BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 17 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SLV ISHARES SILVER TRUST Financial Services 822.0 $44K 0.02% +28.0 +3.5% $53.47 +11.9%
322 SO SOUTHERN CO COM Utilities 443.0 $42K 0.01% $95.71 -7.9%
323 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 719.0 $42K 0.01% -284.0 -28.3% $58.63 +2.2%
324 HACK AMPLIFY CYBERSECURITY ETF 400.0 $42K 0.01% $104.93 +5.5%
325 SHW SHERWIN WILLIAMS CO COM Basic Materials 120.0 $41K 0.01% +12.0 +11.1% $344.32 -3.1%
326 CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 1,562.0 $41K 0.01% -402.0 -20.5% $26.38 -0.7%
327 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 713.0 $41K 0.01% $57.67 -2.0%
328 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 227.0 $40K 0.01% +218.0 +2422.2% $178.21 +8.5%
329 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 2,106.0 $40K 0.01% +34.0 +1.6% $19.12 +12.4%
330 CDNS CADENCE DESIGN SYSTEM INC COM Technology 106.0 $40K 0.01% -5.0 -4.5% $375.32 -22.0%
331 JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 661.0 $40K 0.01% $60.17
332 NKE NIKE INC CL B Consumer Cyclical 962.0 $39K 0.01% -299.0 -23.7% $41.05 -6.4%
333 PRF INVESCO RAFI US 1000 ETF 725.0 $39K 0.01% $54.03 +4.3%
334 KMI KINDER MORGAN INC DEL COM Energy 1,208.0 $39K 0.01% $31.96 -1.7%
335 TEM TEMPUS AI INC CL A Healthcare 664.0 $38K 0.01% +25.0 +3.9% $57.93 +11.5%
336 IDXX IDEXX LABS INC COM Healthcare 73.0 $38K 0.01% +10.0 +15.9% $526.44 +1.7%
337 TOTALENERGIES SE ACT 490.0 $38K 0.01% $77.76
338 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 640.0 $37K 0.01% $57.80 +6.0%
339 NFLX NETFLIX INC. COM Communication Services 509.0 $36K 0.01% $71.40 +9.6%
340 OEF ISHARES S&P 100 ETF 99.0 $36K 0.01% $365.87 +4.5%
Page 17 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%