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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 15 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 1,658.0 $66K 0.02% $40.09 +7.0%
282 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 840.0 $66K 0.02% -71.0 -7.8% $79.07 -1.1%
283 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,562.0 $66K 0.02% -209.0 -11.8% $42.35 +18.4%
284 SYK STRYKER CORPORATION COM Healthcare 210.0 $66K 0.02% +12.0 +6.1% $314.84 -3.7%
285 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 2,176.0 $65K 0.02% -2K -48.2% $30.01 -0.7%
286 GEV GE VERNOVA INC COM Utilities 55.0 $65K 0.02% $1176.16 -19.9%
287 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 2,028.0 $62K 0.02% -348.0 -14.7% $30.49 -0.4%
288 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 660.0 $61K 0.02% $92.09 -4.6%
289 MPC MARATHON PETE CORP COM Energy 235.0 $60K 0.02% $255.61 +52.1%
290 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 1,891.0 $60K 0.02% $31.61 +10.7%
291 STCE SCHWAB CRYPTO THEMATIC ETF 854.0 $60K 0.02% $69.99 -0.9%
292 NVO NOVO-NORDISK A S ADR Healthcare 1,241.0 $59K 0.02% -19.0 -1.5% $47.94 -2.8%
293 DHR DANAHER CORP DEL COM Healthcare 311.0 $59K 0.02% $190.53 +9.0%
294 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 263.0 $59K 0.02% +4.0 +1.5% $223.95 +24.0%
295 PEP PEPSICO INC COM Consumer Defensive 430.0 $58K 0.02% -175.0 -28.9% $135.37 +1.7%
296 NOC NORTHROP GRUMMAN CORP COM Industrials 114.0 $58K 0.02% $509.31 +1.1%
297 OSK OSHKOSH CORP COM Industrials 377.0 $58K 0.02% +2.0 +0.5% $153.49 +2.3%
298 XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 1,093.0 $57K 0.02% -71.0 -6.1% $52.41 +0.8%
299 LNG CHENIERE ENERGY INC COM NEW Energy 238.0 $57K 0.02% $238.92 +22.2%
300 SCHX SCHWAB U.S. LARGE-CAP ETF 1,872.0 $55K 0.02% $29.43 +3.2%
Page 15 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%