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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 35 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SONY SONY GROUP CORP SPONSORED ADR Technology 77.0 $2K 0.00% NEW $25.60 -14.6%
682 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 14.0 $2K 0.00% NEW $136.93 +4.0%
683 NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS Consumer Cyclical 84.0 $2K 0.00% NEW $22.32 -18.6%
684 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 39.0 $2K 0.00% NEW $48.05 -1.3%
685 SOLV SOLVENTUM CORP COM SHS Healthcare 23.0 $2K 0.00% NEW $79.26 -3.5%
686 WGO WINNEBAGO INDS INC COM Consumer Cyclical 45.0 $2K 0.00% NEW $40.38 -25.7%
687 RMT ROYCE MICRO-CAP TR INC COM Financial Services 173.0 $2K 0.00% NEW $10.43 +34.3%
688 CNI CANADIAN NATL RY CO COM Industrials 18.0 $2K 0.00% NEW $98.83 +20.5%
689 GUSH DIREXION DAILY S&P OIL & GAS EXP. & PROD. BULL 2X SHARES 80.0 $2K 0.00% NEW $21.90 +61.2%
690 APOS APOLLO GLOBAL MGMT INC COM Financial Services 12.0 $2K 0.00% NEW $144.75 -81.9%
691 BURL BURLINGTON STORES INC COM Consumer Cyclical 6.0 $2K 0.00% NEW $288.83 +4.0%
692 RYANAIR HOLDINGS PLC SPONSORED ADR 24.0 $2K 0.00% NEW $72.21
693 APD AIR PRODS & CHEMS INC COM Basic Materials 7.0 $2K 0.00% NEW $247.00 +15.1%
694 RVT ROYCE SMALL CAP TRUST INC COM Financial Services 107.0 $2K 0.00% NEW $16.10 +15.8%
695 SNA SNAP ON INC COM Industrials 5.0 $2K 0.00% NEW $344.60 +8.6%
696 PODD INSULET CORP COM Healthcare 6.0 $2K 0.00% NEW $284.17 -49.8%
697 PLD PROLOGIS INC. COM Real Estate 13.0 $2K 0.00% NEW $127.69 +14.8%
698 PINS PINTEREST INC CL A Communication Services 64.0 $2K 0.00% NEW $25.89 -20.9%
699 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 29.0 $2K 0.00% NEW $56.62 +11.7%
700 DOW DOW INC COM Basic Materials 69.0 $2K 0.00% NEW $23.55 +47.9%
Page 35 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%