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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 29 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CTAS CINTAS CORP COM Industrials 42.0 $7K 0.00% +35.0 +500.0% $170.10 +17.9%
562 PERSHING SQUARE INC COMMON STOCK 215.0 $7K 0.00% NEW $32.86
563 OKE ONEOK INC NEW COM Energy 80.0 $7K 0.00% $86.94 +9.8%
564 SCHO SCHWAB SHORT-TERM US TREASURY ETF 288.0 $7K 0.00% -144.0 -33.3% $24.14 -0.5%
565 CPNG COUPANG INC CL A Consumer Cyclical 400.0 $7K 0.00% $17.37 -12.0%
566 CSIQ CANADIAN SOLAR INC COM Energy 430.0 $7K 0.00% $16.02 -17.5%
567 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 696.0 $7K 0.00% +4.0 +0.6% $9.86 +10.2%
568 FOX FOX CORP CL B COM 145.0 $7K 0.00% $46.80
569 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 120.0 $7K 0.00% $56.22 +11.9%
570 CMS CMS ENERGY CORP COM Utilities 87.0 $7K 0.00% $76.51 -10.5%
571 DAL DELTA AIR LINES INC COM NEW Industrials 69.0 $6K 0.00% $94.06 -14.8%
572 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 76.0 $6K 0.00% $84.58 -3.8%
573 BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF 138.0 $6K 0.00% +2.0 +1.5% $45.86 -2.0%
574 ARMK ARAMARK COM Industrials 111.0 $6K 0.00% $56.90 -0.2%
575 DNN DENISON MINES CORP COM Energy 2,000.0 $6K 0.00% +1K +100.0% $3.06 +11.8%
576 RDW REDWIRE CORPORATION COM Industrials 500.0 $6K 0.00% NEW $12.23 -13.9%
577 HWM HOWMET AEROSPACE INC COM Industrials 23.0 $6K 0.00% $265.83 -2.5%
578 RPM RPM INTL INC COM Basic Materials 55.0 $6K 0.00% $111.15 -5.1%
579 NG NOVAGOLD RESOURCES INC COM NEW Basic Materials 1,000.0 $6K 0.00% $5.97 +35.2%
580 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 18.0 $6K 0.00% $330.44 -5.8%
Page 29 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%