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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 38 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 WEN WENDYS CO COM Consumer Cyclical 97.0 $674.0 $6.95 +7.2%
742 SLB SLB LIMITED COM STK Energy 13.0 $668.0 $51.38 +5.8%
743 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 8.0 $655.0 $81.88 +16.7%
744 ATOM ATOMERA INC COM Technology 170.0 $648.0 $3.81 +185.2%
745 ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 16.0 $608.0 $38.00 +8.3%
746 SCHZ SCHWAB US AGGREGATE BOND ETF 26.0 $604.0 NEW $23.23 -0.6%
747 ANNALY CAPITAL MANAGEMENT INC COM NEW 27.0 $571.0 $21.15
748 NEM NEWMONT CORP COM Basic Materials 5.0 $541.0 -279.0 -98.2% $108.20 -3.6%
749 BEN FRANKLIN RESOURCES INC COM Financial Services 21.0 $504.0 $24.00 +30.0%
750 VYX NCR VOYIX CORPORATION COM Technology 79.0 $500.0 $6.33 +4.5%
751 LAD LITHIA MTRS INC COM Consumer Cyclical 2.0 $499.0 $249.50 +16.5%
752 BK BANK NEW YORK MELLON CORP COM Financial Services 4.0 $475.0 $118.75 +17.9%
753 CRI CARTERS INC COM Consumer Cyclical 11.0 $398.0 $36.18 +11.5%
754 BURU NUBURU INC COMMON STOCK Industrials 2,004.0 $355.0 NEW $0.18 +5.6%
755 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 25.0 $351.0 $14.04 +78.7%
756 AA ALCOA CORP COM Basic Materials 5.0 $347.0 $69.40 +4.9%
757 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 2.0 $303.0 -74.0 -97.4% $151.50 +112.7%
758 RGS REGIS CORPORATION COM SHS Consumer Cyclical 12.0 $296.0 $24.67 +15.9%
759 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2.0 $285.0 $142.50 +15.1%
760 SOUTH BOW CORP COM 8.0 $267.0 $33.38
Page 38 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%