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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 34 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 21.0 $3K 0.00% $119.14 -4.6%
662 GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 92.0 $2K 0.00% $27.15 -2.9%
663 GUSH DIREXION DAILY S&P OIL & GAS EXP. & PROD. BULL 2X ETF 80.0 $2K 0.00% $30.71 +49.5%
664 SAN BANCO SANTANDER SA ADR Financial Services 178.0 $2K 0.00% $13.80 +8.2%
665 MHK MOHAWK INDS INC COM Consumer Cyclical 20.0 $2K 0.00% $121.35 +10.1%
666 AME AMETEK INC COM Industrials 10.0 $2K 0.00% $241.90 -1.7%
667 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 96.0 $2K 0.00% +1.0 +1.1% $25.07 -1.4%
668 EWZ ISHARES MSCI BRAZIL ETF 70.0 $2K 0.00% NEW $34.34 +10.2%
669 MBB ISHARES MBS ETF 25.0 $2K 0.00% $94.52 -1.9%
670 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 118.0 $2K 0.00% $19.68 +59.3%
671 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 12.0 $2K 0.00% $192.67 -7.1%
672 EWU ISHARES MSCI UNITED KINGDOM ETF 50.0 $2K 0.00% -25.0 -33.3% $46.14 +5.3%
673 DOV DOVER CORP COM Industrials 10.0 $2K 0.00% -8.0 -44.4% $224.30 -14.0%
674 MSCI MSCI INC COM Financial Services 4.0 $2K 0.00% $560.00 +2.3%
675 TKO TKO GROUP HOLDINGS INC CL A Communication Services 11.0 $2K 0.00% $201.27 -7.6%
676 CNI CANADIAN NATL RY CO COM Industrials 18.0 $2K 0.00% $119.22 +3.5%
677 STE STERIS PLC SHS USD Healthcare 10.0 $2K 0.00% $210.60 +6.6%
678 RUM RUM GROUP INC COM CL A Technology 330.0 $2K 0.00% $6.34 +35.7%
679 MLPI NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF 38.0 $2K 0.00% +2.0 +5.6% $54.71 -0.1%
680 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 7.0 $2K 0.00% $293.14 +2.8%
Page 34 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%