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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 35 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CNI CANADIAN NATL RY CO COM Industrials 18.0 $2K 0.00% $102.78 +15.7%
682 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 14.0 $2K 0.00% $128.14 +11.0%
683 RVT ROYCE SMALL CAP TRUST INC COM Financial Services 107.0 $2K 0.00% $16.60 +12.2%
684 PLD PROLOGIS INC. COM Real Estate 13.0 $2K 0.00% $132.15 +11.0%
685 NATL NCR ATLEOS CORPORATION COM SHS Technology 39.0 $2K 0.00% $43.59 +3.8%
686 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 29.0 $2K 0.00% $58.48 +8.0%
687 RUM RUMBLE INC COM CL A Technology 330.0 $2K 0.00% $5.10 +87.3%
688 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 110.0 $2K 0.00% $15.05 +1.1%
689 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 5.0 $2K 0.00% $330.80 -8.5%
690 CTVA CORTEVA INC COM Basic Materials 20.0 $2K 0.00% $82.05 -1.8%
691 SONY SONY GROUP CORP SPONSORED ADR Technology 77.0 $2K 0.00% $20.70 +5.2%
692 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 84.0 $2K 0.00% $18.70 -3.1%
693 ATLANTA BRAVES HLDGS INC COM SER A 33.0 $2K 0.00% $47.15
694 SOLV SOLVENTUM CORP COM SHS Healthcare 23.0 $2K 0.00% $65.30 +17.3%
695 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 20.0 $1K 0.00% -1.0 -4.8% $74.70 +0.9%
696 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 13.0 $1K 0.00% $109.08 +16.0%
697 WGO WINNEBAGO INDS INC COM Consumer Cyclical 45.0 $1K 0.00% $31.11 -3.1%
698 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 56.0 $1K 0.00% $24.91 -0.9%
699 RYANAIR HOLDINGS PLC SPONSORED ADR 24.0 $1K 0.00% $57.79
700 TOL TOLL BROTHERS INC COM Consumer Cyclical 10.0 $1K 0.00% $137.60 +0.5%
Page 35 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%