LM Advisors LLC
- SEC CIK
- 0002011314
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 224
- +12 vs. Q1 2026
- Portfolio value
- $866.4M
- +$861.4M (+17,397.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 73,417 | $7.01M | 0.8% | +67,249+1,090.3% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 21,871 | $7.43M | 0.9% | +18,249+503.8% | Added | History |
| NVDANVIDIA Corp | Stock | 37,422 | $7.46M | 0.9% | +30,968+479.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 19,974 | $7.54M | 0.9% | +14,852+290.0% | Added | History |
| GLDSPDR Gold Trust | ETF | 21,243 | $7.83M | 0.9% | +15,841+293.2% | Added | History |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 30,340 | $8.21M | 0.9% | +29,628+4,161.2% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,334 | $8.24M | 1.0% | +15,389+390.1% | Added | – |
| METAMeta Platforms, Inc. | Stock | 15,715 | $8.85M | 1.0% | +6,312+67.1% | Added | History |
| Vanguard Health Care ETF92204A504 | ETF | 30,901 | $9.25M | 1.1% | +22,409+263.9% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 33,873 | $12.5M | 1.4% | +22,652+201.9% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 61,567 | $13.1M | 1.5% | +49,197+397.7% | Added | – |
| MSFTMicrosoft Corp | Stock | 40,679 | $15.2M | 1.7% | +26,676+190.5% | Added | History |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 198,872 | $16.1M | 1.9% | +197,618+15,759.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 46,830 | $16.7M | 1.9% | +32,876+235.6% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 42,166 | $22.0M | 2.5% | +25,338+150.6% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 100,570 | $23.8M | 2.7% | +78,827+362.5% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 52,278 | $26.1M | 3.0% | +33,461+177.8% | Added | History |
| AAPLApple Inc. | Stock | 100,835 | $29.1M | 3.4% | +74,785+287.1% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 574,567 | $39.3M | 4.5% | +538,842+1,508.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 135,276 | $47.8M | 5.5% | +96,215+246.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 243,364 | $58.1M | 6.7% | +189,744+353.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 325,178 | $61.1M | 7.1% | +272,947+522.6% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 96,457 | $66.2M | 7.6% | +40,340+71.9% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 95,440 | $70.3M | 8.1% | +49,344+107.0% | Added | – |
Sold out since Q1 2026 (7)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| RPRXRoyalty Pharma plc | SHS CLASS A | 909 | $18.9K | 0.4% | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 296 | $4.77K | 0.1% | – |
| FISVFiserv Inc | Stock | 224 | $4.01K | 0.1% | History |
| TXRHTexas Roadhouse, Inc. | COM | 578 | $3.50K | 0.1% | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 214 | $1.50K | <0.1% | History |
| AMATApplied Materials Inc | Stock | 371 | $1.09K | <0.1% | History |
| ESLTElbit Systems Ltd | Stock | 212 | $250 | <0.1% | History |