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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 15 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CB CHUBB LTD SWITZ COM Financial Services 172.0 $56K 0.02% $325.41 -3.1%
282 OSK OSHKOSH CORP COM Industrials 375.0 $55K 0.02% $147.37 -13.0%
283 XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 1,164.0 $55K 0.02% -20.0 -1.7% $47.20 +5.3%
284 AVAV AEROVIRONMENT INC COM Industrials 297.0 $54K 0.02% +94.0 +46.3% $183.05 +7.7%
285 SLV ISHARES SILVER TRUST Financial Services 794.0 $54K 0.02% -898.0 -53.1% $68.14 -0.5%
286 GDX VANECK GOLD MINERS ETF 584.0 $54K 0.02% -645.0 -52.5% $91.84 -5.1%
287 APH AMPHENOL CORP CL A Technology 422.0 $53K 0.02% -25.0 -5.6% $126.35 +17.9%
288 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 243.0 $53K 0.02% $218.75 +6.0%
289 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 259.0 $53K 0.02% -22.0 -7.8% $203.18 +8.8%
290 WM WASTE MGMT INC DEL COM Industrials 229.0 $53K 0.02% -14.0 -5.8% $229.79 -6.7%
291 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 723.0 $52K 0.02% $72.46 +21.8%
292 CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 1,964.0 $52K 0.02% +14.0 +0.7% $26.28 +0.1%
293 OSS ONE STOP SYS INC COM Technology 6,803.0 $51K 0.02% NEW $7.57 +125.7%
294 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 10,346.0 $51K 0.02% +4K +75.1% $4.96 +66.9%
295 PANW PALO ALTO NETWORKS INC COM Technology 309.0 $50K 0.02% +279.0 +930.0% $160.32 +68.6%
296 AMP AMERIPRISE FINL INC COM Financial Services 111.0 $49K 0.02% $444.40 +0.1%
297 CL COLGATE PALMOLIVE CO COM Consumer Defensive 577.0 $49K 0.02% $85.23 +6.9%
298 VHT VANGUARD HEALTH CARE ETF 180.0 $49K 0.02% -1.0 -0.6% $272.58 +2.8%
299 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 1,003.0 $49K 0.02% -1K -50.4% $48.86 +17.7%
300 NFLX NETFLIX INC. COM Communication Services 509.0 $49K 0.02% $96.15 -10.6%
Page 15 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%