Lodestone Wealth Management LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1950158 SPOKANE, WA

Position in PLTR

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

Position Value

$730,004

-$377,189 QoQ

Shares Held

6,257

-17.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,540

of 2,820 holders

Holding Since

Mar 2024

10 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. PLTR ranks #4 (8.5% 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	5,211	$763,672
4	PLTR	Palantir Technologies Inc. This page	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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$730,004	6,257	-17.3%	Shares	Sole	2026-07-24
2026-03-31	$1,107,193	7,569	-4.3%	Shares	Sole	2026-05-01
2025-12-31	$1,406,358	7,912	-5.2%	Shares	Sole	2026-01-15
2025-09-30	$1,523,024	8,349	+2.6%	Shares	Sole	2025-10-24
2025-06-30	$1,109,372	8,138	-9.1%	Shares	Sole	2025-08-12
2025-03-31	$755,380	8,950	+1.1%	Shares	Sole	2025-04-28
2024-12-31	$669,552	8,853	-6.8%	Shares	Sole	2025-01-30
2024-09-30	$353,251	9,496	-7.8%	Shares	Sole	2024-10-29
2024-06-30	$260,823	10,297	+3.2%	Shares	Sole	2024-07-16
2024-03-31	$229,501	9,974	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.