Lodestar Private Asset Management LLC Incresed Positions in Q3 2025

Lodestar Private Asset Management LLC

  • $948 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.29K
+ 2.68%
$620.67 - $670.08 $2.04M - $2.2M
126K $84.3M
AAPL
Apple Inc.

Technology
3.25K
+ 2.27%
$202.38 - $256.87 $659K - $836K
146K $37.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
51.5K
+ 21.09%
$76.16 - $78.59 $3.93M - $4.05M
296K $23.1M
JPIE
J P Morgan Exchange Traded Fd
86.9K
+ 25.68%
$46.01 - $46.55 $4M - $4.04M
425K $19.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.76K
+ 3.4%
$225.11 - $247.9 $1.07M - $1.18M
145K $35.7M
IXUS
Ishares Tr

ETFs
29.9K
+ 13.97%
$76.35 - $82.58 $2.28M - $2.47M
244K $20.1M
IBND
Spdr Bloomberg International C

ETFs
98.6K
+ 24.1%
$31.45 - $32.68 $3.1M - $3.22M
508K $16.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
105K
+ 9.96%
$25.21 - $25.99 $2.66M - $2.74M
1.16M $30.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
53.9K
+ 4.59%
$26.38 - $27.95 $1.42M - $1.51M
1.23M $33.5M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
13.7K
+ 1.75%
$32.11 - $34.92 $441K - $480K
799K $27.9M
VTI
Vanguard Total Stock Market Et

ETFs
1.69K
+ 2.46%
$303.93 - $329.86 $513K - $557K
70.3K $23.1M
IWM
Ishares Russell 2000 ETF

ETFs
1.55K
+ 2.92%
$214.92 - $244.84 $332K - $378K
54.4K $13.2M
IEFA
Ishares Tr

ETFs
17.2K
+ 134.52%
$81.7 - $87.53 $1.4M - $1.5M
29.9K $2.61M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
11.9K
+ 4.01%
$34.31 - $38.09 $409K - $455K
309K $11.7M
GLDM
World Gold Trust

ETFs
7.42K
+ 8.92%
$64.73 - $76.45 $480K - $567K
90.6K $6.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 0.12%
$617.65 - $666.84 $21.6K - $23.3K
28.2K $18.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
25.1K
+ 6.44%
$28.15 - $30.13 $706K - $756K
415K $12.3M
EFG
Msci Eafe Growth ETF

ETFs
9.71K
+ 9.41%
$106.99 - $114.46 $1.04M - $1.11M
113K $12.9M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.44K
+ 1.39%
$86.92 - $99.32 $125K - $143K
105K $10.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.38K
+ 2.94%
$49.43 - $54.52 $266K - $293K
188K $10.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
12.2K
+ 13.68%
$60.99 - $64.39 $742K - $783K
101K $6.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.11K
+ 0.81%
$62.09 - $66.51 $131K - $140K
262K $17.1M
VTV
Vanguard Value ETF

ETFs
1.26K
+ 1.88%
$175.51 - $186.57 $221K - $235K
68K $12.7M
VEA
Vanguard Ftse Developed Market

ETFs
3.53K
+ 1.63%
$56.02 - $60.3 $198K - $213K
221K $13.2M
GOOGL
Alphabet Inc.

Communication Services
673
+ 6.7%
$174.36 - $254.72 $117K - $171K
10.7K $2.61M
AOM
Ishares Tr Core Moderate Alloc

ETFs
13K
+ 10.66%
$45.4 - $47.61 $591K - $620K
135K $6.43M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.7K
+ 15.85%
$109.11 - $111.88 $730K - $749K
48.9K $5.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.49K
+ 5.18%
$87.29 - $93.61 $392K - $421K
91.2K $8.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.23K
+ 15.31%
$459.11 - $506.91 $564K - $623K
9.26K $4.65M
NVDA
Nvidia Corp

Technology
763
+ 3.57%
$153.3 - $186.58 $117K - $142K
22.1K $4.13M
GLD
Spdr Gold Trust

ETFs
52
+ 0.36%
$300.96 - $355.47 $15.6K - $18.5K
14.4K $5.11M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.2K
+ 4.66%
$45.6 - $46.92 $554K - $570K
273K $12.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.26K
+ 2.36%
$92.26 - $97.51 $209K - $220K
98.1K $9.47M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.56K
+ 2.27%
$25.29 - $28.33 $115K - $129K
205K $5.72M
VEU
Vanguard Ftse All World Ex Us

ETFs
865
+ 0.76%
$66.38 - $71.68 $57.4K - $62K
114K $8.16M
IEMG
Ishares Inc

ETFs
9.3K
+ 32.81%
N/A
37.7K $2.02M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.89K
+ 121.23%
$134.94 - $145.86 $390K - $421K
5.27K $767K
HYG
Ishares Tr

ETFs
4.65K
+ 9.54%
$79.85 - $81.32 $372K - $378K
53.5K $4.34M
ORCL
Oracle Corp

Technology
444
+ 10.35%
$218.96 - $328.33 $97.2K - $146K
4.74K $1.33M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
119
+ 1.1%
$567.09 - $607.37 $67.5K - $72.3K
11K $6.55M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.21K
+ 74.06%
$64.58 - $69.94 $337K - $365K
12.3K $849K
BNDX
Vanguard Total International B

ETFs
8.01K
+ 4.85%
$49.0 - $49.51 $393K - $397K
173K $8.56M
SCHO
Schwab Short Term Us Treasury

ETFs
14K
+ 14.55%
$24.23 - $24.42 $340K - $342K
110K $2.69M
VNQ
Vanguard Specialized Funds Van

ETFs
2.83K
+ 8.62%
$88.47 - $93.24 $250K - $264K
35.6K $3.26M
JPM
Jpmorgan Chase & CO

Financial Services
529
+ 9.64%
$282.78 - $316.06 $150K - $167K
6.02K $1.9M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.19K
+ 44.31%
$109.47 - $119.06 $240K - $261K
7.14K $845K
FNDX
Schwab Fundamental U S Large C

ETFs
2.96K
+ 2.39%
$24.38 - $26.34 $72.2K - $78K
127K $3.34M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.2K
+ 6.87%
$52.39 - $53.11 $272K - $276K
80.8K $4.29M
AOA
Ishares Tr Core Aggressive All

ETFs
2.42K
+ 16.74%
$82.71 - $88.14 $200K - $213K
16.9K $1.49M
Activity Summary
Buys All Purchases 123 New Holdings 9 Increased Positions 114 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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