Lodestone Wealth Management LLC

Position in ORCL — Oracle Corp

CIK 1950158 SPOKANE, WA

Position in ORCL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$763,672

-$2,918 QoQ

Shares Held

5,211

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#2,035

of 3,472 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $8,620,952 across 19 Software - Infrastructure names. ORCL ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	13,317	$4,967,506
2	DOCN	DigitalOcean Holdings, Inc.	5,937	$932,287
3	ORCL	Oracle Corp This page	5,211	$763,672
4	PLTR	Palantir Technologies Inc.	6,257	$730,004
5	NET	Cloudflare, Inc.	1,610	$394,900
6	RBRK	Rubrik, Inc.	3,883	$311,727
7	CRWD	CrowdStrike Holdings, Inc.	3,892	$185,633
8	GTLB	Gitlab Inc.	4,341	$132,530

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,672	5,211	0.0%	Shares	Sole	2026-07-24
2026-03-31	$766,590	5,211	+0.2%	Shares	Sole	2026-05-01
2025-12-31	$1,013,337	5,199	-7.2%	Shares	Sole	2026-01-15
2025-09-30	$1,575,506	5,602	+5.2%	Shares	Sole	2025-10-24
2025-06-30	$1,163,986	5,324	+15.3%	Shares	Sole	2025-08-12
2025-03-31	$645,362	4,616	+0.1%	Shares	Sole	2025-04-28
2024-12-31	$768,710	4,613	-1.2%	Shares	Sole	2025-01-30
2024-09-30	$795,597	4,669	-1.5%	Shares	Sole	2024-10-29
2024-06-30	$669,429	4,741	-0.4%	Shares	Sole	2024-07-16
2024-03-31	$597,652	4,758	-0.6%	Shares	Sole	2024-04-30
2023-12-31	$504,904	4,789	-0.5%	Shares	Sole	2024-01-25
2023-06-30	$573,180	4,813	-0.5%	Shares	Sole	2023-07-25
2023-03-31	$449,268	4,835	-1.3%	Shares	Sole	2023-05-15
2022-12-31	$400,362	4,898	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.