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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 22 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EQX EQUINOX GOLD CORP COM Basic Materials 2,000.0 $19K 0.01% $9.72 +31.8%
422 BITB BITWISE BITCOIN ETF TRUST Financial Services 589.0 $19K 0.01% -200.0 -25.4% $31.86 +35.9%
423 AEP AMERICAN ELEC PWR CO INC COM Utilities 137.0 $19K 0.01% $136.81 -9.0%
424 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 329.0 $19K 0.01% $56.48 +1.3%
425 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 1,233.0 $19K 0.01% -129.0 -9.5% $15.03 +55.9%
426 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 194.0 $18K 0.01% $94.93 +8.8%
427 VFH VANGUARD FINANCIALS ETF 140.0 $18K 0.01% -24.0 -14.6% $131.35 +8.1%
428 EWJ ISHARES MSCI JAPAN ETF 197.0 $18K 0.01% $93.27 +5.4%
429 BLOCK INC CL A 241.0 $18K 0.01% $76.00
430 CPRT COPART INC COM Industrials 645.0 $18K 0.01% +13.0 +2.1% $28.19 +19.6%
431 FAAA FIDELITY AAA CLO ETF 359.0 $18K 0.01% NEW $50.18 +0.2%
432 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 160.0 $18K 0.01% $112.32 +38.0%
433 RY ROYAL BK CDA COM Financial Services 86.0 $18K 0.01% $206.97 +1.8%
434 YUM YUM BRANDS INC COM Consumer Cyclical 111.0 $18K 0.01% $159.86 -5.7%
435 KGC KINROSS GOLD CORP COM Basic Materials 750.0 $18K 0.01% $23.62 +30.7%
436 REMX VANECK RARE EARTH AND STRATEGIC METALS ETF 200.0 $18K 0.01% $88.50 -14.5%
437 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 518.0 $18K 0.01% $34.00 +8.6%
438 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 349.0 $18K 0.01% +4.0 +1.2% $50.39 -0.9%
439 DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 365.0 $18K 0.01% -157.0 -30.1% $48.15 +8.2%
440 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 196.0 $17K 0.01% -27.0 -12.1% $88.73 -28.2%
Page 22 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%