Titelia

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.

RankCountryLinesValueShare
1US643228.2M $98.90 %
2TW11.3M $0.54 %
3NL1603.8K $0.26 %
4JP2559.5K $0.24 %
5DK146.3K $0.02 %
6GB628.9K $0.01 %
7AU121.1K $0.01 %
8IN17.3K $0.00 %
9ES24.2K $0.00 %
10DE13.1K $0.00 %
11BR12.6K $0.00 %
12IE11.4K $0.00 %

Positions

RankCompanySharesValueWeight
201Bristol-Myers Squibb Co 1,62298.4K $
202Novartis AG 64197.9K $
203PIMCO ETF Trust 1,04596.5K $
204PepsiCo Inc 60593.9K $
205T-Mobile US Inc 44092.4K $
206SoFi Technologies Inc 5,77891.8K $
207TALEN ENERGY CORP 28691.3K $
208Intuitive Surgical Inc 19891.3K $
209AST SpaceMobile Inc 1,08289.7K $
210Pacer Funds Trust 1,93689.5K $
211Verizon Communications Inc 1,77188.9K $
212iShares Future AI & Tech ETF 1,87387.2K $
213Fidelity Wise Origin Bitcoin Fund 1,45685.9K $
214Tractor Supply Co 1,89185.7K $
215Warner Bros Discovery Inc 3,11685.6K $
216Astera Labs Inc 77484.8K $
217American Century ETF Trust 76684.6K $
218Texas Instruments Inc 43484.3K $
219KLA Corp 5682.5K $
220KKR & Co Inc 88481.7K $
221Starbucks Corp 90481K $
222General Electric Co 28581K $
223AbbVie Inc 36479.2K $
224Williams Cos Inc/The 1,07077.9K $
225Northrop Grumman Corp 11477.8K $
226Vanguard High Dividend Yield E 51476.1K $
227Marsh & McLennan Cos Inc 42072.9K $
228Regeneron Pharmaceuticals, Inc. 9472.2K $
229VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 91172.2K $
230iShares Preferred and Income S 2,37672K $
231First Trust Cloud Computing ETF 65571.6K $
232TJX Cos Inc/The 44170.4K $
233Wisdomtree Trust 77269K $
234iShares Core Dividend Growth ETF 97768.6K $
235Aehr Test Systems 1,83468K $
236Bloom Energy Corp 50067.7K $
237Cheniere Energy Inc 23767.4K $
238NIKE Inc 1,26166.6K $
239Schwab U.S. Small-Cap ETF 2,28366.4K $
240EMCOR Group Inc 8965.7K $
241ServiceNow Inc 62365.1K $
242Stryker Corp 19865.1K $
243Deere & Co 11564.8K $
244IonQ Inc 2,23264.3K $
245US Bancorp 1,20062.4K $
246iShares Russell 3000 ETF 16661.5K $
247O'Reilly Automotive Inc 66060.9K $
248Devon Energy Corp 1,17259K $
249Danaher Corp 31158.9K $
250Salesforce Inc 31057.9K $
251Fidelity Covington Trust 1,65857.9K $
252Marathon Petroleum Corp 23457.2K $
253Goldman Sachs Group Inc/The 6656.2K $
254iShares U.S. Technology ETF 30956.1K $
255Citigroup Inc 49456.1K $
256Oshkosh Corp 37555.3K $
257AeroVironment Inc 29754.4K $
258iShares Silver Trust 79454.1K $
259VanEck Gold Miners ETF/USA 58453.6K $
260Amphenol Corp 42253.3K $
261iShares Trust 24353.2K $
262Automatic Data Processing Inc 25952.6K $
263Waste Management Inc 22952.6K $
264Monster Beverage Corp 72352.4K $
265CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 1,96451.6K $
266One Stop Systems Inc 6,80351.5K $
267Eos Energy Enterprises Inc 10,34651.3K $
268Palo Alto Networks Inc 30949.5K $
269Ameriprise Financial Inc 11149.3K $
270Colgate-Palmolive Co 57749.2K $
271Vanguard World Fund 18049.1K $
272Netflix Inc 50948.9K $
273ClearPoint Neuro Inc 5,31948.4K $
274Vertex Pharmaceuticals Inc 10848.2K $
275GE Vernova Inc 5548.1K $
276Schwab U.S. Large-Cap ETF 1,87248K $
277Banner Corp 77046.7K $
278Novo Nordisk A/S 1,26046.3K $
279Weyerhaeuser Co 1,85545.3K $
280VANGUARD ADMIRAL FDS INC 38944.5K $
281Schwab Strategic Trust 85444.4K $
282Autodesk Inc 18544.3K $
283General Motors Co 58643.7K $
284Southern Co/The 44342.8K $
285Kinder Morgan, Inc. 1,20840.5K $
286Energy Transfer LP 2,07240K $
287Union Pacific Corp 16439.8K $
288Axon Enterprise Inc 9439.7K $
289VanEck ETF Trust 32939.5K $
290Eastman Chemical Co 51539.3K $
291Booking Holdings Inc 938.5K $
292NextEra Energy Inc 41238.3K $
293Coeur Mining Inc 2,00037.5K $
294Mondelez International Inc 63936.9K $
295Intuit Inc 8536.8K $
296Schwab US Broad Market ETF 1,44736.3K $
297Viking Therapeutics Inc 1,10536K $
298American Superconductor Corp 1,05435.7K $
299Corning Inc 26135.5K $
300IDEXX Laboratories Inc 6335.4K $