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Portfolio (Quarterly) Guide ↗

Lodestone Wealth Management LLC

· CIK 0001950158
13F Portfolio $252M AUM 832 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 174 Added 102 Reduced 48 Exited
Page 30 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GIS GENERAL MILLS INC COM Consumer Defensive 139.0 $5K 0.00% +1.0 +0.7% $37.19 -8.4%
582 ATO ATMOS ENERGY CORP COM Utilities 28.0 $5K 0.00% $183.21 -6.4%
583 BROS DUTCH BROS INC CL A Consumer Cyclical 100.0 $5K 0.00% $50.66 +15.0%
584 MILLROSE PPTYS INC COM CL A 180.0 $5K 0.00% $28.00
585 XYL XYLEM INC COM Industrials 42.0 $5K 0.00% $119.50 -7.6%
586 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 57.0 $5K 0.00% $88.02 +6.9%
587 VTRS VIATRIS INC COM Healthcare 370.0 $5K 0.00% $13.52 +18.4%
588 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 55.0 $5K 0.00% -860.0 -94.0% $90.42 -8.3%
589 VBK VANGUARD SMALL-CAP GROWTH ETF 16.0 $5K 0.00% $302.25 +16.4%
590 SMH VANECK SEMICONDUCTOR ETF 12.0 $5K 0.00% $386.17 +54.7%
591 DAL DELTA AIR LINES INC COM NEW Industrials 69.0 $5K 0.00% $66.61 +23.9%
592 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 77.0 $5K 0.00% $59.55 -0.8%
593 PPL PPL CORP COM Utilities 119.0 $5K 0.00% -1K -91.3% $38.20 -7.6%
594 ARMK ARAMARK COM Industrials 111.0 $4K 0.00% $40.54 +32.8%
595 ENTERGY CORP NEW COM 40.0 $4K 0.00% $112.35
596 VST VISTRA CORP COM Utilities 29.0 $4K 0.00% $150.93 +4.7%
597 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 22.0 $4K 0.00% $198.05 +16.7%
598 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 33.0 $4K 0.00% $131.70 +17.0%
599 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 60.0 $4K 0.00% $71.53 -12.2%
600 SYNA SYNAPTICS INC COM Technology 60.0 $4K 0.00% NEW $70.03 +99.5%
Page 30 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 26.1%
Financial Services 16.9%
Energy 12.7%
Consumer Cyclical 12.1%
Healthcare 10.1%
Communication Services 8.4%
Consumer Defensive 4.2%
Industrials 4.1%
Real Estate 4.1%
Utilities 0.9%