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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $246M AUM 850 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 798 New
Page 5 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LRCX LAM RESEARCH CORP COM NEW Technology 4,022.0 $688K 0.28% NEW $171.18 +85.6%
82 AVGO BROADCOM INC COM Technology 1,937.0 $670K 0.27% NEW $346.06 +23.8%
83 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 20,675.0 $660K 0.27% NEW $31.93 +16.0%
84 MCK MCKESSON CORP COM Healthcare 799.0 $655K 0.27% NEW $820.15 -7.7%
85 JPMORGAN SHORT DURATION CORE PLUS ETF 13,704.0 $652K 0.27% NEW $47.56
86 EFV ISHARES MSCI EAFE VALUE ETF 8,982.0 $641K 0.26% NEW $71.41 +10.3%
87 VOO VANGUARD S&P 500 ETF 999.0 $627K 0.26% NEW $627.36 +10.6%
88 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 4,360.0 $625K 0.25% NEW $143.33 +12.6%
89 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,017.0 $625K 0.25% NEW $614.33 +19.8%
90 IVV ISHARES CORE S&P 500 ETF 887.0 $607K 0.25% NEW $684.79 +10.7%
91 VO VANGUARD MID-CAP ETF 2,085.0 $605K 0.25% NEW $290.21 -72.8%
92 CACC CREDIT ACCEP CORP MICH COM Financial Services 1,356.0 $601K 0.24% NEW $443.46 +26.5%
93 BA BOEING CO COM Industrials 2,703.0 $587K 0.24% NEW $217.12 +5.2%
94 MTB M & T BK CORP COM Financial Services 2,840.0 $572K 0.23% NEW $201.50 +6.2%
95 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 10,278.0 $563K 0.23% NEW $54.77 -6.5%
96 CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 15,453.0 $551K 0.22% NEW $35.64 +5.0%
97 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 2,563.0 $549K 0.22% NEW $214.06 -10.1%
98 INTC INTEL CORP COM Technology 14,620.0 $539K 0.22% NEW $36.90 +226.1%
99 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 11,832.0 $529K 0.21% NEW $44.71 +27.2%
100 VBR VANGUARD SMALL CAP VALUE ETF 2,476.0 $524K 0.21% NEW $211.76 +11.2%
Page 5 of 40  ·  798 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 27.7%
Financial Services 19.0%
Consumer Cyclical 12.8%
Healthcare 9.5%
Communication Services 9.3%
Energy 8.6%
Industrials 4.2%
Real Estate 4.0%
Consumer Defensive 3.7%
Utilities 0.9%