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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 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 593.0 $167K 0.07% -112.0 -15.9% $282.37 +20.1%
42 WFC WELLS FARGO & CO COM Financial Services 1,590.0 $127K 0.05% -142.0 -8.2% $79.63 -4.4%
43 PFE PFIZER INC COM Healthcare 4,211.0 $118K 0.05% -327.0 -7.2% $28.08 -6.9%
44 VGT VANGUARD INFORMATION TECHNOLOGY ETF 163.0 $113K 0.04% -35.0 -17.7% $695.85 -82.9%
45 CAT CATERPILLAR INC COM Industrials 157.0 $111K 0.04% -5.0 -3.1% $707.45 +25.5%
46 IBM INTERNATIONAL BUSINESS MACHS COM Technology 414.0 $100K 0.04% -105.0 -20.2% $242.25 +9.1%
47 PYPL PAYPAL HLDGS INC COM Financial Services 2,203.0 $100K 0.04% -203.0 -8.4% $45.23 -1.7%
48 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 492.0 $98K 0.04% -523.0 -51.5% $198.40 -10.1%
49 PEP PEPSICO INC COM Consumer Defensive 605.0 $94K 0.04% -10.0 -1.6% $155.18 -5.7%
50 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 1,456.0 $86K 0.03% -616.0 -29.7% $59.03 +8.1%
51 ALAB ASTERA LABS INC COM Technology 774.0 $85K 0.03% -152.0 -16.4% $109.60 +218.6%
52 TXN TEXAS INSTRS INC COM Technology 434.0 $84K 0.03% -143.0 -24.8% $194.14 +63.5%
53 KLAC KLA CORP COM NEW Technology 56.0 $82K 0.03% -4.0 -6.7% $1472.41 +30.9%
54 SBUX STARBUCKS CORP COM Consumer Cyclical 904.0 $81K 0.03% -14.0 -1.5% $89.62 +12.4%
55 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 2,376.0 $72K 0.03% -369.0 -13.4% $30.32 +3.9%
56 TJX TJX COS INC NEW COM Consumer Cyclical 441.0 $70K 0.03% -3.0 -0.7% $159.70 -3.0%
57 EME EMCOR GROUP INC COM Industrials 89.0 $66K 0.03% -5.0 -5.3% $738.31 +14.9%
58 DVN DEVON ENERGY CORP NEW COM Energy 1,172.0 $59K 0.02% -681.0 -36.8% $50.33 -12.4%
59 XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 1,164.0 $55K 0.02% -20.0 -1.7% $47.20 +5.5%
60 SLV ISHARES SILVER TRUST Financial Services 794.0 $54K 0.02% -898.0 -53.1% $68.14 +0.3%
Page 3 of 6  ·  102 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%