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 51–100 of 224
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IGSB | ISHARES TR | 89K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 23K | $1M+ | SH |
| IEFA | ISHARES TR | 40K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 125K | $1M+ | SH |
| GOOGL | ALPHABET INC | 11K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 123K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 37K | $1M+ | SH |
| CMF | ISHARES TR | 53K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 32K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 66K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 118K | $1M+ | SH |
| IEMG | ISHARES INC | 41K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 57K | $1M+ | SH |
| USMV | ISHARES TR | 27K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 18K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 50K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 73K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 25K | $1M+ | SH |
| ITA | ISHARES TR | 10K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 77K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 59K | $1M+ | SH |
| AOA | ISHARES TR | 21K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 69K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 70K | $1M+ | SH |
| SHY | ISHARES TR | 20K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| MBB | ISHARES TR | 17K | $1M+ | SH |
| INTC | INTEL CORP | 41K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 11K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 10K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| IVE | ISHARES TR | 6K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 13K | $1M+ | SH |
| PEP | PEPSICO INC | 8K | $1M+ | SH |
| DFCA | DIMENSIONAL ETF TRUST | 22K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 12K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| PFF | ISHARES TR | 34K | $1M+ | SH |
| WMT | WALMART INC | 9K | $1M+ | SH |