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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 8 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WEC WEC ENERGY GROUP INC COM Utilities 2,787.0 $323K 0.13% $115.77 -3.6%
142 ALL ALLSTATE CORP COM Financial Services 1,509.0 $313K 0.12% +104.0 +7.4% $207.30 +0.3%
143 SDY STATE STREET SPDR S&P DIVIDEND ETF 2,114.0 $309K 0.12% $145.97 +2.7%
144 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 6,714.0 $306K 0.12% $45.65 +11.7%
145 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 6,255.0 $300K 0.12% $48.02 +9.8%
146 BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 2,891.0 $292K 0.12% -340.0 -10.5% $100.96 -0.0%
147 VOE VANGUARD MID-CAP VALUE ETF 1,577.0 $291K 0.12% $184.32 +5.5%
148 MKL MARKEL GROUP INC COM Financial Services 151.0 $289K 0.12% +9.0 +6.3% $1914.07 -3.4%
149 MELI MERCADOLIBRE INC COM Consumer Cyclical 163.0 $282K 0.11% +39.0 +31.4% $1729.02 -2.1%
150 MPLX MPLX LP COM UNIT REP LTD Energy 4,794.0 $274K 0.11% +90.0 +1.9% $57.07 -2.6%
151 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2,948.0 $270K 0.11% +15.0 +0.5% $91.64 -0.0%
152 MA MASTERCARD INCORPORATED CL A Financial Services 522.0 $261K 0.10% $500.07 -1.8%
153 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 6,705.0 $261K 0.10% $38.86 +13.5%
154 CEG CONSTELLATION ENERGY CORP COM Utilities 926.0 $259K 0.10% +315.0 +51.5% $279.25 +2.3%
155 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 2,398.0 $255K 0.10% $106.50 -0.0%
156 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 2,450.0 $248K 0.10% $101.14 +0.0%
157 VTEB VANGUARD TAX-EXEMPT BOND ETF 4,950.0 $247K 0.10% $49.89 +0.8%
158 T AT&T INC COM Communication Services 8,389.0 $243K 0.10% $28.99 -14.5%
159 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,677.0 $242K 0.10% $144.40 +1.1%
160 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 5,182.0 $234K 0.09% $45.12 +15.1%
Page 8 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%