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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 26 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 98.0 $11K 0.00% $110.78 +15.7%
502 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 130.0 $11K 0.00% $82.75 +0.1%
503 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 165.0 $11K 0.00% $64.61 +47.6%
504 RNRG GLOBAL X RENEWABLE ENERGY PRODUCERS ETF 285.0 $11K 0.00% +3.0 +1.1% $36.91 +6.1%
505 SCHO SCHWAB SHORT-TERM US TREASURY ETF 432.0 $10K 0.00% $24.27 -0.3%
506 AIZ ASSURANT INC COM Financial Services 48.0 $10K 0.00% $217.81 +13.7%
507 HBM HUDBAY MINERALS INC COM Basic Materials 500.0 $10K 0.00% NEW $20.90 +33.6%
508 PNC PNC FINL SVCS GROUP INC COM Financial Services 50.0 $10K 0.00% $208.10 +6.1%
509 F FORD MTR CO COM Consumer Cyclical 901.0 $10K 0.00% +10.0 +1.1% $11.53 +49.9%
510 ESGV VANGUARD ESG U.S. STOCK ETF 92.0 $10K 0.00% $112.87 +18.5%
511 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 102.0 $10K 0.00% $100.66 +0.0%
512 ILMN ILLUMINA INC COM Healthcare 83.0 $10K 0.00% $123.27 +31.0%
513 AMT AMERICAN TOWER CORP COM Real Estate 59.0 $10K 0.00% $172.58 +8.1%
514 KIM KIMCO REALTY CORP COM Real Estate 451.0 $10K 0.00% $22.47 +7.8%
515 RBLX ROBLOX CORP CL A Technology 179.0 $10K 0.00% $56.56 -17.6%
516 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 345.0 $10K 0.00% $29.18 -0.4%
517 TEL TE CONNECTIVITY PLC ORD SHS Technology 48.0 $10K 0.00% $209.02 +1.1%
518 FSM FORTUNA MNG CORP COM NEW Basic Materials 1,000.0 $10K 0.00% NEW $9.93 -1.7%
519 IDA IDACORP INC COM Utilities 69.0 $10K 0.00% +1.0 +1.5% $142.59 -1.1%
520 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 152.0 $10K 0.00% -3.0 -1.9% $64.45 +7.9%
Page 26 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%