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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 36 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 AVUS AVANTIS U.S. EQUITY ETF 12.0 $1K 0.00% $111.75 +14.1%
702 APOS APOLLO GLOBAL MGMT INC COM Financial Services 12.0 $1K 0.00% $111.42 -76.5%
703 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 19.0 $1K 0.00% $69.37 +19.1%
704 PAAS PAN AMERN SILVER CORP COM Basic Materials 24.0 $1K 0.00% $54.62 +0.0%
705 TTD THE TRADE DESK INC COM CL A Technology 57.0 $1K 0.00% $22.68 -6.3%
706 DFE WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND 18.0 $1K 0.00% $71.72 +7.3%
707 BCE BCE INC COM NEW Communication Services 51.0 $1K 0.00% $25.24 -1.3%
708 DG DOLLAR GEN CORP COM Consumer Defensive 11.0 $1K 0.00% $115.55 -4.2%
709 PODD INSULET CORP COM Healthcare 6.0 $1K $209.83 -31.7%
710 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 2.0 $1K $617.00 +10.2%
711 HUBS HUBSPOT INC COM Technology 5.0 $1K $244.20 -17.4%
712 APP APPLOVIN CORP COM CL A Technology 3.0 $1K $398.00 +49.9%
713 AVB AVALONBAY CMNTYS INC COM Real Estate 7.0 $1K $169.43 +9.3%
714 CTAS CINTAS CORP COM Industrials 7.0 $1K $169.14 +2.5%
715 PINS PINTEREST INC CL A Communication Services 64.0 $1K $18.34 +12.0%
716 Q QNITY ELECTRONICS INC COMMON STOCK Technology 10.0 $1K $115.60 +38.6%
717 CLH CLEAN HARBORS INC COM Industrials 4.0 $1K $286.75 -1.7%
718 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 30.0 $1K NEW $37.03 +17.5%
719 UHAL U HAUL HOLDING COMPANY COM Industrials 23.0 $1K $47.78 +18.6%
720 GWW WW GRAINGER INC COM Industrials 1.0 $1K $1091.00 +14.9%
Page 36 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%