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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 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEP PEPSICO INC COM Consumer Defensive 430.0 $58K 0.02% -175.0 -28.9% $135.37 +1.7%
122 XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 1,093.0 $57K 0.02% -71.0 -6.1% $52.41 +0.8%
123 REGN REGENERON PHARMACEUTICALS COM Healthcare 87.0 $54K 0.02% -7.0 -7.5% $619.95 +33.5%
124 CB CHUBB LIMITED COM Financial Services 156.0 $53K 0.02% -16.0 -9.3% $340.52 +0.3%
125 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 214.0 $52K 0.02% -29.0 -11.9% $242.42 -6.9%
126 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 8,472.0 $50K 0.02% -2K -18.1% $5.88 -34.0%
127 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 387.0 $48K 0.02% -105.0 -21.3% $124.42 +50.1%
128 CRM SALESFORCE INC COM Technology 303.0 $47K 0.02% -7.0 -2.3% $156.74 +65.4%
129 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 719.0 $42K 0.01% -284.0 -28.3% $58.63 +2.2%
130 CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 1,562.0 $41K 0.01% -402.0 -20.5% $26.38 -0.7%
131 CDNS CADENCE DESIGN SYSTEM INC COM Technology 106.0 $40K 0.01% -5.0 -4.5% $375.32 -22.0%
132 NKE NIKE INC CL B Consumer Cyclical 962.0 $39K 0.01% -299.0 -23.7% $41.05 -6.4%
133 GDX VANECK GOLD MINERS ETF 475.0 $36K 0.01% -109.0 -18.7% $75.49 +31.5%
134 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 536.0 $33K 0.01% -78.0 -12.7% $60.74 +4.4%
135 GDXJ VANECK JUNIOR GOLD MINERS ETF 314.0 $31K 0.01% -15.0 -4.6% $98.38 +31.2%
136 CI THE CIGNA GROUP COM Healthcare 111.0 $31K 0.01% -6.0 -5.1% $275.68 +2.5%
137 NEE NEXTERA ENERGY INC COM Utilities 327.0 $29K 0.01% -85.0 -20.6% $87.77 -4.9%
138 CARR CARRIER GLOBAL CORPORATION COM Industrials 390.0 $29K 0.01% -14.0 -3.5% $73.35 -18.6%
139 GSY INVESCO ULTRA SHORT DURATION ETF 569.0 $29K 0.01% -93.0 -14.1% $50.15 -0.0%
140 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 194.0 $27K 0.01% -11.0 -5.4% $136.95 +26.2%
Page 7 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%