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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 39 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IVR INVESCO MORTGAGE CAPITAL INC COM Real Estate 30.0 $242.0 $8.07 -2.4%
762 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 7.0 $238.0 -12.0 -63.2% $34.00 +16.9%
763 FUBO FUBOTV INC COM NEW CL A Communication Services 25.0 $237.0 NEW $9.48 +8.4%
764 VERU VERU INC COM NEW Healthcare 100.0 $221.0 $2.21 +4.5%
765 IEFA ISHARES CORE MSCI EAFE ETF 2.0 $202.0 $101.00 -3.0%
766 JELD JELD-WEN HLDG INC COM Industrials 161.0 $200.0 $1.24 +69.1%
767 OGN ORGANON & CO COMMON STOCK Healthcare 21.0 $123.0 $5.86 +128.1%
768 TAO SYNERGIES INC COM 20.0 $114.0 $5.70
769 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 1.0 $113.0 $113.00 -11.7%
770 TRIP TRIPADVISOR INC COM Consumer Cyclical 9.0 $96.0 $10.67 +1.8%
771 VUZI VUZIX CORP COM NEW Technology 40.0 $92.0 $2.30 +99.3%
772 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 10.0 $85.0 $8.50 +56.7%
773 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 2.0 $80.0 -453.0 -99.6% $40.00 +1.5%
774 SCHP SCHWAB US TIPS ETF 3.0 $80.0 $26.67 +0.5%
775 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 1.0 $66.0 $66.00 +1.7%
776 EAOA ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF 1.0 $21.0 $21.00 +115.0%
777 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF $15.0 NEW
778 CANOPY GROWTH CORPORATION COM NEW 7.0 $7.0 $1.00
779 WORKHORSE GROUP INC COM NEW 1.0 $3.0 $3.00
780 PBW INVESCO WILDERHILL CLEAN ENERGY ETF NEW
Page 39 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%