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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 25 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ABNB AIRBNB INC COM CL A Consumer Cyclical 92.0 $13K 0.01% $143.10 +27.1%
482 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 98.0 $13K 0.01% $133.26 -18.4%
483 XPLR INFRASTRUCTURE LP COM UNIT PART IN 1,094.0 $13K 0.01% $11.81
484 CCJ CAMECO CORP COM Energy 124.0 $13K 0.00% +24.0 +24.0% $101.86 -1.1%
485 F FORD MTR CO COM Consumer Cyclical 908.0 $13K 0.00% +7.0 +0.8% $13.90 +5.1%
486 OKLO OKLO INC COM CL A Utilities 240.0 $13K 0.00% $52.33 -21.1%
487 LIN LINDE PLC SHS Basic Materials 24.0 $12K 0.00% $518.96 -8.0%
488 PNC PNC FINL SVCS GROUP INC COM Financial Services 50.0 $12K 0.00% $246.22 -0.3%
489 ESGV VANGUARD ESG U.S. STOCK ETF 93.0 $12K 0.00% +1.0 +1.1% $131.80 +3.7%
490 COF CAPITAL ONE FINL CORP COM Financial Services 61.0 $12K 0.00% $200.15 +9.7%
491 CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 126.0 $12K 0.00% $96.90 -2.6%
492 VOX VANGUARD COMMUNICATION SERVICES ETF 66.0 $12K 0.00% -59.0 -47.2% $184.38 +2.5%
493 MSGE SPHERE ENTERTAINMENT CO CL A Communication Services 70.0 $12K 0.00% $173.03 -55.3%
494 CCI CROWN CASTLE INC COM Real Estate 157.0 $12K 0.00% +2.0 +1.3% $75.66 +0.2%
495 AVUS AVANTIS U.S. EQUITY ETF 92.0 $12K 0.00% +80.0 +666.7% $128.51 +2.2%
496 HBM HUDBAY MINERALS INC COM Basic Materials 500.0 $12K 0.00% $23.61 +16.2%
497 IBB ISHARES BIOTECHNOLOGY ETF 62.0 $12K 0.00% -25.0 -28.7% $190.19 +11.4%
498 NUE NUCOR CORP COM Basic Materials 53.0 $12K 0.00% $221.21 +18.0%
499 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 243.0 $12K 0.00% $48.18 +4.0%
500 BTU PEABODY ENERGY CORP COM Energy 506.0 $12K 0.00% $23.14 +24.7%
Page 25 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%