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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $246M AUM 850 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 798 New
Page 14 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 INTU INTUIT COM Technology 101.0 $67K 0.03% NEW $662.43 -50.5%
262 BANR BANNER CORP COM NEW Financial Services 1,058.0 $66K 0.03% NEW $62.68 +4.3%
263 SYK STRYKER CORPORATION COM Healthcare 187.0 $66K 0.03% NEW $351.47 -12.4%
264 SCHA SCHWAB U.S. SMALL-CAP ETF 2,283.0 $65K 0.03% NEW $28.48 +19.6%
265 NOC NORTHROP GRUMMAN CORP COM Industrials 114.0 $65K 0.03% NEW $570.21 -1.9%
266 WMB WILLIAMS COS INC COM Energy 1,070.0 $64K 0.03% NEW $60.09 +19.6%
267 IWV ISHARES RUSSELL 3000 ETF 166.0 $64K 0.03% NEW $386.85 +10.9%
268 USB US BANCORP DEL COM NEW Financial Services 1,192.0 $64K 0.03% NEW $53.35 +2.2%
269 NVO NOVO-NORDISK A S ADR Healthcare 1,248.0 $63K 0.03% NEW $50.88 -10.2%
270 NKE NIKE INC CL B Consumer Cyclical 969.0 $62K 0.03% NEW $63.72 -26.7%
271 IYW ISHARES U.S. TECHNOLOGY ETF 309.0 $62K 0.03% NEW $199.68 +26.4%
272 APH AMPHENOL CORP NEW CL A Technology 447.0 $60K 0.03% NEW $135.14 +8.9%
273 TLN TALEN ENERGY CORP COM Utilities 161.0 $60K 0.03% NEW $374.84 +2.0%
274 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 660.0 $60K 0.03% NEW $91.21 -3.6%
275 ASTS AST SPACEMOBILE INC COM CL A Technology 823.0 $60K 0.02% NEW $72.63 +53.2%
276 GS GOLDMAN SACHS GROUP INC COM Financial Services 66.0 $58K 0.02% NEW $883.76 +16.1%
277 EME EMCOR GROUP INC COM Industrials 94.0 $58K 0.02% NEW $611.79 +35.1%
278 C CITIGROUP INC COM NEW Financial Services 492.0 $57K 0.02% NEW $116.64 +8.3%
279 IREN IREN LIMITED ORDINARY SHARES Financial Services 1,517.0 $57K 0.02% NEW $37.77 +66.8%
280 CYBERARK SOFTWARE LTD SHS 127.0 $57K 0.02% NEW $446.06
Page 14 of 40  ·  798 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 27.7%
Financial Services 19.0%
Consumer Cyclical 12.8%
Healthcare 9.5%
Communication Services 9.3%
Energy 8.6%
Industrials 4.2%
Real Estate 4.0%
Consumer Defensive 3.7%
Utilities 0.9%