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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 31 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ACHR ARCHER AVIATION INC COM CL A Industrials 1,023.0 $5K 0.00% $4.73 +20.7%
602 ATO ATMOS ENERGY CORP COM Utilities 28.0 $5K 0.00% $170.89 -2.0%
603 EQT EQT CORP COM Energy 88.0 $5K 0.00% NEW $53.17 +3.8%
604 SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF 30.0 $5K 0.00% $154.30 +3.1%
605 VST VISTRA CORP COM Utilities 29.0 $5K 0.00% $159.38 -6.3%
606 ENTERGY CORP NEW COM 40.0 $5K 0.00% $114.85
607 FISV FISERV INC COM Technology 93.0 $5K 0.00% $49.05 +8.0%
608 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 77.0 $5K 0.00% $58.97 -1.8%
609 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 51.0 $4K 0.00% -4.0 -7.3% $86.10 +13.9%
610 AMAT APPLIED MATLS INC COM Technology 6.0 $4K 0.00% $723.00 -37.1%
611 PPL PPL CORP COM Utilities 119.0 $4K 0.00% $36.35 -3.4%
612 NEM NEWMONT CORP COM Basic Materials 46.0 $4K 0.00% +41.0 +820.0% $93.65 +36.8%
613 SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 133.0 $4K 0.00% -62.0 -31.8% $31.77 -3.7%
614 ESGD ISHARES ESG AWARE MSCI EAFE ETF 41.0 $4K 0.00% +1.0 +2.5% $102.24 +4.9%
615 TWST TWIST BIOSCIENCE CORP COM Healthcare 40.0 $4K 0.00% -250.0 -86.2% $102.88 +21.2%
616 BITU PROSHARES ULTRA BITCOIN ETF 503.0 $4K 0.00% $8.12 +74.1%
617 VGLT VANGUARD LONG-TERM TREASURY ETF 74.0 $4K 0.00% $55.18 -4.3%
618 JBGS JBG SMITH PPTYS COM Real Estate 277.0 $4K 0.00% $14.67 -20.3%
619 PAYX PAYCHEX INC COM Industrials 41.0 $4K 0.00% $98.34 +23.8%
620 CART MAPLEBEAR INC COM Consumer Cyclical 85.0 $4K 0.00% $47.35 +7.8%
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 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%