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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $246M AUM 850 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 798 New
Page 17 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 408.0 $37K 0.01% NEW $90.61 +19.1%
322 ETHW BITWISE ETHEREUM ETF Financial Services 1,738.0 $37K 0.01% NEW $21.27 -31.9%
323 GEV GE VERNOVA INC COM Utilities 55.0 $36K 0.01% NEW $654.04 +48.4%
324 CDE COEUR MNG INC COM NEW Basic Materials 2,000.0 $36K 0.01% NEW $17.83 +6.3%
325 GTLB GITLAB INC CLASS A COM Technology 948.0 $36K 0.01% NEW $37.53 -20.5%
326 AXON AXON ENTERPRISE INC COM Industrials 63.0 $35K 0.01% NEW $563.43 -21.6%
327 AEM AGNICO EAGLE MINES LTD COM Basic Materials 206.0 $35K 0.01% NEW $169.28 +8.0%
328 B BARRICK MNG CORP COM SHS Basic Materials 800.0 $35K 0.01% NEW $43.55 -2.0%
329 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 612.0 $35K 0.01% NEW $56.84 +7.5%
330 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 639.0 $34K 0.01% NEW $53.84 +14.3%
331 PRF INVESCO RAFI US 1000 ETF 725.0 $34K 0.01% NEW $46.92 +14.4%
332 OEF ISHARES S&P 100 ETF 99.0 $34K 0.01% NEW $342.97 +10.0%
333 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 713.0 $33K 0.01% NEW $46.86 +15.5%
334 KMI KINDER MORGAN INC DEL COM Energy 1,207.0 $33K 0.01% NEW $27.48 +13.3%
335 NEE NEXTERA ENERGY INC COM Utilities 412.0 $33K 0.01% NEW $80.28 +7.6%
336 GSY INVESCO ULTRA SHORT DURATION ETF 656.0 $33K 0.01% NEW $50.27 -0.2%
337 JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 658.0 $33K 0.01% NEW $50.08
338 EMN EASTMAN CHEM CO COM Basic Materials 515.0 $33K 0.01% NEW $63.83 +18.2%
339 CMCSA COMCAST CORP NEW CL A Communication Services 1,089.0 $33K 0.01% NEW $29.88 -16.8%
340 GPC GENUINE PARTS CO COM Consumer Cyclical 262.0 $32K 0.01% NEW $122.96 -19.7%
Page 17 of 40  ·  798 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 27.7%
Financial Services 19.0%
Consumer Cyclical 12.8%
Healthcare 9.5%
Communication Services 9.3%
Energy 8.6%
Industrials 4.2%
Real Estate 4.0%
Consumer Defensive 3.7%
Utilities 0.9%