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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 21 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 279.0 $23K 0.01% $81.16 -9.2%
402 CRWV COREWEAVE INC COM CL A Technology 227.0 $23K 0.01% +42.0 +22.7% $99.54 -10.2%
403 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 54.0 $22K 0.01% +15.0 +38.5% $415.96 +12.5%
404 INTU INTUIT COM Technology 86.0 $22K 0.01% +1.0 +1.2% $261.00 +27.5%
405 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 223.0 $22K 0.01% +164.0 +278.0% $100.28 +21.8%
406 MDT MEDTRONIC PLC SHS Healthcare 284.0 $22K 0.01% $78.23 +20.4%
407 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 532.0 $22K 0.01% $41.73 +1.8%
408 XME STATE STREET SPDR S&P METALS & MINING ETF 206.0 $22K 0.01% -18.0 -8.0% $107.07 +10.8%
409 DLR DIGITAL RLTY TR INC COM Real Estate 120.0 $22K 0.01% $179.58 +4.9%
410 EXPD EXPEDITORS INTL WASH INC COM Industrials 130.0 $21K 0.01% $162.98 +15.8%
411 ARMOUR RESIDENTIAL REIT INC COM SHS 1,212.0 $21K 0.01% +49.0 +4.2% $17.46
412 EFX EQUIFAX INC COM Industrials 133.0 $21K 0.01% -14.0 -9.5% $158.72 +11.5%
413 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 539.0 $21K 0.01% $38.23 +10.5%
414 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 404.0 $21K 0.01% $50.83 +3.2%
415 LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 212.0 $20K 0.01% +2.0 +0.9% $95.71 -0.7%
416 TAN INVESCO SOLAR ETF 343.0 $20K 0.01% $59.10 -18.7%
417 RMOP ROCKEFELLER OPPORTUNISTIC MUNICIPAL BOND ETF 793.0 $20K 0.01% +10.0 +1.3% $25.55 -3.6%
418 PSQ PROSHARES SHORT QQQ 797.0 $20K 0.01% $25.06 +2.8%
419 RGLD ROYAL GOLD INC COM Basic Materials 99.0 $20K 0.01% -17.0 -14.7% $200.42 +30.8%
420 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 172.0 $20K 0.01% $114.18 +27.1%
Page 21 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%