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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $246M AUM 850 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 798 New
Page 2 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL CL B NEW 6,035.0 $3.0M 1.24% NEW $502.61
22 SPG SIMON PPTY GROUP INC NEW COM Real Estate 15,397.0 $2.9M 1.16% NEW $185.11 +11.8%
23 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 99,878.0 $2.8M 1.12% NEW $27.62 -0.1%
24 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 84,002.0 $2.7M 1.11% NEW $32.57 +24.5%
25 CSCO CISCO SYS INC COM Technology 35,121.0 $2.7M 1.10% NEW $77.03 +54.8%
26 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 70,122.0 $2.7M 1.09% NEW $38.11 +9.7%
27 GOOGL ALPHABET INC CAP STK CL A Communication Services 8,469.0 $2.7M 1.08% NEW $313.01 +24.5%
28 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 51,412.0 $2.5M 1.04% NEW $49.46 +1.9%
29 CGUS CAPITAL GROUP CORE EQUITY ETF 60,787.0 $2.4M 1.00% NEW $40.23 +9.8%
30 CGCB CAPITAL GROUP CORE BOND ETF 90,615.0 $2.4M 0.98% NEW $26.52 -1.0%
31 QCOM QUALCOMM INC COM Technology 13,826.0 $2.4M 0.96% NEW $171.05 +42.9%
32 META META PLATFORMS INC CL A Communication Services 3,571.0 $2.4M 0.96% NEW $660.13 -3.9%
33 BAC BANK AMERICA CORP COM Financial Services 42,283.0 $2.3M 0.95% NEW $55.00 -7.8%
34 MAC MACERICH CO COM Real Estate 123,787.0 $2.3M 0.93% NEW $18.46 +23.7%
35 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 45,164.0 $2.3M 0.92% NEW $49.90 +11.6%
36 DHI D R HORTON INC COM Consumer Cyclical 14,965.0 $2.2M 0.88% NEW $144.03 +1.9%
37 BX BLACKSTONE INC COM Financial Services 13,528.0 $2.1M 0.85% NEW $154.14 -24.4%
38 CVE CENOVUS ENERGY INC COM Energy 117,470.0 $2.0M 0.81% NEW $16.92 +67.5%
39 V VISA INC COM CL A Financial Services 5,528.0 $1.9M 0.79% NEW $350.70 -8.3%
40 NVR NVR INC COM Consumer Cyclical 261.0 $1.9M 0.78% NEW $7292.77 -16.0%
Page 2 of 40  ·  798 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 27.7%
Financial Services 19.0%
Consumer Cyclical 12.8%
Healthcare 9.5%
Communication Services 9.3%
Energy 8.6%
Industrials 4.2%
Real Estate 4.0%
Consumer Defensive 3.7%
Utilities 0.9%