LM Advisors LLC

CIK

2011314

Location

SAN DIEGO, CA

Portfolio Value

Small $790,576,982

Diversification

Diversified

Filing Date

Global Rank

#2,915 / 8,795 ▲ 5752 · as of Jun 2026

Top Industry

Internet Content & Information 19.8%

Period ended 3 months ago

Filed Aug 12, 2026 · 55d

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

158 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.5%

−27.4 pts

Top 5

40.0%

−30.2 pts

Top 10

58.8%

−19.4 pts

HHI

448

Diversified−1,362

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.8%	$417,432,549	38
Technology	12.1%	$95,622,176	26
Financial Services	11.1%	$87,783,948	33
Communication Services	9.9%	$77,983,031	7
Consumer Cyclical	8.8%	$69,518,034	16
Healthcare	2.0%	$15,665,146	12
Consumer Defensive	1.5%	$11,927,139	5
Industrials	0.7%	$5,706,106	9
Real Estate	0.5%	$3,596,212	5
Utilities	0.4%	$2,959,800	2
Energy	0.3%	$2,382,841	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFGR	First Trust Active Factor Large Cap Growth ETF	+635,002	660,942	$27,136,188
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+568,935	605,381	$40,134,532
NAC	Nuveen California Quality Municipal Income Fund	+330,877	334,729	$4,056,915
NAD	Nuveen Quality Municipal Income Fund	+297,426	300,845	$3,646,241
SPY	Spdr S&P 500 ETF Trust	+272,947	325,178	$61,121
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+270,016	297,748	$35,652,039
ANEW	ProShares MSCI Transformational Changes ETF	+260,684	263,527	$22,497,187
AMZN	Amazon Com Inc	+189,744	243,364	$58,003,375
OBDC	Blue Owl Capital Corp	+172,183	174,217	$1,893,738
MHD	Blackrock Muniholdings Fund, Inc.	+152,691	154,456	$1,838,026
GOOGL	Alphabet Inc.	+129,091	182,106	$64,532,706
AAAC	Columbia AAA CLO ETF	+104,849	107,908	$3,549,000
SOFI	SoFi Technologies, Inc.	+99,799	101,459	$1,819,159
BKF	iShares MSCI BIC ETF	+92,732	100,324	$8,312,955
IBIT	iShares Bitcoin Trust ETF	+91,836	95,285	$3,172,037
ABI	VictoryShares Pioneer Asset-Based Income ETF	+85,222	99,822	$15,428,637
AIRR	First Trust RBA American Industrial Renaissance ETF	+84,947	88,429	$3,814,827
ACP	abrdn Income Credit Strategies Fund	+84,886	85,336	$443,747
MSDL	Morgan Stanley Direct Lending Fund	+83,060	84,112	$1,271,773
VIG	Vanguard Dividend Appreciation ETF	+80,988	102,959	$24,027,244
VB	Vanguard Morningstar Small-Cap ETF	+80,011	151,174	$83,016,550
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+75,999	82,388	$6,655,458
AAPL	Apple Inc.	+74,785	100,835	$29,177,615
VEU	Vanguard FTSE All-World Ex-US ETF	+73,186	77,782	$5,022,572
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+72,486	78,871	$7,253,455
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
ASML	Asml Holding NV	−351	955	$1,899,915
APP	AppLovin Corp	−264	1,146	$590,453
BLK	BlackRock, Inc.	−184	800	$769,248
COST	Costco Wholesale Corp /New	−94	5,258	$4,918,701
MELI	Mercadolibre Inc	−84	326	$553,349
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
PSUS	Pershing Square USA, Ltd.	63,950	$2,390,451
CEG	Constellation Energy Corp	6,408	$1,591,554
MU	Micron Technology Inc	991	$1,143,901
SPCX	Space Exploration Technologies Corp	3,488	$595,959
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	25,300	$525,987
LULU	lululemon athletica inc.	4,568	$521,574
INTC	Intel Corp	2,964	$413,863
CSCO	Cisco Systems, Inc.	3,361	$394,783
RDDT	Reddit, Inc.	2,010	$348,895
GLW	Corning Inc /Ny	1,176	$300,385
ABBV	AbbVie Inc.	1,190	$299,451
—		1,645	$272,050
TXN	Texas Instruments Inc	810	$241,436
NVO	Novo Nordisk A S	4,655	$223,160
PNC	Pnc Financial Services Group, Inc.	862	$212,241
WELL	Welltower Inc.	902	$204,726
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
RPRX	Royalty Pharma plc	909	$43,604
FISV	Fiserv Inc	224	$12,499
TXRH	Texas Roadhouse, Inc.	578	$3,500
CHKP	Check Point Software Technologies Ltd	214	$1,500
AMAT	Applied Materials Inc /De	371	$1,086
ESLT	Elbit Systems Ltd	212	$250
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

158 tracked positions · $790,576,982 total · filing declares 224 positions · $866,372 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 158 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	151,174	+80,011	$83,016,550	+56196.5%	10.50%
QQQ	Invesco Qqq Trust, Series 1	Added	95,440	+49,344	$70,282,016	+87895.5%	8.89%
GOOGL	Alphabet Inc. Communication Services	Added	182,106	+129,091	$64,532,706	+34739.8%	8.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	243,364	+189,744	$58,003,375	+22367.1%	7.34%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	605,381	+568,935	$40,134,532	+1753.3%	5.08%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	297,748	+270,016	$35,652,039	—	4.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	52,287	+26,289	$32,899,038	+83661.6%	4.16%
AAPL	Apple Inc. Technology	Added	100,835	+74,785	$29,177,615	+28203.9%	3.69%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	660,942	+635,002	$27,136,188	+2378.6%	3.43%
VIG	Vanguard Dividend Appreciation ETF	Added	102,959	+80,988	$24,027,244	+23066.2%	3.04%
ANEW	ProShares MSCI Transformational Changes ETF	Added	263,527	+260,684	$22,497,187	—	2.85%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	42,166	+25,338	$22,027,096	+60582.4%	2.79%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	99,822	+85,222	$15,428,637	+15219.6%	1.95%
MSFT	Microsoft Corp Technology	Added	40,679	+26,676	$15,174,080	+40013.4%	1.92%
EDV	Vanguard World Funds Extended Duration ETF	Added	47,976	+37,995	$11,280,512	+33719.6%	1.43%
META	Meta Platforms, Inc. Communication Services	Added	15,715	+6,312	$8,852,102	+53761.3%	1.12%
BKF	iShares MSCI BIC ETF	Added	100,324	+92,732	$8,312,955	+2393.3%	1.05%
GLD	Spdr Gold Trust	Added	21,243	+15,841	$7,825,496	+62234.7%	0.99%
AVGO	Broadcom Inc. Technology	Added	19,974	+14,852	$7,545,178	+45490.2%	0.95%
NVDA	Nvidia Corp Technology	Added	37,422	+30,968	$7,487,767	+20132.8%	0.95%
PANW	Palo Alto Networks Inc Technology	Added	21,871	+18,249	$7,458,448	+32915.1%	0.94%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	78,871	+72,486	$7,253,455	+9073.7%	0.92%
LLY	ELI LILLY & Co Healthcare	Added	5,649	+957	$6,775,580	+132702.4%	0.86%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	82,388	+75,999	$6,655,458	+4043.1%	0.84%
WMT	Walmart Inc. Consumer Defensive	Added	47,412	+41,709	$5,369,883	+11625.4%	0.68%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	77,782	+73,186	$5,022,572	+2306.2%	0.64%
PLTR	Palantir Technologies Inc. Technology	Added	42,778	+36,425	$4,990,909	+11391.8%	0.63%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,258	-94	$4,918,701	−7.8%	0.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,918	+9,796	$4,555,778	+32415.7%	0.58%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,434	+6,880	$4,388,540	+45810.0%	0.56%
GS	Goldman Sachs Group Inc Financial Services	Added	4,190	+569	$4,237,640	+98702.5%	0.54%
STT	State Street Corp Financial Services	Added	72,128	+69,850	$4,137,850	+4030.1%	0.52%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Added	334,729	+330,877	$4,056,915	+8940.5%	0.51%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	88,429	+84,947	$3,814,827	+2678.6%	0.48%
IAU	Ishares Gold Trust	Added	50,452	+45,919	$3,809,630	+7309.9%	0.48%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Added	300,845	+297,426	$3,646,241	+9173.7%	0.46%
AAAC	Columbia AAA CLO ETF	Added	107,908	+104,849	$3,549,000	+3423.2%	0.45%
IVZ	Invesco Ltd. Financial Services	Added	61,534	+58,396	$3,296,948	+2181.7%	0.42%
IBIT	iShares Bitcoin Trust ETF	Added	95,285	+91,836	$3,172,037	+2293.8%	0.40%
BAC	Bank Of America Corp /De/ Financial Services	Added	55,337	+52,856	$3,153,102	+2507.0%	0.40%
V	Visa Inc. Financial Services	Added	8,007	+5,567	$2,747,121	+33907.4%	0.35%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	3,872	+1,465	$2,723,332	+69818.7%	0.34%
C	Citigroup Inc Financial Services	Added	19,353	+17,172	$2,708,645	+13896.0%	0.34%
CRM	Salesforce, Inc. Technology	Added	17,101	+13,735	$2,679,042	+14731.7%	0.34%
AFK	VanEck Africa Index ETF	Added	25,522	+24,256	$2,604,800	+31155.1%	0.33%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	57,158	+55,033	$2,431,215	+2688.6%	0.31%
PSUS	Pershing Square USA, Ltd. Financial Services	NEW	63,950	NEW	$2,390,451	NEW	0.30%
AMD	Advanced Micro Devices Inc Technology	Added	4,100	+1,878	$2,381,731	+21704.7%	0.30%
QCOM	Qualcomm Inc/De Technology	Added	12,539	+10,936	$2,317,081	+18476.8%	0.29%
ORCL	Oracle Corp Technology	Added	15,701	+13,554	$2,300,981	+15664.5%	0.29%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.