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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 28 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 189.0 $8K 0.00% $42.72 +4.6%
542 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 196.0 $8K 0.00% $40.87 +6.7%
543 SMH VANECK SEMICONDUCTOR ETF 12.0 $8K 0.00% $660.67 -14.2%
544 AVA AVISTA CORP COM Utilities 193.0 $8K 0.00% +2.0 +1.1% $41.01 -8.4%
545 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 59.0 $8K 0.00% -31.0 -34.4% $131.58 +6.9%
546 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 182.0 $8K 0.00% +1.0 +0.6% $42.60 +2.7%
547 INDA ISHARES MSCI INDIA ETF 156.0 $8K 0.00% -89.0 -36.3% $49.44 +0.9%
548 DVY ISHARES SELECT DIVIDEND ETF 49.0 $8K 0.00% $156.31 +5.1%
549 FDS FACTSET RESH SYS INC COM Financial Services 33.0 $8K 0.00% $230.09 +31.2%
550 CMI CUMMINS INC COM Industrials 11.0 $8K 0.00% -14.0 -56.0% $688.36 -18.5%
551 HDB HDFC BANK LTD SPONSORED ADS Financial Services 292.0 $8K 0.00% $25.83 -10.3%
552 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 62.0 $7K 0.00% -1.0 -1.6% $119.23 +2.1%
553 FORTINET INC COM 48.0 $7K 0.00% $153.62
554 VRT VERTIV HOLDINGS CO COM CL A Industrials 22.0 $7K 0.00% $334.82 -16.2%
555 WCN WASTE CONNECTIONS INC COM Industrials 44.0 $7K 0.00% $166.68 -1.1%
556 WELL WELLTOWER INC COM Real Estate 32.0 $7K 0.00% $226.97 +4.1%
557 ATAIBECKLEY INC COM SHS 1,375.0 $7K 0.00% +500.0 +57.1% $5.27
558 BP BP PLC SPONSORED ADR Energy 196.0 $7K 0.00% $36.95 +18.6%
559 BROS DUTCH BROS INC CL A Consumer Cyclical 100.0 $7K 0.00% $71.81 -35.1%
560 DSI ISHARES ESG MSCI KLD 400 ETF 50.0 $7K 0.00% $143.60 +2.6%
Page 28 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%