Lodestone Wealth Management’s Fundrise Innovation Fund VCX Stock Holding History

Lodestone Wealth Management’s Portfolio VCX Stock Details VCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61	Buy	+1	New	+$143	﹤0.01%	775

Other funds holding VCX

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lodestone Wealth Management's VCX Position: Q2 2026 in Review

Lodestone Wealth Management opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 1 share worth $61. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

17 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

Lodestone Wealth Management held 1 share of Fundrise Innovation Fund worth $61 as of Q2 2026.
Fundrise Innovation Fund was a new Lodestone Wealth Management position in Q2 2026.
Fundrise Innovation Fund made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #775 holding.
17 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.