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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 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEREBRAS SYSTEMS INC COM CL A 6.0 $1K NEW $221.00
22 KEEL KEEL INFRASTRUCTURE CORP COM SHS Technology 200.0 $1K NEW $5.74 -39.5%
23 DUPONT DE NEMOURS INC COMMON STOCK 6.0 $814.0 NEW $135.67
24 VCX FUNDRISE INNOVATION FD LLC COM SHS Financial Services 1.0 $61.0 NEW $61.00 -39.5%
25 SMR NUSCALE PWR CORP CL A COM Utilities 4.0 $40.0 NEW $10.00 -3.0%
26 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF $16.0 NEW
27 PBW INVESCO WILDERHILL CLEAN ENERGY ETF NEW
Page 2 of 2  ·  27 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%