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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 16 of 40  ·  798 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GM GENERAL MTRS CO COM Consumer Cyclical 585.0 $48K 0.02% NEW $81.28 +1.0%
302 OSK OSHKOSH CORP COM Industrials 374.0 $47K 0.02% NEW $125.67 +2.8%
303 LNG CHENIERE ENERGY INC COM NEW Energy 237.0 $46K 0.02% NEW $194.40 +16.5%
304 CL COLGATE PALMOLIVE CO COM Consumer Defensive 577.0 $46K 0.02% NEW $79.02 +14.6%
305 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 1,573.0 $44K 0.02% NEW $28.06 -31.5%
306 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 1,845.0 $44K 0.02% NEW $23.68 +3.6%
307 IVOO VANGUARD S&P MID-CAP 400 ETF 389.0 $43K 0.02% NEW $111.80 +12.8%
308 BE BLOOM ENERGY CORP COM CL A Industrials 500.0 $43K 0.02% NEW $86.89 +215.5%
309 IDXX IDEXX LABS INC COM Healthcare 63.0 $43K 0.02% NEW $676.52 -16.5%
310 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 418.0 $43K 0.02% NEW $101.86 +18.2%
311 TEM TEMPUS AI INC CL A Healthcare 706.0 $42K 0.02% NEW $59.05 -14.7%
312 VKTX VIKING THERAPEUTICS INC COM Healthcare 1,105.0 $39K 0.02% NEW $35.18 -8.9%
313 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 174.0 $39K 0.02% NEW $223.17 -31.7%
314 SO SOUTHERN CO COM Utilities 443.0 $39K 0.02% NEW $87.20 +5.4%
315 MPC MARATHON PETE CORP COM Energy 233.0 $38K 0.01% NEW $162.61 +52.8%
316 UNP UNION PAC CORP COM Industrials 164.0 $38K 0.01% NEW $230.80 +13.0%
317 BITB BITWISE BITCOIN ETF TRUST Financial Services 789.0 $38K 0.01% NEW $47.56 -16.0%
318 MZTI MARZETTI COMPANY COM Consumer Defensive 228.0 $37K 0.01% NEW $164.42 -31.5%
319 ASM AVINO SILVER & GOLD MINES LTD COM Basic Materials 6,000.0 $37K 0.01% NEW $6.21 +17.6%
320 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 1,213.0 $37K 0.01% NEW $30.54 -7.3%
Page 16 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%