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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 14 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TJX TJX COS INC NEW COM Consumer Cyclical 496.0 $75K 0.03% +55.0 +12.5% $151.50 -12.8%
262 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 772.0 $74K 0.03% $96.32 +4.7%
263 IYW ISHARES U.S. TECHNOLOGY ETF 294.0 $74K 0.03% -15.0 -4.8% $252.23 +0.4%
264 DGRO ISHARES CORE DIVIDEND GROWTH ETF 977.0 $74K 0.03% $75.79 +4.4%
265 EME EMCOR GROUP INC COM Industrials 89.0 $74K 0.03% $829.88 -9.1%
266 TMUS T-MOBILE US INC COM Communication Services 440.0 $74K 0.03% $167.77 +8.2%
267 ABBV ABBVIE INC COM Healthcare 293.0 $74K 0.03% -71.0 -19.5% $251.64 +1.9%
268 MRSH MARSH & MCLENNAN COS INC COM Financial Services 435.0 $73K 0.03% +15.0 +3.6% $166.67 +11.4%
269 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 1,315.0 $72K 0.03% -3K -68.8% $55.01 +4.7%
270 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 1,443.0 $72K 0.03% NEW $49.86 -4.1%
271 IWV ISHARES RUSSELL 3000 ETF 166.0 $71K 0.03% $426.40 +2.7%
272 TLN TALEN ENERGY CORP COM Utilities 182.0 $70K 0.03% -104.0 -36.4% $384.26 -17.5%
273 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 723.0 $69K 0.03% $96.12 -54.4%
274 C CITIGROUP INC COM NEW Financial Services 497.0 $69K 0.03% +3.0 +0.6% $139.83 -1.5%
275 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 173.0 $69K 0.02% -25.0 -12.6% $397.68 -7.8%
276 DE DEERE & CO COM Industrials 107.0 $68K 0.02% -8.0 -7.0% $634.33 +9.3%
277 USB US BANCORP COM NEW Financial Services 1,115.0 $67K 0.02% -85.0 -7.1% $60.40 +4.9%
278 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 1,318.0 $67K 0.02% -138.0 -9.5% $51.05 +36.0%
279 GS GOLDMAN SACHS GROUP INC COM Financial Services 66.0 $67K 0.02% $1018.27 +2.0%
280 GLW CORNING INC COM Technology 261.0 $67K 0.02% $255.49 -39.6%
Page 14 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%