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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 32 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DNN DENISON MINES CORP COM Energy 1,000.0 $4K 0.00% NEW $3.53 -3.4%
622 VGSH VANGUARD SHORT-TERM TREASURY ETF 60.0 $4K 0.00% $58.53 -0.4%
623 MCO MOODYS CORP COM Financial Services 8.0 $3K 0.00% -1.0 -11.1% $436.25 +3.3%
624 NTAP NETAPP INC COM Technology 34.0 $3K 0.00% $102.38 +39.1%
625 TDG TRANSDIGM GROUP INC COM Industrials 3.0 $3K 0.00% $1159.00 +9.2%
626 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 75.0 $3K 0.00% $45.89 +5.4%
627 STEW SRH TOTAL RETURN FUND INC COM Financial Services 200.0 $3K 0.00% $17.10 +2.3%
628 EWU ISHARES MSCI UNITED KINGDOM ETF 75.0 $3K 0.00% $45.56 +3.2%
629 PGR PROGRESSIVE CORP COM Financial Services 17.0 $3K 0.00% $198.24 -1.9%
630 NTR NUTRIEN LTD COM Basic Materials 44.0 $3K 0.00% $75.45 -7.7%
631 OTIS OTIS WORLDWIDE CORP COM Industrials 43.0 $3K 0.00% $77.07 -7.6%
632 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 10.0 $3K 0.00% $327.10 +17.9%
633 CART MAPLEBEAR INC COM Consumer Cyclical 85.0 $3K 0.00% $37.46 +6.6%
634 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 278.0 $3K 0.00% +7.0 +2.6% $11.44 +11.3%
635 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 22.0 $3K 0.00% $142.86 -8.1%
636 ATAIBECKLEY INC COM SHS 875.0 $3K 0.00% NEW $3.54
637 SAP SAP SE SPON ADR Technology 18.0 $3K 0.00% $171.22 +2.5%
638 SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM Financial Services 191.0 $3K 0.00% NEW $16.07 +14.1%
639 FMC FMC CORP COM NEW Basic Materials 174.0 $3K 0.00% $17.22 -21.2%
640 TFC TRUIST FINL CORP COM Financial Services 65.0 $3K 0.00% $45.97 +4.0%
Page 32 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%