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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 29 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CMB.TECH NV SHS 643.0 $6K 0.00% NEW $9.65
562 BROS DUTCH BROS INC CL A Consumer Cyclical 100.0 $6K 0.00% NEW $61.22 -4.8%
563 RYN RAYONIER INC COM Real Estate 282.0 $6K 0.00% NEW $21.65 -2.5%
564 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 181.0 $6K 0.00% NEW $33.65 +27.8%
565 CMS CMS ENERGY CORP COM Utilities 87.0 $6K 0.00% NEW $69.93 +4.4%
566 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 76.0 $6K 0.00% NEW $79.67 +4.9%
567 URNM SPROTT URANIUM MINERS ETF 109.0 $6K 0.00% NEW $55.14 +8.4%
568 WELL WELLTOWER INC COM Real Estate 32.0 $6K 0.00% NEW $185.62 +12.6%
569 RPM RPM INTL INC COM Basic Materials 55.0 $6K 0.00% NEW $104.00 +3.1%
570 XYL XYLEM INC COM Industrials 42.0 $6K 0.00% NEW $136.19 -18.9%
571 SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 198.0 $6K 0.00% NEW $28.63 +20.6%
572 ATI ATI INC COM Industrials 49.0 $6K 0.00% NEW $114.76 +51.2%
573 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 59.0 $6K 0.00% NEW $93.80 +17.4%
574 PANW PALO ALTO NETWORKS INC COM Technology 30.0 $6K 0.00% NEW $184.20 +46.8%
575 MILLROSE PPTYS INC COM CL A 180.0 $5K 0.00% NEW $29.87
576 AAL AMERICAN AIRLS GROUP INC COM Industrials 345.0 $5K 0.00% NEW $15.33 -3.7%
577 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 131.0 $5K 0.00% NEW $40.35 +9.6%
578 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 25.0 $5K 0.00% NEW $207.80 -36.9%
579 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 57.0 $5K 0.00% NEW $90.74 +3.7%
580 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 18.0 $5K 0.00% NEW $287.28 +16.6%
Page 29 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%