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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 30 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 VTRS VIATRIS INC COM Healthcare 372.0 $6K 0.00% +2.0 +0.5% $15.88 +6.3%
582 VBK VANGUARD SMALL-CAP GROWTH ETF 16.0 $6K 0.00% $365.69 -4.4%
583 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 131.0 $6K 0.00% $44.03 -0.2%
584 VLN VALENS SEMICONDUCTOR LTD ORDINARY SHARES Technology 2,500.0 $6K 0.00% NEW $2.26 -24.3%
585 PMT PENNYMAC MTG INVT TR COM Real Estate 500.0 $6K 0.00% NEW $11.28 -14.5%
586 HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF 251.0 $6K 0.00% -16.0 -6.0% $22.42 +1.4%
587 O REALTY INCOME CORP COM Real Estate 90.0 $6K 0.00% $61.96 -1.1%
588 ADBE ADOBE INC COM Technology 27.0 $6K 0.00% $205.04 +30.0%
589 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 116.0 $6K 0.00% $47.71 +4.0%
590 BZAI BLAIZE HLDGS INC COM Technology 4,000.0 $6K 0.00% NEW $1.38 -66.6%
591 ENB ENBRIDGE INC COM Energy 101.0 $5K 0.00% -145.0 -58.9% $54.21 -7.6%
592 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 103.0 $5K 0.00% +1.0 +1.0% $52.72 +20.5%
593 FIG FIGMA INC CLASS A COM STK Technology 300.0 $5K 0.00% $18.09 +33.3%
594 TROW PRICE T ROWE GROUP INC COM Financial Services 47.0 $5K 0.00% -89.0 -65.4% $113.68 -3.4%
595 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 57.0 $5K 0.00% $93.16 +6.7%
596 NTAP NETAPP INC COM Technology 34.0 $5K 0.00% $154.76 +19.9%
597 VAW VANGUARD MATERIALS ETF 23.0 $5K 0.00% $228.78 +2.9%
598 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 33.0 $5K 0.00% $154.12 +2.6%
599 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 22.0 $5K 0.00% $229.09 -39.3%
600 RYN RAYONIER INC COM Real Estate 234.0 $5K 0.00% -48.0 -17.0% $21.28 -3.9%
Page 30 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%