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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 33 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SPGI S&P GLOBAL INC COM Financial Services 6.0 $3K 0.00% NEW $522.67 -19.9%
642 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 10.0 $3K 0.00% NEW $310.20 +24.2%
643 KBE STATE STREET SPDR S&P BANK ETF 50.0 $3K 0.00% NEW $60.70 +4.6%
644 TLT ISHARES 20 YEAR TREASURY BOND ETF 35.0 $3K 0.00% NEW $86.37 -0.8%
645 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 38.0 $3K 0.00% NEW $77.87 -1.4%
646 HRL HORMEL FOODS CORP COM Consumer Defensive 123.0 $3K 0.00% NEW $23.72 +0.3%
647 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 271.0 $3K 0.00% NEW $10.69 +19.3%
648 XRPC CANARY XRP ETF 140.0 $3K 0.00% NEW $19.45 -27.6%
649 NTR NUTRIEN LTD COM Basic Materials 44.0 $3K 0.00% NEW $61.73 +12.9%
650 GDRX GOODRX HLDGS INC COM CL A Healthcare 1,000.0 $3K 0.00% NEW $2.71 +8.2%
651 TER TERADYNE INC COM Technology 14.0 $3K 0.00% NEW $193.57 +98.6%
652 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 31.0 $3K 0.00% NEW $83.84 +16.8%
653 GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 92.0 $3K 0.00% NEW $27.55 -2.0%
654 STE STERIS PLC SHS USD Healthcare 10.0 $3K 0.00% NEW $253.50 -14.9%
655 RELX RELX PLC SPONSORED ADR Communication Services 60.0 $2K 0.00% NEW $40.42 -18.1%
656 FMC FMC CORP COM NEW Basic Materials 174.0 $2K 0.00% NEW $13.87 -2.8%
657 JKHY HENRY JACK & ASSOC INC COM Technology 13.0 $2K 0.00% NEW $182.46 -25.7%
658 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 93.0 $2K 0.00% NEW $25.44 -1.3%
659 TRP TC ENERGY CORP COM Energy 43.0 $2K 0.00% NEW $55.00 +22.6%
660 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 100.0 $2K 0.00% NEW $23.31 -0.8%
Page 33 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%