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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $283M AUM 835 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 161 Added 183 Reduced 25 Exited
Page 1 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC COM Technology 29,783.0 $8.6M 3.04% -1K -4.2% $289.36 +10.6%
2 GOOG ALPHABET INC CAP STK CL C 18,864.0 $6.7M 2.35% -586.0 -3.0% $353.32
3 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 137,305.0 $4.8M 1.68% -4K -3.2% $34.62 +1.8%
4 VTV VANGUARD VALUE ETF 21,452.0 $4.7M 1.65% -589.0 -2.7% $217.93 +3.9%
5 JPM JPMORGAN CHASE & CO COM Financial Services 13,295.0 $4.4M 1.54% -898.0 -6.3% $327.33 +9.6%
6 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 58,956.0 $4.2M 1.48% -420.0 -0.7% $71.25 +3.5%
7 VTI VANGUARD TOTAL STOCK MARKET ETF 10,438.0 $3.9M 1.36% -167.0 -1.6% $370.05 +2.6%
8 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 45,296.0 $3.7M 1.31% -5K -9.4% $81.94 +2.6%
9 SPG SIMON PPTY GROUP INC NEW COM Real Estate 15,262.0 $3.4M 1.21% -146.0 -0.9% $223.66 -6.4%
10 MAC MACERICH CO COM Real Estate 121,497.0 $3.1M 1.08% -2K -1.4% $25.19 -7.7%
11 AXP AMERICAN EXPRESS CO COM Financial Services 8,743.0 $3.0M 1.04% -145.0 -1.6% $338.27 -3.6%
12 BERKSHIRE HATHAWAY INC DEL CL B NEW 5,892.0 $2.9M 1.04% -41.0 -0.7% $500.35
13 GOOGL ALPHABET INC CAP STK CL A Communication Services 7,570.0 $2.7M 0.95% -704.0 -8.5% $357.36 -5.3%
14 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 44,790.0 $2.4M 0.85% -1K -3.1% $54.02 +9.1%
15 CGCB CAPITAL GROUP CORE BOND ETF 83,217.0 $2.2M 0.77% -8K -8.7% $26.18 -1.7%
16 BAC BANK OF AMER CORP COM Financial Services 37,896.0 $2.2M 0.76% -2K -5.7% $56.98 +10.0%
17 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 49,743.0 $2.0M 0.71% -1K -2.0% $40.64 +0.9%
18 META META PLATFORMS INC CL A Communication Services 3,534.0 $2.0M 0.70% -18.0 -0.5% $563.22 +9.5%
19 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 27,372.0 $1.9M 0.68% -3K -9.4% $69.90 +2.7%
20 V VISA INC COM CL A Financial Services 5,375.0 $1.8M 0.65% -146.0 -2.6% $343.11 +9.3%
Page 1 of 10  ·  183 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 32.4%
Financial Services 17.8%
Consumer Cyclical 11.9%
Healthcare 10.6%
Energy 9.1%
Real Estate 4.7%
Industrials 4.2%
Communication Services 4.0%
Consumer Defensive 4.0%
Utilities 0.9%