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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 7 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 524.0 $15K 0.01% +5.0 +1.0% $29.53 -1.8%
122 AOD ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT Financial Services 1,497.0 $15K 0.01% +44.0 +3.0% $10.31 +3.9%
123 VEEV VEEVA SYS INC CL A COM Healthcare 82.0 $15K 0.01% +14.0 +20.6% $177.48 +55.0%
124 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 44.0 $14K 0.01% +20.0 +83.3% $317.52 -16.5%
125 GNL GLOBAL NET LEASE INC COM NEW Real Estate 1,532.0 $14K 0.01% +30.0 +2.0% $8.94 +2.0%
126 SFL SFL CORPORATION LTD SHS Industrials 1,334.0 $14K 0.01% +25.0 +1.9% $10.20 +26.1%
127 CCJ CAMECO CORP COM Energy 124.0 $13K 0.00% +24.0 +24.0% $101.86 -1.1%
128 F FORD MTR CO COM Consumer Cyclical 908.0 $13K 0.00% +7.0 +0.8% $13.90 +5.1%
129 ESGV VANGUARD ESG U.S. STOCK ETF 93.0 $12K 0.00% +1.0 +1.1% $131.80 +3.7%
130 CCI CROWN CASTLE INC COM Real Estate 157.0 $12K 0.00% +2.0 +1.3% $75.66 +0.2%
131 AVUS AVANTIS U.S. EQUITY ETF 92.0 $12K 0.00% +80.0 +666.7% $128.51 +2.2%
132 XES STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 101.0 $11K 0.00% +1.0 +1.0% $111.58 +9.6%
133 DIV GLOBAL X SUPERDIVIDEND US ETF 591.0 $11K 0.00% +10.0 +1.7% $19.03 +3.9%
134 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 153.0 $11K 0.00% +1.0 +0.7% $69.48 +0.9%
135 OLN OLIN CORP COM PAR $1 Basic Materials 508.0 $10K 0.00% +4.0 +0.8% $19.82 -12.4%
136 HDV ISHARES CORE HIGH DIVIDEND ETF 355.0 $10K 0.00% +284.0 +400.0% $27.41 +7.3%
137 KHC KRAFT HEINZ CO COM Consumer Defensive 382.0 $9K 0.00% +203.0 +113.4% $23.65 +5.1%
138 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 209.0 $8K 0.00% +3.0 +1.5% $40.14 +12.1%
139 CAG CONAGRA BRANDS INC COM Consumer Defensive 621.0 $8K 0.00% +366.0 +143.5% $13.46 +15.0%
140 DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 234.0 $8K 0.00% +3.0 +1.3% $35.00 +7.6%
Page 7 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%