LM Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, LM Advisors LLC held in its portfolio 201 assets valued at $5,563,017 (i.e. $5.56M).
The most valuable assets in the portfolio included: INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM ($619.36K), SPDR S&P 500 ETF TR TR UNIT ($280.89K), and AMAZON COM INC COM ($269.20K).
The chart below shows the top 10 valuable assets, and the table below shows the top 201 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LM Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 37863 | 619356 | ETF |
| SPDR S&P 500 ETF TR TR UNIT | 49811 | 280885 | ETF |
| AMAZON COM INC COM | 62137 | 269201 | COM |
| FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 13569 | 263182 | ETF |
| FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M | 5462 | 209941 | ETF |
| BLUE OWL CAPITAL CORPORATION COM | 2293 | 179107 | COM |
| BLACKROCK MUN INCOME QUALITY COM | 1812 | 165630 | COM |
| ALPHABET INC CAP STK CL C | 43073 | 137262 | Cl C |
| SOFI TECHNOLOGIES INC COM | 3150 | 120303 | COM |
| APPLE INC COM | 29026 | 106769 | COM |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | 22147 | 100763 | ETF |
| ABRDN INCOME CREDIT STRATEGI COM | 533 | 97219 | COM |
| FIRST TR EXCHNG TRADED FD VI FT VEST U.S | 4011 | 93380 | ETF |
| VANGUARD INDEX FDS S&P 500 ETF SHS | 56899 | 90728 | ETF |
| FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF | 3472 | 90601 | ETF |
| VANGUARD BD INDEX FDS SHORT TRM BOND | 5886 | 74684 | ETF |
| MORGAN STANLEY DIRECT LENDIN COM SHS | 1268 | 74647 | COM |
| ISHARES BITCOIN TRUST ETF SHS BEN INT | 3694 | 74421 | ETF |
| INVESCO QQQ TR UNIT SER 1 | 44419 | 72306 | ETF |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 3711 | 69027 | ETF |
| ISHARES INC CORE MSCI EMKT | 4628 | 68839 | ETF |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 11540 | 60240 | ETF |
| ISHARES INC MSCI EMERG MRKT | 4399 | 59811 | ETF |
| ISHARES TR U.S. MED DVC ETF | 3707 | 59626 | ETF |
| GOLUB CAP BDC INC COM | 807 | 59500 | COM |
| FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ | 1586 | 58682 | ETF |
| INVESCO EXCH TRADED FD TR II S&P500 HDL VOL | 2740 | 57087 | ETF |
| SELECT SECTOR SPDR TR STATE STREET UTI | 2402 | 56268 | ETF |
| ISHARES GOLD TR ISHARES NEW | 4339 | 53452 | ETF |
| COLUMBIA ETF TR I RESH ENHNC COR | 2135 | 52263 | ETF |
| BANK AMERICA CORP COM | 2775 | 50452 | COM |
| ALPHABET INC CAP STK CL A | 14535 | 46436 | Cl A |
| WALMART INC COM | 5125 | 45907 | COM |
| FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | 1818 | 45756 | ETF |
| COLUMBIA ETF TR I MULTI SEC MUNI | 924 | 44839 | ETF |
| EA SERIES TRUST ALTRIUS GBL DIV | 1715 | 44513 | ETF |
| BLACKROCK SCIENCE & TECHNOLO SHS BEN INT | 940 | 41563 | ETF |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 1063 | 40000 | COM |
| PALANTIR TECHNOLOGIES INC CL A | 7074 | 39799 | Cl A |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 19912 | 39614 | Cl B |
| SPDR DOW JONES INDL AVERAGE UT SER 1 | 17542 | 36471 | ETF |
| NVIDIA CORPORATION COM | 6733 | 36097 | COM |
| MICROSOFT CORP COM | 17020 | 35193 | COM |
| ISHARES TR CORE MSCI EAFE | 3135 | 35040 | ETF |
| SELECT SECTOR SPDR TR STATE STREET FIN | 1918 | 35018 | ETF |
| VANGUARD INDEX FDS TOTAL STK MKT | 11707 | 34918 | ETF |
| VANGUARD WORLD FD HEALTH CAR ETF | 8957 | 31115 | ETF |
| ISHARES INC MSCI JAPAN ETF | 2473 | 30628 | ETF |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT | 966 | 30331 | ETF |
| PFIZER INC COM | 710 | 28520 | COM |
| INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV | 688 | 27688 | ETF |
| WISDOMTREE TR US QTLY DIV GRT | 2365 | 26442 | ETF |
| SELECT SECTOR SPDR TR STATE STREET HEA | 3931 | 25395 | ETF |
| VERIZON COMMUNICATIONS INC COM | 1019 | 25012 | COM |
| BLACKSTONE SECD LENDING FD COMMON STOCK | 623 | 22988 | COM |
| BLACKROCK MUNIHLDNGS CALI QL COM | 231 | 21804 | COM |
| C3 AI INC CL A | 289 | 21450 | Cl A |
| PROSHARES TR ULTRAPRO QQQ | 1110 | 21050 | ETF |
| ALEXANDRIA REAL ESTATE EQ IN COM | 983 | 19788 | COM |
| ISHARES ETHEREUM TR SHS | 442 | 19728 | ETF |
| ROYALTY PHARMA PLC SHS CLASS A | 683 | 17679 | ADR |
| SALESFORCE INC COM | 4625 | 17432 | COM |
| META PLATFORMS INC CL A | 11475 | 17384 | Cl A |
| CITIGROUP INC COM NEW | 1993 | 17076 | COM |
| NETFLIX INC COM | 1589 | 16942 | COM |
| ORACLE CORP COM | 3300 | 16932 | COM |
| VANGUARD INDEX FDS VALUE ETF | 3199 | 16747 | ETF |
| BROADCOM INC COM | 5502 | 15898 | COM |
| NEXTERA ENERGY INC COM | 1257 | 15653 | COM |
| REALTY INCOME CORP COM | 834 | 14723 | COM |
| DISNEY WALT CO COM | 1680 | 14667 | COM |
| MERCK & CO INC COM | 1512 | 14251 | COM |
| ISHARES TR TRUST ISHARE 0-1 | 1495 | 13572 | ETF |
| JPMORGAN CHASE & CO. COM | 4250 | 13189 | COM |
| FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF | 937 | 13111 | ETF |
| RUSH STREET INTERACTIVE INC COM | 253 | 13000 | COM |
| PROSHARES TR ULTRPRO DOW30 | 701 | 12112 | ETF |
| COCA COLA CO COM | 844 | 12078 | COM |
| SPDR GOLD TR GOLD SHS | 4697 | 11852 | ETF |
| QUALCOMM INC COM | 2000 | 11692 | COM |
| ADVANCED MICRO DEVICES INC COM | 2439 | 11391 | COM |
| VANGUARD MUN BD FDS TAX EXEMPT BD | 561 | 11155 | ETF |
| HERCULES CAPITAL INC COM | 205 | 10900 | COM |
| ENTERPRISE FINL SVCS CORP COM | 585 | 10832 | COM |
| IREN LIMITED ORDINARY SHARES | 393 | 10413 | COM |
| ISHARES TR RUSSELL 3000 ETF | 3818 | 9869 | ETF |
| SPDR SERIES TRUST STATE STREET SPD | 1235 | 9838 | ETF |
| ISHARES TR CORE S&P MCP ETF | 624 | 9455 | ETF |
| JOHNSON & JOHNSON COM | 1891 | 9137 | COM |
| TESLA INC COM | 3990 | 8872 | COM |
| BIRKENSTOCK HOLDING PLC COM SHS | 356 | 8700 | COM |
| EXXON MOBIL CORP COM | 990 | 8225 | COM |
| VISA INC COM CL A | 2814 | 8024 | Cl A |
| BARCLAYS BANK PLC DJUBS CMDT ETN36 | 301 | 8000 | ADR |
| VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | 617 | 7378 | ETF |
| LISTED FDS TR HORIZON KINETICS | 315 | 7074 | ETF |
| SELECT SECTOR SPDR TR STATE STREET ENE | 303 | 6768 | ETF |
| AMERICAN TOWER CORP NEW COM | 1176 | 6632 | COM |
| ISHARES TR ISHARES BIOTECH | 1109 | 6569 | ETF |
| NOVO-NORDISK A S ADR | 332 | 6519 | ADR |
| GENERAL MTRS CO COM | 527 | 6483 | COM |
| PAYPAL HLDGS INC COM | 377 | 6462 | COM |
| ENTERPRISE PRODS PARTNERS L COM | 204 | 6355 | COM |
| BLACKSTONE INC COM | 957 | 6207 | COM |
| ESSEX PPTY TR INC COM | 1619 | 6188 | COM |
| MORGAN STANLEY COM NEW | 1086 | 6116 | COM |
| INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | 940 | 6000 | ETF |
| ISHARES TR MSCI EMG MKT ETF | 325 | 5940 | ETF |
| ISHARES TR RUSSELL 2000 ETF | 1413 | 5739 | ETF |
| PROSHARES TR ULTRPRO S&P500 | 662 | 5720 | ETF |
| ADOBE INC COM | 1923 | 5495 | COM |
| COSTCO WHSL CORP NEW COM | 4620 | 5357 | COM |
| ROBLOX CORP CL A | 427 | 5269 | Cl A |
| J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | 346 | 5244 | ETF |
| DIREXION SHS ETF TR DLY SCOND 3XBU | 216 | 5150 | ETF |
| ELI LILLY & CO COM | 5493 | 5111 | COM |
| UNITEDHEALTH GROUP INC COM | 1625 | 4922 | COM |
| PALO ALTO NETWORKS INC COM | 902 | 4897 | COM |
| WISDOMTREE TR INDIA ERNGS FD | 223 | 4821 | ETF |
| SPDR INDEX SHS FDS EURO STOXX 50 | 307 | 4766 | ETF |
| ISHARES TR CORE DIV GRWTH | 325 | 4684 | ETF |
| GSK PLC SPONSORED ADR | 225 | 4559 | ADR |
| NIKE INC CL B | 286 | 4490 | Cl B |
| CHEVRON CORP NEW COM | 684 | 4487 | COM |
| ISHARES TR CORE US AGGBD ET | 425 | 4256 | ETF |
| MARVELL TECHNOLOGY INC COM | 348 | 4100 | COM |
| GOLDMAN SACHS GROUP INC COM | 3525 | 4010 | COM |
| FISERV INC COM | 269 | 4005 | COM |
| INVESCO EXCH TRADED FD TR II KBW BK ETF | 337 | 4000 | ETF |
| TEXAS ROADHOUSE INC COM | 664 | 4000 | COM |
| ISHARES TR IBOXX INV CP ETF | 438 | 3979 | ETF |
| ISHARES TR US AER DEF ETF | 841 | 3915 | ETF |
| PROLOGIS INC. COM | 500 | 3914 | COM |
| TARGET CORP COM | 381 | 3898 | COM |
| SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | 2340 | 3864 | ETF |
| DIREXION SHS ETF TR DRX S&P500BULL | 849 | 3850 | ETF |
| ISHARES TR GLOB HLTHCRE ETF | 365 | 3748 | ETF |
| RTX CORPORATION COM | 681 | 3715 | COM |
| MASTERCARD INCORPORATED CL A | 2093 | 3666 | Cl A |
| BANK NEW YORK MELLON CORP COM | 405 | 3488 | COM |
| WELLS FARGO CO NEW PERP PFD CNV A | 4215 | 3478 | PFD |
| VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | 214 | 3425 | ETF |
| APPLOVIN CORP COM CL A | 2302 | 3417 | Cl A |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR | 244 | 3066 | ETF |
| ISHARES TR EXPND TEC SC ETF | 387 | 3000 | ETF |
| OREILLY AUTOMOTIVE INC COM | 274 | 3000 | COM |
| SHOPIFY INC CL A SUB VTG SHS | 480 | 2982 | Cl A |
| ISHARES TR RUS 1000 GRW ETF | 1395 | 2947 | ETF |
| ISHARES TR RUS 1000 VAL ETF | 619 | 2941 | ETF |
| HOME DEPOT INC COM | 1001 | 2910 | COM |
| BOSTON SCIENTIFIC CORP COM | 266 | 2789 | COM |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 407 | 2774 | ADR |
| ISHARES TR CORE S&P500 ETF | 1874 | 2736 | ETF |
| EATON CORP PLC SHS | 865 | 2715 | ADR |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 819 | 2689 | ADR |
| CONOCOPHILLIPS COM | 249 | 2656 | COM |
| VANGUARD WORLD FD INF TECH ETF | 1981 | 2628 | ETF |
| AIRBNB INC COM CL A | 352 | 2594 | Cl A |
| VANGUARD INDEX FDS REAL ESTATE ETF | 228 | 2571 | ETF |
| ABBOTT LABS COM | 300 | 2395 | COM |
| VANGUARD INDEX FDS EXTEND MKT ETF | 500 | 2389 | ETF |
| VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | 216 | 2385 | ETF |
| VANECK ETF TRUST MRNGSTR WDE MOAT | 243 | 2342 | ETF |
| STATE STR CORP COM | 301 | 2333 | COM |
| BOEING CO COM | 498 | 2292 | COM |
| ISHARES TR MSCI AC ASIA ETF | 210 | 2256 | ETF |
| PROCTER AND GAMBLE CO COM | 319 | 2224 | COM |
| CROWDSTRIKE HLDGS INC CL A | 1016 | 2168 | Cl A |
| SBA COMMUNICATIONS CORP NEW CL A | 415 | 2148 | Cl A |
| AMERICAN EXPRESS CO COM | 767 | 2074 | COM |
| ISHARES TR EXPANDED TECH | 219 | 2068 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 601 | 2030 | COM |
| ISHARES TR ISHARES SEMICDTR | 597 | 1981 | ETF |
| ISHARES TR CORE S&P SCP ETF | 235 | 1957 | ETF |
| ELEVANCE HEALTH INC FORMERLY COM | 679 | 1937 | COM |
| LOCKHEED MARTIN CORP COM | 930 | 1922 | COM |
| WYNN RESORTS LTD COM | 229 | 1900 | COM |
| ISHARES TR CORE S&P TTL STK | 281 | 1888 | ETF |
| PHILLIPS 66 COM | 225 | 1741 | COM |
| MCDONALDS CORP COM | 498 | 1628 | COM |
| VANECK ETF TRUST SEMICONDUCTR ETF | 574 | 1595 | ETF |
| DOORDASH INC CL A | 341 | 1504 | Cl A |
| CHECK POINT SOFTWARE TECH LT ORD | 278 | 1500 | COM |
| THERMO FISHER SCIENTIFIC INC COM | 865 | 1491 | COM |
| SERVICENOW INC COM | 207 | 1348 | COM |
| GE AEROSPACE COM NEW | 384 | 1246 | COM |
| ISHARES INC MSCI WORLD ETF | 218 | 1171 | ETF |
| VANGUARD INDEX FDS MCAP GR IDXVIP | 321 | 1150 | ETF |
| BLACKROCK INC COM | 1222 | 1142 | COM |
| HOWMET AEROSPACE INC COM | 220 | 1073 | COM |
| APPLIED MATLS INC COM | 259 | 1008 | COM |
| FLUTTER ENTMT PLC SHS | 215 | 1000 | ADR |
| WASTE MGMT INC DEL COM | 201 | 914 | COM |
| ASML HOLDING N V N Y REGISTRY SHS | 974 | 910 | COM |
| S&P GLOBAL INC COM | 437 | 837 | COM |
| HILTON WORLDWIDE HLDGS INC COM | 228 | 795 | COM |
| MCKESSON CORP COM | 444 | 541 | COM |
| GE VERNOVA INC COM | 275 | 421 | COM |
| MERCADOLIBRE INC COM | 720 | 358 | COM |
| KLA CORP COM NEW | 342 | 281 | COM |
| BERKSHIRE HATHAWAY INC DEL CL A | 7548 | 10 | Cl A |
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