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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 9 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MA MASTERCARD INCORPORATED CL A Financial Services 512.0 $263K 0.09% -10.0 -1.9% $513.18 +12.9%
162 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 2,398.0 $255K 0.09% $106.47 -0.5%
163 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 4,891.0 $253K 0.09% -291.0 -5.6% $51.69 +3.1%
164 EEM ISHARES MSCI EMERGING MARKETS ETF 3,695.0 $253K 0.09% $68.41 +0.4%
165 VTEB VANGUARD TAX-EXEMPT BOND ETF 4,950.0 $250K 0.09% $50.58 -3.4%
166 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 2,128.0 $250K 0.09% +215.0 +11.2% $117.28 -2.0%
167 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,698.0 $249K 0.09% +21.0 +1.2% $146.63 -0.1%
168 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 2,450.0 $248K 0.09% $101.31 -0.9%
169 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,316.0 $238K 0.08% -17.0 -1.3% $180.97 +0.9%
170 UBER UBER TECHNOLOGIES INC COM Technology 3,252.0 $235K 0.08% -1K -31.4% $72.16 +5.0%
171 RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 3,925.0 $234K 0.08% $59.50 +3.1%
172 AEHR AEHR TEST SYS COM Technology 2,403.0 $231K 0.08% +569.0 +31.0% $96.06 -10.2%
173 BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 2,224.0 $224K 0.08% -667.0 -23.1% $100.92 -0.2%
174 SRE SEMPRA COM Utilities 2,380.0 $221K 0.08% $92.71 -9.4%
175 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 5,303.0 $220K 0.08% -60.0 -1.1% $41.43 +9.2%
176 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 1,996.0 $219K 0.08% -22.0 -1.1% $109.77 -4.4%
177 VNQ VANGUARD REAL ESTATE ETF 2,160.0 $208K 0.07% -102.0 -4.5% $96.43 -0.4%
178 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2,780.0 $208K 0.07% -44.0 -1.6% $74.90 -0.2%
179 IREN IREN LIMITED ORDINARY SHARES Financial Services 4,384.0 $200K 0.07% +945.0 +27.5% $45.73 -2.3%
180 AXON AXON ENTERPRISE INC COM Industrials 357.0 $200K 0.07% +263.0 +279.8% $559.82 -7.9%
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 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%