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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 38 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 NIO NIO INC SPON ADS Consumer Cyclical 150.0 $759.0 $5.06 -24.9%
742 BEN FRANKLIN RESOURCES INC COM Financial Services 22.0 $719.0 +1.0 +4.8% $32.68 +6.3%
743 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 92.0 $712.0 $7.74 +16.6%
744 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 2.0 $709.0 $354.50 -28.9%
745 KD KYNDRYL HLDGS INC COMMON STOCK Technology 60.0 $679.0 $11.32 +16.2%
746 VYX NCR VOYIX CORPORATION COM Technology 79.0 $645.0 $8.16 +11.9%
747 ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 16.0 $631.0 $39.44 +19.4%
748 SLB SLB LIMITED COM STK Energy 13.0 $604.0 $46.46 +23.8%
749 ANNALY CAPITAL MANAGEMENT INC COM NEW 27.0 $604.0 $22.37
750 LAD LITHIA MTRS INC COM Consumer Cyclical 2.0 $581.0 $290.50 +33.2%
751 BK BANK OF NY MELLON CORP COM Financial Services 4.0 $578.0 $144.50 -1.8%
752 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 25.0 $483.0 $19.32 -21.3%
753 CRI CARTERS INC COM Consumer Cyclical 11.0 $462.0 $42.00 -20.1%
754 RGS REGIS CORPORATION COM SHS Consumer Cyclical 12.0 $336.0 $28.00 +1.8%
755 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2.0 $329.0 $164.50 +2.5%
756 VERU VERU INC COM NEW Healthcare 100.0 $313.0 $3.13 -15.7%
757 SOUTH BOW CORP COM 8.0 $282.0 $35.25
758 OGN ORGANON & CO COMMON STOCK Healthcare 21.0 $279.0 $13.29 +3.7%
759 AA ALCOA CORP COM Basic Materials 5.0 $273.0 $54.60 -8.5%
760 BURU NUBURU INC COMMON STOCK Industrials 2,004.0 $257.0 $0.13 -71.9%
Page 38 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%