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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 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WY WEYERHAEUSER CO COM NEW Real Estate 1,106.0 $26K 0.01% -749.0 -40.4% $23.94 -3.8%
142 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 482.0 $24K 0.01% -31.0 -6.0% $49.88 -0.1%
143 XME STATE STREET SPDR S&P METALS & MINING ETF 206.0 $22K 0.01% -18.0 -8.0% $107.07 +10.8%
144 EFX EQUIFAX INC COM Industrials 133.0 $21K 0.01% -14.0 -9.5% $158.72 +11.5%
145 RGLD ROYAL GOLD INC COM Basic Materials 99.0 $20K 0.01% -17.0 -14.7% $200.42 +30.8%
146 BITB BITWISE BITCOIN ETF TRUST Financial Services 589.0 $19K 0.01% -200.0 -25.4% $31.86 +35.9%
147 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 1,233.0 $19K 0.01% -129.0 -9.5% $15.03 +55.9%
148 VFH VANGUARD FINANCIALS ETF 140.0 $18K 0.01% -24.0 -14.6% $131.35 +8.1%
149 DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 365.0 $18K 0.01% -157.0 -30.1% $48.15 +8.2%
150 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 196.0 $17K 0.01% -27.0 -12.1% $88.73 -28.2%
151 VIOO VANGUARD S&P SMALL-CAP 600 ETF 123.0 $17K 0.01% -31.0 -20.1% $137.54 -2.0%
152 ETHW BITWISE ETHEREUM ETF Financial Services 1,438.0 $16K 0.01% -300.0 -17.3% $11.28 +55.7%
153 CMCSA COMCAST CORP NEW CL A Communication Services 653.0 $16K 0.01% -445.0 -40.5% $24.57 +7.8%
154 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 561.0 $15K 0.01% -389.0 -41.0% $27.11 +20.5%
155 VOX VANGUARD COMMUNICATION SERVICES ETF 66.0 $12K 0.00% -59.0 -47.2% $184.38 +2.5%
156 IBB ISHARES BIOTECHNOLOGY ETF 62.0 $12K 0.00% -25.0 -28.7% $190.19 +11.4%
157 AIZ ASSURANT INC COM Financial Services 42.0 $11K 0.00% -6.0 -12.5% $268.52 +6.4%
158 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 99.0 $11K 0.00% -24.0 -19.5% $107.13 +4.6%
159 D DOMINION ENERGY INC COM Utilities 126.0 $9K 0.00% -68.0 -35.0% $68.29 -3.6%
160 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 76.0 $8K 0.00% -26.0 -25.5% $107.64 -4.4%
Page 8 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%