Position in HOOD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,362
+$18,274 QoQ
Shares Held
223
+278.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,209
of 1,386 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $1,578,280 across 9 Capital Markets names. HOOD ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
11,871 | $1,095,337 | |
| 2 | IREN |
IREN Ltd
|
4,384 | $200,480 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
467 | $131,544 | |
| 4 | GS |
Goldman Sachs Group Inc
|
66 | $66,750 | |
| 5 | MS |
Morgan Stanley
|
159 | $33,237 | |
| 6 | HOOD |
Robinhood Markets, Inc.
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|
223 | $22,362 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,087 | $14,467 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
224 | $14,029 |
All Filings in HOOD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,362 | 223 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,088 | 59 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,262 | 20 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||