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 2 · 25 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP COM	Energy	8,379	$1.4M	0.56%	SOLD
2	HON	HONEYWELL INTL INC COM	Industrials	935	$211K	0.08%	SOLD
3	VKTX	VIKING THERAPEUTICS INC COM	Healthcare	1,105	$36K	0.01%	SOLD
4	CCL	CARNIVAL CORP COMMON STOCK	Consumer Cyclical	1,219	$32K	0.01%	SOLD
5	MZTI	MARZETTI COMPANY COM	Consumer Defensive	228	$32K	0.01%	SOLD
6	SPPP	SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU	Financial Services	1,000	$16K	0.01%	SOLD
7	BSJS	INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF	—	584	$13K	0.01%	SOLD
8	BSJT	INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF	—	602	$13K	0.01%	SOLD
9	—	PEBBLEBROOK HOTEL TR 6.375 PFD SER E	—	579	$11K	0.00%	SOLD
10	TER	TERADYNE INC COM	Technology	14	$4K	0.00%	SOLD
11	AAL	AMERICAN AIRLINES GROUP INC COM	Industrials	345	$4K	0.00%	SOLD
12	SPGI	S&P GLOBAL INC COM	Financial Services	6	$3K	0.00%	SOLD
13	XRPC	CANARY XRP ETF	—	140	$2K	0.00%	SOLD
14	SONY	SONY GROUP CORP SPONSORED ADR	Technology	77	$2K	0.00%	SOLD
15	ARES	ARES MANAGEMENT CORPORATION CL A COM STK	Financial Services	13	$1K	0.00%	SOLD
16	APOS	APOLLO GLOBAL MGMT INC COM	—	12	$1K	0.00%	SOLD
17	PODD	INSULET CORP COM	Healthcare	6	$1K	—	SOLD
18	HUBS	HUBSPOT INC COM	Technology	5	$1K	—	SOLD
19	PINS	PINTEREST INC CL A	Communication Services	64	$1K	—	SOLD
20	DD	DUPONT DE NEMOURS INC COM	Basic Materials	21	$943.0	—	SOLD

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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%