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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 16 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WM WASTE MGMT INC DEL COM Industrials 247.0 $55K 0.02% +18.0 +7.9% $222.88 -1.7%
302 SCHB SCHWAB U.S. BROAD MARKET ETF 1,884.0 $55K 0.02% +437.0 +30.2% $28.96 +2.7%
303 REGN REGENERON PHARMACEUTICALS COM Healthcare 87.0 $54K 0.02% -7.0 -7.5% $619.95 +33.5%
304 VHT VANGUARD HEALTH CARE ETF 180.0 $54K 0.02% $298.62 +7.7%
305 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 108.0 $54K 0.02% $496.73 +9.9%
306 CB CHUBB LIMITED COM Financial Services 156.0 $53K 0.02% -16.0 -9.3% $340.52 +0.3%
307 AMBA AMBARELLA INC SHS Technology 619.0 $53K 0.02% NEW $85.80 -26.7%
308 CL COLGATE PALMOLIVE CO COM Consumer Defensive 577.0 $53K 0.02% $91.68 -3.2%
309 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 214.0 $52K 0.02% -29.0 -11.9% $242.42 -6.9%
310 DVN DEVON ENERGY CORP NEW COM Energy 1,251.0 $52K 0.02% +79.0 +6.7% $41.33 +16.3%
311 BANR BANNER CORP COM NEW Financial Services 774.0 $51K 0.02% +4.0 +0.5% $66.44 +7.1%
312 AMP AMERIPRISE FINL INC COM Financial Services 111.0 $51K 0.02% $458.76 +22.2%
313 IVOO VANGUARD S&P MID-CAP 400 ETF 389.0 $51K 0.02% $130.40 -1.5%
314 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 8,472.0 $50K 0.02% -2K -18.1% $5.88 -34.0%
315 FPS FORGENT POWER SOLUTIONS INC COM SHS CL A Industrials 866.0 $48K 0.02% NEW $55.86 -43.9%
316 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 387.0 $48K 0.02% -105.0 -21.3% $124.42 +50.1%
317 CRM SALESFORCE INC COM Technology 303.0 $47K 0.02% -7.0 -2.3% $156.74 +65.4%
318 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 408.0 $47K 0.02% $115.00 +2.2%
319 GM GENERAL MTRS CO COM Consumer Cyclical 587.0 $45K 0.02% $77.14 +13.8%
320 UNP UNION PAC CORP COM Industrials 164.0 $45K 0.02% $272.54 +6.3%
Page 16 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%