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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 13 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 1,538.0 $85K 0.03% $55.10 +6.8%
242 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 766.0 $85K 0.03% +348.0 +83.2% $110.40 +9.1%
243 TXN TEXAS INSTRS INC COM Technology 434.0 $84K 0.03% -143.0 -24.8% $194.14 +59.6%
244 KLAC KLA CORP COM NEW Technology 56.0 $82K 0.03% -4.0 -6.7% $1472.41 +31.5%
245 KKR KKR & CO INC COM Financial Services 884.0 $82K 0.03% +233.0 +35.8% $92.46 +2.2%
246 SBUX STARBUCKS CORP COM Consumer Cyclical 904.0 $81K 0.03% -14.0 -1.5% $89.62 +11.8%
247 GE GE AEROSPACE COM NEW Industrials 285.0 $81K 0.03% $284.16 +11.8%
248 ABBV ABBVIE INC COM Healthcare 364.0 $79K 0.03% +45.0 +14.1% $217.49 +0.2%
249 WMB WILLIAMS COS INC COM Energy 1,070.0 $78K 0.03% $72.80 -1.5%
250 NOC NORTHROP GRUMMAN CORP COM Industrials 114.0 $78K 0.03% $682.24 -18.5%
251 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 514.0 $76K 0.03% $148.10 +7.3%
252 MRSH MARSH & MCLENNAN COS INC COM Financial Services 420.0 $73K 0.03% +14.0 +3.5% $173.45 -8.1%
253 REGN REGENERON PHARMACEUTICALS COM Healthcare 94.0 $72K 0.03% +2.0 +2.2% $768.53 -19.1%
254 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 911.0 $72K 0.03% $79.27 -0.1%
255 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 2,376.0 $72K 0.03% -369.0 -13.4% $30.32 +4.0%
256 SKYY FIRST TRUST CLOUD COMPUTING ETF 655.0 $72K 0.03% $109.36 +28.7%
257 TJX TJX COS INC NEW COM Consumer Cyclical 441.0 $70K 0.03% -3.0 -0.7% $159.70 -2.7%
258 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 772.0 $69K 0.03% $89.33 +7.6%
259 DGRO ISHARES CORE DIVIDEND GROWTH ETF 977.0 $69K 0.03% $70.18 +6.7%
260 AEHR AEHR TEST SYS COM Technology 1,834.0 $68K 0.03% NEW $37.08 +149.7%
Page 13 of 40  ·  781 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%