13F Insight
DOSSIER · 13F-HR · Q1 2026

LODESTAR PRIVATE ASSET MANAGEMENT LLC

$1.0B in tracked AUM across 232 positions as of Q1 2026.

LP
CIK 0001963040 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
232
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LODESTAR PRIVATE ASSET MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$88M135K8.7%02
QQQ
INVESCO QQQ TR
$38M66K3.7%03
AAPL
APPLE INC
$36M143K3.6%04
QQQM
INVESCO EXCH TRADED FD TR II
$36M150K3.5%05
SPAB
SPDR SERIES TRUST
$34M1.3M3.3%06
VTV
VANGUARD INDEX FDS
$33M167K3.2%07
IXUS
ISHARES TR
$32M373K3.2%08
CWI
SPDR INDEX SHS FDS
$31M857K3.1%09
BIV
VANGUARD BD INDEX FDS
$28M359K2.7%10
JPIE
J P MORGAN EXCHANGE TRADED F
$28M601K2.7%

Filing history

2026Q1Mar 31
$1.0B▲ 1.7%
232 positionsView →2025Q4Dec 31
$997M▲ 4.1%
224 positionsView →2025Q3Sep 30
$958M▲ 10.4%
225 positionsView →2025Q2Jun 30
$868M▲ 9.1%
222 positionsLocked2025Q1Mar 31
$795M▼ 0.5%
216 positionsLocked2024Q4Dec 31
$800M▲ 1.9%
212 positionsLocked2024Q3Sep 30
$785M▲ 8.1%
217 positionsLocked2024Q2Jun 30
$727M▲ 3.7%
209 positionsLocked2024Q1Mar 31
$701M▲ 7.5%
215 positionsLocked2023Q4Dec 31
$652M▲ 11.6%
205 positionsLocked2023Q3Sep 30
$584M▼ 2.0%
196 positionsLocked2023Q2Jun 30
$596M▲ 6.4%
192 positionsLocked
Showing 12 of 14