CIK 1963040
LODESTAR PRIVATE ASSET MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
224
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 224
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 129K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 66K | $1M+ | SH |
| AAPL | APPLE INC | 144K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 145K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 1.3M | $1M+ | SH |
| CWI | SPDR INDEX SHS FDS | 834K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 122K | $1M+ | SH |
| IXUS | ISHARES TR | 315K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 137K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 333K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 72K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 521K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 776K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 28K | $1M+ | SH |
| IJR | ISHARES TR | 152K | $1M+ | SH |
| IBND | SPDR SERIES TRUST | 563K | $1M+ | SH |
| IJH | ISHARES TR | 264K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 26K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 602K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 228K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 522K | $1M+ | SH |
| IUSB | ISHARES TR | 291K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 450K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 244K | $1M+ | SH |
| IWM | ISHARES TR | 53K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 85K | $1M+ | SH |
| DBEF | DBX ETF TR | 229K | $1M+ | SH |
| AMZN | AMAZON COM INC | 47K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 106K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 241K | $1M+ | SH |
| IWR | ISHARES TR | 96K | $1M+ | SH |
| EFG | ISHARES TR | 80K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 370K | $1M+ | SH |
| EFA | ISHARES TR | 92K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 181K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 119K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 91K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 83K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 150K | $1M+ | SH |
| AOR | ISHARES TR | 109K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 11K | $1M+ | SH |
| AOM | ISHARES TR | 142K | $1M+ | SH |
| IAGG | ISHARES TR | 133K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 208K | $1M+ | SH |
| TIP | ISHARES TR | 53K | $1M+ | SH |
| GLD | SPDR GOLD TR | 14K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| IWB | ISHARES TR | 14K | $1M+ | SH |
| HYG | ISHARES TR | 60K | $1M+ | SH |