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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 9 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,329.0 $213K 0.09% NEW $160.44 +12.0%
162 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 5,362.0 $212K 0.09% NEW $39.45 +13.3%
163 SRE SEMPRA COM Utilities 2,380.0 $210K 0.09% NEW $88.29 +2.1%
164 T AT&T INC COM Communication Services 8,354.0 $208K 0.09% NEW $24.84 -0.1%
165 SNOW SNOWFLAKE INC COM SHS Technology 943.0 $207K 0.08% NEW $219.36 +11.1%
166 GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF Financial Services 1,000.0 $206K 0.08% NEW $205.60 +3.9%
167 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2,850.0 $204K 0.08% NEW $71.42 +2.3%
168 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 2,015.0 $203K 0.08% NEW $100.88 -0.7%
169 VNQ VANGUARD REAL ESTATE ETF 2,283.0 $202K 0.08% NEW $88.48 +9.5%
170 EEM ISHARES MSCI EMERGING MARKETS ETF 3,684.0 $202K 0.08% NEW $54.71 +25.4%
171 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 1,678.0 $200K 0.08% NEW $119.41 +1.9%
172 AFL AFLAC INC COM Financial Services 1,787.0 $197K 0.08% NEW $110.26 +2.7%
173 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 4,219.0 $197K 0.08% NEW $46.59 +15.2%
174 RKLB ROCKET LAB CORP COM Industrials 2,796.0 $195K 0.08% NEW $69.76 +112.6%
175 RBRK RUBRIK INC. CL A Technology 2,538.0 $194K 0.08% NEW $76.48 -6.7%
176 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 2,051.0 $193K 0.08% NEW $94.16 +2.4%
177 RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 3,925.0 $191K 0.08% NEW $48.72 +16.4%
178 ITB ISHARES U.S. HOME CONSTRUCTION ETF 1,930.0 $186K 0.08% NEW $96.30 -3.3%
179 USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 4,822.0 $184K 0.07% NEW $38.15 +20.5%
180 DFAS DIMENSIONAL U.S. SMALL CAP ETF 2,631.0 $183K 0.07% NEW $69.67 +13.3%
Page 9 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%