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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 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 URNM SPROTT URANIUM MINERS ETF 155.0 $8K 0.00% +46.0 +42.2% $52.75 +8.2%
142 AVA AVISTA CORP COM Utilities 193.0 $8K 0.00% +2.0 +1.1% $41.01 -8.4%
143 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 182.0 $8K 0.00% +1.0 +0.6% $42.60 +2.7%
144 ATAIBECKLEY INC COM SHS 1,375.0 $7K 0.00% +500.0 +57.1% $5.27
145 CTAS CINTAS CORP COM Industrials 42.0 $7K 0.00% +35.0 +500.0% $170.10 +17.9%
146 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 696.0 $7K 0.00% +4.0 +0.6% $9.86 +10.2%
147 BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF 138.0 $6K 0.00% +2.0 +1.5% $45.86 -2.0%
148 DNN DENISON MINES CORP COM Energy 2,000.0 $6K 0.00% +1K +100.0% $3.06 +11.8%
149 VTRS VIATRIS INC COM Healthcare 372.0 $6K 0.00% +2.0 +0.5% $15.88 +6.3%
150 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 103.0 $5K 0.00% +1.0 +1.0% $52.72 +20.5%
151 NEM NEWMONT CORP COM Basic Materials 46.0 $4K 0.00% +41.0 +820.0% $93.65 +36.8%
152 ESGD ISHARES ESG AWARE MSCI EAFE ETF 41.0 $4K 0.00% +1.0 +2.5% $102.24 +4.9%
153 SCHZ SCHWAB US AGGREGATE BOND ETF 158.0 $4K 0.00% +132.0 +507.7% $23.13 -2.0%
154 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 285.0 $4K 0.00% +7.0 +2.5% $12.30 +6.6%
155 WU WESTERN UN CO COM Financial Services 434.0 $3K 0.00% +13.0 +3.1% $7.70 -6.8%
156 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 96.0 $2K 0.00% +1.0 +1.1% $25.07 -1.4%
157 MLPI NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF 38.0 $2K 0.00% +2.0 +5.6% $54.71 -0.1%
158 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 87.0 $2K 0.00% +1.0 +1.2% $23.23 -2.9%
159 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 40.0 $2K 0.00% +1.0 +2.6% $47.20 -1.6%
160 WGO WINNEBAGO INDS INC COM Consumer Cyclical 46.0 $1K 0.00% +1.0 +2.2% $31.39 -1.2%
Page 8 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%