Lodestone Wealth Management LLC
Filing Date
Global Rank
#5,164
/ 8,588
▲ 184
Top Industry
Semiconductors
8.8%
3Y Alpha vs SPY
-2.9%
Period ended 3 months ago
Filed May 1, 2026 · 47d
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. | ||||
57 positions ·
$15,932,448 total
· Consumer Cyclical only
· 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 57 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,364 | $2,783,319 | 17.47% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Reduced | 14,830 | $2,034,971 | 12.77% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 19,065 | $1,735,296 | 10.89% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
Reduced | 257 | $1,693,586 | 10.63% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Reduced | 17,346 | $1,506,325 | 9.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,289 | $1,410,609 | 8.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,342 | $870,638 | 5.46% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,451 | $761,745 | 4.78% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 1,200 | $627,251 | 3.94% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
Added | 2,603 | $536,452 | 3.37% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
Reduced | 4,679 | $388,449 | 2.44% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
Added | 1,877 | $342,233 | 2.15% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 163 | $281,830 | 1.77% | |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
Added | 618 | $221,732 | 1.39% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Held | 1,891 | $85,662 | 0.54% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 904 | $80,989 | 0.51% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 441 | $70,427 | 0.44% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Added | 1,261 | $66,606 | 0.42% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Held | 660 | $60,924 | 0.38% | |
| GM |
General Motors Co
Consumer Cyclical
|
Added | 586 | $43,657 | 0.27% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Held | 9 | $37,892 | 0.24% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Added | 1,219 | $31,547 | 0.20% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Held | 262 | $27,706 | 0.17% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 113 | $26,699 | 0.17% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
Held | 328 | $24,101 | 0.15% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Held | 101 | $23,319 | 0.15% | |
| HMC |
Honda Motor Co Ltd
Consumer Cyclical
|
Reduced | 950 | $23,094 | 0.14% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 111 | $17,258 | 0.11% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Held | 518 | $16,581 | 0.10% | |
| WHR |
Whirlpool Corp /De/
Consumer Cyclical
|
Added | 293 | $15,798 | 0.10% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Held | 92 | $11,617 | 0.07% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 901 | $10,397 | 0.07% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
Held | 196 | $9,560 | 0.06% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Held | 400 | $7,552 | 0.05% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Held | 24 | $6,604 | 0.04% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Held | 18 | $5,473 | 0.03% | |
| BROS |
Dutch Bros Inc.
Consumer Cyclical
|
Held | 100 | $5,066 | 0.03% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Held | 22 | $4,362 | 0.03% | |
| LULU |
lululemon athletica inc.
Consumer Cyclical
|
Held | 25 | $3,827 | 0.02% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 10 | $3,270 | 0.02% | |
| CART |
Maplebear Inc.
Consumer Cyclical
|
Held | 85 | $3,184 | 0.02% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
Held | 20 | $1,969 | 0.01% | |
| BURL |
Burlington Stores, Inc.
Consumer Cyclical
|
Held | 6 | $1,952 | 0.01% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
Held | 110 | $1,655 | 0.01% | |
| NCLH |
Norwegian Cruise Line Holdings Ltd.
Consumer Cyclical
|
Held | 84 | $1,570 | 0.01% | |
| WGO |
Winnebago Industries Inc
Consumer Cyclical
|
Held | 45 | $1,394 | 0.01% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
Held | 10 | $1,364 | 0.01% | |
| ARCO |
Arcos Dorados Holdings Inc.
Consumer Cyclical
|
Held | 115 | $948 | 0.01% | |
| NIO |
NIO Inc.
Consumer Cyclical
|
Held | 150 | $904 | 0.01% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Reduced | 15 | $886 | 0.01% |