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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 33 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 KBE STATE STREET SPDR S&P BANK ETF 50.0 $3K 0.00% $59.56 +6.6%
642 NATWEST GROUP PLC SPONS ADR 197.0 $3K 0.00% $14.90
643 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 38.0 $3K 0.00% $77.18 -0.5%
644 DOW DOW HLDGS INC COM Basic Materials 70.0 $3K 0.00% +1.0 +1.4% $41.50 -16.2%
645 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 31.0 $3K 0.00% $93.32 +4.6%
646 PTMC PACER TRENDPILOT US MID CAP ETF 79.0 $3K 0.00% -56.0 -41.5% $36.57 +10.2%
647 HEI HEICO CORP NEW COM Industrials 10.0 $3K 0.00% $274.20 +25.8%
648 TRP TC ENERGY CORP COM Energy 43.0 $3K 0.00% $62.60 +8.0%
649 DB DEUTSCHE BK AG NAMEN AKT Financial Services 90.0 $3K 0.00% $29.78 +11.2%
650 SID COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR Basic Materials 2,095.0 $3K 0.00% $1.24 +9.7%
651 SPGI S&P GLOBAL INC COM Financial Services 6.0 $3K 0.00% $425.33 -1.8%
652 TOST TOAST INC CL A Technology 96.0 $3K 0.00% $26.51 -5.8%
653 GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 92.0 $3K 0.00% $27.28 -0.9%
654 CNP CENTERPOINT ENERGY INC COM Utilities 57.0 $2K 0.00% $43.16 -2.2%
655 MBB ISHARES MBS ETF 25.0 $2K 0.00% -21.0 -45.6% $94.96 -0.3%
656 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 95.0 $2K 0.00% +2.0 +2.1% $24.85 +1.0%
657 TKO TKO GROUP HOLDINGS INC CL A Communication Services 11.0 $2K 0.00% $201.64 -0.5%
658 STE STERIS PLC SHS USD Healthcare 10.0 $2K 0.00% $221.10 -2.6%
659 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 100.0 $2K 0.00% $21.66 +6.8%
660 MSCI MSCI INC COM Financial Services 4.0 $2K 0.00% $539.00 +16.2%
Page 33 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%