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Angela Hamamjy

Lodestar Private Asset Management Llc

Assets Managed
$1.014B
Holdings
232
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
1.74%(2Q avg: 2.9%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lodestar Private Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 232 positions.

Assets under management

The assets under management (AUM) of Lodestar Private Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.014B in assets, with a quarterly growth rate of 1.74% and a 2-quarter average growth rate of 2.9%. The portfolio is managed by Angela Hamamjy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.97%
8.67%
$87.876M
134,530 shares@ $653.21 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1%
3.74%
$37.821M
65,527 shares@ $577.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.63%
3.59%
$36.319M
143,106 shares@ $253.8 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 3.09%
3.52%
$35.619M
149,900 shares@ $237.62 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 5.35%
3.34%
$33.852M
1.321M shares@ $25.62 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 21.52%
3.23%
$32.673M
166,531 shares@ $196.21 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 18.35%
3.19%
$32.341M
373,286 shares@ $86.64 avg price
CWI
Spdr Msci Acwi Ex-us
Recent Activity
Increased 2.76%
3.1%
$31.357M
856,984 shares@ $36.59 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 7.89%
2.74%
$27.746M
359,497 shares@ $77.18 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 15.49%
2.74%
$27.71M
601,468 shares@ $46.07 avg price

1-10 of 232