Lodestar Private Asset Management LLC has filed its Form 13F-HR, disclosing its equity holdings as of September 30, 2026. The report lists the firm's office address in Alamo, California, and identifies Angela Hamamjy as the Office Manager.
The filing details a portfolio consisting of over 200 individual securities. The top holdings include Apple Inc., with 46,170,811 shares; Amazon.com Inc., with 11,039,331 shares; and Microsoft Corporation, with 4,312,548 shares. Other notable positions include Berkshire Hathaway Inc. Class B, with 4,208,673 shares, and Alphabet Inc. Class A and Class C shares, totaling 14,201 shares.
The portfolio is heavily diversified across various sectors and asset classes. It includes significant investments in exchange-traded funds (ETFs) such as the iShares Core S&P 500 ETF (131,614 shares), the Invesco QQQ Trust (62,824 shares), and the Schwab Strategic US Large Cap ETF (535,229 shares). The filing also lists positions in companies like Tesla Inc. (718,135 shares), NVIDIA Corporation (4,967,608 shares), and Meta Platforms Inc. (2,298,911 shares).
In addition to equities, the report includes holdings in various bond and fixed-income ETFs, such as the iShares Core U.S. Aggregate Bond ETF (91,915 shares) and the iShares 1-3 Year Treasury Bond ETF (24,527 shares). The filing provides a comprehensive snapshot of the firm's investment strategy as of the specified date.
