§ 13F · FUND PROFILE
LM Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $694.2B (13F)Positions · 207Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$142.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 38K | $619.4B | 11.1% | −94% |
| 2 | SPY | SPDR S&P 500 ETF TR TR UNIT | 50K | $280.9B | 5.0% | −83% |
| 3 | AMZN | AMAZON COM INC COM | 62K | $269.2B | 4.8% | −77% |
| 4 | YSEP | FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M | 5K | $209.9B | 3.8% | −97% |
| 5 | OBDC | BLUE OWL CAPITAL CORPORATION COM | 2K | $179.1B | 3.2% | −98% |
| 6 | BTT | BLACKROCK MUN INCOME QUALITY COM | 2K | $165.6B | 3.0% | −99% |
| 7 | GOOG | ALPHABET INC CAP STK CL C | 43K | $137.3B | 2.5% | −69% |
| 8 | SOFI | SOFI TECHNOLOGIES INC COM | 3K | $120.3B | 2.2% | −98% |
| 9 | AAPL | APPLE INC COM | 29K | $106.8B | 1.9% | −72% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | 22K | $100.8B | 1.8% | −78% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LM SIGNAL
AC read
LM Advisors LLC is a Other fund managing $694.2 trillion in assets. The fund runs a broad portfolio of 207 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed