Holdings of Lodestone Wealth Management LLC
663 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 24.7 % of the equity sleeve
Sector breakdown
- Technology 13.9 %
- Financials 8.5 %
- Consumer discretionary 6.6 %
- Health care 5.6 %
- Communication 4.7 %
- Energy 4.7 %
- Industrials 2.7 %
- Funds 1.9 %
- Consumer staples 1.7 %
- Real estate 1.3 %
- Utilities 0.5 %
- Materials 0.1 %
- Unattributed 47.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.9 %
- TW 0.5 %
- NL 0.3 %
- JP 0.2 %
- DK 0.0 %
- GB 0.0 %
- AU 0.0 %
- IN 0.0 %
- ES 0.0 %
- DE 0.0 %
- BR 0.0 %
- IE 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 643 | 228.2M $ | 98.90 % |
| 2 | TW | 1 | 1.3M $ | 0.54 % |
| 3 | NL | 1 | 603.8K $ | 0.26 % |
| 4 | JP | 2 | 559.5K $ | 0.24 % |
| 5 | DK | 1 | 46.3K $ | 0.02 % |
| 6 | GB | 6 | 28.9K $ | 0.01 % |
| 7 | AU | 1 | 21.1K $ | 0.01 % |
| 8 | IN | 1 | 7.3K $ | 0.00 % |
| 9 | ES | 2 | 4.2K $ | 0.00 % |
| 10 | DE | 1 | 3.1K $ | 0.00 % |
| 11 | BR | 1 | 2.6K $ | 0.00 % |
| 12 | IE | 1 | 1.4K $ | 0.00 % |