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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 1,996.0 $219K 0.08% -22.0 -1.1% $109.77 -4.4%
82 VNQ VANGUARD REAL ESTATE ETF 2,160.0 $208K 0.07% -102.0 -4.5% $96.43 -0.4%
83 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2,780.0 $208K 0.07% -44.0 -1.6% $74.90 -0.2%
84 USAI PACER AMERICAN ENERGY INFRASTRUCTURE ETF 4,165.0 $189K 0.07% -697.0 -14.3% $45.49 +5.1%
85 ITB ISHARES U.S. HOME CONSTRUCTION ETF 1,799.0 $188K 0.07% -81.0 -4.3% $104.48 -10.1%
86 PSX PHILLIPS 66 COM Energy 1,107.0 $187K 0.07% -96.0 -8.0% $169.08 +50.9%
87 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1,925.0 $186K 0.07% -89.0 -4.4% $96.46 +4.5%
88 ALAB ASTERA LABS INC COM Technology 372.0 $180K 0.06% -402.0 -51.9% $483.02 -35.7%
89 TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF 3,415.0 $174K 0.06% -6K -62.9% $50.83 -3.5%
90 T AT&T INC COM Communication Services 8,204.0 $170K 0.06% -185.0 -2.2% $20.70 +24.0%
91 RTX RTX CORPORATION COM Industrials 860.0 $163K 0.06% -62.0 -6.7% $189.73 +5.8%
92 LMT LOCKHEED MARTIN CORP COM Industrials 308.0 $157K 0.06% -2.0 -0.7% $509.14 +3.2%
93 DFAS DIMENSIONAL U.S. SMALL CAP ETF 1,749.0 $144K 0.05% -886.0 -33.6% $82.33 -0.2%
94 AFL AFLAC INC COM Financial Services 1,144.0 $134K 0.05% -652.0 -36.3% $117.22 -0.0%
95 GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF Financial Services 728.0 $132K 0.05% -272.0 -27.2% $181.15 +11.2%
96 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 361.0 $126K 0.04% -232.0 -39.1% $350.07 -6.5%
97 ARTY ISHARES FUTURE AI & TECH ETF 1,632.0 $124K 0.04% -241.0 -12.9% $76.16 -0.0%
98 CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 3,396.0 $124K 0.04% -1K -29.3% $36.39 +2.5%
99 GILD GILEAD SCIENCES INC COM Healthcare 886.0 $112K 0.04% -56.0 -5.9% $126.32 +19.5%
100 WFC WELLS FARGO & CO COM Financial Services 1,332.0 $110K 0.04% -258.0 -16.2% $82.66 +8.8%
Page 5 of 10  ·  183 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%