Position in TAOX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$74
-$39 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 29 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAOX 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. TAOX ranks #9 (0.0% 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.
|
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 TAOX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74 | 20 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $113 | 20 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $73 | 20 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||