LM Advisors LLC
Sector Allocation
- Other50.1%$434.0M
- Technology19.8%$171.3M
- Financials16.9%$146.4M
- Consumer Discretionary7.7%$67.1M
- Healthcare1.8%$15.3M
- Consumer Staples1.4%$12.4M
- Communication Services0.6%$5.5M
- Industrials0.6%$4.8M
- Real Estate0.4%$3.6M
- Utilities0.3%$3.0M
AUM History
13fpro.ai/research/fund/lm-advisors-llc-2011314
Conviction and streaks
Diversifying · top 10 = 51.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
QQQ
$70.3M- VANGUARD$66.2M
SPY
$61.1MAMZN
$58.1MGOOG
$47.8MIVZ
$39.3MAAPL
$29.1MBRK.B
$26.1M- VANGUARD$23.8M
- STATE$22.0M
GOOGL
$16.7M- PROSHARES$16.1M
MSFT
$15.2M- $13.1M
- VANGUARD$12.5M
- VANGUARD$9.3M
META
$8.9M- ISHARES$8.2M
- DIREXION$8.2M
GLD
$7.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lm-advisors-llc-2011314
LM Advisors LLC 13F holdings — Q2 2026
$866.4M portfolio · 224 holdings · Q2 2026 13F · top 10 are 51% of the stock portfolio
$70.3M
8.1% of stocks
+107%This quarter-1.6%Since filed1+ qtrsHeld- 2
VANGUARD INDEX FDS S&P 500 ETF SHS - ETF
$66.2M
7.6% of stocks
+72%This quarter—Since filed—HeldAIQuality—Est. buy— $61.1M
7.0% of stocks
+523%This quarter-0.9%Since filed1+ qtrsHeld$58.1M
6.7% of stocks
+354%This quarter-6.8%Since filed1+ qtrsHeld$47.8M
5.5% of stocks
+246%This quarter-8.2%Since filed1+ qtrsHeld$39.3M
4.5% of stocks
+1508%This quarter-9.5%Since filed1+ qtrsHeld$29.1M
3.4% of stocks
+287%This quarter+13.8%Since filed1+ qtrsHeld$26.1M
3.0% of stocks
+178%This quarter—Since filed1+ qtrsHeld- 9
VANGUARD SPECIALIZED FUNDS DIV APP ETF - ETF
$23.8M
2.8% of stocks
+363%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
STATE STR SPDR DOW JONES IND UT SER 1 - ETF
$22.0M
2.5% of stocks
+151%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — LM Advisors LLC (Q2 2026)
224 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $16.7M | 1.9% | 47K | +236% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | PROSHARES TR ULTRAPRO QQQ - ETFetf/fund | — | $16.1M | 1.9% | 199K | New | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $15.2M | 1.8% | 41K | +191% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Invesco Ltd.etf/fund | Financials | $13.1M | 1.5% | 62K | +398% | 1+ qtrs | — | 13F | |
| 15 | — | VANGUARD INDEX FDS TOTAL STK MKT - ETFetf/fund | — | $12.5M | 1.4% | 34K | +202% | — | — | 13F |
| 16 | — | VANGUARD WORLD FD HEALTH CAR ETF - ETFetf/fund | — | $9.3M | 1.1% | 31K | +264% | — | — | 13F |
| 17 | Meta Platforms, Inc. | Technology | $8.9M | 1.0% | 16K | +67% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR RUSSELL 3000 ETF - ETFetf/fund | — | $8.2M | 0.9% | 19K | +390% | — | — | 13F |
| 19 | — | DIREXION SHARES ETF TRUST DA 500 BU 3X ETF - ETFetf/fund | — | $8.2M | 0.9% | 30K | +4161% | — | — | 13F |
| 20 | SPDR GOLD TRUSTetf/fund | Financials | $7.8M | 0.9% | 21K | +293% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Broadcom Inc. | Technology | $7.5M | 0.9% | 20K | +290% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NVIDIA CORP | Technology | $7.5M | 0.9% | 37K | +480% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Palo Alto Networks Inc | Technology | $7.4M | 0.9% | 22K | +504% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | WisdomTree, Inc.etf/fund | Financials | $7.0M | 0.8% | 73K | +1090% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ELI LILLY & Co | Healthcare | $6.8M | 0.8% | 5,649 | +20% | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $6.7M | 0.8% | 9 | -100% | |||
| 27 | — | ISHARES INC CORE MSCI EMKT - ETF | — | $5.9M | 0.7% | 72K | +1448% | |||
| 28 | — | FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M - ETF | — | $5.5M | 0.6% | 200K | +3689% | |||
| 29 | $WMT | Walmart Inc. | Consumer Staples | $5.4M | 0.6% | 47K | +731% | |||
| 30 | — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT - ETF | — | $5.3M | 0.6% | 87K | +1611% | |||
| 31 | $PLTR | Palantir Technologies Inc. | Technology | $5.0M | 0.6% | 43K | +573% | |||
| 32 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.0M | 0.6% | 5,258 | -2% | |||
| 33 | — | ISHARES TR CORE MSCI EAFE - ETF | — | $4.9M | 0.6% | 51K | +1169% | |||
| 34 | $JPM | JPMORGAN CHASE & CO | Financials | $4.6M | 0.5% | 14K | +238% | |||
| 35 | — | ISHARES INC MSCI EMERG MRKT - ETF | — | $4.5M | 0.5% | 60K | +1285% | |||
| 36 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.4M | 0.5% | 10K | +194% | |||
| 37 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4.2M | 0.5% | 4,190 | +16% | |||
| 38 | — | FIRST TR EXCHNG TRADED FD VI FT VEST U.S - ETF | — | $4.1M | 0.5% | 92K | +2200% | |||
| 39 | $NAC | Nuveen California Quality Municipal Income Fund | Other | $4.1M | 0.5% | 335K | +8590% | |||
| 40 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $4.0M | 0.5% | 3,458 | -13% | |||
| 41 | — | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF - ETF | — | $4.0M | 0.5% | 67K | +1727% | |||
| 42 | — | FIRST TR EXCHANGE TRADED FD SMID RISNG ETF - ETF | — | $3.8M | 0.4% | 88K | +2440% | |||
| 43 | $IAU | ISHARES GOLD TRUST | Financials | $3.8M | 0.4% | 50K | +1013% | |||
| 44 | — | SELECT SECTOR SPDR TR ST STR FINL ETF - ETF | — | $3.7M | 0.4% | 70K | +3421% | |||
| 45 | — | PROSHARES TR ULTRPRO S&P500 - ETF | — | $3.7M | 0.4% | 26K | +2712% | |||
| 46 | $NAD | Nuveen Quality Municipal Income Fund | Other | $3.6M | 0.4% | 301K | +8699% | |||
| 47 | — | VANGUARD INDEX FDS VALUE ETF - ETF | — | $3.6M | 0.4% | 17K | +402% | |||
| 48 | — | SELECT SECTOR SPDR TR ST STR CARE ETF - ETF | — | $3.6M | 0.4% | 22K | +529% | |||
| 49 | $IBIT | iShares Bitcoin Trust ETF | Financials | $3.2M | 0.4% | 95K | +2663% | |||
| 50 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.2M | 0.4% | 55K | +2130% | |||
| 51 | — | ISHARES INC MSCI JAPAN ETF - ETF | — | $3.0M | 0.3% | 32K | +1128% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $2.9M | 0.3% | 58K | +1932% | |||
| 53 | $V | VISA INC. | Financials | $2.7M | 0.3% | 8,007 | +228% | |||
| 54 | — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT - ETF | — | $2.7M | 0.3% | 61K | +2244% | |||
| 55 | — | ISHARES TR U.S. MED DVC ETF - ETF | — | $2.7M | 0.3% | 55K | +1686% | |||
| 56 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $2.7M | 0.3% | 3,872 | +61% | |||
| 57 | $C | CITIGROUP INC | Financials | $2.7M | 0.3% | 19K | +787% | |||
| 58 | — | PROSHARES TR ULTRPRO DOW30 - ETF | — | $2.7M | 0.3% | 39K | +5702% | |||
| 59 | $CRM | Salesforce, Inc. | Technology | $2.7M | 0.3% | 17K | +408% | |||
| 60 | — | DIREXION SHARES ETF TRUST DAI SEM BUL ETF - ETF | — | $2.6M | 0.3% | 9,750 | +2528% | |||
| 61 | — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT - ETF | — | $2.6M | 0.3% | 43K | +1685% | |||
| 62 | — | COLUMBIA ETF TR I RESH ENHNC COR - ETF | — | $2.5M | 0.3% | 58K | +2721% | |||
| 63 | — | EA SERIES TRUST ALTRIUS GBL DIV - ETF | — | $2.4M | 0.3% | 57K | +2590% | |||
| 64 | $PSUS | Pershing Square USA, Ltd. | Other | $2.4M | 0.3% | 64K | New | |||
| 65 | $QCOM | QUALCOMM INC/DE | Technology | $2.3M | 0.3% | 13K | +682% | |||
| 66 | $ORCL | ORACLE CORP | Technology | $2.3M | 0.3% | 16K | +631% | |||
| 67 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.3M | 0.3% | 4,100 | +85% | |||
| 68 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.3M | 0.3% | 9,022 | +309% | |||
| 69 | — | VANGUARD WORLD FD INF TECH ETF - ETF | — | $2.0M | 0.2% | 17K | +1047% | |||
| 70 | — | ISHARES TR CORE S&P500 ETF - ETF | — | $2.0M | 0.2% | 2,707 | +51% | |||
| 71 | $OBDC | Blue Owl Capital Corp | Other | $1.9M | 0.2% | 174K | +8465% | |||
| 72 | $ASML | ASML HOLDING NV | Technology | $1.9M | 0.2% | 955 | -27% | |||
| 73 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.9M | 0.2% | 3,953 | +223% | |||
| 74 | $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | Other | $1.8M | 0.2% | 154K | +8651% | |||
| 75 | $SOFI | SoFi Technologies, Inc. | Financials | $1.8M | 0.2% | 101K | +6012% | |||
| 76 | $BX | Blackstone Inc. | Financials | $1.8M | 0.2% | 16K | +597% | |||
| 77 | $MRK | Merck & Co., Inc. | Healthcare | $1.8M | 0.2% | 14K | +711% | |||
| 78 | $ESS | ESSEX PROPERTY TRUST, INC. | Real Estate | $1.7M | 0.2% | 5,843 | +307% | |||
| 79 | — | SELECT SECTOR SPDR TR ST STR UTIL ETF - ETF | — | $1.6M | 0.2% | 35K | +1352% | |||
| 80 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.6M | 0.2% | 3,823 | +261% | |||
| 81 | $CEG | Constellation Energy Corp | Utilities | $1.6M | 0.2% | 6,408 | New | |||
| 82 | — | FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ - ETF | — | $1.6M | 0.2% | 55K | +3383% | |||
| 83 | $MA | Mastercard Inc | Financials | $1.6M | 0.2% | 3,055 | +66% | |||
| 84 | — | ISHARES TR RUS 1000 GRW ETF - ETF | — | $1.6M | 0.2% | 13K | +907% | |||
| 85 | — | ISHARES TR TRUST ISHARE 0-1 - ETF | — | $1.6M | 0.2% | 14K | +903% | |||
| 86 | $SHOP | SHOPIFY INC. | Technology | $1.4M | 0.2% | 12K | +893% | |||
| 87 | $LTH | Life Time Group Holdings, Inc. | Communication Services | $1.4M | 0.2% | 34K | +3612% | |||
| 88 | $NFLX | NETFLIX INC | Communication Services | $1.4M | 0.2% | 19K | +881% | |||
| 89 | $NEE | NEXTERA ENERGY INC | Utilities | $1.4M | 0.2% | 16K | +972% | |||
| 90 | $MSDL | Morgan Stanley Direct Lending Fund | Other | $1.3M | 0.1% | 84K | +7895% | |||
| 91 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.3M | 0.1% | 1,722 | +98% | |||
| 92 | — | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT - ETF | — | $1.3M | 0.1% | 31K | +2448% | |||
| 93 | $MS | MORGAN STANLEY | Financials | $1.3M | 0.1% | 6,120 | +508% | |||
| 94 | $DIS | Walt Disney Co | Communication Services | $1.3M | 0.1% | 13K | +1002% | |||
| 95 | — | ISHARES TR ISHARES BIOTECH - ETF | — | $1.3M | 0.1% | 6,624 | +497% | |||
| 96 | $NOW | ServiceNow, Inc. | Technology | $1.3M | 0.1% | 13K | +1031% | |||
| 97 | — | SELECT SECTOR SPDR TR ST STR ENERG ETF - ETF | — | $1.2M | 0.1% | 24K | +5567% | |||
| 98 | — | FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF - ETF | — | $1.2M | 0.1% | 13K | +1577% | |||
| 99 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.1% | 991 | New | |||
| 100 | $BSTZ | BlackRock Science & Technology Term Trust | — | $1.1M | 0.1% | 38K | +4281% | |||
| 101 | — | VANECK ETF TRUST SEMICONDUCTR ETF - ETF | — | $1.1M | 0.1% | 1,692 | +164% | |||
| 102 | $ETN | Eaton Corp plc | Industrials | $1.1M | 0.1% | 2,490 | +168% | |||
| 103 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.1% | 6,000 | +504% | |||
| 104 | — | SPDR SERIES TRUST ST STR SP BIOT - ETF | — | $1.1M | 0.1% | 6,640 | +595% | |||
| 105 | — | COLUMBIA ETF TR I MULTI SEC MUNI - ETF | — | $1.0M | 0.1% | 50K | +4878% | |||
| 106 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.0M | 0.1% | 2,885 | +211% | |||
| 107 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.0M | 0.1% | 24K | +1871% | |||
| 108 | $MRVL | Marvell Technology, Inc. | Technology | $1.0M | 0.1% | 3,531 | +881% | |||
| 109 | $O | REALTY INCOME CORP | Real Estate | $992K | 0.1% | 16K | +2413% | |||
| 110 | — | ISHARES TR CALIF MUN BD ETF - ETF | — | $973K | 0.1% | 17K | +1659% | |||
| 111 | $IVZ | Invesco Ltd. | Financials | $969K | 0.1% | 29K | +3143% | |||
| 112 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $965K | 0.1% | 7,066 | +404% | |||
| 113 | — | ISHARES TR US AER DEF ETF - ETF | — | $959K | 0.1% | 3,957 | +357% | |||
| 114 | — | ISHARES TR EXPANDED TECH - ETF | — | $938K | 0.1% | 10K | +1212% | |||
| 115 | — | ISHARES TR ISHARES SEMICDTR - ETF | — | $914K | 0.1% | 1,426 | +119% | |||
| 116 | — | VANECK ETF TRUST CLO ETF - ETF | — | $904K | 0.1% | 17K | New | |||
| 117 | $ADBE | ADOBE INC. | Technology | $893K | 0.1% | 4,351 | +249% | |||
| 118 | $KO | COCA COLA CO | Consumer Staples | $852K | 0.1% | 10K | +1039% | |||
| 119 | $RTX | RTX Corp | Industrials | $834K | 0.1% | 4,401 | +423% | |||
| 120 | $AXP | AMERICAN EXPRESS CO | Financials | $819K | 0.1% | 2,423 | +230% | |||
| 121 | $LMT | LOCKHEED MARTIN CORP | Industrials | $813K | 0.1% | 1,597 | +37% | |||
| 122 | — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT - ETF | — | $805K | 0.1% | 15K | +1887% | |||
| 123 | $KLAC | KLA CORP | Technology | $796K | 0.1% | 2,853 | +579% | |||
| 124 | $META | Meta Platforms, Inc. | Technology | $792K | 0.1% | 10K | +74% | |||
| 125 | $BLK | BlackRock, Inc. | Financials | $769K | 0.1% | 800 | -19% | |||
| 126 | — | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF - ETF | — | $755K | 0.1% | 8,534 | +1114% | |||
| 127 | — | INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV - ETF | — | $754K | 0.1% | 31K | +4174% | |||
| 128 | $PFE | PFIZER INC | Healthcare | $739K | 0.1% | 31K | +3716% | |||
| 129 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $733K | 0.1% | 1,459 | +102% | |||
| 130 | — | ISHARES TR CORE S&P MCP ETF - ETF | — | $726K | 0.1% | 9,455 | +1382% | |||
| 131 | $GBDC | GOLUB CAPITAL BDC, Inc. | Other | $721K | 0.1% | 56K | +7327% | |||
| 132 | $GEV | GE Vernova Inc. | Industrials | $720K | 0.1% | 612 | +5% | |||
| 133 | — | ISHARES TR RUSSELL 2000 ETF - ETF | — | $719K | 0.1% | 2,398 | +285% | |||
| 134 | — | VANGUARD INDEX FDS EXTEND MKT ETF - ETF | — | $715K | 0.1% | 2,916 | +386% | |||
| 135 | $EFSC | ENTERPRISE FINANCIAL SERVICES CORP | Financials | $714K | 0.1% | 11K | +1748% | |||
| 136 | — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT - ETF | — | $713K | 0.1% | 12K | +1758% | |||
| 137 | — | ISHARES TR RUS 1000 VAL ETF - ETF | — | $713K | 0.1% | 2,941 | +368% | |||
| 138 | $IREN | IREN Ltd | Financials | $682K | 0.1% | 15K | +3093% | |||
| 139 | $BXSL | Blackstone Secured Lending Fund | Other | $666K | 0.1% | 27K | +4536% | |||
| 140 | — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT - ETF | — | $662K | 0.1% | 13K | +1964% | |||
| 141 | — | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT - ETF | — | $656K | 0.1% | 15K | +2401% | |||
| 142 | $NKE | NIKE, Inc. | Consumer Discretionary | $615K | 0.1% | 15K | +5907% | |||
| 143 | $CVX | CHEVRON CORP | Energy | $615K | 0.1% | 3,693 | +262% | |||
| 144 | — | FIRST TR EXCHNG TRADED FD VI FT VES MARK DECE - ETF | — | $609K | 0.1% | 23K | +3857% | |||
| 145 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $596K | 0.1% | 3,488 | New | |||
| 146 | $APP | AppLovin Corp | Technology | $590K | 0.1% | 1,146 | -19% | |||
| 147 | $SPGI | S&P Global Inc. | Financials | $586K | 0.1% | 1,436 | +135% | |||
| 148 | $GE | GENERAL ELECTRIC CO | Industrials | $571K | 0.1% | 1,528 | +233% | |||
| 149 | — | VANGUARD MUN BD FDS TAX EXEMPT BD - ETF | — | $565K | 0.1% | 11K | +1903% | |||
| 150 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $553K | 0.1% | 326 | -20% |
What changed in Q2 2026
Against the previous quarter's 13F: 19 new, 198 added to, 7 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
$PSUSPershing Square USA, Ltd.$2.4M
first bought this quarter
$CEGConstellation Energy Corp$1.6M
first bought this quarter
$MUMICRON TECHNOLOGY INC$1.1M
first bought this quarter
- VANECK ETF TRUST CLO ETF - ETF$904K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$596Kfirst bought this quarter
- FIRST TR EXCHANGE-TRADED FD VEST LADDERED - ETF$526K
first bought this quarter
+13 more in the Excel export
Added to (198)
now $61.1M · held 1+ qtrs
now $58.1M · held 1+ qtrs
now $39.3M · held 1+ qtrs
now $70.3M · held 1+ qtrs
now $47.8M · held 1+ qtrs
- VANGUARD INDEX FDS S&P 500 ETF SHS - ETF+72%
now $66.2M
+192 more in the Excel export
Trimmed (7)
$BRK.ABERKSHIRE HATHAWAY INC-100%
now $6.7M · held 1+ qtrs
$ASMLASML HOLDING NV-27%
now $1.9M · held 1+ qtrs
$WFCWELLS FARGO & COMPANY/MN-13%
now $4.0M · held 1+ qtrs
$BLKBlackRock, Inc.-19%
now $769K · held 1+ qtrs
$MELIMERCADOLIBRE INC-20%
now $553K · held 1+ qtrs
$APPAppLovin Corp-19%
now $590K · held 1+ qtrs
+1 more in the Excel export
Holdings by quarter
Every 13F LM Advisors LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow LM Advisors?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LM Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-2.8%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
51%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LM Advisors LLC disclosed 224 positions worth $866.4M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 8.1% of the equity portfolio. During the quarter the fund opened 19 new positions and exited 6 — including a new stake in $PSUS and a full exit from $ESLT. The portfolio is most concentrated in Other (50.1% of disclosed assets). All figures are sourced directly from LM Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2011314.
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