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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 20 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 263.0 $25K 0.01% $94.49 +10.7%
382 PRU PRUDENTIAL FINL INC COM Financial Services 253.0 $25K 0.01% +3.0 +1.2% $97.78 +4.0%
383 VRSK VERISK ANALYTICS INC COM Industrials 130.0 $25K 0.01% +26.0 +25.0% $189.75 -7.8%
384 MDT MEDTRONIC PLC SHS Healthcare 283.0 $25K 0.01% $86.65 -13.5%
385 WSO WATSCO INC COM Industrials 67.0 $24K 0.01% $363.79 +1.0%
386 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 513.0 $24K 0.01% $47.35 +5.5%
387 XME STATE STREET SPDR S&P METALS & MINING ETF 224.0 $24K 0.01% -18.0 -7.4% $108.13 +16.8%
388 CION CION INVT CORP COM Financial Services 3,529.0 $24K 0.01% NEW $6.84 -1.1%
389 VIKING HOLDINGS LTD ORD SHS 328.0 $24K 0.01% $73.48
390 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 539.0 $24K 0.01% $44.62 -2.0%
391 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 177.0 $24K 0.01% $135.23 -5.1%
392 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 341.0 $24K 0.01% $69.74 +20.3%
393 CINF CINCINNATI FINL CORP COM Financial Services 151.0 $24K 0.01% +1.0 +0.7% $157.32 +0.7%
394 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 457.0 $23K 0.01% $51.37 +0.9%
395 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 101.0 $23K 0.01% $230.93 -2.0%
396 RQI COHEN & STEERS QUALITY INCOME COM Financial Services 1,928.0 $23K 0.01% $12.05 +10.6%
397 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 950.0 $23K 0.01% -119.0 -11.1% $24.31 +11.2%
398 KGC KINROSS GOLD CORP COM Basic Materials 750.0 $23K 0.01% $30.52 -0.4%
399 CARR CARRIER GLOBAL CORPORATION COM Industrials 404.0 $23K 0.01% $56.31 +14.6%
400 DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 522.0 $23K 0.01% $43.28 +15.5%
Page 20 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%