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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $246M AUM 850 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 798 New
Page 7 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VWO VANGUARD FTSE EMERGING MARKETS ETF 7,054.0 $379K 0.15% NEW $53.76 +11.5%
122 VOT VANGUARD MID-CAP GROWTH ETF 1,356.0 $379K 0.15% NEW $279.13 +6.5%
123 UPS UNITED PARCEL SERVICE INC CL B Industrials 3,810.0 $378K 0.15% NEW $99.18 +7.3%
124 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 8,823.0 $377K 0.15% NEW $42.69 +4.6%
125 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1,952.0 $374K 0.15% NEW $191.51 +8.7%
126 UBER UBER TECHNOLOGIES INC COM Technology 4,557.0 $372K 0.15% NEW $81.71 -13.5%
127 LLY ELI LILLY & CO COM Healthcare 342.0 $367K 0.15% NEW $1073.34 +5.2%
128 JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 5,780.0 $351K 0.14% NEW $60.73 +6.7%
129 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,583.0 $348K 0.14% NEW $219.81 +6.4%
130 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 12,644.0 $346K 0.14% NEW $27.38 +0.1%
131 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 13,870.0 $345K 0.14% NEW $24.90 -0.9%
132 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 4,328.0 $336K 0.14% NEW $77.69 +8.6%
133 NVT NVENT ELECTRIC PLC SHS Industrials 3,266.0 $333K 0.14% NEW $101.97 +62.5%
134 BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 3,231.0 $326K 0.13% NEW $100.76 +0.2%
135 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 9,126.0 $318K 0.13% NEW $34.82 +4.9%
136 SCHD SCHWAB US DIVIDEND EQUITY ETF 11,391.0 $312K 0.13% NEW $27.43 +18.8%
137 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 2,256.0 $312K 0.13% NEW $138.46 +22.0%
138 AMKR AMKOR TECHNOLOGY INC COM Technology 7,757.0 $306K 0.12% NEW $39.48 +79.7%
139 MKL MARKEL GROUP INC COM Financial Services 142.0 $305K 0.12% NEW $2149.65 -14.0%
140 DOCN DIGITALOCEAN HLDGS INC COM Technology 6,287.0 $303K 0.12% NEW $48.12 +216.8%
Page 7 of 40  ·  798 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 27.7%
Financial Services 19.0%
Consumer Cyclical 12.8%
Healthcare 9.5%
Communication Services 9.3%
Energy 8.6%
Industrials 4.2%
Real Estate 4.0%
Consumer Defensive 3.7%
Utilities 0.9%