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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 9 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SRE SEMPRA COM Utilities 2,380.0 $231K 0.09% $97.17 -7.3%
162 SCHM SCHWAB U.S. MID-CAP ETF 7,445.0 $231K 0.09% +3K +68.5% $30.96 +14.0%
163 USAI PACER AMERICAN ENERGY INFRASTRUCTURE ETF 4,862.0 $228K 0.09% +40.0 +0.8% $46.99 -2.1%
164 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 5,363.0 $228K 0.09% $42.56 +4.8%
165 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 618.0 $222K 0.09% +42.0 +7.3% $358.58 -13.5%
166 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,333.0 $220K 0.09% $165.31 +8.0%
167 PSX PHILLIPS 66 COM Energy 1,203.0 $219K 0.09% +9.0 +0.8% $182.20 -3.0%
168 GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF Financial Services 1,000.0 $219K 0.09% $218.72 -2.6%
169 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 1,022.0 $213K 0.08% $208.15 +36.5%
170 HON HONEYWELL INTL INC COM Industrials 935.0 $211K 0.08% $226.06 +3.1%
171 EEM ISHARES MSCI EMERGING MARKETS ETF 3,681.0 $209K 0.08% $56.79 +20.8%
172 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 1,913.0 $208K 0.08% +235.0 +14.0% $108.98 +12.0%
173 RKLB ROCKET LAB CORP COM Industrials 3,237.0 $208K 0.08% +441.0 +15.8% $64.22 +130.5%
174 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2,824.0 $207K 0.08% -26.0 -0.9% $73.15 -0.3%
175 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 4,219.0 $204K 0.08% $48.46 +10.7%
176 VNQ VANGUARD REAL ESTATE ETF 2,262.0 $201K 0.08% -21.0 -0.9% $88.72 +8.8%
177 RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 3,925.0 $198K 0.08% $50.48 +12.2%
178 AFL AFLAC INC COM Financial Services 1,796.0 $197K 0.08% +9.0 +0.5% $109.74 +2.6%
179 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 2,018.0 $195K 0.08% $96.46 +3.8%
180 DFAS DIMENSIONAL U.S. SMALL CAP ETF 2,635.0 $187K 0.07% $71.13 +11.0%
Page 9 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%