Lodestone Wealth Management LLC
Top Portfolio Positions
513 positions ·
$125,682,142 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
31,102 | $7,893,375 | 6.28% |
| MSFT |
Microsoft Corp
Technology
|
13,311 | $4,927,332 | 3.92% |
| AMGN |
Amgen Inc
Healthcare
|
13,449 | $4,732,029 | 3.77% |
| NVDA |
Nvidia Corp
Technology
|
25,345 | $4,420,168 | 3.52% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,193 | $4,175,012 | 3.32% |
| MRK |
Merck & Co., Inc.
Healthcare
|
32,502 | $3,909,665 | 3.11% |
| APA |
APA Corp
Energy
|
75,283 | $3,195,009 | 2.54% |
| CVE |
Cenovus Energy Inc.
Energy
|
116,492 | $3,090,532 | 2.46% |
| SPG |
Simon Property Group Inc.
Real Estate
|
15,408 | $2,874,053 | 2.29% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,364 | $2,783,319 | 2.21% |
Portfolio Trend
Holdings in ETHW
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,070 | 1,738 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $36,967 | 1,738 | Shares | Sole | 2026-01-15 | |
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