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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, SPAB, and represent 22.83% of Lodestar Private Asset Management's stock portfolio.
Added to shares of these 10 stocks: VTV (+$5.8M), IXUS (+$5.0M), JPIE, IVV, VWO, BIV, IBND, SPAB, GOOG, IUSB.
Started 12 new stock positions in PKW, MGNR, LMT, SMBS, IYE, UCTT, FNDE, IGV, VYMI, NVS. SCHI, RSPT.
Reduced shares in these 10 stocks: SCHD, XSOE, EFG, VIG, SCHB, QQQ, CGDV, SPEU, TLT, CRM.
Sold out of its positions in DSI, PLTR, TMO, VONE.
Lodestar Private Asset Management was a net buyer of stock by $30M.
Lodestar Private Asset Management has $1.0B in assets under management (AUM), dropping by 1.74%.
Central Index Key (CIK): 0001963040

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Portfolio Holdings for Lodestar Private Asset Management

Lodestar Private Asset Management holds 232 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.7	$88M	+3%	135k	653.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$38M		66k	577.18	View chart
Apple (AAPL)	3.6	$36M		143k	253.79	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.5	$36M	+3%	150k	237.62	View chart
Spdr Series Trust State Street Spd (SPAB)	3.3	$34M	+5%	1.3M	25.62	View chart
Vanguard Index Fds Value Etf (VTV)	3.2	$33M	+21%	167k	196.20	View chart
Ishares Tr Core Msci Total (IXUS)	3.2	$32M	+18%	373k	86.64	View chart
Spdr Index Shs Fds State Street Spd (CWI)	3.1	$31M	+2%	857k	36.59	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.7	$28M	+7%	360k	77.18	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.7	$28M	+15%	602k	46.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$26M	-2%	119k	215.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$23M		73k	320.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$20M	+5%	161k	124.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$20M	-17%	643k	30.68	View chart
Spdr Series Trust Bloomberg Intl (IBND)	1.9	$19M	+10%	622k	31.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$19M		29k	650.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$18M		263k	67.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$16M	+2%	27k	597.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$15M	+16%	285k	54.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$15M	+3%	237k	64.08	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.4	$15M	+8%	317k	46.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$15M	+4%	472k	30.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.4	$15M	-4%	578k	25.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$14M	+4%	547k	25.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$13M		53k	248.00	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.1	$11M		86k	132.90	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.1	$11M		228k	49.40	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$11M	+2%	109k	100.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$9.6M	+7%	128k	75.10	View chart
Amazon (AMZN)	0.9	$9.5M	-2%	46k	208.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$9.1M	-2%	93k	97.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$9.1M		366k	24.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$9.0M		93k	97.13	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$8.9M	+2%	185k	48.05	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.8	$8.2M	-14%	205k	40.10	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$8.1M	-3%	88k	92.69	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.8	$8.1M	+15%	126k	64.35	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$7.6M	-14%	68k	111.37	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$7.2M	+2%	153k	47.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$7.2M		82k	87.84	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.7	$7.1M	+5%	150k	47.37	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.7	$7.0M		11k	616.79	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$6.8M	+2%	136k	50.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$6.2M	+2%	212k	29.08	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$6.1M	+5%	55k	110.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$6.0M		20k	298.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$5.7M	-3%	13k	430.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$5.1M	+7%	64k	79.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$4.9M		14k	356.56	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$4.8M	+2%	91k	52.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$4.5M	-3%	10k	436.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$4.5M	+23%	49k	90.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.3M	-2%	9.0k	479.20	View chart
NVIDIA Corporation (NVDA)	0.4	$3.9M	-2%	22k	174.40	View chart
Microsoft Corporation (MSFT)	0.3	$3.5M		9.5k	370.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.5M	+7%	39k	88.70	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$3.5M		125k	27.85	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$3.3M		125k	26.61	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$3.3M	+15%	48k	69.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.2M	+3%	11k	287.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$3.2M		4.6k	697.79	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$3.1M		55k	56.86	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$3.0M	+3%	122k	24.27	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$2.7M	-3%	31k	88.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.7M	+84%	9.4k	286.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.6M		18k	148.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.6M	+3%	9.0k	287.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$2.6M	+3%	51k	49.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.6M	+6%	78k	32.95	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$2.5M	-7%	53k	47.72	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$2.4M	-13%	57k	42.54	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.2M	-12%	24k	92.74	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$2.2M	+6%	82k	26.91	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$2.1M		9.8k	218.75	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$2.1M	+10%	24k	88.49	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$1.9M	-11%	22k	85.15	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$1.9M	+12%	78k	23.87	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.8M	-5%	11k	169.66	View chart
Costco Wholesale Corporation (COST)	0.2	$1.8M	-3%	1.8k	996.35	View chart
Intel Corporation (INTC)	0.2	$1.7M	-3%	40k	44.13	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.7M		5.9k	294.18	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.7M	+2%	72k	23.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.7M	-3%	57k	29.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.6M	+6%	6.1k	261.92	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.5M	-4%	19k	82.57	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.4M	-12%	15k	94.95	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.3M	-4%	9.2k	145.93	View chart
Meta Platforms Cl A (META)	0.1	$1.2M		2.1k	572.11	View chart
Home Depot (HD)	0.1	$1.2M	-5%	3.7k	328.88	View chart
Pepsi (PEP)	0.1	$1.2M		7.7k	155.30	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M		9.6k	124.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.2M		5.5k	211.17	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$1.1M	+3%	23k	49.85	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M	+15%	14k	79.61	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$1.1M	+3%	23k	47.30	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.0M		14k	73.14	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.0M		2.6k	391.76	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$1.0M	+2%	14k	71.73	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$1.0M	-15%	11k	94.58	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.0M	-4%	4.8k	213.66	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.0M	-2%	34k	30.32	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.0M	+14%	21k	47.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$983k		32k	30.50	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$979k		2.9k	337.95	View chart
Chevron Corporation (CVX)	0.1	$976k		4.7k	206.88	View chart
Abbvie (ABBV)	0.1	$969k	-5%	4.5k	217.47	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$952k	-6%	6.5k	146.61	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$898k		8.5k	106.15	View chart
Johnson & Johnson (JNJ)	0.1	$893k		3.7k	244.44	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$887k		28k	31.66	View chart
Eli Lilly & Co. (LLY)	0.1	$879k	-6%	956.00	919.49	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$878k		21k	42.49	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$844k	+23%	1.8k	463.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$837k		15k	56.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$832k	+3%	8.4k	99.28	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$814k	+4%	7.3k	112.27	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$812k	NEW	10k	80.05	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$802k		13k	61.26	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$802k	+208%	17k	46.91	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$789k	-3%	2.1k	383.37	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$759k		5.0k	151.40	View chart
Cisco Systems (CSCO)	0.1	$730k		9.4k	77.59	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.1	$728k	+14%	26k	28.14	View chart
Caterpillar (CAT)	0.1	$725k		1.0k	708.46	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$724k		7.6k	95.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$724k	-7%	14k	50.61	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$722k		5.1k	141.42	View chart
International Business Machines (IBM)	0.1	$716k	+2%	3.0k	242.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$707k	-5%	1.7k	426.28	View chart
Tesla Motors (TSLA)	0.1	$697k	-19%	1.9k	371.75	View chart
Visa Com Cl A (V)	0.1	$692k		2.3k	302.24	View chart
Oracle Corporation (ORCL)	0.1	$687k		4.7k	147.11	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$680k		5.1k	132.51	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$673k		6.5k	103.43	View chart
salesforce (CRM)	0.1	$673k	-32%	3.6k	186.69	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$659k		2.0k	328.58	View chart
McDonald's Corporation (MCD)	0.1	$628k	-7%	2.0k	310.79	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$624k	+23%	19k	32.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$613k	-35%	7.1k	86.69	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$604k	-8%	12k	49.89	View chart
Procter & Gamble Company (PG)	0.1	$599k	-4%	4.1k	144.46	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$593k	+9%	28k	21.49	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$585k		12k	49.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$583k	-14%	7.9k	73.64	View chart
Netflix (NFLX)	0.1	$579k		6.0k	96.15	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$576k	+51%	12k	48.93	View chart
Ge Vernova (GEV)	0.1	$565k		647.00	872.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$550k	+5%	7.1k	77.11	View chart
Deere & Company (DE)	0.1	$544k		965.00	563.30	View chart
Advanced Micro Devices (AMD)	0.1	$526k	-2%	2.6k	203.43	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$525k	-2%	7.4k	71.24	View chart
Nebius Group Shs Class A (NBIS)	0.0	$505k		4.9k	103.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$499k	-5%	2.3k	213.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$490k		2.7k	184.26	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$490k	-5%	3.6k	135.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$484k		3.4k	142.42	View chart
Broadcom (AVGO)	0.0	$483k	+4%	1.6k	309.51	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$470k		3.7k	128.12	View chart
General Dynamics Corporation (GD)	0.0	$458k		1.3k	343.22	View chart
McKesson Corporation (MCK)	0.0	$450k		520.00	865.36	View chart
Raytheon Technologies Corp (RTX)	0.0	$450k	+2%	2.3k	192.90	View chart
Corning Incorporated (GLW)	0.0	$435k		3.2k	135.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$433k		2.0k	217.20	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$408k	+4%	4.1k	100.19	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$385k		8.3k	46.36	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$375k	+6%	7.5k	49.97	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$374k	+4%	8.2k	45.50	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$371k		4.8k	76.54	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$371k	+27%	4.7k	78.41	View chart
Amgen (AMGN)	0.0	$369k		1.0k	351.86	View chart
Ultra Clean Holdings (UCTT)	0.0	$367k	NEW	5.9k	62.18	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$358k	+125%	13k	27.32	View chart
Constellation Energy (CEG)	0.0	$357k		1.3k	279.25	View chart
HEICO Corporation (HEI)	0.0	$357k	-3%	1.3k	274.20	View chart
Bank of America Corporation (BAC)	0.0	$353k		7.2k	48.75	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$348k	NEW	2.7k	131.25	View chart
Palo Alto Networks (PANW)	0.0	$348k	-20%	2.2k	160.32	View chart
Honeywell International (HON)	0.0	$346k		1.5k	226.03	View chart
Gilead Sciences (GILD)	0.0	$341k	-2%	2.4k	139.39	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$340k		4.8k	70.94	View chart
BP Sponsored Adr (BP)	0.0	$336k		7.2k	47.00	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$336k	+2%	3.5k	95.62	View chart
Roundhill Etf Trust Glp 1 & Weight L (OZEM)	0.0	$329k		11k	31.20	View chart
Mettler-Toledo International (MTD)	0.0	$328k		260.00	1261.20	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$328k	+4%	4.6k	71.81	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$319k	+7%	816.00	390.41	View chart
Vanguard World Industrial Etf (VIS)	0.0	$313k	+17%	1.0k	312.22	View chart
Spdr Series Trust State Street Spd (ESIX)	0.0	$310k		9.8k	31.73	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.0	$309k	-22%	9.2k	33.58	View chart
Spdr Index Shs Fds State Street Spd (SPEU)	0.0	$307k	-52%	6.0k	51.24	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$306k	-7%	5.1k	59.78	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$306k		5.4k	56.68	View chart
Fresenius Medical Care Sponsored Adr (FMS)	0.0	$305k		14k	22.56	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$299k		10k	29.49	View chart
Blackrock (BLK)	0.0	$297k	-6%	309.00	961.71	View chart
Adobe Systems Incorporated (ADBE)	0.0	$285k	-18%	1.2k	243.08	View chart
Walt Disney Company (DIS)	0.0	$282k	-9%	2.9k	96.36	View chart
Abbott Laboratories (ABT)	0.0	$279k	-11%	2.7k	102.67	View chart
Sprott Focus Tr (FUND)	0.0	$278k		29k	9.54	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$272k	NEW	12k	22.68	View chart
Ford Motor Company (F)	0.0	$271k		24k	11.54	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$270k		15k	17.75	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$269k	NEW	4.1k	64.77	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$263k		5.8k	45.37	View chart
Starbucks Corporation (SBUX)	0.0	$261k		2.9k	89.59	View chart
Bank of Marin Ban (BMRC)	0.0	$260k	+10%	10k	25.63	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$255k		1.3k	203.79	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$253k		2.2k	113.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$253k	NEW	5.6k	45.26	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$252k	NEW	2.7k	94.23	View chart
Charles Schwab Corporation (SCHW)	0.0	$252k	-14%	2.7k	93.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$248k		2.8k	88.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$248k		4.5k	55.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$245k	-23%	1.3k	191.92	View chart
Ishares Tr Esg Aware 60/40 (EAOR)	0.0	$243k		7.0k	34.81	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$242k	NEW	6.3k	38.26	View chart
Ishares Msci Em Asia Etf (EEMA)	0.0	$238k	-16%	2.5k	95.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$237k	-3%	3.0k	79.26	View chart
Strategy Cl A New (MSTR)	0.0	$236k		1.9k	124.80	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$232k		2.2k	106.69	View chart
Vanguard World Materials Etf (VAW)	0.0	$231k		1.0k	225.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$231k		764.00	302.24	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.0	$225k	NEW	4.4k	51.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$225k	+4%	3.8k	58.54	View chart
Vanguard World Health Car Etf (VHT)	0.0	$220k	-5%	808.00	272.33	View chart
Labcorp Holdings Com Shs (LH)	0.0	$220k		823.00	266.81	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$215k		4.7k	45.47	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$213k	+11%	2.0k	108.98	View chart
Novartis Sponsored Adr (NVS)	0.0	$212k	NEW	1.4k	152.75	View chart
Lockheed Martin Corporation (LMT)	0.0	$210k	NEW	347.00	604.39	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.0	$204k	NEW	8.0k	25.55	View chart
AutoZone (AZO)	0.0	$203k		60.00	3377.78	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 2026 Q1 filed April 27, 2026
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

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