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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 1 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGCP CAPITAL GROUP CORE PLUS INCOME ETF 523,933.0 $11.7M 4.12% +155K +42.2% $22.29 -1.8%
2 AAPL APPLE INC COM Technology 29,783.0 $8.6M 3.04% -1K -4.2% $289.36 +11.0%
3 CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 329,266.0 $8.5M 2.99% +72K +28.0% $25.73 -0.4%
4 JPMORGAN ULTRA-SHORT INCOME ETF 142,701.0 $7.2M 2.55% +4K +2.7% $50.57
5 GOOG ALPHABET INC CAP STK CL C 18,864.0 $6.7M 2.35% -586.0 -3.0% $353.32
6 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 131,187.0 $6.5M 2.28% $49.28 +1.6%
7 NVDA NVIDIA CORPORATION COM Technology 25,488.0 $5.1M 1.80% +143.0 +0.6% $200.09 +15.1%
8 MSFT MICROSOFT CORP COM Technology 13,317.0 $5.0M 1.75% $373.01 +34.1%
9 AMGN AMGEN INC COM Healthcare 13,415.0 $4.9M 1.72% $362.12 +20.7%
10 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 137,305.0 $4.8M 1.68% -4K -3.2% $34.62 +1.7%
11 VTV VANGUARD VALUE ETF 21,452.0 $4.7M 1.65% -589.0 -2.7% $217.93 +3.9%
12 COWZ PACER US CASH COWS 100 ETF 72,736.0 $4.5M 1.60% +4K +5.2% $62.20 +14.9%
13 JPM JPMORGAN CHASE & CO COM Financial Services 13,295.0 $4.4M 1.54% -898.0 -6.3% $327.33 +9.7%
14 MRK MERCK & CO INC COM Healthcare 32,793.0 $4.2M 1.49% +291.0 +0.9% $128.50 +17.1%
15 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 58,956.0 $4.2M 1.48% -420.0 -0.7% $71.25 +3.3%
16 CSCO CISCO SYS INC COM Technology 35,160.0 $4.1M 1.46% $117.46 -7.0%
17 VTI VANGUARD TOTAL STOCK MARKET ETF 10,438.0 $3.9M 1.36% -167.0 -1.6% $370.05 +2.5%
18 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 139,378.0 $3.8M 1.34% +30K +27.2% $27.33 -1.2%
19 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 45,296.0 $3.7M 1.31% -5K -9.4% $81.94 +2.5%
20 BSV VANGUARD SHORT-TERM BOND ETF 45,113.0 $3.5M 1.24% $77.91 -0.9%
Page 1 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%