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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 17 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EMN EASTMAN CHEM CO COM Basic Materials 515.0 $39K 0.02% $76.32 -1.0%
322 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 408.0 $39K 0.01% $94.75 +13.5%
323 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 9.0 $38K 0.01% $4277.56 -96.1%
324 NEE NEXTERA ENERGY INC COM Utilities 412.0 $38K 0.01% $92.88 -6.8%
325 CDE COEUR MNG INC COM NEW Basic Materials 2,000.0 $38K 0.01% $18.77 -2.0%
326 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 639.0 $37K 0.01% $57.67 +7.5%
327 INTU INTUIT COM Technology 85.0 $37K 0.01% -16.0 -15.8% $432.38 -24.5%
328 SCHB SCHWAB U.S. BROAD MARKET ETF 1,447.0 $36K 0.01% +661.0 +84.1% $25.10 +16.0%
329 VKTX VIKING THERAPEUTICS INC COM Healthcare 1,105.0 $36K 0.01% $32.54 -2.0%
330 ZIM ZIM INTEGRATED SHIPPING SERV SHS Industrials 1,356.0 $36K 0.01% $26.36 -11.4%
331 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 1,054.0 $36K 0.01% $33.85 +44.3%
332 GLW CORNING INC COM Technology 261.0 $35K 0.01% $135.87 +28.8%
333 IDXX IDEXX LABS INC COM Healthcare 63.0 $35K 0.01% $561.89 +1.6%
334 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 614.0 $35K 0.01% $56.56 +8.1%
335 SHW SHERWIN WILLIAMS CO COM Basic Materials 108.0 $35K 0.01% +13.0 +13.7% $320.56 -4.6%
336 JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 659.0 $35K 0.01% $52.44
337 PRF INVESCO RAFI US 1000 ETF 725.0 $34K 0.01% $47.53 +12.8%
338 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 713.0 $34K 0.01% $48.32 +11.7%
339 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 205.0 $33K 0.01% +31.0 +17.8% $162.48 -6.0%
340 DUK DUKE ENERGY CORP NEW COM NEW Utilities 254.0 $33K 0.01% $130.94 -5.5%
Page 17 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%