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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $246M AUM 850 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 798 New
Page 20 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 513.0 $24K 0.01% NEW $47.71 +4.7%
382 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 177.0 $24K 0.01% NEW $137.80 -6.9%
383 VOX VANGUARD COMMUNICATION SERVICES ETF 125.0 $24K 0.01% NEW $193.36 +2.0%
384 PSQ PROSHARES SHORT QQQ 797.0 $24K 0.01% NEW $30.20 -16.3%
385 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 689.0 $24K 0.01% NEW $34.66 +13.2%
386 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 262.0 $24K 0.01% NEW $90.93 +15.1%
387 VIKING HOLDINGS LTD ORD SHS 328.0 $23K 0.01% NEW $71.41
388 VRSK VERISK ANALYTICS INC COM Industrials 104.0 $23K 0.01% NEW $223.69 -21.8%
389 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 341.0 $23K 0.01% NEW $67.21 +24.8%
390 JGRW JENSEN QUALITY GROWTH ETF 843.0 $23K 0.01% NEW $27.06 +0.9%
391 GLW CORNING INC COM Technology 260.0 $23K 0.01% NEW $87.69 +101.6%
392 WSO WATSCO INC COM Industrials 67.0 $23K 0.01% NEW $336.96 +9.1%
393 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 279.0 $22K 0.01% NEW $80.30 -2.1%
394 NXPI NXP SEMICONDUCTORS N V COM Technology 103.0 $22K 0.01% NEW $217.06 +48.5%
395 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 539.0 $22K 0.01% NEW $41.08 +6.4%
396 RQI COHEN & STEERS QUALITY INCOME COM Financial Services 1,928.0 $22K 0.01% NEW $11.42 +16.7%
397 VFH VANGUARD FINANCIALS ETF 164.0 $22K 0.01% NEW $133.44 -4.9%
398 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 457.0 $22K 0.01% NEW $47.57 +8.9%
399 CARR CARRIER GLOBAL CORPORATION COM Industrials 404.0 $21K 0.01% NEW $52.84 +22.1%
400 EWZ ISHARES MSCI BRAZIL ETF 671.0 $21K 0.01% NEW $31.78 +12.8%
Page 20 of 40  ·  798 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 27.7%
Financial Services 19.0%
Consumer Cyclical 12.8%
Healthcare 9.5%
Communication Services 9.3%
Energy 8.6%
Industrials 4.2%
Real Estate 4.0%
Consumer Defensive 3.7%
Utilities 0.9%