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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, QQQM, AAPL, VTV, and represent 23.95% of Lodestar Private Asset Management's stock portfolio.
Added to shares of these 10 stocks: VTV, VUG, IXUS, VGT, VO, SPAB, BIV, VWO, IVV, JPIE.
Started 9 new stock positions in DSI, QS, TRV, XLF, AMAT, AOK, PM, MU, TRVG.
Reduced shares in these 10 stocks: INTC, SCHD, XSOE, QQQ, AAPL, , SCHB, XLK, VYM, IWM.
Sold out of its positions in AZO, HEI, Honeywell International, IAU, LH, LMT, MCK, MSTR, Spdr Ser Tr.
Lodestar Private Asset Management was a net buyer of stock by $30M.
Lodestar Private Asset Management has $1.2B in assets under management (AUM), dropping by 14.06%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.9	$103M		137k	748.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$48M		65k	736.40	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.9	$46M		151k	302.97	View chart
Apple (AAPL)	3.5	$41M		141k	289.36	View chart
Vanguard Index Fds Value Etf (VTV)	3.5	$40M	+11%	185k	217.93	View chart
Ishares Tr Core Msci Total (IXUS)	3.4	$39M	+9%	410k	95.44	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	3.1	$36M	+4%	896k	40.67	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	3.1	$36M	+6%	1.4M	25.52	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.6	$30M	+7%	388k	76.70	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.6	$30M	+6%	642k	46.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$28M	+3%	76k	370.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$28M		118k	236.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$25M	+5%	170k	148.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$22M		29k	746.77	View chart
Spdr Series Trust Sst Spdr Bloombe (IBND)	1.8	$21M	+8%	672k	31.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$20M		264k	77.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$19M	+11%	318k	59.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$19M	-9%	585k	31.71	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.6	$18M	+4%	495k	36.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$18M		26k	686.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$18M	+3%	245k	71.25	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.4	$16M	+11%	355k	46.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.4	$16M	-2%	563k	28.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$16M		551k	29.43	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.4	$16M	-2%	84k	190.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$16M	-2%	51k	300.45	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.2	$14M	+4%	113k	121.42	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.1	$12M		227k	54.63	View chart
Amazon (AMZN)	0.9	$11M		45k	238.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$11M		127k	83.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$10M		93k	110.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$9.9M	+2%	95k	103.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$9.8M	-2%	355k	27.70	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.8	$9.6M	+9%	138k	69.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$9.3M	+3%	191k	48.43	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.8	$8.8M	-13%	178k	49.18	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.7	$8.2M	+2%	12k	703.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$8.1M	-4%	65k	124.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$7.6M		212k	36.13	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$7.5M	-3%	79k	95.62	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.6	$7.2M	-2%	145k	49.89	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$7.1M		151k	46.94	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$7.1M	+2%	140k	50.60	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$6.9M		87k	79.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$6.8M	-2%	20k	343.92	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$6.6M	+8%	60k	109.43	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$5.6M	+8%	70k	79.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$5.6M		14k	409.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$5.3M	+11%	55k	96.58	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$4.9M	+3%	94k	52.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$4.9M	+459%	57k	86.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$4.7M	-4%	13k	368.38	View chart
NVIDIA Corporation (NVDA)	0.4	$4.4M		22k	200.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.3M	-3%	8.6k	500.39	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$4.1M	+4%	50k	82.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$4.0M	+4%	41k	96.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.9M		11k	357.38	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$3.8M	-2%	122k	31.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$3.4M	+533%	29k	119.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.4M	+3%	9.7k	353.32	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$3.4M	+3%	130k	26.50	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$3.3M	+6%	58k	57.64	View chart
Microsoft Corporation (MSFT)	0.3	$3.3M	-5%	8.9k	373.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.0M	+318%	38k	80.57	View chart
Intel Corporation (INTC)	0.3	$3.0M	-46%	21k	139.63	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$3.0M		123k	24.14	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$2.9M		31k	93.38	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.9M		79k	36.26	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$2.7M	-2%	55k	49.28	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$2.6M	+2%	53k	50.23	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.6M	+31%	7.8k	327.33	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$2.5M	+6%	87k	29.30	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$2.5M		2.6k	965.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.4M	-14%	15k	158.03	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$2.2M	+14%	90k	24.51	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$2.2M	-7%	22k	97.60	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$2.1M	-9%	8.8k	242.43	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$2.1M	-8%	22k	96.46	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.0M	-4%	4.6k	433.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.0M	+6%	6.5k	303.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.9M		56k	33.84	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$1.9M	-10%	20k	94.85	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$1.9M	-11%	46k	40.23	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.8M	+5%	76k	23.13	View chart
Costco Wholesale Corporation (COST)	0.1	$1.7M		1.8k	935.44	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	+2%	2.6k	580.91	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$1.5M	+47%	9.6k	158.67	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.5M	-2%	18k	82.11	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M		11k	136.72	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$1.4M		9.2k	152.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.4M	+2%	2.1k	655.84	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.4M		2.9k	477.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.3M	+4%	2.1k	640.64	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.3M	-5%	14k	94.52	View chart
Nebius Group Shs Class A (NBIS)	0.1	$1.3M	-4%	4.7k	276.17	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.3M	+14%	37k	34.81	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$1.3M	+43%	25k	51.78	View chart
Home Depot (HD)	0.1	$1.2M	-5%	3.5k	352.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.2M		5.3k	227.06	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$1.2M	+2%	15k	82.34	View chart
Chevron Corporation (CVX)	0.1	$1.2M	+53%	7.3k	165.76	View chart
Meta Platforms Cl A (META)	0.1	$1.2M		2.1k	563.30	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$1.1M	-3%	22k	50.18	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.1M	-3%	20k	54.03	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.1M	+12%	23k	46.92	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-2%	9.2k	117.46	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M		14k	74.90	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	-7%	881.00	1199.04	View chart
Abbvie (ABBV)	0.1	$1.1M	-5%	4.2k	251.61	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$1.1M		22k	47.15	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M	-2%	9.3k	113.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.0M		34k	30.49	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.0M	+8%	7.9k	132.24	View chart
Pepsi (PEP)	0.1	$1.0M		7.7k	135.40	View chart
Wells Fargo & Company (WFC)	0.1	$1.0M	-9%	12k	82.64	View chart
Caterpillar (CAT)	0.1	$1.0M	-6%	958.00	1064.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.0M		15k	68.41	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.1	$988k	+11%	29k	34.13	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$977k	-17%	9.0k	109.11	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$944k	+2%	10k	90.60	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$930k	-2%	1.8k	522.39	View chart
Johnson & Johnson (JNJ)	0.1	$930k		3.7k	253.97	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$890k		28k	31.73	View chart
Tesla Motors (TSLA)	0.1	$884k	+12%	2.1k	420.60	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$851k	-6%	7.9k	107.61	View chart
International Business Machines (IBM)	0.1	$829k		2.9k	281.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$824k		8.3k	98.98	View chart
Corning Incorporated (GLW)	0.1	$816k		3.2k	255.43	View chart
Ultra Clean Holdings (UCTT)	0.1	$813k	-3%	5.7k	142.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$812k	-2%	5.0k	163.67	View chart
Visa Com Cl A (V)	0.1	$787k		2.3k	343.09	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$776k		5.0k	156.31	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$774k	+11%	15k	53.11	View chart
Ge Vernova (GEV)	0.1	$760k		647.00	1174.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$746k	+262%	6.0k	124.18	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$735k		7.6k	96.38	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$721k		19k	38.06	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$709k	-6%	4.8k	147.74	View chart
Oracle Corporation (ORCL)	0.1	$707k	+3%	4.8k	146.55	View chart
Palo Alto Networks (PANW)	0.1	$705k	-4%	2.1k	341.02	View chart
Micron Technology (MU)	0.1	$689k	NEW	597.00	1154.29	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$676k	+8%	13k	52.76	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$676k		6.6k	102.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$659k	+7%	7.7k	85.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$632k	+8%	8.6k	73.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$627k		821.00	763.14	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$625k	-4%	26k	23.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$621k		12k	50.58	View chart
Broadcom (AVGO)	0.1	$614k	+4%	1.6k	377.75	View chart
Deere & Company (DE)	0.1	$612k		965.00	634.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$580k	-19%	12k	50.57	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$549k	-7%	11k	50.66	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$534k	-12%	6.2k	86.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$531k	-4%	3.2k	164.29	View chart
McDonald's Corporation (MCD)	0.0	$529k	-3%	2.0k	270.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$518k	-8%	2.1k	242.48	View chart
Procter & Gamble Company (PG)	0.0	$515k	-15%	3.5k	146.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$515k	-2%	2.6k	197.59	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$506k	-5%	7.0k	72.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$503k	+3%	2.1k	242.99	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$498k	+403%	18k	27.41	View chart
salesforce (CRM)	0.0	$497k	-11%	3.2k	156.67	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$475k	-11%	3.2k	146.41	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$444k	+8%	8.9k	49.99	View chart
Raytheon Technologies Corp (RTX)	0.0	$436k		2.3k	189.73	View chart
General Dynamics Corporation (GD)	0.0	$434k	-8%	1.2k	354.24	View chart
Netflix (NFLX)	0.0	$430k		6.0k	71.40	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$420k		13k	32.06	View chart
Bank of America Corporation (BAC)	0.0	$413k		7.3k	56.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$406k	+10%	5.2k	77.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$403k		8.3k	48.56	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$402k	-5%	4.6k	87.88	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$381k		7.5k	50.83	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$369k		2.6k	141.66	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$364k		4.5k	80.33	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$361k		3.5k	102.81	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$351k		10k	34.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$351k	-2%	5.4k	64.50	View chart
Amgen (AMGN)	0.0	$347k	-8%	958.00	362.22	View chart
Roundhill Etf Trust Glp 1 & Weight L (OZEM)	0.0	$343k		11k	32.54	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	0.0	$337k	-3%	8.8k	38.09	View chart
Mettler-Toledo International (MTD)	0.0	$332k		260.00	1277.51	View chart
Spdr Index Shs Fds St Str Europ Etf (SPEU)	0.0	$328k		6.0k	54.88	View chart
Ford Motor Company (F)	0.0	$327k		24k	13.90	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$324k	+7%	6.2k	52.15	View chart
Constellation Energy (CEG)	0.0	$318k		1.3k	248.37	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$316k		4.8k	66.24	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$309k		5.2k	59.73	View chart
Fresenius Medical Care Sponsored Adr (FMS)	0.0	$306k		14k	22.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$305k		5.4k	56.48	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$297k		2.2k	132.79	View chart
Vanguard World Industrial Etf (VIS)	0.0	$296k	-17%	822.00	360.38	View chart
Gilead Sciences (GILD)	0.0	$290k	-6%	2.3k	126.36	View chart
Ishares Tr Esg Aware 60/40 (EAOR)	0.0	$286k	+7%	7.5k	37.91	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$282k	+3%	16k	17.88	View chart
Bank of Marin Ban (BMRC)	0.0	$281k		10k	27.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$279k		762.00	365.81	View chart
Sprott Focus Tr (FUND)	0.0	$276k		29k	9.48	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$274k		4.5k	61.46	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$274k		1.3k	219.21	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$272k		12k	22.64	View chart
Walt Disney Company (DIS)	0.0	$270k	-3%	2.8k	96.25	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$263k		2.7k	98.19	View chart
Ishares Msci Em Asia Etf (EEMA)	0.0	$262k	-9%	2.2k	116.93	View chart
BP Sponsored Adr (BP)	0.0	$259k	-2%	7.0k	36.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$253k	-2%	4.6k	54.69	View chart
Charles Schwab Corporation (SCHW)	0.0	$247k		2.7k	92.26	View chart
Blackrock (BLK)	0.0	$247k	-16%	257.00	961.56	View chart
Abbott Laboratories (ABT)	0.0	$247k		2.7k	90.74	View chart
Vanguard World Materials Etf (VAW)	0.0	$244k	+4%	1.1k	228.79	View chart
Vanguard World Health Car Etf (VHT)	0.0	$242k		808.00	299.01	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$241k	-3%	6.1k	39.68	View chart
Starbucks Corporation (SBUX)	0.0	$239k	-19%	2.3k	102.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$237k		3.0k	79.02	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$235k		4.1k	56.59	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$230k		2.2k	105.44	View chart
Adobe Systems Incorporated (ADBE)	0.0	$229k	-4%	1.1k	205.02	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$228k		1.9k	117.28	View chart
American Beacon Select Funds Glg Nat Res Etf (MGNR)	0.0	$226k	+6%	4.7k	48.55	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$222k	NEW	1.6k	142.35	View chart
Novartis Sponsored Adr (NVS)	0.0	$218k		1.4k	156.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$216k	-20%	1.0k	212.77	View chart
Philip Morris International (PM)	0.0	$212k	NEW	1.2k	180.91	View chart
Applied Materials (AMAT)	0.0	$206k	NEW	285.00	723.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$205k	-8%	3.5k	58.20	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.0	$204k	NEW	4.9k	41.48	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.0	$203k		8.0k	25.42	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$203k	-50%	2.0k	100.16	View chart
Travelers Companies (TRV)	0.0	$202k	NEW	613.00	330.12	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$200k	NEW	3.7k	53.61	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$78k	NEW	10k	7.56	View chart
Trivago N V Spon Ads A Shs N (TRVG)	0.0	$58k	NEW	11k	5.47	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 Q2 filed July 28, 2026
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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