account_balance
Investment manager · 13F filer · SEC CIK 1963040
Lodestar Private Asset Management LLC
Reported value$1.15Bas of Sep 30, 2026
Positions232 12 new, 12 sold out
Top 10 weight39.4%IVV alone is 9%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.8%Trimmed −4%
QQQInvesco QQQ Tr
4.0%Trimmed −3%
AAPLApple Inc.
4.0%
QQQMInvesco Exch Traded Fd Tr II
3.9%Trimmed −3%
VTVVanguard Index FDS
3.7%Added +7%
BIVVanguard Bd Index FDS
3.4%Added +39%
IXUSiShares Tr
3.2%Trimmed −4%
CWISPDR Index SHS FDS
3.0%Trimmed −4%
SPABSPDR Series Trust
2.9%Trimmed −4%
VTIVanguard Index FDS
2.4%
JPIEJ P Morgan Exchange Traded F
2.4%Trimmed −4%
VIGVanguard Specialized Funds
2.4%
IVViShares Tr
8.8%Trimmed −4%
QQQInvesco QQQ Tr
4.0%
AAPLApple Inc.
4.0%
QQQMInvesco Exch Traded Fd Tr II
3.9%−3%
VTVVanguard Index FDS
3.7%+7%
BIVVanguard Bd Index FDS
3.4%
IXUSiShares Tr
3.2%
CWISPDR Index SHS FDS
3.0%
SPABSPDR Series Trust
2.9%
VTI2.4%
JPIE2.4%
VIG2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.8% Trimmed −4%
QQQ Invesco QQQ Tr 4.0% Trimmed −3%
AAPL Apple Inc. 4.0% HeldQQQM Invesco Exch Traded Fd Tr II 3.9% Trimmed −3%
VTV Vanguard Index FDS 3.7% Added +7%
BIV Vanguard Bd Index FDS 3.4% Added +39%
IXUS iShares Tr 3.2% Trimmed −4%
CWI SPDR Index SHS FDS 3.0% Trimmed −4%
SPAB SPDR Series Trust 2.9% Trimmed −4%
VTI Vanguard Index FDS 2.4% Held
JPIE J P Morgan Exchange Traded F 2.4% Trimmed −4%
VIG Vanguard Specialized Funds 2.4% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- DFIV $6.49M
- JQUA $4.87M
- VOT $2.78M
- JMOM $2.38M
arrow_upwardAdded
- AGG +1004%
- VOE +405%
- IGSB +244%
- VIGI +103%
arrow_downwardTrimmed
- VOO −49%
- BNDX −38%
- AOM −37%
- IBND −29%
remove_circleSold out
- TLT $534K
- SPYM $402K
- EAOR $286K
- FXE $230K
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