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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 37 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MILLROSE PPTYS INC COM CL A 39.0 $1K -141.0 -78.3% $30.05
722 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 3.0 $1K $386.67 +5.4%
723 KEEL KEEL INFRASTRUCTURE CORP COM SHS Technology 200.0 $1K NEW $5.74 -39.5%
724 BCE BCE INC COM NEW Communication Services 51.0 $1K $21.51 +10.0%
725 PAAS PAN AMERN SILVER CORP COM Basic Materials 24.0 $1K $44.79 +14.6%
726 TTD THE TRADE DESK INC COM CL A Technology 57.0 $1K $18.09 -20.2%
727 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 58.0 $1K $17.41 +10.9%
728 TT TRANE TECHNOLOGIES PLC SHS Industrials 2.0 $982.0 $491.00 -8.8%
729 GRAL GRAIL INC COM Healthcare 14.0 $956.0 $68.29 +17.7%
730 BALL BALL CORP COM Consumer Cyclical 15.0 $936.0 $62.40 +0.4%
731 ARCO ARCOS DORADOS HLDGS INC SHS CLASS -A - Consumer Cyclical 115.0 $927.0 $8.06 +1.4%
732 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 10.0 $921.0 $92.10 +2.8%
733 AVDE AVANTIS INTERNATIONAL EQUITY ETF 10.0 $915.0 $91.50 +3.3%
734 AI C3 AI INC CL A Technology 100.0 $909.0 $9.09 +15.1%
735 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 25.0 $906.0 -5.0 -16.7% $36.24 +6.5%
736 BEONE MEDICINES LTD SPONSORED ADS 3.0 $855.0 $285.00
737 ECL ECOLAB INC COM Basic Materials 3.0 $836.0 $278.67 +0.2%
738 DUPONT DE NEMOURS INC COMMON STOCK 6.0 $814.0 NEW $135.67
739 AVMV AVANTIS U.S. MID CAP VALUE ETF 10.0 $813.0 $81.30 +0.8%
740 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 8.0 $789.0 $98.62 -1.8%
Page 37 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%