LM ADVISORS LLC

Filed: 8/12/2026ACC: 0002011314-26-000003

📋 What this filing means

LM ADVISORS LLC filed this quarterly 13F‑HR report disclosing 224 equity positions with a total reported market value of $866.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

224

Positions

$866.4K

Total AUM (reported)

6.72M

Total Shares

Allocation by class

ETF$497.1K57.4%

COM$238.8K27.6%

CL C$47.8K5.5%

CL A$46.1K5.3%

CL B$26.8K3.1%

ADR$5.8K0.7%

CONV$4.0K0.5%

Portfolio Concentration

Top 3$197.6K22.8%

4–10$246.2K28.4%

11–25$152.3K17.6%

Rest$270.3K31.2%

Top 3 weight

22.8%

Top 10 weight

51.2%

Voting Authority Distribution

Total shares with voting rights: 6.72M

Sole

Full voting authority

6.72M

% 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)

Sole224

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings224

Rows:

INVESCO QQQ TR UNIT SER 1

SOLE

ETF

Shares95.44K

TypeSH

Market value$70.3K

8.11%

Sole

95.44K

Shared

0.00

None

0.00

VANGUARD INDEX FDS S&P 500 ETF SHS

SOLE

ETF

Shares96.46K

TypeSH

Market value$66.2K

7.64%

Sole

96.46K

Shared

0.00

None

0.00

STATE STR SPDR S&P 500 ETF T TR UNIT

SOLE

ETF

Shares325.18K

TypeSH

Market value$61.1K

7.05%

Sole

325.18K

Shared

0.00

None

0.00

AMAZON COM INC COM

SOLE

COM

Shares243.36K

TypeSH

Market value$58.1K

6.70%

Sole

243.36K

Shared

0.00

None

0.00

ALPHABET INC CAP STK CL C

SOLE

Cl C

Shares135.28K

TypeSH

Market value$47.8K

5.51%

Sole

135.28K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM

SOLE

ETF

Shares574.57K

TypeSH

Market value$39.3K

4.54%

Sole

574.57K

Shared

0.00

None

0.00

APPLE INC COM

SOLE

COM

Shares100.83K

TypeSH

Market value$29.1K

3.36%

Sole

100.83K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL CL B NEW

SOLE

Cl B

Shares52.28K

TypeSH

Market value$26.1K

3.02%

Sole

52.28K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS DIV APP ETF

SOLE

ETF

Shares100.57K

TypeSH

Market value$23.8K

2.75%

Sole

100.57K

Shared

0.00

None

0.00

STATE STR SPDR DOW JONES IND UT SER 1

SOLE

ETF

Shares42.17K

TypeSH

Market value$22.0K

2.54%

Sole

42.17K

Shared

0.00

None

0.00

ALPHABET INC CAP STK CL A

SOLE

Cl A

Shares46.83K

TypeSH

Market value$16.7K

1.93%

Sole

46.83K

Shared

0.00

None

0.00

PROSHARES TR ULTRAPRO QQQ

SOLE

ETF

Shares198.87K

TypeSH

Market value$16.1K

1.86%

Sole

198.87K

Shared

0.00

None

0.00

MICROSOFT CORP COM

SOLE

COM

Shares40.68K

TypeSH

Market value$15.2K

1.75%

Sole

40.68K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT

SOLE

ETF

Shares61.57K

TypeSH

Market value$13.1K

1.51%

Sole

61.57K

Shared

0.00

None

0.00

VANGUARD INDEX FDS TOTAL STK MKT

SOLE

ETF

Shares33.87K

TypeSH

Market value$12.5K

1.45%

Sole

33.87K

Shared

0.00

None

0.00

VANGUARD WORLD FD HEALTH CAR ETF

SOLE

ETF

Shares30.90K

TypeSH

Market value$9.3K

1.07%

Sole

30.90K

Shared

0.00

None

0.00

META PLATFORMS INC CL A

SOLE

Cl A

Shares15.71K

TypeSH

Market value$8.9K

1.02%

Sole

15.71K

Shared

0.00

None

0.00

ISHARES TR RUSSELL 3000 ETF

SOLE

ETF

Shares19.33K

TypeSH

Market value$8.2K

0.95%

Sole

19.33K

Shared

0.00

None

0.00

DIREXION SHARES ETF TRUST DA 500 BU 3X ETF

SOLE

ETF

Shares30.34K

TypeSH

Market value$8.2K

0.95%

Sole

30.34K

Shared

0.00

None

0.00

SPDR GOLD TR GOLD SHS

SOLE

ETF

Shares21.24K

TypeSH

Market value$7.8K

0.90%

Sole

21.24K

Shared

0.00

None

0.00

BROADCOM INC COM

SOLE

COM

Shares19.97K

TypeSH

Market value$7.5K

0.87%

Sole

19.97K

Shared

0.00

None

0.00

NVIDIA CORPORATION COM

SOLE

COM

Shares37.42K

TypeSH

Market value$7.5K

0.86%

Sole

37.42K

Shared

0.00

None

0.00

PALO ALTO NETWORKS INC COM

SOLE

COM

Shares21.87K

TypeSH

Market value$7.4K

0.86%

Sole

21.87K

Shared

0.00

None

0.00

WISDOMTREE TR US QTLY DIV GRT

SOLE

ETF

Shares73.42K

TypeSH

Market value$7.0K

0.81%

Sole

73.42K

Shared

0.00

None

0.00

ELI LILLY & CO COM

SOLE

COM

Shares5.65K

TypeSH

Market value$6.8K

0.78%

Sole

5.65K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
INVESCO QQQ TR UNIT SER 1SOLE	ETF	95.44K	SH	$70.3K 8.11%	95.44K
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE	ETF	96.46K	SH	$66.2K 7.64%	96.46K
STATE STR SPDR S&P 500 ETF T TR UNITSOLE	ETF	325.18K	SH	$61.1K 7.05%	325.18K
AMAZON COM INC COMSOLE	COM	243.36K	SH	$58.1K 6.70%	243.36K
ALPHABET INC CAP STK CL CSOLE	Cl C	135.28K	SH	$47.8K 5.51%	135.28K
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNMSOLE	ETF	574.57K	SH	$39.3K 4.54%	574.57K
APPLE INC COMSOLE	COM	100.83K	SH	$29.1K 3.36%	100.83K
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE	Cl B	52.28K	SH	$26.1K 3.02%	52.28K
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE	ETF	100.57K	SH	$23.8K 2.75%	100.57K
STATE STR SPDR DOW JONES IND UT SER 1SOLE	ETF	42.17K	SH	$22.0K 2.54%	42.17K
ALPHABET INC CAP STK CL ASOLE	Cl A	46.83K	SH	$16.7K 1.93%	46.83K
PROSHARES TR ULTRAPRO QQQSOLE	ETF	198.87K	SH	$16.1K 1.86%	198.87K
MICROSOFT CORP COMSOLE	COM	40.68K	SH	$15.2K 1.75%	40.68K
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTSOLE	ETF	61.57K	SH	$13.1K 1.51%	61.57K
VANGUARD INDEX FDS TOTAL STK MKTSOLE	ETF	33.87K	SH	$12.5K 1.45%	33.87K
VANGUARD WORLD FD HEALTH CAR ETFSOLE	ETF	30.90K	SH	$9.3K 1.07%	30.90K
META PLATFORMS INC CL ASOLE	Cl A	15.71K	SH	$8.9K 1.02%	15.71K
ISHARES TR RUSSELL 3000 ETFSOLE	ETF	19.33K	SH	$8.2K 0.95%	19.33K
DIREXION SHARES ETF TRUST DA 500 BU 3X ETFSOLE	ETF	30.34K	SH	$8.2K 0.95%	30.34K
SPDR GOLD TR GOLD SHSSOLE	ETF	21.24K	SH	$7.8K 0.90%	21.24K
BROADCOM INC COMSOLE	COM	19.97K	SH	$7.5K 0.87%	19.97K
NVIDIA CORPORATION COMSOLE	COM	37.42K	SH	$7.5K 0.86%	37.42K
PALO ALTO NETWORKS INC COMSOLE	COM	21.87K	SH	$7.4K 0.86%	21.87K
WISDOMTREE TR US QTLY DIV GRTSOLE	ETF	73.42K	SH	$7.0K 0.81%	73.42K
ELI LILLY & CO COMSOLE	COM	5.65K	SH	$6.8K 0.78%	5.65K

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