Lodestar Private Asset Management LLC
Lodestar Private Asset Management LLC is an independent, fee-only financial planning and wealth management firm headquartered in Alamo, California. The firm dates back to 1980 (originating as Retirement Benefits Planning, LLC before its rebranding to Lodestar in 2006) and currently employs 7 professionals. Lodestar serves primarily high net worth and individual clients, along with a small number of pension plans and corporate clients, focusing on comprehensive financial planning and tailored investment management strategies.
Investment Strategy
Lodestar Private Asset Management LLC provides personalized investment management focusing on long-term growth and preservation of capital for individuals, high net worth clients, and select institutional accounts. Their strategy utilizes a diversified portfolio of equities (including top holdings such as broad index ETFs and large-cap stocks), fixed income, and alternative investments, constructed according to each client's objectives and risk tolerance. The firm engages in active portfolio management with periodic rebalancing and incorporates strategic and tactical allocation, emphasizing cost efficiency, disciplined risk management, and alignment with client goals.
Top Holdings
Equity Positions (221)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 8.77% | $76.1M | 122,631 | $411.63 | $620.90 | +$8.3M |
Q QQQ | INVESCO QQQ TR | 4.46% | $38.7M | 70,130 | $272.77 | $551.64 | +$5.1M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 3.66% | $31.8M | 139,874 | $126.71 | $227.10 | +$5.2M |
S SCHD | SCHWAB STRATEGIC TR | 3.59% | $31.1M | 1,174,249 | $25.43 | $26.50 | -$2.0M |
A AAPL | APPLE INC | 3.38% | $29.4M | 143,061 | $138.13 | $205.17 | -$3.0M |