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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 2 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 109,576.0 $3.0M 1.18% +10K +9.7% $27.23 +1.1%
22 SPG SIMON PPTY GROUP INC NEW COM Real Estate 15,408.0 $2.9M 1.14% $186.53 +10.9%
23 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 84,129.0 $2.8M 1.13% $33.86 +19.2%
24 BERKSHIRE HATHAWAY INC DEL CL B NEW 5,933.0 $2.8M 1.13% -102.0 -1.7% $479.16
25 AMZN AMAZON COM INC COM Consumer Cyclical 13,364.0 $2.8M 1.10% +200.0 +1.5% $208.27 +30.5%
26 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 70,323.0 $2.7M 1.09% $38.96 +7.3%
27 CSCO CISCO SYS INC COM Technology 35,298.0 $2.7M 1.08% +177.0 +0.5% $77.59 +54.2%
28 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 54,068.0 $2.7M 1.07% +3K +5.2% $49.95 +0.8%
29 AXP AMERICAN EXPRESS CO COM Financial Services 8,888.0 $2.7M 1.06% -308.0 -3.4% $302.48 +3.3%
30 CGUS CAPITAL GROUP CORE EQUITY ETF 63,813.0 $2.5M 0.97% +3K +5.0% $38.42 +14.3%
31 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 46,227.0 $2.4M 0.97% +1K +2.4% $52.78 +5.8%
32 CGCB CAPITAL GROUP CORE BOND ETF 91,110.0 $2.4M 0.95% +495.0 +0.6% $26.26 -0.3%
33 GOOGL ALPHABET INC CAP STK CL A Communication Services 8,274.0 $2.4M 0.94% -195.0 -2.3% $287.54 +35.2%
34 MAC MACERICH CO COM Real Estate 123,181.0 $2.3M 0.92% $18.90 +20.1%
35 OXY OCCIDENTAL PETE CORP COM Energy 35,079.0 $2.3M 0.90% -650.0 -1.8% $65.00 -12.5%
36 CVX CHEVRON CORPORATION COM Energy 11,012.0 $2.3M 0.90% +59.0 +0.5% $206.91 -11.8%
37 DHI D R HORTON INC COM Consumer Cyclical 14,830.0 $2.0M 0.81% -135.0 -0.9% $137.22 +7.7%
38 META META PLATFORMS INC CL A Communication Services 3,552.0 $2.0M 0.81% -19.0 -0.5% $572.19 +11.0%
39 BAC BANK OF AMER CORP COM Financial Services 40,177.0 $2.0M 0.78% -2K -5.0% $48.75 +4.8%
40 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 30,197.0 $1.9M 0.75% +5K +19.4% $62.45 +8.1%
Page 2 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%