Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Lodestar Private Asset Management

Latest statistics and disclosures from Lodestar Private Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, QQQ, AAPL, QQQM, SPAB, and represent 23.83% of Lodestar Private Asset Management's stock portfolio.
Added to shares of these 10 stocks: VTV (+$13M), IXUS (+$6.1M), XLK (+$6.0M), JPIE, VWO, BIV, IVV, SPAB, IBND, CWI.
Started 7 new stock positions in GLW, SPEM, DSI, ESGE, TMO, GBIL, IAU.
Reduced shares in these 10 stocks: SCHD (-$12M), EFG, XSOE, QQQ, AAPL, MDYV, CGDV, VIG, SCHB, IWM.
Sold out of its positions in IYE, INDA, IBIT, PM, XLF, TRV, UCTT, UNP.
Lodestar Private Asset Management was a net buyer of stock by $28M.
Lodestar Private Asset Management has $997M in assets under management (AUM), dropping by 4.06%.
Central Index Key (CIK): 0001963040

Tip: Access up to 7 years of quarterly data

Positions held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Lodestar Private Asset Management

Lodestar Private Asset Management holds 224 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.9	$89M	+2%	129k	684.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$41M	-2%	66k	614.31	View chart
Apple (AAPL)	3.9	$39M		144k	271.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.7	$37M		145k	252.92	View chart
Spdr Series Trust State Street Spd (SPAB)	3.2	$32M	+7%	1.3M	25.75	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	3.0	$30M	+4%	834k	35.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$27M		122k	219.78	View chart
Ishares Tr Core Msci Total (IXUS)	2.7	$27M	+29%	315k	84.64	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$26M	+101%	137k	190.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.6	$26M	+12%	333k	77.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$24M	+2%	72k	335.27	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.4	$24M	+22%	521k	46.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$21M	-36%	776k	27.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$19M		28k	681.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$18M	+4%	153k	120.18	View chart
Spdr Series Trust Bloomberg Intl (IBND)	1.8	$18M	+10%	563k	32.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$17M		264k	66.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$16M		26k	627.14	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$16M	-2%	602k	26.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$14M	+3%	228k	62.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$14M		522k	26.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.4	$14M	+6%	292k	46.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$14M	+8%	450k	30.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$13M	+29%	244k	53.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$13M	-2%	53k	246.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.2	$12M	+95%	86k	143.97	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.1	$11M		229k	48.11	View chart
Amazon (AMZN)	1.1	$11M		47k	230.82	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$11M		106k	99.52	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.9	$9.4M	-22%	241k	39.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$9.2M	-2%	96k	96.27	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$9.1M	-29%	80k	113.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$8.9M	-2%	370k	24.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$8.8M		92k	96.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$8.8M	+4%	181k	48.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$8.8M	+4%	119k	73.56	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$7.8M		91k	85.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$7.4M		83k	89.43	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$7.1M	+3%	150k	47.35	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.7	$7.1M	+8%	109k	65.01	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$6.8M	+3%	11k	603.30	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.7	$6.8M	+5%	142k	47.73	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$6.6M	+5%	133k	50.01	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$6.5M	-4%	21k	314.80	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$5.9M		208k	28.48	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$5.8M	+7%	53k	109.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$5.5M	-3%	14k	396.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$5.2M	-4%	11k	487.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$5.1M		14k	373.43	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$4.8M	+11%	60k	80.63	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$4.7M	+10%	89k	52.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.6M		9.2k	502.65	View chart
Microsoft Corporation (MSFT)	0.5	$4.5M		9.4k	483.63	View chart
NVIDIA Corporation (NVDA)	0.4	$4.2M	+2%	23k	186.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$3.5M	+32%	40k	89.46	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$3.4M	-2%	4.5k	753.82	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$3.4M		125k	27.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.4M		11k	313.01	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$3.3M	+4%	123k	26.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.2M	+2%	37k	88.49	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$3.1M	-3%	54k	57.46	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$2.9M	-8%	32k	91.45	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$2.9M	-13%	66k	43.64	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$2.9M	+6%	118k	24.37	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.8M	+8%	41k	67.22	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$2.6M		57k	45.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$2.6M	-3%	28k	94.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.5M	-7%	18k	143.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.5M	+4%	8.7k	290.23	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$2.5M	+5%	50k	49.46	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.4M	+5%	73k	32.75	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$2.1M	-19%	25k	84.65	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$2.1M		9.8k	214.69	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$2.1M	+2%	77k	26.89	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.9M		59k	32.62	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$1.9M	+26%	21k	89.56	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M		5.9k	322.22	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$1.7M	+8%	69k	24.16	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.6M		70k	23.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.6M	+2%	20k	82.82	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M	-4%	1.9k	862.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.6M		5.1k	313.79	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.6M	-11%	17k	95.22	View chart
Intel Corporation (INTC)	0.2	$1.5M		41k	36.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.5M		5.7k	257.97	View chart
salesforce (CRM)	0.1	$1.4M	+9%	5.4k	264.91	View chart
Meta Platforms Cl A (META)	0.1	$1.4M	-2%	2.1k	660.03	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M	-3%	11k	120.34	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.3M	-14%	9.7k	139.16	View chart
Home Depot (HD)	0.1	$1.3M	-20%	3.9k	344.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.2M		5.5k	212.06	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$1.2M	-7%	13k	90.97	View chart
Pepsi (PEP)	0.1	$1.1M	-2%	7.8k	143.52	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$1.1M		22k	50.08	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M	-13%	12k	93.20	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M		1.0k	1074.38	View chart
Abbvie (ABBV)	0.1	$1.1M	-5%	4.7k	228.47	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.1M		6.9k	154.79	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.1M	+6%	34k	30.96	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M	-13%	9.5k	111.40	View chart
Tesla Motors (TSLA)	0.1	$1.0M		2.3k	449.72	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$1.0M	+7%	22k	47.56	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.0M		14k	71.42	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$1000k	+13%	14k	71.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$955k		11k	87.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$947k		32k	29.61	View chart
Oracle Corporation (ORCL)	0.1	$920k		4.7k	194.91	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$904k	-3%	8.4k	107.11	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$872k	-4%	2.9k	303.89	View chart
Lam Research Corp Com New (LRCX)	0.1	$866k		5.1k	171.18	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$862k	-2%	18k	46.92	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$855k	+28%	21k	41.36	View chart
International Business Machines (IBM)	0.1	$854k	-5%	2.9k	296.21	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$840k		28k	29.82	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$840k	-2%	6.9k	120.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$829k	-9%	1.8k	473.35	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$818k	-5%	15k	54.71	View chart
Visa Com Cl A (V)	0.1	$813k	-6%	2.3k	350.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$806k	+2%	8.1k	99.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$782k	-9%	16k	50.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$769k	-2%	2.1k	360.10	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$761k	-3%	5.1k	148.98	View chart
Johnson & Johnson (JNJ)	0.1	$755k	-6%	3.6k	206.95	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$731k		7.5k	97.21	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$727k		2.6k	275.39	View chart
Cisco Systems (CSCO)	0.1	$725k	-5%	9.4k	77.03	View chart
Chevron Corporation (CVX)	0.1	$712k	-8%	4.7k	152.40	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$711k		5.0k	141.13	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$707k	-5%	1.5k	480.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$687k	+7%	9.3k	74.07	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$675k		5.1k	131.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$668k		13k	50.29	View chart
McDonald's Corporation (MCD)	0.1	$666k	-5%	2.2k	305.63	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$663k		6.5k	102.39	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.1	$656k	-2%	13k	52.13	View chart
Procter & Gamble Company (PG)	0.1	$624k	+13%	4.4k	143.30	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.1	$620k	+39%	23k	27.33	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$596k	-13%	2.0k	301.21	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$591k	-9%	12k	50.50	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$586k	+97%	13k	44.71	View chart
Caterpillar (CAT)	0.1	$578k	-6%	1.0k	572.87	View chart
Advanced Micro Devices (AMD)	0.1	$570k		2.7k	214.16	View chart
Netflix (NFLX)	0.1	$564k	+858%	6.0k	93.76	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$525k	+3%	25k	20.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$520k		2.5k	210.37	View chart
Broadcom (AVGO)	0.1	$517k	-4%	1.5k	346.10	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$513k		7.5k	68.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$511k	+5%	6.8k	75.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$507k	-3%	3.4k	148.68	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$503k		3.7k	136.94	View chart
Adobe Systems Incorporated (ADBE)	0.1	$503k	-2%	1.4k	349.99	View chart
Palo Alto Networks (PANW)	0.1	$502k	+6%	2.7k	184.20	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$491k		16k	31.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$473k	-2%	2.7k	177.37	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$462k	-4%	3.8k	121.62	View chart
Constellation Energy (CEG)	0.0	$452k	-4%	1.3k	353.27	View chart
General Dynamics Corporation (GD)	0.0	$449k		1.3k	336.66	View chart
Deere & Company (DE)	0.0	$449k		965.00	465.57	View chart
HEICO Corporation (HEI)	0.0	$437k		1.4k	323.59	View chart
Ge Vernova (GEV)	0.0	$429k	+12%	657.00	653.57	View chart
McKesson Corporation (MCK)	0.0	$427k	-10%	520.00	820.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$423k		2.0k	211.81	View chart
Raytheon Technologies Corp (RTX)	0.0	$418k	-2%	2.3k	183.40	View chart
Nebius Group Shs Class A (NBIS)	0.0	$407k		4.9k	83.70	View chart
Bank of America Corporation (BAC)	0.0	$398k	-3%	7.2k	55.00	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$390k	NEW	3.9k	99.94	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$389k		4.8k	80.22	View chart
Abbott Laboratories (ABT)	0.0	$386k	-12%	3.1k	125.29	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.0	$384k	+3%	12k	32.45	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$372k	-5%	8.3k	44.55	View chart
Walt Disney Company (DIS)	0.0	$365k	-2%	3.2k	113.77	View chart
Mettler-Toledo International (MTD)	0.0	$363k		260.00	1394.19	View chart
Roundhill Etf Trust Glp 1 & Weight L (OZEM)	0.0	$360k		11k	34.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$357k		761.00	468.76	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$355k		7.9k	45.05	View chart
Blackrock (BLK)	0.0	$352k	-9%	329.00	1070.34	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$351k		7.8k	45.21	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$348k		4.8k	72.00	View chart
Amgen (AMGN)	0.0	$348k		1.1k	327.25	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$332k	-20%	5.5k	59.93	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$326k	-3%	4.4k	74.69	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$324k		3.4k	95.09	View chart
Fresenius Medical Care Sponsored Adr (FMS)	0.0	$322k		14k	23.82	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$320k	+100%	7.1k	45.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$318k		1.7k	191.56	View chart
Charles Schwab Corporation (SCHW)	0.0	$314k	-3%	3.1k	99.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$309k		5.4k	57.24	View chart
Ford Motor Company (F)	0.0	$308k	-9%	24k	13.12	View chart
Gilead Sciences (GILD)	0.0	$306k	-13%	2.5k	122.76	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$306k	-8%	10k	29.55	View chart
Spdr Series Trust State Street Spd (ESIX)	0.0	$305k	+13%	9.7k	31.46	View chart
Honeywell International (HON)	0.0	$300k	-21%	1.5k	195.09	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$292k	-3%	3.7k	78.81	View chart
Strategy Cl A New (MSTR)	0.0	$287k		1.9k	151.95	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$282k		913.00	309.04	View chart
Ishares Msci Em Asia Etf (EEMA)	0.0	$279k	-10%	3.0k	94.03	View chart
Corning Incorporated (GLW)	0.0	$279k	NEW	3.2k	87.56	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$276k		15k	18.22	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$270k	-3%	2.2k	121.26	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$260k		5.8k	44.65	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$259k	-3%	4.5k	58.12	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$259k	NEW	5.5k	46.81	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$256k		1.3k	204.85	View chart
Vanguard World Industrial Etf (VIS)	0.0	$255k		855.00	298.38	View chart
Sprott Focus Tr (FUND)	0.0	$253k		29k	8.68	View chart
Ishares Tr Esg Aware 60/40 (EAOR)	0.0	$247k		7.0k	35.34	View chart
Vanguard World Health Car Etf (VHT)	0.0	$247k	-2%	858.00	287.85	View chart
BP Sponsored Adr (BP)	0.0	$246k		7.1k	34.73	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$246k		3.1k	79.73	View chart
Starbucks Corporation (SBUX)	0.0	$245k	-4%	2.9k	84.20	View chart
Bank of Marin Ban (BMRC)	0.0	$240k		9.2k	26.01	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$236k		2.2k	108.45	View chart
Palantir Technologies Cl A (PLTR)	0.0	$233k	-2%	1.3k	177.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$231k		764.00	301.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$229k	NEW	2.8k	81.17	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$216k	-2%	3.7k	58.73	View chart
Vanguard World Materials Etf (VAW)	0.0	$213k		1.0k	207.55	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$209k	+90%	1.8k	119.41	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$209k	NEW	4.7k	44.17	View chart
Thermo Fisher Scientific (TMO)	0.0	$208k	NEW	359.00	579.45	View chart
Labcorp Holdings Com Shs (LH)	0.0	$207k	+10%	823.00	250.88	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$204k	-4%	5.8k	35.01	View chart
AutoZone (AZO)	0.0	$204k		60.00	3391.50	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$200k	NEW	1.6k	128.87	View chart

Past Filings by Lodestar Private Asset Management

SEC 13F filings are viewable for Lodestar Private Asset Management going back to 2022

Lodestar Private Asset Management 2025 Q4 filed Jan. 27, 2026
Lodestar Private Asset Management 2025 Q3 filed Oct. 28, 2025
Lodestar Private Asset Management 2025 Q2 filed July 25, 2025
Lodestar Private Asset Management 2025 Q1 filed April 25, 2025
Lodestar Private Asset Management 2024 Q4 filed Jan. 28, 2025
Lodestar Private Asset Management 2024 Q3 filed Oct. 25, 2024
Lodestar Private Asset Management 2024 Q2 filed July 30, 2024
Lodestar Private Asset Management 2024 Q1 filed April 25, 2024
Lodestar Private Asset Management 2023 Q4 filed Jan. 29, 2024
Lodestar Private Asset Management 2023 Q3 filed Oct. 31, 2023
Lodestar Private Asset Management 2023 Q2 filed July 27, 2023
Lodestar Private Asset Management 2023 Q1 filed April 25, 2023
Lodestar Private Asset Management 2022 Q4 filed Feb. 2, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z