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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $252M AUM 832 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 174 Added 102 Reduced
Page 18 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GSY INVESCO ULTRA SHORT DURATION ETF 662.0 $33K 0.01% +6.0 +0.9% $50.11 +0.1%
342 B BARRICK MNG CORP COM SHS Basic Materials 800.0 $33K 0.01% $40.79 +9.7%
343 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,075.0 $32K 0.01% +1K +1691.7% $29.99 +17.7%
344 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 1,500.0 $32K 0.01% $21.48 -2.4%
345 ASM AVINO SILVER & GOLD MINES LTD COM Basic Materials 5,000.0 $32K 0.01% -1K -16.7% $6.32 +16.0%
346 CCL CARNIVAL CORP COMMON STOCK Consumer Cyclical 1,219.0 $32K 0.01% $25.89 -9.2%
347 MZTI MARZETTI COMPANY COM Consumer Defensive 228.0 $32K 0.01% $138.33 -23.8%
348 CMCSA COMCAST CORP NEW CL A Communication Services 1,098.0 $32K 0.01% +9.0 +0.8% $28.71 -7.7%
349 OEF ISHARES S&P 100 ETF 99.0 $31K 0.01% $318.07 +20.2%
350 CI THE CIGNA GROUP COM Healthcare 117.0 $31K 0.01% $266.75 +5.9%
351 CDNS CADENCE DESIGN SYSTEM INC COM Technology 111.0 $31K 0.01% +14.0 +14.4% $277.87 +5.3%
352 BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 645.0 $31K 0.01% +5.0 +0.8% $47.47 -1.7%
353 HACK AMPLIFY CYBERSECURITY ETF 400.0 $30K 0.01% $75.09 +47.5%
354 ITW ILLINOIS TOOL WKS INC COM Industrials 114.0 $30K 0.01% $260.29 +3.8%
355 FCX FREEPORT MCMORAN INC CL B Basic Materials 504.0 $30K 0.01% +412.0 +447.8% $58.78 +23.7%
356 RGLD ROYAL GOLD INC COM Basic Materials 116.0 $30K 0.01% +66.0 +132.0% $254.93 +2.8%
357 BITB BITWISE BITCOIN ETF TRUST Financial Services 789.0 $29K 0.01% $36.81 +17.7%
358 EQX EQUINOX GOLD CORP COM Basic Materials 2,000.0 $29K 0.01% $14.46 -11.4%
359 TEM TEMPUS AI INC CL A Healthcare 639.0 $29K 0.01% -67.0 -9.5% $45.22 +42.9%
360 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 348.0 $29K 0.01% $82.62 -1.1%
Page 18 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 27.3%
Financial Services 17.6%
Energy 13.3%
Consumer Cyclical 12.7%
Healthcare 10.5%
Consumer Defensive 4.4%
Communication Services 4.3%
Industrials 4.3%
Real Estate 4.3%
Utilities 1.0%