Lodestar Private Asset Management LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $989 Million distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $87.4M, Invesco Qqq Trust, Series 1 with a value of $40M, Apple Inc. with a value of $38.5M, Invesco Exchange Traded Fd Tr with a value of $36.4M, and Spdr Portfolio Aggregate Bond with a value of $32.3M.
Examining the 13F form we can see an increase of $41.2M in the current position value, from $948M to 989M.
Lodestar Private Asset Management LLC is based out at Alamo, CA
Below you can find more details about Lodestar Private Asset Management LLC portfolio as well as his latest detailed transactions.
