Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LODESTAR PRIVATE ASSET MANAGEMENT LLC (CIK 1963040) reported $1.01B across 232 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($87.9M, 8.67%), QQQ ($37.8M, 3.73%), AAPL ($36.3M, 3.58%), QQQM ($35.6M, 3.51%), SPAB ($33.9M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $87.9M | 8.67% | 134,530 | Added |
| 2 | QQQ | INVESCO QQQ TR | $37.8M | 3.73% | 65,527 | Trimmed |
| 3 | AAPL | APPLE INC | $36.3M | 3.58% | 143,106 | Trimmed |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $35.6M | 3.51% | 149,900 | Added |
| 5 | SPAB | SPDR SERIES TRUST | $33.9M | 3.34% | 1.3M | Added |
| 6 | VTV | VANGUARD INDEX FDS | $32.7M | 3.22% | 166,531 | Added |
| 7 | IXUS | ISHARES TR | $32.3M | 3.19% | 373,286 | Added |
| 8 | CWI | SPDR INDEX SHS FDS | $31.4M | 3.09% | 856,984 | Added |
| 9 | BIV | VANGUARD BD INDEX FDS | $27.7M | 2.74% | 359,497 | Added |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | $27.7M | 2.73% | 601,468 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $25.6M | 2.53% | 119,216 | Trimmed |
| 12 | VTI | VANGUARD INDEX FDS | $23.4M | 2.31% | 72,922 | Added |
| 13 | IJR | ISHARES TR | $20.0M | 1.97% | 161,024 | Added |
| 14 | SCHD | SCHWAB STRATEGIC TR | $19.7M | 1.95% | 643,067 | Trimmed |
| 15 | IBND | SPDR SERIES TRUST | $19.3M | 1.91% | 622,167 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $18.6M | 1.84% | 28,676 | Added |
| 17 | IJH | ISHARES TR | $17.7M | 1.75% | 262,612 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $15.9M | 1.57% | 26,561 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $15.4M | 1.52% | 284,973 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $15.2M | 1.50% | 236,578 | Added |
| 21 | IUSB | ISHARES TR | $14.6M | 1.44% | 317,168 | Added |
| 22 | SCHM | SCHWAB STRATEGIC TR | $14.6M | 1.44% | 472,201 | Added |
| 23 | SCHB | SCHWAB STRATEGIC TR | $14.5M | 1.43% | 578,083 | Trimmed |
| 24 | SCHX | SCHWAB STRATEGIC TR | $14.0M | 1.38% | 546,669 | Added |
| 25 | IWM | ISHARES TR | $13.1M | 1.29% | 52,747 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31