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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $252M AUM 832 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 174 Added 102 Reduced 48 Exited
Page 7 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOT VANGUARD MID-CAP GROWTH ETF 1,531.0 $394K 0.16% +175.0 +12.9% $257.36 +15.5%
122 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 8,128.0 $391K 0.15% -224.0 -2.7% $48.05 +0.4%
123 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 4,755.0 $390K 0.15% +427.0 +9.9% $81.98 +3.0%
124 CROX CROCS INC COM Consumer Cyclical 4,679.0 $388K 0.15% $83.02 +43.0%
125 VWO VANGUARD FTSE EMERGING MARKETS ETF 7,054.0 $381K 0.15% $54.05 +10.9%
126 CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 12,783.0 $381K 0.15% $29.81 +8.1%
127 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1,956.0 $375K 0.15% $191.89 +8.5%
128 UPS UNITED PARCEL SVCS INC CL B Industrials 3,805.0 $374K 0.15% $98.39 +8.1%
129 NVT NVENT ELEC PLC SHS Industrials 3,141.0 $372K 0.15% -125.0 -3.8% $118.28 +40.1%
130 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 2,523.0 $366K 0.14% +267.0 +11.8% $145.02 +16.5%
131 ANET ARISTA NETWORKS INC COM SHS Technology 2,941.0 $361K 0.14% -191.0 -6.1% $122.78 +26.0%
132 JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 5,775.0 $359K 0.14% $62.13 +4.3%
133 AMKR AMKOR TECHNOLOGY INC COM Technology 7,966.0 $359K 0.14% +209.0 +2.7% $45.03 +57.6%
134 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 13,870.0 $343K 0.14% $24.73 -0.2%
135 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 1,877.0 $342K 0.14% +2K +1758.4% $182.37 +12.2%
136 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,587.0 $341K 0.14% $215.08 +8.7%
137 UBER UBER TECHNOLOGIES INC COM Technology 4,738.0 $341K 0.14% +181.0 +4.0% $71.93 -1.8%
138 DIS DISNEY WALT CO COM Communication Services 3,484.0 $336K 0.13% -31.0 -0.9% $96.39 +7.5%
139 LLY ELI LILLY & CO COM Healthcare 363.0 $334K 0.13% +21.0 +6.1% $919.68 +22.8%
140 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 11,953.0 $325K 0.13% -691.0 -5.5% $27.15 +0.9%
Page 7 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 26.1%
Financial Services 16.9%
Energy 12.7%
Consumer Cyclical 12.1%
Healthcare 10.1%
Communication Services 8.4%
Consumer Defensive 4.2%
Industrials 4.1%
Real Estate 4.1%
Utilities 0.9%