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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 10 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CLPT CLEARPOINT NEURO INC COM Healthcare 11,098.0 $198K 0.07% +6K +108.7% $17.84 -21.7%
182 SOFI SOFI TECHNOLOGIES INC COM Financial Services 10,831.0 $194K 0.07% +5K +87.5% $17.93 +1.6%
183 IONQ IONQ INC COM Technology 3,641.0 $194K 0.07% +1K +63.1% $53.26 -25.8%
184 VGT VANGUARD INFORMATION TECHNOLOGY ETF 1,588.0 $190K 0.07% +1K +874.2% $119.52 +1.5%
185 USAI PACER AMERICAN ENERGY INFRASTRUCTURE ETF 4,165.0 $189K 0.07% -697.0 -14.3% $45.49 +5.1%
186 ITB ISHARES U.S. HOME CONSTRUCTION ETF 1,799.0 $188K 0.07% -81.0 -4.3% $104.48 -10.1%
187 PSX PHILLIPS 66 COM Energy 1,107.0 $187K 0.07% -96.0 -8.0% $169.08 +50.9%
188 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1,925.0 $186K 0.07% -89.0 -4.4% $96.46 +4.5%
189 IJR ISHARES CORE S&P SMALL CAP ETF 1,236.0 $183K 0.07% $148.34 -2.0%
190 SPMO INVESCO S&P 500 MOMENTUM ETF 1,126.0 $182K 0.06% $161.54 -7.3%
191 ALAB ASTERA LABS INC COM Technology 372.0 $180K 0.06% -402.0 -51.9% $483.02 -35.7%
192 TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF 3,415.0 $174K 0.06% -6K -62.9% $50.83 -3.5%
193 ASTS AST SPACEMOBILE INC COM CL A Technology 1,932.0 $172K 0.06% +850.0 +78.6% $88.86 -29.9%
194 HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 5,321.0 $171K 0.06% $32.14 +6.8%
195 T AT&T INC COM Communication Services 8,204.0 $170K 0.06% -185.0 -2.2% $20.70 +24.0%
196 KLAC KLA CORP COM NEW Technology 560.0 $169K 0.06% +504.0 +900.0% $301.71 -38.5%
197 CAT CATERPILLAR INC COM Industrials 157.0 $167K 0.06% $1063.37 -23.5%
198 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 4,747.0 $165K 0.06% $34.81 +0.0%
199 RTX RTX CORPORATION COM Industrials 860.0 $163K 0.06% -62.0 -6.7% $189.73 +5.8%
200 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 4,800.0 $162K 0.06% $33.84 +5.0%
Page 10 of 40  ·  781 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%