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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 39 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 7.0 $248.0 $35.43 -21.0%
762 JELD JELD-WEN HLDG INC COM Industrials 161.0 $242.0 $1.50 +53.0%
763 IVR INVESCO MORTGAGE CAPITAL INC COM Real Estate 30.0 $237.0 $7.90 -8.9%
764 FUBO FUBOTV INC COM NEW CL A Communication Services 25.0 $230.0 $9.20 +22.3%
765 IEFA ISHARES CORE MSCI EAFE ETF 2.0 $219.0 $109.50 -7.7%
766 UHAL U HAUL HOLDING COMPANY COM 2.0 $131.0 -21.0 -91.3% $65.50
767 TRIP TRIPADVISOR INC COM Consumer Cyclical 9.0 $123.0 $13.67 -31.8%
768 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 1.0 $114.0 $114.00 -15.3%
769 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 10.0 $94.0 $9.40 +33.0%
770 PTMC PACER TRENDPILOT US MID CAP ETF 2.0 $84.0 -77.0 -97.5% $42.00 -2.2%
771 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 2.0 $81.0 $40.50 +0.2%
772 SCHP SCHWAB US TIPS ETF 3.0 $80.0 $26.67 -3.1%
773 TAO SYNERGIES INC COM 20.0 $75.0 $3.75
774 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 1.0 $67.0 $67.00 -2.0%
775 VCX FUNDRISE INNOVATION FD LLC COM SHS Financial Services 1.0 $61.0 NEW $61.00 -39.5%
776 SMR NUSCALE PWR CORP CL A COM Utilities 4.0 $40.0 NEW $10.00 -3.0%
777 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF $16.0 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 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%