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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 34 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 60.0 $2K 0.00% NEW $38.73 -16.2%
662 TKO TKO GROUP HOLDINGS INC CL A Communication Services 11.0 $2K 0.00% NEW $209.00 -4.0%
663 MSCI MSCI INC COM Financial Services 4.0 $2K 0.00% NEW $573.75 +8.6%
664 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 20.0 $2K 0.00% NEW $113.10 -26.0%
665 COIN COINBASE GLOBAL INC COM CL A Financial Services 10.0 $2K 0.00% NEW $226.10 -20.0%
666 MHK MOHAWK INDS INC COM Consumer Cyclical 20.0 $2K 0.00% NEW $109.30 -1.6%
667 CNP CENTERPOINT ENERGY INC COM Utilities 57.0 $2K 0.00% NEW $38.33 +10.4%
668 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 110.0 $2K 0.00% NEW $19.71 -23.2%
669 TTD THE TRADE DESK INC COM CL A Technology 57.0 $2K 0.00% NEW $37.96 -44.0%
670 KD KYNDRYL HLDGS INC COMMON STOCK Technology 80.0 $2K 0.00% NEW $26.56 -55.2%
671 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 13.0 $2K 0.00% NEW $161.62 -21.9%
672 SAN BANCO SANTANDER SA ADR Financial Services 178.0 $2K 0.00% NEW $11.73 +6.0%
673 RUM RUMBLE INC COM CL A Technology 330.0 $2K 0.00% NEW $6.32 +51.0%
674 AME AMETEK INC COM Industrials 10.0 $2K 0.00% NEW $205.30 +9.6%
675 APP APPLOVIN CORP COM CL A Technology 3.0 $2K 0.00% NEW $673.67 -10.5%
676 HUBS HUBSPOT INC COM Technology 5.0 $2K 0.00% NEW $401.40 -49.8%
677 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 86.0 $2K 0.00% NEW $23.29 -0.6%
678 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 5.0 $2K 0.00% NEW $397.60 -23.4%
679 INGERSOLL RAND INC COM 25.0 $2K 0.00% NEW $79.24
680 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 21.0 $2K 0.00% NEW $94.19 +16.6%
Page 34 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%