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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, SCHD, and represent 24.17% of Lodestar Private Asset Management's stock portfolio.
Added to shares of these 10 stocks: JPIE, BIV, IBND, SPAB, IXUS, IVV, IEFA, SCHD, QQQM, EFG.
Started 9 new stock positions in PLTR, NULV, IBIT, XJH, LH, ESIX, BMRC, IYE, EAOR.
Reduced shares in these 10 stocks: VOO, QQQ, XLK, SCHG, SMH, BRK.A, SCHF, FI, VXF, SCHX.
Sold out of its positions in BRK.A, FI, IWO, NOW, VXF, WCBR.
Lodestar Private Asset Management was a net buyer of stock by $32M.
Lodestar Private Asset Management has $958M in assets under management (AUM), dropping by 10.35%.
Central Index Key (CIK): 0001963040

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Portfolio Holdings for Lodestar Private Asset Management

Lodestar Private Asset Management holds 225 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.8	$84M	+2%	126k	669.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$41M	-3%	68k	600.37	View chart
Apple (AAPL)	3.9	$37M	+2%	146k	254.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.7	$36M	+3%	145k	247.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.5	$34M	+4%	1.2M	27.30	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	3.1	$30M	+9%	1.2M	25.85	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	2.9	$28M		799k	34.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.8	$27M		124k	215.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.4	$23M	+21%	296k	78.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$23M	+2%	70k	328.17	View chart
Ishares Tr Core Msci Total (IXUS)	2.1	$20M	+13%	244k	82.58	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.1	$20M	+25%	425k	46.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$19M		28k	666.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$17M	+5%	146k	118.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$17M		262k	65.26	View chart
Spdr Series Trust Bloomberg Intl (IBND)	1.7	$16M	+24%	508k	32.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$16M	-11%	26k	612.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.7	$16M		619k	25.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$14M	-2%	520k	26.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$13M		221k	59.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$13M	+2%	54k	241.96	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$13M	+9%	113k	113.88	View chart
Ishares Tr Core Total Usd (IUSB)	1.3	$13M	+4%	273k	46.71	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$13M		68k	186.49	View chart
Select Sector Spdr Tr Technology (XLK)	1.3	$12M	-8%	44k	281.86	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$12M	+6%	415k	29.64	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.2	$12M	+4%	309k	37.94	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.1	$11M		228k	46.42	View chart
Amazon (AMZN)	1.1	$10M		47k	219.57	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$10M		105k	97.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$10M	+2%	189k	54.18	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.0	$9.5M	+2%	98k	96.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$8.8M	-4%	380k	23.28	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$8.6M	+4%	173k	49.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$8.5M	+5%	91k	93.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$8.2M		114k	71.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$7.3M		82k	88.96	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.7	$6.9M	+8%	91k	76.45	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$6.9M		145k	47.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$6.6M	-2%	22k	307.86	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$6.5M		11k	596.02	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.7	$6.5M	+13%	101k	64.38	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$6.5M	+2%	126k	51.23	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.7	$6.4M	+10%	135k	47.58	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$5.7M	+2%	205k	27.90	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$5.4M	+15%	49k	111.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$5.3M		11k	479.61	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$5.1M		14k	355.47	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$5.1M		14k	365.49	View chart
Microsoft Corporation (MSFT)	0.5	$4.9M		9.4k	517.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.7M	+15%	9.3k	502.74	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$4.3M	+9%	54k	81.19	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$4.3M	+6%	81k	53.03	View chart
NVIDIA Corporation (NVDA)	0.4	$4.1M	+3%	22k	186.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$3.5M		4.7k	746.64	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$3.3M	+2%	127k	26.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.3M	+8%	36k	91.42	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$3.2M		76k	42.03	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$3.2M	+2%	118k	26.95	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$3.2M	-8%	55k	57.04	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$3.1M	+2%	35k	89.57	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$2.7M		29k	95.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.7M		19k	140.95	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$2.7M	+14%	110k	24.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.6M	+134%	30k	87.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.6M	+6%	11k	243.10	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.3	$2.6M	-2%	31k	83.41	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.5M	+32%	38k	65.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.4M	+3%	8.3k	293.72	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$2.4M	+3%	47k	50.63	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.3M		69k	33.37	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$2.1M	-4%	58k	36.69	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$2.1M	+4%	75k	27.81	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$2.1M	-2%	9.8k	209.26	View chart
Home Depot (HD)	0.2	$2.0M		4.9k	405.18	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M	+9%	6.0k	315.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.9M	-31%	59k	31.91	View chart
Costco Wholesale Corporation (COST)	0.2	$1.8M	+4%	1.9k	925.47	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.8M	-2%	19k	95.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.6M		70k	23.47	View chart
Meta Platforms Cl A (META)	0.2	$1.6M		2.2k	734.29	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.6M		19k	82.96	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$1.6M	-2%	11k	140.05	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$1.5M	+2%	64k	23.92	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$1.5M	+16%	17k	88.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.5M	+7%	5.8k	254.29	View chart
Intel Corporation (INTC)	0.1	$1.4M	-4%	41k	33.55	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	+10%	4.7k	281.24	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.3M	-4%	12k	112.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.2M		5.1k	243.54	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$1.2M	-6%	14k	88.65	View chart
salesforce (CRM)	0.1	$1.2M		4.9k	237.02	View chart
Abbvie (ABBV)	0.1	$1.2M	-2%	5.0k	231.52	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M	-7%	14k	83.82	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.1M		5.5k	206.50	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M		11k	103.06	View chart
Pepsi (PEP)	0.1	$1.1M		8.0k	140.44	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$1.1M	+23%	22k	49.83	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.0M		14k	73.48	View chart
Tesla Motors (TSLA)	0.1	$1.0M		2.3k	444.72	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.0M		32k	31.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$984k	-14%	11k	89.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$973k	-20%	7.0k	139.17	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$965k	+6%	20k	47.61	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$935k	-19%	8.8k	106.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$930k		32k	29.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$910k	+2%	1.9k	468.35	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$869k		17k	50.73	View chart
International Business Machines (IBM)	0.1	$859k	+54%	3.0k	282.15	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$853k		19k	45.21	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$850k	+74%	12k	69.37	View chart
Visa Com Cl A (V)	0.1	$848k	-4%	2.5k	341.38	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$846k	+44%	7.1k	118.43	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$843k	+7%	3.0k	279.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$842k	+8%	16k	53.40	View chart
Chevron Corporation (CVX)	0.1	$796k	+16%	5.1k	155.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$789k	+2%	7.9k	100.25	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$784k	-18%	28k	27.94	View chart
Eli Lilly & Co. (LLY)	0.1	$777k	+33%	1.0k	762.79	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$768k	+121%	5.3k	145.60	View chart
Netflix (NFLX)	0.1	$753k		628.00	1198.92	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$729k	+2%	7.4k	97.99	View chart
Johnson & Johnson (JNJ)	0.1	$723k	+23%	3.9k	185.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$719k		1.6k	463.74	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$715k		5.0k	142.09	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$712k	-51%	2.2k	326.39	View chart
McDonald's Corporation (MCD)	0.1	$698k	-2%	2.3k	303.89	View chart
Cisco Systems (CSCO)	0.1	$681k	+58%	9.9k	68.42	View chart
Lam Research Corp Com New (LRCX)	0.1	$678k		5.1k	133.90	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$665k		5.1k	129.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$662k	-2%	6.4k	103.36	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$657k	-10%	13k	50.07	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$650k	-2%	13k	50.47	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.1	$646k	-4%	13k	49.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$642k	+61%	8.6k	74.37	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$635k	+6%	16k	39.61	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$623k		2.6k	236.06	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$618k		2.3k	271.14	View chart
Strategy Cl A New (MSTR)	0.1	$608k		1.9k	322.21	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$592k		6.6k	89.34	View chart
Procter & Gamble Company (PG)	0.1	$587k	+15%	3.8k	153.66	View chart
Nebius Group Shs Class A (NBIS)	0.1	$543k	+4%	4.8k	112.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$523k		3.7k	142.41	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$521k		24k	21.57	View chart
Adobe Systems Incorporated (ADBE)	0.1	$519k	-4%	1.5k	352.75	View chart
Palo Alto Networks (PANW)	0.1	$519k	+49%	2.5k	203.62	View chart
Broadcom (AVGO)	0.1	$517k	+7%	1.6k	329.91	View chart
Caterpillar (CAT)	0.1	$515k	+28%	1.1k	477.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$514k	-2%	3.5k	145.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$511k	+7%	2.5k	203.55	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$506k		7.6k	66.61	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$493k	+4%	16k	31.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$488k	+11%	4.0k	122.45	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$477k		2.7k	174.60	View chart
Abbott Laboratories (ABT)	0.0	$471k		3.5k	133.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$471k	+104%	6.4k	73.47	View chart
General Dynamics Corporation (GD)	0.0	$455k		1.3k	341.00	View chart
McKesson Corporation (MCK)	0.0	$450k		583.00	772.54	View chart
Deere & Company (DE)	0.0	$441k		965.00	457.26	View chart
Constellation Energy (CEG)	0.0	$441k	+8%	1.3k	329.07	View chart
HEICO Corporation (HEI)	0.0	$436k		1.4k	322.82	View chart
Advanced Micro Devices (AMD)	0.0	$429k		2.7k	161.79	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.0	$425k	+6%	16k	26.04	View chart
Blackrock (BLK)	0.0	$424k	+10%	364.00	1165.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$416k		2.0k	208.76	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$415k	-4%	6.9k	59.91	View chart
Honeywell International (HON)	0.0	$411k	+29%	2.0k	210.50	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$391k		8.8k	44.51	View chart
Raytheon Technologies Corp (RTX)	0.0	$390k	+30%	2.3k	167.33	View chart
Bank of America Corporation (BAC)	0.0	$388k		7.5k	51.59	View chart
Walt Disney Company (DIS)	0.0	$379k	-8%	3.3k	114.50	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$378k		4.8k	78.34	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$368k	-3%	750.00	490.38	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$360k	-20%	4.9k	73.41	View chart
Ge Vernova (GEV)	0.0	$358k	+48%	582.00	614.90	View chart
Fresenius Medical Care Sponsored Adr (FMS)	0.0	$358k	-2%	14k	26.33	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.0	$355k	-40%	11k	31.01	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$345k	NEW	7.9k	43.83	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$339k	NEW	5.2k	65.00	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$335k	-23%	11k	29.62	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$335k		4.5k	74.09	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$332k	+7%	7.7k	42.96	View chart
Mettler-Toledo International (MTD)	0.0	$319k	-7%	260.00	1227.61	View chart
Gilead Sciences (GILD)	0.0	$319k		2.9k	111.01	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$317k		3.4k	92.98	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$316k		3.5k	89.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$315k	-14%	1.7k	189.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$313k		5.5k	57.10	View chart
Charles Schwab Corporation (SCHW)	0.0	$310k		3.3k	95.48	View chart
Ford Motor Company (F)	0.0	$309k	-6%	26k	11.96	View chart
Ishares Msci Em Asia Etf (EEMA)	0.0	$305k		3.3k	91.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$302k	+49%	3.8k	78.91	View chart
Amgen (AMGN)	0.0	$300k	+21%	1.1k	282.08	View chart
Roundhill Etf Trust Glp 1 & Weight L (OZEM)	0.0	$288k		11k	27.32	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$275k		909.00	302.35	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$273k	-2%	15k	18.24	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$269k		2.3k	117.05	View chart
Spdr Series Trust Spdr S&p Smallca (ESIX)	0.0	$269k	NEW	8.6k	31.37	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$266k		4.6k	57.52	View chart
Ultra Clean Holdings (UCTT)	0.0	$266k	-27%	9.8k	27.25	View chart
Starbucks Corporation (SBUX)	0.0	$259k		3.1k	84.61	View chart
AutoZone (AZO)	0.0	$257k	-20%	60.00	4290.23	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$255k	NEW	5.8k	43.85	View chart
Vanguard World Industrial Etf (VIS)	0.0	$253k		855.00	296.29	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$249k		1.3k	199.47	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$246k		3.1k	79.93	View chart
Palantir Technologies Cl A (PLTR)	0.0	$246k	NEW	1.3k	182.42	View chart
BP Sponsored Adr (BP)	0.0	$244k		7.1k	34.46	View chart
Ishares Tr Esg Aware 60/40 (EAOR)	0.0	$244k	NEW	7.0k	35.00	View chart
Sprott Focus Tr (FUND)	0.0	$242k	-13%	29k	8.31	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$236k	-7%	2.2k	108.37	View chart
Vanguard World Health Car Etf (VHT)	0.0	$229k		881.00	259.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$227k		763.00	297.60	View chart
Philip Morris International (PM)	0.0	$227k	+3%	1.4k	162.20	View chart
Bank of Marin Ban (BMRC)	0.0	$224k	NEW	9.2k	24.28	View chart
Union Pacific Corporation (UNP)	0.0	$223k	-7%	944.00	236.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$223k	-16%	3.8k	58.85	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$220k	-14%	919.00	239.64	View chart
Labcorp Holdings Com Shs (LH)	0.0	$215k	NEW	748.00	287.06	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$214k	-31%	6.1k	35.17	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$214k		4.0k	53.87	View chart
Vanguard World Materials Etf (VAW)	0.0	$211k		1.0k	204.86	View chart
Travelers Companies (TRV)	0.0	$203k	-4%	727.00	279.22	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$202k	NEW	4.2k	47.52	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$200k	-54%	3.8k	52.06	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 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

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