LODESTONE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MAC | 123K | $2.33M |
 | CVE | 116K | $3.09M |
 | APA | 75K | $3.20M |
 | BAC | 40K | $1.96M |
 | CSCO | 35K | $2.74M |
 | OXY | 35K | $2.28M |
 | MRK | 33K | $3.91M |
 | AAPL | 31K | $7.89M |
 | NVDA | 25K | $4.42M |
 | FITB | 23K | $1.06M |
 | GOOG | 19K | $5.58M |
 | EBAY | 19K | $1.74M |
 | UHAL-B | 19K | $830.59K |
 | LEN | 17K | $1.51M |
 | SPG | 15K | $2.87M |
 | DHI | 15K | $2.04M |
 | INTC | 14K | $636.01K |
 | JPM | 14K | $4.18M |
 | NVTS | 14K | $123.09K |
 | COP | 14K | $1.84M |
The Macerich Company
MAC
Shares Held
123K
Value
$2.33M
Cenovus Energy Inc.
CVE
Shares Held
116K
Value
$3.09M
APA Corporation
APA
Shares Held
75K
Value
$3.20M
Bank of America Corporation
BAC
Shares Held
40K
Value
$1.96M
Cisco Systems, Inc.
CSCO
Shares Held
35K
Value
$2.74M
Occidental Petroleum Corporation
OXY
Shares Held
35K
Value
$2.28M
Merck & Co., Inc.
MRK
Shares Held
33K
Value
$3.91M
Apple Inc.
AAPL
Shares Held
31K
Value
$7.89M
NVIDIA Corporation
NVDA
Shares Held
25K
Value
$4.42M
Fifth Third Bancorp
FITB
Shares Held
23K
Value
$1.06M
Alphabet Inc.
GOOG
Shares Held
19K
Value
$5.58M
eBay Inc.
EBAY
Shares Held
19K
Value
$1.74M
U-Haul Holding Company
UHAL-B
Shares Held
19K
Value
$830.59K
Lennar Corporation
LEN
Shares Held
17K
Value
$1.51M
Simon Property Group, Inc.
SPG
Shares Held
15K
Value
$2.87M
D.R. Horton, Inc.
DHI
Shares Held
15K
Value
$2.04M
Intel Corp.
INTC
Shares Held
14K
Value
$636.01K
JPMorgan Chase & Co.
JPM
Shares Held
14K
Value
$4.18M
Navitas Semiconductor Corp
NVTS
Shares Held
14K
Value
$123.09K
ConocoPhillips
COP
Shares Held
14K
Value
$1.84M