LM Advisors LLC

Name: LM Advisors LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002011314 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗

LM Advisors LLC reported 224 positions worth $866.4K as of June 30, 2026 (13F filed August 12, 2026). Largest holding: QQQ (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$866.4K

2026 Q2

Positions

224

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

51.2%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 224 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	QQQ	INVESCO QQQ TR UNIT SER 1	SH	$70.3K	8.11%	95,440	—	—
▸ 2	VOO	VANGUARD INDEX FDS S&P 500 ETF SHS	SH	$66.2K	7.64%	96,457	—	—
▸ 3	SPY	STATE STR SPDR S&P 500 ETF T TR UNIT	SH	$61.1K	7.05%	325,178	—	—
▸ 4	AMZN	AMAZON COM INC COM	SH	$58.1K	6.70%	243,364	—	—
▸ 5	GOOG	ALPHABET INC CAP STK CL C	SH	$47.8K	5.51%	135,276	—	—
▸ 6	OMFL	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM	SH	$39.3K	4.54%	574,567	—	—
▸ 7	AAPL	APPLE INC COM	SH	$29.1K	3.36%	100,835	—	—
▸ 8	BRK-B	BERKSHIRE HATHAWAY INC DEL CL B NEW	SH	$26.1K	3.02%	52,278	—	—
▸ 9	VIG	VANGUARD SPECIALIZED FUNDS DIV APP ETF	SH	$23.8K	2.75%	100,570	—	—
▸ 10	DIA	STATE STR SPDR DOW JONES IND UT SER 1	SH	$22.0K	2.54%	42,166	—	—

The free plan shows the top 10 positions. The remaining 214 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LM Advisors LLC hold as of Q2 2026?

LM Advisors LLC reported 224 positions worth $866.4K in its Q2 2026 13F filing. Largest positions: QQQ (8.1%), VOO (7.6%), SPY (7.1%), AMZN (6.7%) and GOOG (5.5%).

What did LM Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LM Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.