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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
Q1 2026 Q4 2025 · All 33 New 174 Added 102 Reduced 48 Exited
Page 19 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MXI ISHARES GLOBAL MATERIALS ETF 267.0 $28K 0.01% $106.22 +7.2%
362 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 852.0 $28K 0.01% $32.93 +10.9%
363 GPC GENUINE PARTS CO COM Consumer Cyclical 262.0 $28K 0.01% $105.75 -6.6%
364 ETY EATON VANCE TAX-MANAGED DIVERS COM Financial Services 2,000.0 $28K 0.01% $13.79 +8.8%
365 GTLB GITLAB INC CLASS A COM Technology 1,267.0 $27K 0.01% +319.0 +33.6% $21.64 +38.2%
366 HL HECLA MINING COMPANY COM Basic Materials 1,471.0 $27K 0.01% $18.63 -4.1%
367 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 1,362.0 $27K 0.01% -211.0 -13.4% $19.86 -3.5%
368 LOW LOWES COS INC COM Consumer Cyclical 113.0 $27K 0.01% -100.0 -47.0% $236.97 -8.4%
369 AJG GALLAGHER ARTHUR J & CO COM Financial Services 123.0 $27K 0.01% $216.58 -6.7%
370 ZTS ZOETIS INC CL A Healthcare 225.0 $27K 0.01% -13.0 -5.5% $118.21 -34.3%
371 SCHK SCHWAB 1000 INDEX ETF 846.0 $27K 0.01% $31.33 +16.3%
372 EFX EQUIFAX INC COM Industrials 147.0 $26K 0.01% +13.0 +9.7% $180.07 -7.6%
373 RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 873.0 $26K 0.01% $30.19 +3.3%
374 LUV SOUTHWEST AIRLS CO COM Industrials 699.0 $26K 0.01% $37.58 +17.1%
375 MS MORGAN STANLEY COM NEW Financial Services 159.0 $26K 0.01% $164.57 +26.2%
376 ETHW BITWISE ETHEREUM ETF Financial Services 1,738.0 $26K 0.01% $15.00 -3.6%
377 ES EVERSOURCE ENERGY COM Utilities 372.0 $26K 0.01% $69.28 -0.7%
378 PSQ PROSHARES SHORT QQQ 797.0 $26K 0.01% $32.19 -21.5%
379 AVSF AVANTIS SHORT-TERM FIXED INCOME ETF 541.0 $25K 0.01% +4.0 +0.7% $46.77 -0.1%
380 AVIG AVANTIS CORE FIXED INCOME ETF 607.0 $25K 0.01% +4.0 +0.7% $41.53 -0.0%
Page 19 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 26.1%
Financial Services 16.9%
Energy 12.7%
Consumer Cyclical 12.1%
Healthcare 10.1%
Communication Services 8.4%
Consumer Defensive 4.2%
Industrials 4.1%
Real Estate 4.1%
Utilities 0.9%