Lodestone Wealth Management LLC
Lodestone Wealth Management LLC reported 781 positions worth $283.3M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: CGCP (4.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGCP | SH | $11.7M | 4.12% | 523,933 | — | — | |
| ▸ 2 | AAPL | SH | $8.6M | 3.04% | 29,783 | — | — | |
| ▸ 3 | CGSD | SH | $8.5M | 2.99% | 329,266 | — | — | |
| ▸ 4 | JPST | SH | $7.2M | 2.55% | 142,701 | — | — | |
| ▸ 5 | GOOG | SH | $6.7M | 2.35% | 18,864 | — | — | |
| ▸ 6 | CGDV | SH | $6.5M | 2.28% | 131,187 | — | — | |
| ▸ 7 | NVDA | SH | $5.1M | 1.80% | 25,488 | — | — | |
| ▸ 8 | MSFT | SH | $5.0M | 1.75% | 13,317 | — | — | |
| ▸ 9 | AMGN | SH | $4.9M | 1.72% | 13,415 | — | — | |
| ▸ 10 | CGXU | SH | $4.8M | 1.68% | 137,305 | — | — |
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Frequently Asked Questions
What stocks does Lodestone Wealth Management LLC hold as of Q2 2026?
Lodestone Wealth Management LLC reported 781 positions worth $283.3M in its Q2 2026 13F filing. Largest positions: CGCP (4.1%), AAPL (3.0%), CGSD (3.0%), JPST (2.5%) and GOOG (2.4%).
What did Lodestone Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lodestone Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.