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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 4 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CGGR CAPITAL GROUP GROWTH ETF 26,585.0 $1.2M 0.48% NEW $44.47 +7.0%
62 SCHW SCHWAB CHARLES CORP COM Financial Services 11,791.0 $1.2M 0.48% NEW $99.91 -15.1%
63 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 3,750.0 $1.1M 0.46% NEW $303.93 +39.3%
64 CALF PACER US SMALL CAP CASH COWS ETF 24,960.0 $1.1M 0.45% NEW $44.37 +11.8%
65 ORCL ORACLE CORP COM Technology 5,199.0 $1.0M 0.41% NEW $194.93 +4.5%
66 TSLA TESLA INC COM Consumer Cyclical 2,247.0 $1.0M 0.41% NEW $449.72 -1.9%
67 XOM EXXON MOBIL CORP COM Energy 8,346.0 $1.0M 0.41% NEW $120.34 +22.3%
68 FITB FIFTH THIRD BANCORP COM Financial Services 21,151.0 $990K 0.40% NEW $46.81 +6.3%
69 UNH UNITEDHEALTH GROUP INC COM Healthcare 2,767.0 $913K 0.37% NEW $330.06 +15.8%
70 BND VANGUARD TOTAL BOND MARKET ETF 12,229.0 $906K 0.37% NEW $74.07 -0.9%
71 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 25,218.0 $874K 0.36% NEW $34.65 +18.5%
72 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 15,218.0 $871K 0.35% NEW $57.24 +15.4%
73 U HAUL HOLDING COMPANY COM SER N 18,435.0 $862K 0.35% NEW $46.74
74 WAL WESTERN ALLIANCE BANCORP COM Financial Services 10,098.0 $849K 0.35% NEW $84.07 -6.9%
75 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 8,350.0 $838K 0.34% NEW $100.34 +0.4%
76 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 24,994.0 $822K 0.34% NEW $32.89 +15.2%
77 MCD MCDONALDS CORP COM Consumer Cyclical 2,406.0 $735K 0.30% NEW $305.64 -9.1%
78 ULTA ULTA BEAUTY INC COM Consumer Cyclical 1,197.0 $724K 0.29% NEW $605.01 -14.0%
79 WMT WALMART INC COM Consumer Defensive 6,458.0 $719K 0.29% NEW $111.41 +6.1%
80 SPY SPDR S&P 500 ETF TRUST Financial Services 1,053.0 $718K 0.29% NEW $682.10 +10.6%
Page 4 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%