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Portfolio (Quarterly) Guide ↗

LODESTAR PRIVATE ASSET MANAGEMENT LLC

· CIK 0001963040
13F Portfolio $958M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 225 New
Page 2 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 54,443.0 $13.2M 1.38% NEW $241.96 +20.0%
22 EFG ISHARES TR 112,939.0 $12.9M 1.34% NEW $113.88 +7.7%
23 IUSB ISHARES TR 273,164.0 $12.8M 1.33% NEW $46.71 -1.4%
24 VTV VANGUARD INDEX FDS 68,023.0 $12.7M 1.32% NEW $186.49 +13.6%
25 XLK SELECT SECTOR SPDR TR 43,662.0 $12.3M 1.28% NEW $281.86 -34.6%
26 SCHM SCHWAB STRATEGIC TR 414,709.0 $12.3M 1.28% NEW $29.64 +18.6%
27 XSOE WISDOMTREE TR 309,270.0 $11.7M 1.23% NEW $37.94 +28.9%
28 DBEF DBX ETF TR 227,508.0 $10.6M 1.10% NEW $46.42 +14.4%
29 AMZN AMAZON COM INC Consumer Cyclical 47,008.0 $10.3M 1.08% NEW $219.57 +23.8%
30 VTWO VANGUARD SCOTTSDALE FDS 105,242.0 $10.3M 1.07% NEW $97.82 +19.9%
31 VWO VANGUARD INTL EQUITY INDEX F 188,471.0 $10.2M 1.07% NEW $54.18 +11.3%
32 IWR ISHARES TR 98,124.0 $9.5M 0.99% NEW $96.55 +10.5%
33 SCHF SCHWAB STRATEGIC TR 379,750.0 $8.8M 0.92% NEW $23.28 +18.7%
34 BNDX VANGUARD CHARLOTTE FDS 173,146.0 $8.6M 0.89% NEW $49.46 -2.5%
35 EFA ISHARES TR 91,199.0 $8.5M 0.89% NEW $93.37 +12.2%
36 VEU VANGUARD INTL EQUITY INDEX F 114,297.0 $8.2M 0.85% NEW $71.37 +17.4%
37 DGRW WISDOMTREE TR 81,632.0 $7.3M 0.76% NEW $88.96 +8.4%
38 GLDM WORLD GOLD TR Financial Services 90,591.0 $6.9M 0.72% NEW $76.45 +15.2%
39 JCPB J P MORGAN EXCHANGE TRADED F 145,180.0 $6.9M 0.72% NEW $47.55 -1.5%
40 VV VANGUARD INDEX FDS 21,513.0 $6.6M 0.69% NEW $307.86 +12.1%
Page 2 of 12  ·  225 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.9%
Technology 31.5%
Consumer Cyclical 8.2%
Communication Services 3.6%
Healthcare 2.8%
Consumer Defensive 2.7%
Industrials 1.6%
Energy 1.3%
Utilities 0.4%