Position in TER
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,150
+$1,441 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Lodestone Wealth Management LLC holds $3,384,607 across 9 Semiconductor Equipment & Materials names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
3,358 | $1,455,122 | |
| 2 | ASML |
Asml Holding NV
|
438 | $871,374 | |
| 3 | AMKR |
Amkor Technology, Inc.
|
6,912 | $596,021 | |
| 4 | AEHR |
Aehr Test Systems
|
2,403 | $230,832 | |
| 5 | KLAC |
Kla Corp
|
560 | $168,957 | |
| 6 | AMBA |
Ambarella Inc
|
619 | $53,110 | |
| 7 | AMAT |
Applied Materials Inc /De
|
6 | $4,338 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
17 | $3,220 |
All Filings in TER
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,150 | 14 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,709 | 14 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||