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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 4 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CALF PACER US SMALL CAP CASH COWS ETF 27,670.0 $1.4M 0.49% +1K +5.4% $50.61 +13.5%
62 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,477.0 $1.4M 0.49% $935.76 -2.1%
63 HD HOME DEPOT INC COM Consumer Cyclical 3,867.0 $1.4M 0.48% -422.0 -9.8% $352.64 -9.0%
64 UNH UNITEDHEALTH GROUP INC COM Healthcare 3,212.0 $1.3M 0.47% +595.0 +22.7% $415.58 -4.4%
65 CGGR CAPITAL GROUP GROWTH ETF 28,011.0 $1.3M 0.47% +444.0 +1.6% $47.20 -0.0%
66 AVGO BROADCOM INC COM Technology 3,309.0 $1.2M 0.44% +117.0 +3.7% $377.75 -5.3%
67 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 28,656.0 $1.2M 0.43% -3K -8.7% $42.33 -4.2%
68 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 44,077.0 $1.2M 0.41% -9K -17.6% $26.52 -1.8%
69 EXXONMOBIL HOLDINGS CORP COM SHS 8,281.0 $1.1M 0.40% NEW $136.73
70 GLD SPDR GOLD SHARES Financial Services 3,052.0 $1.1M 0.40% -22.0 -0.7% $368.38 +10.4%
71 MRVL MARVELL TECHNOLOGY INC COM Technology 3,763.0 $1.1M 0.40% -884.0 -19.0% $297.92 -25.0%
72 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 11,025.0 $1.1M 0.39% +3K +38.2% $100.81 -0.3%
73 WAL WESTERN ALLIANCE BANCORP COM Financial Services 13,364.0 $1.1M 0.39% +2K +23.0% $82.20 -1.5%
74 SCHW SCHWAB CHARLES CORP COM Financial Services 11,871.0 $1.1M 0.39% $92.27 +18.4%
75 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,441.0 $1.1M 0.38% +506.0 +54.1% $746.71 +3.2%
76 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 28,494.0 $1.1M 0.38% -7K -19.2% $37.46 -0.5%
77 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 27,409.0 $1.1M 0.38% +1K +4.7% $38.79 +4.3%
78 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 16,315.0 $1.1M 0.37% +265.0 +1.6% $64.71 +0.8%
79 U HAUL HOLDING COMPANY COM SER N 18,192.0 $1.0M 0.37% -402.0 -2.2% $57.70
80 PCAR PACCAR INC COM Industrials 8,550.0 $1.0M 0.36% -323.0 -3.6% $120.12 +3.8%
Page 4 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%