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LM Advisors LLC

hedge fundUpdated 29 days ago

Managed by Lm Advisors Llc • Latest filing Q2 2026

Portfolio value
$866.4M
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-1.4%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 11 quarters

Show data table
PeriodPortfolio value
Q4 2023$497.2M
Q1 2024$629.9M
Q2 2024$61.8B
Q3 2024$492M
Q4 2024$571.8M
Q1 2025$555.4M
Q2 2025$776.9M
Q3 2025$694.2M
Q4 2025$5.6B
Q1 2026$6.3B
Q2 2026$866.4M

Top holdings

224 positions as of Q2 2026

View filing
Q
1.QQQ

INVESCO QQQ TR UNIT SER 1

Value
$70.3M
Shares
95.4K
% Port
8.11%
V

VANGUARD INDEX FDS S&P 500 ETF SHS

Value
$66.2M
Shares
96.5K
% Port
7.64%
S
3.SPY

STATE STR SPDR S&P 500 ETF T TR UNIT

Value
$61.1M
Shares
325.2K
% Port
7.05%
A

AMAZON COM INC COM

Value
$58.1M
Shares
243.4K
% Port
6.70%
G

ALPHABET INC CAP STK CL C

Value
$47.8M
Shares
135.3K
% Port
5.51%
?
6.N/A

INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM

Value
$39.3M
Shares
574.6K
% Port
4.54%
A

APPLE INC COM

Value
$29.1M
Shares
100.8K
% Port
3.36%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

Value
$26.1M
Shares
52.3K
% Port
3.02%
B
9.BX

VANGUARD SPECIALIZED FUNDS DIV APP ETF

Value
$23.8M
Shares
100.6K
% Port
2.75%
D
10.DIA

STATE STR SPDR DOW JONES IND UT SER 1

Value
$22M
Shares
42.2K
% Port
2.54%
G

ALPHABET INC CAP STK CL A

Value
$16.7M
Shares
46.8K
% Port
1.93%
K
12.KOLD

PROSHARES TR ULTRAPRO QQQ

Value
$16.1M
Shares
198.9K
% Port
1.86%
M
13.MSFT

MICROSOFT CORP COM

Value
$15.2M
Shares
40.7K
% Port
1.75%
I
14.IVZ

INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT

Value
$13.1M
Shares
61.6K
% Port
1.51%
V
15.VGES

VANGUARD INDEX FDS TOTAL STK MKT

Value
$12.5M
Shares
33.9K
% Port
1.45%
V
16.VLO

VANGUARD WORLD FD HEALTH CAR ETF

Value
$9.3M
Shares
30.9K
% Port
1.07%
M
17.META

META PLATFORMS INC CL A

Value
$8.9M
Shares
15.7K
% Port
1.02%
E
18.ETHA

ISHARES TR RUSSELL 3000 ETF

Value
$8.2M
Shares
19.3K
% Port
0.95%
?
19.N/A

DIREXION SHARES ETF TRUST DA 500 BU 3X ETF

Value
$8.2M
Shares
30.3K
% Port
0.95%
G
20.GLD

SPDR GOLD TR GOLD SHS

Value
$7.8M
Shares
21.2K
% Port
0.90%

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