§ 13F · FUND PROFILE
LM Advisors LLC.
AUM · $866K (13F)Positions · 224Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR UNIT SER 1 | 95K | $70K | 8.1% | +107% |
| 2 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 96K | $66K | 7.6% | +72% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | 325K | $61K | 7.1% | +523% |
| 4 | AMZN | AMAZON COM INC COM | 243K | $58K | 6.7% | +354% |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 135K | $48K | 5.5% | +246% |
| 6 | OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 575K | $39K | 4.5% | +1508% |
| 7 | AAPL | APPLE INC COM | 101K | $29K | 3.4% | +287% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 52K | $26K | 3.0% | +178% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | 101K | $24K | 2.7% | +363% |
| 10 | DIA | STATE STR SPDR DOW JONES IND UT SER 1 | 42K | $22K | 2.5% | +151% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LM SIGNAL
AC read
LM Advisors LLC is a Other fund managing $866 thousand in assets. The fund runs a broad portfolio of 224 positions.
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