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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 13 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,635.0 $94K 0.03% +13.0 +0.8% $57.61 +16.0%
242 AVAV AEROVIRONMENT INC COM Industrials 564.0 $93K 0.03% +267.0 +89.9% $165.07 -12.4%
243 SBUX STARBUCKS CORP COM Consumer Cyclical 907.0 $93K 0.03% $102.20 +2.2%
244 BLK BLACKROCK INC COM Financial Services 96.0 $92K 0.03% -11.0 -10.3% $961.56 +16.7%
245 EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 1,538.0 $91K 0.03% $59.25 +3.0%
246 HONEYWELL INTL INC COM 406.0 $91K 0.03% NEW $223.90
247 PYPL PAYPAL HLDGS INC COM Financial Services 2,092.0 $90K 0.03% -111.0 -5.0% $43.19 +27.3%
248 HONEYWELL AEROSPACE INC COM 406.0 $90K 0.03% NEW $221.08
249 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 1,954.0 $85K 0.03% +18.0 +0.9% $43.29 +8.8%
250 PFE PFIZER INC COM Healthcare 3,503.0 $84K 0.03% -708.0 -16.8% $24.08 +18.2%
251 SKYY FIRST TRUST CLOUD COMPUTING ETF 626.0 $84K 0.03% -29.0 -4.4% $134.56 +20.1%
252 NOW SERVICENOW INC COM Technology 846.0 $84K 0.03% +223.0 +35.8% $99.28 +42.3%
253 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 3,104.0 $83K 0.03% $26.66 +6.0%
254 ACM AECOM COM Industrials 1,184.0 $83K 0.03% $69.78 -4.6%
255 SCHA SCHWAB U.S. SMALL-CAP ETF 2,284.0 $83K 0.03% $36.13 -4.4%
256 APH AMPHENOL CORP CL A Technology 467.0 $82K 0.03% +45.0 +10.7% $176.32 -53.1%
257 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 514.0 $81K 0.03% $158.03 +3.9%
258 KKR KKR & CO INC COM 884.0 $81K 0.03% $91.74
259 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 270.0 $80K 0.03% -348.0 -56.3% $296.04 +15.2%
260 WMB WILLIAMS COS INC COM Energy 1,071.0 $80K 0.03% $74.34 -0.3%
Page 13 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%