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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 19 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ITW ILLINOIS TOOL WKS INC COM Industrials 114.0 $31K 0.01% $270.47 -0.1%
362 CI THE CIGNA GROUP COM Healthcare 111.0 $31K 0.01% -6.0 -5.1% $275.68 +2.5%
363 SCHK SCHWAB 1000 INDEX ETF 846.0 $31K 0.01% $36.06 +3.0%
364 B BARRICK MNG CORP COM SHS Basic Materials 800.0 $29K 0.01% $36.73 +21.8%
365 ETY EATON VANCE TAX-MANAGED DIVERS COM Financial Services 2,000.0 $29K 0.01% $14.54 -0.7%
366 RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 873.0 $29K 0.01% $33.19 +12.8%
367 NXPI NXP SEMICONDUCTORS N V COM Technology 103.0 $29K 0.01% $281.03 -18.9%
368 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 264.0 $29K 0.01% $109.00 +0.7%
369 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 350.0 $29K 0.01% +2.0 +0.6% $82.21 -0.6%
370 NEE NEXTERA ENERGY INC COM Utilities 327.0 $29K 0.01% -85.0 -20.6% $87.77 -4.9%
371 CARR CARRIER GLOBAL CORPORATION COM Industrials 390.0 $29K 0.01% -14.0 -3.5% $73.35 -18.6%
372 GSY INVESCO ULTRA SHORT DURATION ETF 569.0 $29K 0.01% -93.0 -14.1% $50.15 -0.0%
373 MXI ISHARES GLOBAL MATERIALS ETF 267.0 $28K 0.01% $105.84 +9.1%
374 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 341.0 $28K 0.01% $82.85 +1.0%
375 AJG GALLAGHER ARTHUR J & CO COM Financial Services 123.0 $28K 0.01% $229.57 +14.4%
376 CINF CINCINNATI FINL CORP COM Financial Services 152.0 $28K 0.01% +1.0 +0.7% $184.95 -7.5%
377 WSO WATSCO INC COM Industrials 67.0 $28K 0.01% $416.73 -24.4%
378 JBL JABIL INC COM Technology 72.0 $28K 0.01% $385.49 -19.4%
379 PRU PRUDENTIAL FINL INC COM Financial Services 257.0 $28K 0.01% +4.0 +1.6% $107.76 +13.2%
380 ES EVERSOURCE ENERGY COM Utilities 372.0 $27K 0.01% $72.27 -1.7%
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 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%