Lodestar Private Asset Management LLC Portfolio Holdings
Lodestar Private Asset Management LLC
- $948 Million
- Q3 2025
Lodestar Private Asset Management LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $948 Million distributed in 225 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 $84.3M, Invesco Qqq Trust, Series 1 with a value of $40.6M, Apple Inc. with a value of $37.3M, Invesco Exchange Traded Fd Tr with a value of $35.7M, and Schwab Strategic Tr Us Dividen with a value of $33.5M.
Examining the 13F form we can see an increase of $86.5M in the current position value, from $861M to 948M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 225
- Current Value $948 Million
- Prior Value $861 Million
- Filing
- Period Q3 2025
- Filing Date October 28, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 9 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 75 stocks