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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 12 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IBM INTERNATIONAL BUSINESS MACHS COM Technology 414.0 $116K 0.04% $281.19 -16.5%
222 IYM ISHARES U.S. BASIC MATERIALS ETF 642.0 $115K 0.04% +37.0 +6.1% $179.53 +6.4%
223 NEBIUS GROUP N.V. SHS CLASS A 417.0 $115K 0.04% +262.0 +169.0% $276.17
224 ETN EATON CORP PLC SHS Industrials 270.0 $115K 0.04% $426.12 -3.6%
225 AMLP ALERIAN MLP ETF 2,213.0 $115K 0.04% +41.0 +1.9% $51.86 +7.4%
226 PH PARKER-HANNIFIN CORP COM Industrials 116.0 $113K 0.04% $978.12 -1.6%
227 GILD GILEAD SCIENCES INC COM Healthcare 886.0 $112K 0.04% -56.0 -5.9% $126.32 +19.5%
228 WFC WELLS FARGO & CO COM Financial Services 1,332.0 $110K 0.04% -258.0 -16.2% $82.66 +8.8%
229 MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND 2,369.0 $108K 0.04% $45.77 -3.6%
230 GE GE AEROSPACE COM NEW Industrials 286.0 $107K 0.04% $373.34 -9.7%
231 PANW PALO ALTO NETWORKS INC COM Technology 309.0 $105K 0.04% $341.02 -2.3%
232 ABT ABBOTT LABORATORIES COM Healthcare 1,158.0 $105K 0.04% -27.0 -2.3% $90.73 +19.4%
233 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 395.0 $105K 0.04% $264.72 +9.9%
234 SYNA SYNAPTICS INC COM Technology 830.0 $103K 0.04% +770.0 +1283.3% $124.23 -20.3%
235 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 820.0 $102K 0.04% +54.0 +7.0% $124.70 +1.8%
236 MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 1,937.0 $102K 0.04% -103.0 -5.0% $52.59 -2.8%
237 NVS NOVARTIS AG SPONSORED ADR Healthcare 641.0 $100K 0.04% $156.72 +2.1%
238 JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF 1,356.0 $98K 0.04% +15.0 +1.1% $72.30 +7.4%
239 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 1,054.0 $97K 0.03% +9.0 +0.9% $92.20 -2.3%
240 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 2,297.0 $95K 0.03% +1K +117.9% $41.51 -28.8%
Page 12 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 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%