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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $252M AUM 832 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 174 Added 102 Reduced 48 Exited
Page 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC COM Healthcare 942.0 $131K 0.05% +6.0 +0.6% $139.31 -2.4%
82 CIFR CIPHER DIGITAL INC COM Financial Services 10,140.0 $131K 0.05% +5K +94.0% $12.87 +89.8%
83 SCHF SCHWAB INTERNATIONAL EQUITY ETF 5,016.0 $124K 0.05% +437.0 +9.5% $24.75 +12.0%
84 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 14,035.0 $123K 0.05% +100.0 +0.7% $8.77 +224.9%
85 ABT ABBOTT LABORATORIES COM Healthcare 1,185.0 $122K 0.05% +36.0 +3.1% $102.66 -16.0%
86 IREN IREN LIMITED ORDINARY SHARES Financial Services 3,439.0 $118K 0.05% +2K +126.7% $34.28 +87.9%
87 AMLP ALERIAN MLP ETF 2,172.0 $114K 0.04% +42.0 +2.0% $52.64 -0.4%
88 IYM ISHARES U.S. BASIC MATERIALS ETF 605.0 $106K 0.04% +49.0 +8.8% $175.92 +5.5%
89 IYR ISHARES U.S. REAL ESTATE ETF 1,117.0 $106K 0.04% +103.0 +10.2% $94.56 +8.2%
90 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,622.0 $98K 0.04% +14.0 +0.9% $60.64 -5.8%
91 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 1,045.0 $96K 0.04% +8.0 +0.8% $92.32 -0.2%
92 JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF 1,341.0 $96K 0.04% +25.0 +1.9% $71.23 +4.9%
93 SOFI SOFI TECHNOLOGIES INC COM Financial Services 5,778.0 $92K 0.04% +936.0 +19.3% $15.88 +7.1%
94 TLN TALEN ENERGY CORP COM Utilities 286.0 $91K 0.04% +125.0 +77.6% $319.23 +20.0%
95 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 198.0 $91K 0.04% +20.0 +11.2% $460.99 -8.1%
96 ASTS AST SPACEMOBILE INC COM CL A Technology 1,082.0 $90K 0.04% +259.0 +31.5% $82.87 +60.7%
97 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 1,936.0 $90K 0.04% +64.0 +3.4% $46.24 -0.4%
98 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 766.0 $85K 0.03% +348.0 +83.2% $110.40 +9.7%
99 KKR KKR & CO INC COM Financial Services 884.0 $82K 0.03% +233.0 +35.8% $92.46 +2.0%
100 ABBV ABBVIE INC COM Healthcare 364.0 $79K 0.03% +45.0 +14.1% $217.49 +0.4%
Page 5 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Financial Services 16.9%
Energy 12.7%
Consumer Cyclical 12.1%
Healthcare 10.1%
Communication Services 8.4%
Consumer Defensive 4.2%
Industrials 4.1%
Real Estate 4.1%
Utilities 0.9%