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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 21 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 279.0 $23K 0.01% $80.95 -2.8%
402 VOX VANGUARD COMMUNICATION SERVICES ETF 125.0 $22K 0.01% $179.82 +9.5%
403 DLR DIGITAL RLTY TR INC COM Real Estate 120.0 $22K 0.01% $180.21 +5.5%
404 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 1,087.0 $22K 0.01% $19.78 -3.7%
405 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 224.0 $21K 0.01% +24.0 +12.0% $95.41 +15.6%
406 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 345.0 $21K 0.01% +2.0 +0.6% $61.26 -11.3%
407 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 290.0 $21K 0.01% +279.0 +2536.4% $72.74 +22.3%
408 CPRT COPART INC COM Industrials 632.0 $21K 0.01% -16.0 -2.5% $33.20 +0.5%
409 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 160.0 $21K 0.01% $131.01 +0.6%
410 JGRW JENSEN QUALITY GROWTH ETF 843.0 $21K 0.01% $24.33 +12.1%
411 XBI STATE STREET SPDR S&P BIOTECH ETF 160.0 $20K 0.01% $127.88 +6.4%
412 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 172.0 $20K 0.01% -21.0 -10.9% $118.62 -0.7%
413 NXPI NXP SEMICONDUCTORS N V COM Technology 103.0 $20K 0.01% $196.86 +64.3%
414 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 404.0 $20K 0.01% $49.97 +3.1%
415 LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 210.0 $20K 0.01% +2.0 +1.0% $95.87 -0.3%
416 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 618.0 $20K 0.01% $32.43 +11.5%
417 VFH VANGUARD FINANCIALS ETF 164.0 $20K 0.01% $120.96 +4.7%
418 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 532.0 $20K 0.01% $36.76 +12.5%
419 RMOP ROCKEFELLER OPPORTUNISTIC MUNICIPAL BOND ETF 783.0 $19K 0.01% +9.0 +1.2% $24.88 +1.4%
420 ARMOUR RESIDENTIAL REIT INC COM SHS 1,163.0 $19K 0.01% +47.0 +4.2% $16.68
Page 21 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%