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Portfolio (Quarterly) Guide ↗

LODESTAR PRIVATE ASSET MANAGEMENT LLC

· CIK 0001963040
13F Portfolio $997M AUM 224 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 76 Added 97 Reduced 8 Exited
Page 2 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHX SCHWAB STRATEGIC TR 522,177.0 $14.1M 1.41% $26.91 +9.7%
22 IUSB ISHARES TR 291,471.0 $13.6M 1.36% +18K +6.7% $46.54 -1.1%
23 SCHM SCHWAB STRATEGIC TR 449,739.0 $13.5M 1.36% +35K +8.4% $30.07 +16.9%
24 VWO VANGUARD INTL EQUITY INDEX F 243,691.0 $13.1M 1.31% +55K +29.3% $53.76 +12.1%
25 IWM ISHARES TR 52,994.0 $13.0M 1.31% -1K -2.7% $246.16 +18.0%
26 XLK SELECT SECTOR SPDR TR 85,462.0 $12.3M 1.24% +42K +95.7% $143.97 +28.1%
27 DBEF DBX ETF TR 229,105.0 $11.0M 1.11% +2K +0.7% $48.11 +10.4%
28 AMZN AMAZON COM INC Consumer Cyclical 46,593.0 $10.8M 1.08% -415.0 -0.9% $230.82 +17.8%
29 VTWO VANGUARD SCOTTSDALE FDS 106,085.0 $10.6M 1.06% +843.0 +0.8% $99.52 +17.9%
30 XSOE WISDOMTREE TR 240,888.0 $9.4M 0.94% -68K -22.1% $39.02 +25.3%
31 IWR ISHARES TR 95,861.0 $9.2M 0.93% -2K -2.3% $96.27 +10.8%
32 EFG ISHARES TR 79,549.0 $9.1M 0.91% -33K -29.6% $113.92 +7.7%
33 SCHF SCHWAB STRATEGIC TR 370,085.0 $8.9M 0.89% -10K -2.5% $24.04 +15.0%
34 EFA ISHARES TR 91,965.0 $8.8M 0.89% +766.0 +0.8% $96.03 +9.1%
35 BNDX VANGUARD CHARLOTTE FDS 181,256.0 $8.8M 0.88% +8K +4.7% $48.32 -0.2%
36 VEU VANGUARD INTL EQUITY INDEX F 119,002.0 $8.8M 0.88% +5K +4.1% $73.56 +13.9%
37 GLDM WORLD GOLD TR Financial Services 91,213.0 $7.8M 0.78% +622.0 +0.7% $85.37 +3.1%
38 DGRW WISDOMTREE TR 83,048.0 $7.4M 0.74% +1K +1.7% $89.43 +7.9%
39 JCPB J P MORGAN EXCHANGE TRADED F 150,110.0 $7.1M 0.71% +5K +3.4% $47.35 -1.1%
40 AOR ISHARES TR 109,190.0 $7.1M 0.71% +8K +8.0% $65.01 +6.6%
Page 2 of 12  ·  224 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 48.0%
Technology 31.8%
Consumer Cyclical 7.8%
Communication Services 3.9%
Healthcare 3.0%
Consumer Defensive 2.4%
Industrials 1.4%
Energy 1.2%
Utilities 0.5%