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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 18 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ADSK AUTODESK INC COM Technology 185.0 $36K 0.01% $194.42 +12.1%
342 LUV SOUTHWEST AIRLS CO COM Industrials 699.0 $36K 0.01% $51.44 -23.0%
343 GDX VANECK GOLD MINERS ETF 475.0 $36K 0.01% -109.0 -18.7% $75.49 +31.5%
344 ZIM ZIM INTEGRATED SHIPPING SERV SHS Industrials 1,356.0 $35K 0.01% $26.01 +9.9%
345 CARNIVAL CORP LTD COMMON SHARES 1,226.0 $35K 0.01% NEW $28.57
346 EMN EASTMAN CHEM CO COM Basic Materials 515.0 $34K 0.01% $66.98 +6.3%
347 VIKING HOLDINGS LTD ORD SHS 328.0 $34K 0.01% $104.67
348 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,321.0 $34K 0.01% +246.0 +22.9% $25.95 +36.1%
349 MS MORGAN STANLEY COM NEW Financial Services 159.0 $33K 0.01% $209.04 +4.1%
350 CDE COEUR MNG INC COM NEW Basic Materials 2,002.0 $33K 0.01% $16.32 +30.1%
351 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 536.0 $33K 0.01% -78.0 -12.7% $60.74 +4.4%
352 DUK DUKE ENERGY CORP NEW COM NEW Utilities 254.0 $32K 0.01% $126.58 -5.0%
353 AEM AGNICO EAGLE MINES LTD COM Basic Materials 206.0 $32K 0.01% $154.90 +32.2%
354 ASM AVINO SILVER & GOLD MINES LTD COM Basic Materials 5,000.0 $32K 0.01% $6.34 +15.6%
355 FCX FREEPORT MCMORAN INC CL B Basic Materials 504.0 $32K 0.01% $62.89 +15.6%
356 SPACE EXPLORATION TECHN CORP CLASS A COM STK 183.0 $31K 0.01% NEW $171.19
357 BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 652.0 $31K 0.01% +7.0 +1.1% $47.47 -1.7%
358 GPC GENUINE PARTS CO COM Consumer Cyclical 262.0 $31K 0.01% $117.98 +17.0%
359 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 852.0 $31K 0.01% $36.27 +3.6%
360 GDXJ VANECK JUNIOR GOLD MINERS ETF 314.0 $31K 0.01% -15.0 -4.6% $98.38 +31.2%
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 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%