LM Advisors LLC

CIK: 0002011314Latest portfolio: $5.6M · Q4 2025

Holdings

210

Total Value

$5.6M

New Positions

15

Closed Positions

12

#StockSharesValue% PortfolioChangeType
1
OMFLINVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM
37,863$619K11.13%-584,650
2
SPYSPDR S&P 500 ETF TR TR UNIT
49,811$280K5.03%-242,051
3
AMZNAMAZON COM INC COM
62,137$269K4.84%-207,272
4
YSEPFIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M
5,462$209K3.76%-204,479
5
OBDCBLUE OWL CAPITAL CORPORATION COM
2,293$179K3.22%-124,314
6
BYMBLACKROCK MUN INCOME QUALITY COM
1,812$165K2.97%-163,580
7
GOOGALPHABET INC CAP STK CL C
43,073$137K2.46%-94,925
8
SOFISOFI TECHNOLOGIES INC COM
3,150$120K2.16%-123,353
9
AAPLAPPLE INC COM
29,026$106K1.91%-76,450
10
VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF
22,147$100K1.80%-77,773
11
ACPABRDN INCOME CREDIT STRATEGI COM
533$97K1.74%-96,686
12
FFEBFIRST TR EXCHNG TRADED FD VI FT VEST US EQT
5,287$93K1.67%-86,392
13
XJUNFIRST TR EXCHNG TRADED FD VI FT VEST U.S
4,011$93K1.67%-90,369
14
VOOVANGUARD INDEX FDS S&P 500 ETF SHS
56,899$90K1.62%-31,618
15
SDVYFIRST TR EXCHANGE-TRADED FD SMID RISNG ETF
3,472$90K1.62%-83,891
16
IBITISHARES BITCOIN TRUST ETF SHS BEN INT
3,694$74K1.33%-40,377
17
BSVVANGUARD BD INDEX FDS SHORT TRM BOND
5,886$74K1.33%-68,798
18
MSDLMORGAN STANLEY DIRECT LENDIN COM SHS
1,268$74K1.33%-54,516
19
NDQINVESCO QQQ TR UNIT SER 1
44,419$72K1.29%-24,195
20
VWOVANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
3,711$69K1.24%-65,672
21
IEMGISHARES INC CORE MSCI EMKT
4,628$68K1.22%-64,329
22
GJANFIRST TR EXCHNG TRADED FD VI FT VEST US EQT
2,652$61K1.10%-59,329
23
RSPINVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
11,540$60K1.08%-46,409
24
GBDCGOLUB CAP BDC INC COM
807$59K1.06%NEW
25
IHIISHARES TR U.S. MED DVC ETF
3,707$59K1.06%-59,267

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
BRK-B8K+8K
WFC 7.5 PERP L4K+757
MLB1720+473
LLY5K+458
NFLX2K+249
ASML974+154
BLK1K+84
KLAC342+62
TSM819+-376
AMAT259+-741

Decreased Positions

NameSharesChange
OMFL38K-584650
ACP533-96686
XJUN4K-90369
FFEB5K-86392
SDVY3K-83891
VIG22K-77773
BSV6K-68798
VWO4K-65672
IEMG5K-64329
GJAN3K-59329

Sector Breakdown

Financial Services0.0% ($6.192802091791202e+158T)
Technology0.0% ($1.651069741393635e+36T)
Unknown0.0% ($72533935271.7T)
Consumer Cyclical0.0% ($26940138864.4T)
Healthcare0.0% ($2817149.7T)
Communication Services0.0% ($137.5T)
Real Estate0.0% ($19.1B)
Industrials0.0% ($3.2B)
Consumer Defensive0.0% ($451.3M)
Energy0.0% ($86.4M)
Utilities0.0% ($150K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$5.6M210
Q3 2025Nov 13, 2025$694.2M207
Q2 2025Aug 14, 2025$776.9M184
Q1 2025May 13, 2025$555.4M215
Q4 2024Feb 12, 2025$571.8M187

Fund Information

CIK0002011314
Most Recent FilingFeb 13, 2026
Number of Filings5

LM Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.6M across 210 holdings. The largest position is INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM (OMFL), representing 11.1% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.