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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 24 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SFL SFL CORPORATION LTD SHS Industrials 1,309.0 $14K 0.01% +25.0 +1.9% $10.79 +4.0%
462 GNL GLOBAL NET LEASE INC COM NEW Real Estate 1,502.0 $14K 0.01% +30.0 +2.0% $9.36 +1.0%
463 RY ROYAL BK CDA COM Financial Services 86.0 $14K 0.01% $161.78 +16.1%
464 BSX BOSTON SCIENTIFIC CORP COM Healthcare 221.0 $14K 0.01% $62.75 -22.2%
465 TWST TWIST BIOSCIENCE CORP COM Healthcare 290.0 $14K 0.01% $47.52 +44.3%
466 MMM 3M CO COM Industrials 94.0 $14K 0.01% $145.23 +6.0%
467 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 123.0 $14K 0.01% $110.86 +4.3%
468 AOD ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT Financial Services 1,453.0 $13K 0.01% +59.0 +4.2% $9.21 +14.4%
469 ENB ENBRIDGE INC COM Energy 246.0 $13K 0.01% -117.0 -32.2% $54.14 +2.2%
470 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 27.0 $13K 0.01% $491.52 -0.5%
471 CMI CUMMINS INC COM Industrials 25.0 $13K 0.01% $529.56 +24.8%
472 AON AON PLC SHS CL A Financial Services 41.0 $13K 0.01% $322.78 -2.0%
473 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 172.0 $13K 0.01% $74.45 +12.6%
474 BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF 584.0 $13K 0.01% +8.0 +1.4% $21.70 +0.6%
475 BSJT INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF 602.0 $13K 0.01% +10.0 +1.7% $21.02 +0.9%
476 CCI CROWN CASTLE INC COM Real Estate 155.0 $13K 0.01% -4.0 -2.5% $81.39 +11.4%
477 VONV VANGUARD RUSSELL 1000 VALUE ETF 131.0 $12K 0.01% -31.0 -19.1% $93.74 +11.4%
478 TROW PRICE T ROWE GROUP INC COM Financial Services 136.0 $12K 0.01% $90.14 +15.6%
479 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 90.0 $12K 0.01% $136.09 -9.9%
480 CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 126.0 $12K 0.01% $96.80 +0.4%
Page 24 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%