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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
Q2 2026 Q1 2026 · All 33 New 174 Added 102 Reduced
Page 31 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 61.0 $4K 0.00% $68.43 +17.7%
602 TER TERADYNE INC COM Technology 14.0 $4K 0.00% $296.43 +20.4%
603 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 12.0 $4K 0.00% $345.17 -25.7%
604 VGLT VANGUARD LONG-TERM TREASURY ETF 74.0 $4K 0.00% $55.35 -4.6%
605 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 59.0 $4K 0.00% +39.0 +195.0% $69.31 +76.2%
606 JBGS JBG SMITH PPTYS COM Real Estate 277.0 $4K 0.00% $14.61 -19.9%
607 KHC KRAFT HEINZ CO COM Consumer Defensive 179.0 $4K 0.00% $22.47 +10.6%
608 CAG CONAGRA BRANDS INC COM Consumer Defensive 255.0 $4K 0.00% +5.0 +2.0% $15.70 -1.4%
609 FORTINET INC COM 48.0 $4K 0.00% $81.73
610 VLTO VERALTO CORP COM SHS Industrials 44.0 $4K 0.00% $88.41 +8.9%
611 IBIT ISHARES BITCOIN TRUST ETF Financial Services 101.0 $4K 0.00% $38.42 +17.7%
612 CME CME GROUP INC COM Financial Services 13.0 $4K 0.00% $295.38 -4.8%
613 ESGD ISHARES ESG AWARE MSCI EAFE ETF 40.0 $4K 0.00% $95.95 +11.8%
614 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 25.0 $4K 0.00% $153.12 -34.3%
615 SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF 30.0 $4K 0.00% $127.33 +24.9%
616 PAYX PAYCHEX INC COM Industrials 41.0 $4K 0.00% $92.12 +32.1%
617 DOV DOVER CORP COM Industrials 18.0 $4K 0.00% $208.44 -7.5%
618 AAL AMERICAN AIRLINES GROUP INC COM Industrials 345.0 $4K 0.00% $10.74 +22.3%
619 WU WESTERN UN CO COM Financial Services 421.0 $4K 0.00% +11.0 +2.7% $8.73 -17.8%
620 GUSH DIREXION DAILY S&P OIL & GAS EXP. & PROD. BULL 2X ETF 80.0 $4K 0.00% $44.23 +3.8%
Page 31 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 27.3%
Financial Services 17.6%
Energy 13.3%
Consumer Cyclical 12.7%
Healthcare 10.5%
Consumer Defensive 4.4%
Communication Services 4.3%
Industrials 4.3%
Real Estate 4.3%
Utilities 1.0%