Lodestone Wealth Management LLC
Top Portfolio Positions
512 positions ·
$128,421,541 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
31,102 | $7,893,375 | 6.15% | |
| MSFT |
Microsoft Corp
Technology
|
13,311 | $4,927,332 | 3.84% | |
| AMGN |
Amgen Inc
Healthcare
|
13,449 | $4,732,029 | 3.68% | |
| NVDA |
Nvidia Corp
Technology
|
25,345 | $4,420,168 | 3.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,193 | $4,175,012 | 3.25% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
32,502 | $3,909,665 | 3.04% | |
| APA |
APA Corp
Energy
|
75,283 | $3,195,009 | 2.49% | |
| CVE |
Cenovus Energy Inc.
Energy
|
116,492 | $3,090,532 | 2.41% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
15,408 | $2,874,053 | 2.24% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,933 | $2,843,093 | 2.21% |
Portfolio Trend
14 quarters · across all stocks
Holdings in ENFY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0 | 1 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $0 | 1 | Shares | Sole | 2026-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||