% | |
| PCAR |
Paccar Inc
Industrials
|
Reduced | 8,550 | $1,027,026 | 0.72% | |
| CACC |
Credit Acceptance Corp
Financial Services
|
Added | 1,537 | $978,668 | 0.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,233 | $939,199 | 0.66% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
Reduced | 5,937 | $932,287 | 0.65% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 438 | $871,374 | 0.61% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.