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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 33 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 KBE STATE STREET SPDR S&P BANK ETF 50.0 $3K 0.00% $68.22 +1.6%
642 IBIT ISHARES BITCOIN TRUST ETF Financial Services 101.0 $3K 0.00% $33.29 +35.9%
643 WU WESTERN UN CO COM Financial Services 434.0 $3K 0.00% +13.0 +3.1% $7.70 -6.8%
644 TFC TRUIST FINL CORP COM Financial Services 65.0 $3K 0.00% $49.82 +3.7%
645 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 17.0 $3K 0.00% NEW $189.47 -39.3%
646 DB DEUTSCHE BK AG NAMEN AKT Financial Services 90.0 $3K 0.00% $33.76 +22.4%
647 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 31.0 $3K 0.00% $96.87 +1.7%
648 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 38.0 $3K 0.00% $76.71 -2.3%
649 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 22.0 $3K 0.00% $131.41 +4.3%
650 GDRX GOODRX HLDGS INC COM CL A Healthcare 1,000.0 $3K 0.00% $2.88 +20.8%
651 CME CME GROUP INC COM Financial Services 13.0 $3K 0.00% $220.85 +27.4%
652 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 25.0 $3K 0.00% $114.20 -11.9%
653 TRP TC ENERGY CORP COM Energy 43.0 $3K 0.00% $66.28 -5.5%
654 SAP SAP SE SPON ADR Technology 18.0 $3K 0.00% $154.11 +39.6%
655 NTR NUTRIEN LTD COM Basic Materials 44.0 $3K 0.00% $62.95 +26.2%
656 TOST TOAST INC CL A Technology 96.0 $3K 0.00% $27.82 +22.0%
657 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 31.0 $3K 0.00% -30.0 -49.2% $85.65 -5.9%
658 RMT ROYCE MICRO-CAP TR INC COM Financial Services 173.0 $3K 0.00% $14.64 -4.9%
659 CNP CENTERPOINT ENERGY INC COM Utilities 57.0 $3K 0.00% $44.04 -9.9%
660 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 100.0 $3K 0.00% $25.06 +17.8%
Page 33 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%