LM ADVISORS LLC

Filed: 11/13/2025ACC: 0002011314-25-000008

📋 What this filing means

LM ADVISORS LLC filed this quarterly 13F‑HR report disclosing 207 equity positions with a total reported market value of $694.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

207

Positions

$694.2K

Total AUM (reported)

5.99M

Total Shares

Allocation by class

ETF$371.4K53.5%

COM$215.2K31.0%

CL A$47.3K6.8%

CL C$33.6K4.8%

CL B$19.3K2.8%

PFD$4.3K0.6%

ADR$3.1K0.4%

Portfolio Concentration

Top 3$158.8K22.9%

4–10$197.7K28.5%

11–25$123.7K17.8%

Rest$214.1K30.8%

Top 3 weight

22.9%

Top 10 weight

51.3%

Voting Authority Distribution

Total shares with voting rights: 5.99M

Sole

Full voting authority

5.99M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole207

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings207

Rows:

AMAZON COM INC COM

SOLE

COM

Shares269.41K

TypeSH

Market value$59.2K

8.52%

Sole

269.41K

Shared

0.00

None

0.00

VANGUARD INDEX FDS S&P 500 ETF SHS

SOLE

ETF

Shares88.52K

TypeSH

Market value$54.2K

7.81%

Sole

88.52K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR TR UNIT

SOLE

ETF

Shares291.86K

TypeSH

Market value$45.4K

6.55%

Sole

291.86K

Shared

0.00

None

0.00

INVESCO QQQ TR UNIT SER 1

SOLE

ETF

Shares68.61K

TypeSH

Market value$41.2K

5.94%

Sole

68.61K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM

SOLE

ETF

Shares622.51K

TypeSH

Market value$37.5K

5.40%

Sole

622.51K

Shared

0.00

None

0.00

ALPHABET INC CAP STK CL C

SOLE

Cl C

Shares138K

TypeSH

Market value$33.6K

4.84%

Sole

138K

Shared

0.00

None

0.00

APPLE INC COM

SOLE

COM

Shares105.48K

TypeSH

Market value$26.9K

3.87%

Sole

105.48K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS DIV APP ETF

SOLE

ETF

Shares99.92K

TypeSH

Market value$21.6K

3.11%

Sole

99.92K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL CL B NEW

SOLE

Cl B

Shares37.20K

TypeSH

Market value$18.7K

2.69%

Sole

37.20K

Shared

0.00

None

0.00

MICROSOFT CORP COM

SOLE

COM

Shares35.13K

TypeSH

Market value$18.2K

2.62%

Sole

35.13K

Shared

0.00

None

0.00

SPDR DOW JONES INDL AVERAGE UT SER 1

SOLE

ETF

Shares36.62K

TypeSH

Market value$17.0K

2.45%

Sole

36.62K

Shared

0.00

None

0.00

META PLATFORMS INC CL A

SOLE

Cl A

Shares16.16K

TypeSH

Market value$11.9K

1.71%

Sole

16.16K

Shared

0.00

None

0.00

ALPHABET INC CAP STK CL A

SOLE

Cl A

Shares48.69K

TypeSH

Market value$11.8K

1.70%

Sole

48.69K

Shared

0.00

None

0.00

VANGUARD INDEX FDS TOTAL STK MKT

SOLE

ETF

Shares34.92K

TypeSH

Market value$11.5K

1.65%

Sole

34.92K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT

SOLE

ETF

Shares57.95K

TypeSH

Market value$11.0K

1.58%

Sole

57.95K

Shared

0.00

None

0.00

VANGUARD WORLD FD HEALTH CAR ETF

SOLE

ETF

Shares31.70K

TypeSH

Market value$8.2K

1.19%

Sole

31.70K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL CL A

SOLE

Cl A

Shares10.00

TypeSH

Market value$7.5K

1.09%

Sole

10.00

Shared

0.00

None

0.00

PALANTIR TECHNOLOGIES INC CL A

SOLE

Cl A

Shares39.46K

TypeSH

Market value$7.2K

1.04%

Sole

39.46K

Shared

0.00

None

0.00

NVIDIA CORPORATION COM

SOLE

COM

Shares36.22K

TypeSH

Market value$6.8K

0.97%

Sole

36.22K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS SHORT TRM BOND

SOLE

ETF

Shares74.68K

TypeSH

Market value$5.9K

0.85%

Sole

74.68K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M

SOLE

ETF

Shares209.94K

TypeSH

Market value$5.4K

0.77%

Sole

209.94K

Shared

0.00

None

0.00

BROADCOM INC COM

SOLE

COM

Shares15.44K

TypeSH

Market value$5.1K

0.73%

Sole

15.44K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI FT VEST US EQT

SOLE

ETF

Shares91.68K

TypeSH

Market value$5.1K

0.73%

Sole

91.68K

Shared

0.00

None

0.00

WALMART INC COM

SOLE

COM

Shares46.31K

TypeSH

Market value$4.8K

0.69%

Sole

46.31K

Shared

0.00

None

0.00

ORACLE CORP COM

SOLE

COM

Shares16.36K

TypeSH

Market value$4.6K

0.66%

Sole

16.36K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
AMAZON COM INC COMSOLE	COM	269.41K	SH	$59.2K 8.52%	269.41K
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE	ETF	88.52K	SH	$54.2K 7.81%	88.52K
SPDR S&P 500 ETF TR TR UNITSOLE	ETF	291.86K	SH	$45.4K 6.55%	291.86K
INVESCO QQQ TR UNIT SER 1SOLE	ETF	68.61K	SH	$41.2K 5.94%	68.61K
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNMSOLE	ETF	622.51K	SH	$37.5K 5.40%	622.51K
ALPHABET INC CAP STK CL CSOLE	Cl C	138K	SH	$33.6K 4.84%	138K
APPLE INC COMSOLE	COM	105.48K	SH	$26.9K 3.87%	105.48K
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE	ETF	99.92K	SH	$21.6K 3.11%	99.92K
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE	Cl B	37.20K	SH	$18.7K 2.69%	37.20K
MICROSOFT CORP COMSOLE	COM	35.13K	SH	$18.2K 2.62%	35.13K
SPDR DOW JONES INDL AVERAGE UT SER 1SOLE	ETF	36.62K	SH	$17.0K 2.45%	36.62K
META PLATFORMS INC CL ASOLE	Cl A	16.16K	SH	$11.9K 1.71%	16.16K
ALPHABET INC CAP STK CL ASOLE	Cl A	48.69K	SH	$11.8K 1.70%	48.69K
VANGUARD INDEX FDS TOTAL STK MKTSOLE	ETF	34.92K	SH	$11.5K 1.65%	34.92K
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTSOLE	ETF	57.95K	SH	$11.0K 1.58%	57.95K
VANGUARD WORLD FD HEALTH CAR ETFSOLE	ETF	31.70K	SH	$8.2K 1.19%	31.70K
BERKSHIRE HATHAWAY INC DEL CL ASOLE	Cl A	10.00	SH	$7.5K 1.09%	10.00
PALANTIR TECHNOLOGIES INC CL ASOLE	Cl A	39.46K	SH	$7.2K 1.04%	39.46K
NVIDIA CORPORATION COMSOLE	COM	36.22K	SH	$6.8K 0.97%	36.22K
VANGUARD BD INDEX FDS SHORT TRM BONDSOLE	ETF	74.68K	SH	$5.9K 0.85%	74.68K
FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ MSOLE	ETF	209.94K	SH	$5.4K 0.77%	209.94K
BROADCOM INC COMSOLE	COM	15.44K	SH	$5.1K 0.73%	15.44K
FIRST TR EXCHNG TRADED FD VI FT VEST US EQTSOLE	ETF	91.68K	SH	$5.1K 0.73%	91.68K
WALMART INC COMSOLE	COM	46.31K	SH	$4.8K 0.69%	46.31K
ORACLE CORP COMSOLE	COM	16.36K	SH	$4.6K 0.66%	16.36K

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