Arkolith/Funds/Lodestar Private Asset Management LLC

Lodestar Private Asset Management LLC

CIK 1963040
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Lodestar Private Asset Management LLC holds a diversified book of 232 stocks worth $1.2B as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Invesco QQQ Trust Series 1. Their largest long position is Ishares Core S&P 500 ETF at 9% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show LODESTAR PRIVATE ASSET MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
88
existing
Trimmed
109
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+9.3%
+12.6%/yr · since Oct '25
Their reported book
+10.0%
held from quarter-end
S&P 500
+8.4%
same window
$9K$10K$10K$11K$11KOct '25Dec '25Feb '26Apr '26Jun '26Jul '26
Lodestar Private Asset Management LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Lodestar Private Asset Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
39%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Information Technology
6%
Financials
2%
Consumer Discretionary
1%
Health Care
0%
Industrials
0%
Energy
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Lodestar Private Asset Management LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$557.0B
MORGAN STANLEY80 / 80$470.8B
BANK OF AMERICA CORP /DE/80 / 80$433.5B
JPMORGAN CHASE & CO80 / 80$388.9B
WELLS FARGO & COMPANY/MN80 / 80$165.6B
UBS Group AG80 / 80$135.1B
ROYAL BANK OF CANADA80 / 80$131.8B
ENVESTNET ASSET MANAGEMENT INC80 / 80$119.9B

Ranked by how many of Lodestar Private Asset Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

232 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$102.7M137.1K
8.9%
+1.9%
Added · +3K sh
2Invesco QQQ TR
UNIT SER 1
$47.5M64.5K
4.1%
−1.5%
Reduced · −1K sh
3Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$45.7M150.7K
3.9%
+0.5%
Added · +819 sh
4Apple Inc
COM
$40.8M141.0K
3.5%
−1.4%
Reduced · −2K sh
5Vanguard Index FDS
VALUE ETF
$40.4M185.2K
3.5%
+11%
Added · +19K sh
6Ishares TR
CORE MSCI TOTAL
$39.1M409.9K
3.4%
+9.8%
Added · +37K sh
7SPDR Index SHS FDS
ST STR ACWI ETF
$36.4M895.5K
3.1%
+4.5%
Added · +39K sh
8SPDR Series Trust
ST STR AGGRE ETF
$36.0M1.41M
3.1%
+6.7%
Added · +89K sh
9Vanguard BD Index FDS
INTERMED TERM
$29.7M387.8K
2.6%
+7.8%
Added · +28K sh
10J P Morgan Exchange Traded F
INCOME ETF
$29.6M642.3K
2.6%
+6.8%
Added · +41K sh
11Vanguard Index FDS
TOTAL STK MKT
$28.0M75.8K
2.4%
+3.9%
Added · +3K sh
12Vanguard Specialized Funds
DIV APP ETF
$27.9M117.9K
2.4%
−1.1%
Reduced · −1K sh
13Ishares TR
CORE S&P SCP ETF
$25.3M170.4K
2.2%
+5.8%
Added · +9K sh
14State STR SPDR S&P 500 ETF T
TR UNIT
$21.5M28.7K
1.9%
+0.2%
Added · +56 sh
15SPDR Series Trust
SST SPDR BLOOMBE
$21.0M672.0K
1.8%
+8.0%
Added · +50K sh
16Ishares TR
CORE S&P MCP ETF
$20.4M264.1K
1.8%
+0.6%
Added · +1K sh
17Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$19.0M317.7K
1.6%
+11%
Added · +33K sh
18Schwab Strategic TR
US DIVIDEND EQ
$18.5M584.5K
1.6%
−9.1%
Reduced · −59K sh
19Schwab Strategic TR
US MID-CAP ETF
$18.2M494.9K
1.6%
+4.8%
Added · +23K sh
20Vanguard Index FDS
S&P 500 ETF SHS
$18.2M26.4K
1.6%
−0.5%
Reduced · −129 sh
21Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$17.5M244.9K
1.5%
+3.5%
Added · +8K sh
22Ishares TR
CORE UNIVRSL USD
$16.4M354.7K
1.4%
+12%
Added · +38K sh
23Schwab Strategic TR
US BRD MKT ETF
$16.3M562.8K
1.4%
−2.6%
Reduced · −15K sh
24Schwab Strategic TR
US LRG CAP ETF
$16.2M550.8K
1.4%
+0.8%
Added · +4K sh
25Select Sector SPDR TR
ST STR TECHN ETF
$15.9M83.5K
1.4%
−2.5%
Reduced · −2K sh
26Ishares TR
RUSSELL 2000 ETF
$15.5M51.4K
1.3%
−2.5%
Reduced · −1K sh
27Vanguard Scottsdale FDS
VNG RUS2000IDX
$13.8M113.4K
1.2%
+4.4%
Added · +5K sh
28DBX ETF TR
XTRACK MSCI EAFE
$12.4M226.8K
1.1%
−0.5%
Reduced · −1K sh
29Amazon Com Inc
COM
$10.8M45.4K
0.9%
−0.3%
Reduced · −154 sh
30Vanguard Intl Equity Index F
ALLWRLD EX US
$10.6M126.7K
0.9%
−1.2%
Reduced · −2K sh
31Ishares TR
RUS MID CAP ETF
$10.3M93.0K
0.9%
−0.3%
Reduced · −299 sh
32Ishares TR
MSCI EAFE ETF
$9.9M95.3K
0.9%
+2.6%
Added · +2K sh
33Schwab Strategic TR
INTL EQTY ETF
$9.8M355.2K
0.9%
−3.0%
Reduced · −11K sh
34Ishares TR
CORE 60 BALA ETF
$9.6M138.3K
0.8%
+9.5%
Added · +12K sh
35Vanguard Charlotte FDS
TOTAL INT BD ETF
$9.3M191.1K
0.8%
+3.2%
Added · +6K sh
36Wisdomtree TR
EM EX ST-OWNED
$8.8M178.1K
0.8%
−13%
Reduced · −27K sh
37State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$8.2M11.6K
0.7%
+2.2%
Added · +247 sh
38Ishares TR
EAFE GRWTH ETF
$8.1M65.3K
0.7%
−4.4%
Reduced · −3K sh
39Schwab Strategic TR
US SML CAP ETF
$7.6M211.6K
0.7%
−0.2%
Reduced · −449 sh
40Wisdomtree TR
US QTLY DIV GRT
$7.5M78.7K
0.7%
−3.5%
Reduced · −3K sh
41Ishares TR
CORE 40 MODE ETF
$7.2M145.3K
0.6%
−2.9%
Reduced · −4K sh
42J P Morgan Exchange Traded F
CORE PLUS BD ETF
$7.1M151.3K
0.6%
−1.3%
Reduced · −2K sh
43Ishares TR
CORE INTL AGGR
$7.1M140.3K
0.6%
+2.9%
Added · +4K sh
44World Gold TR
SPDR GLD MINIS
$6.9M87.1K
0.6%
−0.8%
Reduced · −713 sh
45Vanguard Index FDS
LARGE CAP ETF
$6.8M19.8K
0.6%
−2.0%
Reduced · −405 sh
46Ishares TR
TIPS BD ETF
$6.6M60.0K
0.6%
+8.4%
Added · +5K sh
47Ishares TR
IBOXX HI YD ETF
$5.6M69.9K
0.5%
+8.8%
Added · +6K sh
48Ishares TR
RUS 1000 ETF
$5.6M13.6K
0.5%
−1.2%
Reduced · −163 sh
49Ishares TR
CORE MSCI EAFE
$5.3M55.0K
0.5%
+12%
Added · +6K sh
50Ishares TR
ISHS 1-5YR INVS
$4.9M94.2K
0.4%
+3.4%
Added · +3K sh
Showing 50 of 232 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026232$1.2B13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026232$1.0B13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026224$996.6M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025225$957.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.