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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 37 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ADI ANALOG DEVICES INC COM Technology 3.0 $954.0 $318.00 +31.7%
722 ARCO ARCOS DORADOS HLDGS INC SHS CLASS -A - Consumer Cyclical 115.0 $949.0 $8.25 +7.1%
723 DD DUPONT DE NEMOURS INC COM Basic Materials 21.0 $943.0 $44.90 +6.3%
724 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 6.0 $915.0 $152.50 +8.8%
725 NIO NIO INC SPON ADS Consumer Cyclical 150.0 $905.0 $6.03 -7.7%
726 ONDS ONDAS INC COM NEW Technology 100.0 $904.0 NEW $9.04 +49.5%
727 BEONE MEDICINES LTD SPONSORED ADS 3.0 $891.0 $297.00
728 BALL BALL CORP COM Consumer Cyclical 15.0 $887.0 -3.0 -16.7% $59.13 -4.7%
729 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 3.0 $878.0 $292.67 +32.6%
730 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 58.0 $867.0 $14.95 +9.5%
731 AVDE AVANTIS INTERNATIONAL EQUITY ETF 10.0 $859.0 $85.90 +6.5%
732 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 92.0 $854.0 $9.28 -4.4%
733 AI C3 AI INC CL A Technology 100.0 $842.0 $8.42 +21.0%
734 TT TRANE TECHNOLOGIES PLC SHS Industrials 2.0 $833.0 $416.50 +9.1%
735 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 10.0 $811.0 $81.10 +11.6%
736 TXG 10X GENOMICS INC CL A COM Healthcare 38.0 $807.0 $21.24 +30.7%
737 ECL ECOLAB INC COM Basic Materials 3.0 $798.0 $266.00 -1.2%
738 KD KYNDRYL HLDGS INC COMMON STOCK Technology 60.0 $787.0 -20.0 -25.0% $13.12 -9.7%
739 AVMV AVANTIS U.S. MID CAP VALUE ETF 10.0 $746.0 $74.60 +6.5%
740 GRAL GRAIL INC COM Healthcare 14.0 $724.0 $51.71 +44.8%
Page 37 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%