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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 102.0 $9K 0.00% +1.0 +1.0% $91.12 +18.2%
162 NUE NUCOR CORP COM Basic Materials 53.0 $9K 0.00% +1.0 +1.9% $167.51 +48.8%
163 HRL HORMEL FOODS CORP COM Consumer Defensive 368.0 $8K 0.00% +245.0 +199.2% $22.63 +4.3%
164 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 102.0 $8K 0.00% +1.0 +1.0% $80.58 -15.2%
165 FOX FOX CORP CL B COM Communication Services 145.0 $8K 0.00% +1.0 +0.7% $53.06 +11.6%
166 AVA AVISTA CORP COM Utilities 191.0 $8K 0.00% +2.0 +1.1% $40.19 +2.7%
167 BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF 136.0 $6K 0.00% +1.0 +0.7% $46.23 -0.7%
168 GIS GENERAL MILLS INC COM Consumer Defensive 139.0 $5K 0.00% +1.0 +0.7% $37.19 -8.9%
169 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 59.0 $4K 0.00% +39.0 +195.0% $69.31 +22.4%
170 CAG CONAGRA BRANDS INC COM Consumer Defensive 255.0 $4K 0.00% +5.0 +2.0% $15.70 -14.8%
171 WU WESTERN UN CO COM Financial Services 421.0 $4K 0.00% +11.0 +2.7% $8.73 -6.5%
172 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 278.0 $3K 0.00% +7.0 +2.6% $11.44 +11.3%
173 DOW DOW HLDGS INC COM Basic Materials 70.0 $3K 0.00% +1.0 +1.4% $41.50 -16.2%
174 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 95.0 $2K 0.00% +2.0 +2.1% $24.85 +1.0%
Page 9 of 9  ·  174 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%