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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 6 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHM SCHWAB U.S. MID-CAP ETF 16,008.0 $590K 0.21% +9K +115.0% $36.87 -2.8%
102 BA BOEING CO COM Industrials 2,707.0 $586K 0.21% $216.47 -1.9%
103 CROX CROCS INC COM Consumer Cyclical 4,834.0 $583K 0.21% +155.0 +3.3% $120.64 -2.6%
104 VB VANGUARD SMALL-CAP ETF 1,914.0 $580K 0.20% -31.0 -1.6% $303.17 -1.0%
105 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 15,771.0 $580K 0.20% -4K -19.1% $36.78 +2.9%
106 VOT VANGUARD MID-CAP GROWTH ETF 1,887.0 $578K 0.20% +356.0 +23.2% $306.31 -2.0%
107 VBR VANGUARD SMALL CAP VALUE ETF 2,355.0 $572K 0.20% $243.02 +1.7%
108 MCK MCKESSON CORP COM Healthcare 732.0 $553K 0.20% -61.0 -7.7% $755.14 +20.2%
109 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 10,245.0 $549K 0.19% -71.0 -0.7% $53.61 +8.4%
110 CGBL CAPITAL GROUP CORE BALANCED ETF 14,146.0 $537K 0.19% -80.0 -0.6% $37.96 +0.4%
111 ZTS ZOETIS INC CL A Healthcare 7,465.0 $536K 0.19% +7K +3217.8% $71.86 +5.5%
112 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 3,136.0 $534K 0.19% +613.0 +24.3% $170.14 -9.3%
113 CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 13,915.0 $522K 0.18% -2K -10.5% $37.51 +3.1%
114 FDX FEDEX CORP COM Industrials 1,664.0 $521K 0.18% $313.11 +3.0%
115 VOO VANGUARD S&P 500 ETF 753.0 $517K 0.18% -249.0 -24.9% $687.23 +3.0%
116 KO COCA COLA CO COM Consumer Defensive 6,264.0 $509K 0.18% -188.0 -2.9% $81.27 +8.4%
117 ULTA ULTA BEAUTY INC COM Consumer Cyclical 1,110.0 $501K 0.18% -90.0 -7.5% $450.98 +25.1%
118 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 3,029.0 $481K 0.17% +295.0 +10.8% $158.67 +8.1%
119 MELI MERCADOLIBRE INC COM Consumer Cyclical 282.0 $479K 0.17% +119.0 +73.0% $1697.39 +16.6%
120 STIP ISHARES 0-5 YEAR TIPS BOND ETF 4,592.0 $469K 0.17% -386.0 -7.8% $102.16 -1.3%
Page 6 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%