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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $252M AUM 832 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 174 Added 102 Reduced 48 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GDX VANECK GOLD MINERS ETF 584.0 $54K 0.02% -645.0 -52.5% $91.84 -4.9%
62 APH AMPHENOL CORP CL A Technology 422.0 $53K 0.02% -25.0 -5.6% $126.35 +16.4%
63 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 259.0 $53K 0.02% -22.0 -7.8% $203.18 +8.1%
64 WM WASTE MGMT INC DEL COM Industrials 229.0 $53K 0.02% -14.0 -5.8% $229.79 -6.4%
65 VHT VANGUARD HEALTH CARE ETF 180.0 $49K 0.02% -1.0 -0.6% $272.58 +3.4%
66 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 1,003.0 $49K 0.02% -1K -50.4% $48.86 +16.9%
67 BANR BANNER CORP COM NEW Financial Services 770.0 $47K 0.02% -288.0 -27.2% $60.68 +7.7%
68 GDXJ VANECK JUNIOR GOLD MINERS ETF 329.0 $39K 0.02% -152.0 -31.6% $120.05 -4.2%
69 INTU INTUIT COM Technology 85.0 $37K 0.01% -16.0 -15.8% $432.38 -27.6%
70 ASM AVINO SILVER & GOLD MINES LTD COM Basic Materials 5,000.0 $32K 0.01% -1K -16.7% $6.32 +14.0%
71 TEM TEMPUS AI INC CL A Healthcare 639.0 $29K 0.01% -67.0 -9.5% $45.22 +14.0%
72 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 1,362.0 $27K 0.01% -211.0 -13.4% $19.86 -3.6%
73 LOW LOWES COS INC COM Consumer Cyclical 113.0 $27K 0.01% -100.0 -47.0% $236.97 -8.4%
74 ZTS ZOETIS INC CL A Healthcare 225.0 $27K 0.01% -13.0 -5.5% $118.21 -33.5%
75 XME STATE STREET SPDR S&P METALS & MINING ETF 224.0 $24K 0.01% -18.0 -7.4% $108.13 +17.0%
76 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 950.0 $23K 0.01% -119.0 -11.1% $24.31 +12.3%
77 CPRT COPART INC COM Industrials 632.0 $21K 0.01% -16.0 -2.5% $33.20 -0.2%
78 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 172.0 $20K 0.01% -21.0 -10.9% $118.62 -3.3%
79 BLOCK INC CL A 241.0 $15K 0.01% -15.0 -5.9% $60.18
80 ENB ENBRIDGE INC COM Energy 246.0 $13K 0.01% -117.0 -32.2% $54.14 +2.7%
Page 4 of 6  ·  102 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 26.1%
Financial Services 16.9%
Energy 12.7%
Consumer Cyclical 12.1%
Healthcare 10.1%
Communication Services 8.4%
Consumer Defensive 4.2%
Industrials 4.1%
Real Estate 4.1%
Utilities 0.9%