Long-term investor
Lodestone Wealth Management LLC @lodestonewealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001950158).
Record
- Tracked since 2025-06-30 (448 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +18.1% · all +18.1%
- Max drawdown n/a · win rate 9% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020Y102 · 4.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- 14020Y409 · 3.0% · long · since 2025-06-30
- 46641Q837 · 2.5% · long · since 2025-06-30
- 02079K107 · 2.4% · long · since 2025-06-30
- 14020W106 · 2.3% · long · since 2025-06-30
- NVDA · 1.8% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- AMGN · 1.7% · long · since 2025-06-30
- 14019W109 · 1.7% · long · since 2025-06-30
- 922908744 · 1.7% · long · since 2025-06-30
- 69374H881 · 1.6% · long · since 2025-06-30