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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 34 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AME AMETEK INC COM Industrials 10.0 $2K 0.00% $214.40 +5.0%
662 MLPI NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF 36.0 $2K 0.00% NEW $57.31 -4.3%
663 JKHY HENRY JACK & ASSOC INC COM Technology 13.0 $2K 0.00% $158.08 -13.4%
664 AMAT APPLIED MATLS INC COM Technology 6.0 $2K 0.00% $341.83 +32.2%
665 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 7.0 $2K 0.00% $290.43 -3.5%
666 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 21.0 $2K 0.00% $96.62 +13.1%
667 SAN BANCO SANTANDER SA ADR Financial Services 178.0 $2K 0.00% $11.28 +10.6%
668 INGERSOLL RAND INC COM 25.0 $2K 0.00% $80.12
669 XRPC CANARY XRP ETF 140.0 $2K 0.00% $14.30 -3.4%
670 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 86.0 $2K 0.00% $23.22 -0.1%
671 RELX RELX PLC SPONSORED ADR Communication Services 60.0 $2K 0.00% $33.15 -0.8%
672 MHK MOHAWK INDS INC COM Consumer Cyclical 20.0 $2K 0.00% $98.45 +9.6%
673 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 12.0 $2K 0.00% NEW $163.67 +17.7%
674 GDRX GOODRX HLDGS INC COM CL A Healthcare 1,000.0 $2K 0.00% $1.96 +48.5%
675 RMT ROYCE MICRO-CAP TR INC COM Financial Services 173.0 $2K 0.00% $11.31 +23.8%
676 BURL BURLINGTON STORES INC COM Consumer Cyclical 6.0 $2K 0.00% $325.33 -4.5%
677 THEMES URANIUM & NUCLEAR ETF 44.0 $2K 0.00% NEW $43.43
678 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 118.0 $2K 0.00% NEW $15.92 +35.6%
679 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 39.0 $2K 0.00% $48.05 -1.3%
680 NLR VANECK URANIUM AND NUCLEAR ETF 14.0 $2K 0.00% -73.0 -83.9% $133.21 -2.2%
Page 34 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%