LODESTAR PRIVATE ASSET MANAGEMENT LLC
LODESTAR PRIVATE ASSET MANAGEMENT LLC reported 232 positions worth $1.16B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IVV (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $102.7M | 8.88% | 137,118 | — | — | |
| ▸ 2 | QQQ | SH | $47.5M | 4.11% | 64,519 | — | — | |
| ▸ 3 | QQQM | SH | $45.7M | 3.95% | 150,719 | — | — | |
| ▸ 4 | AAPL | SH | $40.8M | 3.53% | 141,047 | — | — | |
| ▸ 5 | VTV | SH | $40.4M | 3.49% | 185,201 | — | — | |
| ▸ 6 | IXUS | SH | $39.1M | 3.38% | 409,902 | — | — | |
| ▸ 7 | CWI | SH | $36.4M | 3.15% | 895,548 | — | — | |
| ▸ 8 | SPAB | SH | $36.0M | 3.11% | 1,410,335 | — | — | |
| ▸ 9 | BIV | SH | $29.7M | 2.57% | 387,752 | — | — | |
| ▸ 10 | JPIE | SH | $29.6M | 2.56% | 642,277 | — | — |
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Frequently Asked Questions
What stocks does LODESTAR PRIVATE ASSET MANAGEMENT LLC hold as of Q2 2026?
LODESTAR PRIVATE ASSET MANAGEMENT LLC reported 232 positions worth $1.16B in its Q2 2026 13F filing. Largest positions: IVV (8.9%), QQQ (4.1%), QQQM (3.9%), AAPL (3.5%) and VTV (3.5%).
What did LODESTAR PRIVATE ASSET MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LODESTAR PRIVATE ASSET MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.