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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 35 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 14.0 $2K 0.00% $146.43 -4.6%
682 INGERSOLL RAND INC COM 25.0 $2K 0.00% $82.00
683 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 87.0 $2K 0.00% +1.0 +1.2% $23.23 -2.9%
684 OTIS OTIS WORLDWIDE CORP COM Industrials 28.0 $2K 0.00% -15.0 -34.9% $71.61 -0.6%
685 FMC FMC CORP COM NEW Basic Materials 174.0 $2K 0.00% $11.50 +12.8%
686 RVT ROYCE SMALL CAP TRUST INC COM Financial Services 107.0 $2K 0.00% $18.47 +0.0%
687 SID COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR Basic Materials 2,095.0 $2K 0.00% $0.92 +33.3%
688 DOW DOW HLDGS INC COM Basic Materials 70.0 $2K 0.00% $27.37 +7.6%
689 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 110.0 $2K 0.00% $17.35 -9.3%
690 BURL BURLINGTON STORES INC COM Consumer Cyclical 6.0 $2K 0.00% $316.83 -16.3%
691 RELX RELX PLC SPONSORED ADR Communication Services 60.0 $2K 0.00% $31.67 +12.1%
692 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 40.0 $2K 0.00% +1.0 +2.6% $47.20 -1.6%
693 ATLANTA BRAVES HLDGS INC COM SER A 33.0 $2K 0.00% $56.30
694 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 29.0 $2K 0.00% $61.76 -10.4%
695 JKHY HENRY JACK & ASSOC INC COM Technology 13.0 $2K 0.00% $137.77 +20.2%
696 SOLV SOLVENTUM CORP COM SHS Healthcare 23.0 $2K 0.00% $77.13 +18.9%
697 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 84.0 $2K 0.00% $21.11 -26.2%
698 PLD PROLOGIS INC. COM Real Estate 13.0 $2K 0.00% $135.46 +1.4%
699 NATL NCR ATLEOS CORPORATION COM SHS Technology 39.0 $2K 0.00% $43.41 +6.2%
700 THEMES URANIUM & NUCLEAR ETF 44.0 $2K 0.00% $38.20
Page 35 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%