§ 13F · FUND PROFILE
LM Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $694K (13F)Positions · 207Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$891K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 36K | $595K | 9.4% | −6% |
| 2 | NAC | NUVEEN CA DIVI ADV MUN COM | 4K | $331K | 5.2% | NEW |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | 52K | $318K | 5.0% | +5% |
| 4 | NAD | NUVEEN QUALITY MUNCP INCOME COM | 3K | $298K | 4.7% | NEW |
| 5 | AMZN | AMAZON COM INC COM | 54K | $258K | 4.1% | −14% |
| 6 | YSEP | FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M | 5K | $201K | 3.2% | −4% |
| 7 | OBDC | BLUE OWL CAPITAL CORPORATION COM | 2K | $179K | 2.8% | −11% |
| 8 | MHD | BLACKROCK MUNIHOLDINGS FD IN COM | 2K | $156K | 2.5% | NEW |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 39K | $137K | 2.2% | −9% |
| 10 | SOFI | SOFI TECHNOLOGIES INC COM | 2K | $105K | 1.7% | −47% |
§ 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 thousand in assets. The fund runs a broad portfolio of 207 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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