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LM Advisors LLC
hedge fundUpdated 29 days agoManaged 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
| Period | Portfolio 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
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Q QQQ INVESCO QQQ TR UNIT SER 1 | $70.3M | 95.4K | 8.11% | — |
| 2 | V VGES VANGUARD INDEX FDS S&P 500 ETF SHS | $66.2M | 96.5K | 7.64% | — |
| 3 | S SPY STATE STR SPDR S&P 500 ETF T TR UNIT | $61.1M | 325.2K | 7.05% | — |
| 4 | A AMZN AMAZON COM INC COM | $58.1M | 243.4K | 6.70% | — |
| 5 | G GOOGN ALPHABET INC CAP STK CL C | $47.8M | 135.3K | 5.51% | — |
| 6 | ? N/A INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $39.3M | 574.6K | 4.54% | — |
| 7 | A AAPL APPLE INC COM | $29.1M | 100.8K | 3.36% | — |
| 8 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $26.1M | 52.3K | 3.02% | — |
| 9 | B BX VANGUARD SPECIALIZED FUNDS DIV APP ETF | $23.8M | 100.6K | 2.75% | — |
| 10 | D DIA STATE STR SPDR DOW JONES IND UT SER 1 | $22M | 42.2K | 2.54% | — |
| 11 | G GOOGN ALPHABET INC CAP STK CL A | $16.7M | 46.8K | 1.93% | — |
| 12 | K KOLD PROSHARES TR ULTRAPRO QQQ | $16.1M | 198.9K | 1.86% | — |
| 13 | M MSFT MICROSOFT CORP COM | $15.2M | 40.7K | 1.75% | — |
| 14 | I IVZ INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $13.1M | 61.6K | 1.51% | — |
| 15 | V VGES VANGUARD INDEX FDS TOTAL STK MKT | $12.5M | 33.9K | 1.45% | — |
| 16 | V VLO VANGUARD WORLD FD HEALTH CAR ETF | $9.3M | 30.9K | 1.07% | — |
| 17 | M META META PLATFORMS INC CL A | $8.9M | 15.7K | 1.02% | — |
| 18 | E ETHA ISHARES TR RUSSELL 3000 ETF | $8.2M | 19.3K | 0.95% | — |
| 19 | ? N/A DIREXION SHARES ETF TRUST DA 500 BU 3X ETF | $8.2M | 30.3K | 0.95% | — |
| 20 | G GLD SPDR GOLD TR GOLD SHS | $7.8M | 21.2K | 0.90% | — |