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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 2 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC COM Technology 3,309.0 $1.2M 0.44% +117.0 +3.7% $377.75 -5.3%
22 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 11,025.0 $1.1M 0.39% +3K +38.2% $100.81 -0.3%
23 WAL WESTERN ALLIANCE BANCORP COM Financial Services 13,364.0 $1.1M 0.39% +2K +23.0% $82.20 -1.5%
24 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,441.0 $1.1M 0.38% +506.0 +54.1% $746.71 +3.1%
25 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 27,409.0 $1.1M 0.38% +1K +4.7% $38.79 +4.3%
26 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 16,315.0 $1.1M 0.37% +265.0 +1.6% $64.71 +0.8%
27 CACC CREDIT ACCEP CORP MICH COM Financial Services 1,537.0 $979K 0.35% +81.0 +5.6% $636.74 -5.0%
28 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 13,491.0 $717K 0.25% +966.0 +7.7% $53.11 +20.6%
29 MCD MCDONALDS CORP COM Consumer Cyclical 2,533.0 $685K 0.24% +82.0 +3.4% $270.32 -5.4%
30 VO VANGUARD MID-CAP ETF 8,375.0 $675K 0.24% +6K +300.7% $80.57 +2.1%
31 JPMORGAN SHORT DURATION CORE PLUS ETF 13,977.0 $659K 0.23% +139.0 +1.0% $47.14
32 SCHM SCHWAB U.S. MID-CAP ETF 16,008.0 $590K 0.21% +9K +115.0% $36.87 -2.8%
33 CROX CROCS INC COM Consumer Cyclical 4,834.0 $583K 0.21% +155.0 +3.3% $120.64 -2.6%
34 VOT VANGUARD MID-CAP GROWTH ETF 1,887.0 $578K 0.20% +356.0 +23.2% $306.31 -2.0%
35 ZTS ZOETIS INC CL A Healthcare 7,465.0 $536K 0.19% +7K +3217.8% $71.86 +5.5%
36 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 3,136.0 $534K 0.19% +613.0 +24.3% $170.14 -9.3%
37 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 3,029.0 $481K 0.17% +295.0 +10.8% $158.67 +8.1%
38 MELI MERCADOLIBRE INC COM Consumer Cyclical 282.0 $479K 0.17% +119.0 +73.0% $1697.39 +16.6%
39 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 10,340.0 $469K 0.17% +998.0 +10.7% $45.34 -5.0%
40 SCHD SCHWAB US DIVIDEND EQUITY ETF 14,677.0 $465K 0.16% +726.0 +5.2% $31.71 +9.7%
Page 2 of 9  ·  161 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%