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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 20 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 194.0 $27K 0.01% -11.0 -5.4% $136.95 +26.2%
382 WY WEYERHAEUSER CO COM NEW Real Estate 1,106.0 $26K 0.01% -749.0 -40.4% $23.94 -3.8%
383 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 101.0 $26K 0.01% $256.43 +16.2%
384 VRSK VERISK ANALYTICS INC COM Industrials 143.0 $26K 0.01% +13.0 +10.0% $179.53 +3.5%
385 AVSF AVANTIS SHORT-TERM FIXED INCOME ETF 546.0 $25K 0.01% +5.0 +0.9% $46.61 -1.1%
386 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 1,500.0 $25K 0.01% $16.96 +23.6%
387 AVIG AVANTIS CORE FIXED INCOME ETF 613.0 $25K 0.01% +6.0 +1.0% $41.42 -2.2%
388 XBI STATE STREET SPDR S&P BIOTECH ETF 160.0 $25K 0.01% $158.47 +3.4%
389 LOW LOWES COS INC COM Consumer Cyclical 113.0 $25K 0.01% $221.20 -7.6%
390 FFIV F5 INC COM Technology 59.0 $25K 0.01% $415.97 -6.1%
391 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 290.0 $24K 0.01% $83.31 +8.5%
392 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 482.0 $24K 0.01% -31.0 -6.0% $49.88 -0.1%
393 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 457.0 $24K 0.01% $51.95 +0.0%
394 RQI COHEN & STEERS QUALITY INCOME COM Financial Services 1,928.0 $24K 0.01% $12.31 -1.6%
395 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 618.0 $24K 0.01% $38.06 -2.3%
396 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 177.0 $23K 0.01% $132.52 +4.4%
397 URI UNITED RENTALS INC COM Industrials 20.0 $23K 0.01% $1156.25 -12.7%
398 CION CION INVT CORP COM Financial Services 3,688.0 $23K 0.01% +159.0 +4.5% $6.23 +17.8%
399 JGRW JENSEN QUALITY GROWTH ETF 845.0 $23K 0.01% $27.11 +3.4%
400 HL HECLA MINING COMPANY COM Basic Materials 1,471.0 $23K 0.01% $15.43 +34.0%
Page 20 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%