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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 32 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 STEW SRH TOTAL RETURN FUND INC COM Financial Services 200.0 $4K 0.00% NEW $18.54 -6.2%
622 ENTERGY CORP NEW COM 40.0 $4K 0.00% NEW $92.42
623 NTAP NETAPP INC COM Technology 34.0 $4K 0.00% NEW $107.09 +78.8%
624 CHYM CHIME FINL INC COM SHS CL A Financial Services 144.0 $4K 0.00% NEW $25.17 -26.1%
625 VRT VERTIV HOLDINGS CO COM CL A Industrials 22.0 $4K 0.00% NEW $162.00 +90.7%
626 CME CME GROUP INC COM Financial Services 13.0 $4K 0.00% NEW $273.08 +1.6%
627 UROY URANIUM RTY CORP COM Energy 1,000.0 $4K 0.00% NEW $3.54 -3.8%
628 VGSH VANGUARD SHORT-TERM TREASURY ETF 60.0 $4K 0.00% NEW $58.73 -0.7%
629 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 12.0 $4K 0.00% NEW $293.58 +5.5%
630 DOV DOVER CORP COM Industrials 18.0 $4K 0.00% NEW $195.22 +8.7%
631 DB DEUTSCHE BANK A G NAMEN AKT Financial Services 90.0 $3K 0.00% NEW $38.56 -16.0%
632 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 75.0 $3K 0.00% NEW $46.03 +5.3%
633 NATWEST GROUP PLC SPONS ADR 197.0 $3K 0.00% NEW $17.50
634 TOST TOAST INC CL A Technology 96.0 $3K 0.00% NEW $35.51 -27.5%
635 AZO AUTOZONE INC COM Consumer Cyclical 1.0 $3K 0.00% NEW $3392.00 -12.3%
636 SID COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR Basic Materials 2,095.0 $3K 0.00% NEW $1.60 -16.6%
637 NUVEEN S&P 500 BUY-WRITE INCOM COM 228.0 $3K 0.00% NEW $14.70
638 EWU ISHARES MSCI UNITED KINGDOM ETF 75.0 $3K 0.00% NEW $43.99 +7.1%
639 HEI HEICO CORP NEW COM Industrials 10.0 $3K 0.00% NEW $323.60 +5.8%
640 TFC TRUIST FINL CORP COM Financial Services 65.0 $3K 0.00% NEW $49.22 -3.3%
Page 32 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%