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LM Advisors LLC

13F filer · CIK 0002011314
Reported Aug 12, 2026
Net seller this quarter
13F portfolio value$866MU.S. long equity reported on 13F
Positions13615 new · 6 closed
Net flow last quarter-$4.85BBuys minus sells
Top 10 positions weight41.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 12, 2026136 positions
QQQInvesco QQQ Trust, Series 1$70.3M8.11%Not reported+107.1%Q1 2024
SPYSPDR S&P 500 ETF Trust$61.1M7.05%Not reported+522.6%Q4 2023
AMZNAmazon Com Inc$58.1M6.70%0.00%+353.9%Q4 2023
GOOGAlphabet Inc.$47.8M5.51%Not reported+246.3%Q4 2023
AAPLApple Inc.$29.1M3.36%0.00%+287.1%Q4 2023
BRK.BBerkshire Hathaway Inc$26.1M3.02%Not reported+177.8%Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust$22M2.54%Not reported+150.6%Q4 2023
GOOGLAlphabet Inc.$16.7M1.93%0.00%+235.6%Q4 2023
MSFTMicrosoft Corp$15.2M1.75%0.00%+190.5%Q4 2023
METAMeta Platforms, Inc.$8.85M1.02%Not reported+67.1%Q4 2023
GLDSPDR Gold Trust$7.83M0.90%0.01%+293.2%Q4 2023
AVGOBroadcom Inc.$7.54M0.87%0.00%+290.0%Q1 2024
NVDANvidia Corp$7.46M0.86%0.00%+479.8%Q4 2023
PANWPalo Alto Networks Inc$7.43M0.86%0.00%+503.8%Q4 2023
LLYELI LILLY & Co$6.79M0.78%0.00%+20.4%Q4 2023
BRK.ABerkshire Hathaway Inc$6.74M0.78%Not reported-99.9%Q4 2023
WMTWalmart Inc.$5.38M0.62%0.00%+731.4%Q4 2023
PLTRPalantir Technologies Inc.$4.99M0.58%0.00%+573.4%Q4 2023
COSTCostco Wholesale Corp$4.96M0.57%0.00%-1.8%Q4 2023
JPMJPMorgan Chase & Co$4.56M0.53%0.00%+237.7%Q4 2023
TSLATesla, Inc.$4.37M0.50%0.00%+193.6%Q4 2023
GSGoldman Sachs Group Inc$4.24M0.49%0.00%+15.7%Q4 2023
NACNuveen California Quality Municipal Income Fund$4.06M0.47%Not reported+8589.8%Q4 2023
IAUIshares Gold Trust$3.81M0.44%0.01%+1013.0%Q4 2023
NADNuveen Quality Municipal Income Fund$3.65M0.42%Not reported+8699.2%Q4 2023
IBITiShares Bitcoin Trust ETF$3.18M0.37%0.01%+2662.7%Q1 2024
BACBank of America Corp$3.16M0.36%0.00%+2130.4%Q4 2023
VVisa Inc.$2.75M0.32%0.00%+228.2%Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust$2.73M0.31%Not reported+60.9%Q4 2023
CCitigroup Inc$2.73M0.31%0.00%+787.4%Q4 2023
CRMSalesforce, Inc.$2.69M0.31%0.00%+408.1%Q4 2023
PSUSPershing Square USA, Ltd.$2.39M0.28%Not reportedNewQ2 2026
QCOMQualcomm Inc$2.33M0.27%0.00%+682.2%Q4 2023
ORCLOracle Corp$2.3M0.27%0.00%+631.3%Q4 2023
AMDAdvanced Micro Devices Inc$2.29M0.26%0.00%+84.5%Q4 2023
JNJJohnson & Johnson$2.29M0.26%0.00%+309.2%Q4 2023
OBDCBlue Owl Capital Corp$1.95M0.22%0.04%+8465.2%Q4 2023
ASMLAsml Holding NV$1.88M0.22%0.00%-26.9%Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.87M0.22%0.00%+222.7%Q4 2023
MHDBlackRock Muniholdings Fund, Inc.$1.84M0.21%Not reported+8651.1%Q1 2026
SOFISoFi Technologies, Inc.$1.82M0.21%0.01%+6012.0%Q4 2023
BXBlackstone Inc.$1.82M0.21%0.00%+597.0%Q4 2023
MRKMerck & Co., Inc.$1.81M0.21%0.00%+710.7%Q4 2023
ESSEssex Property Trust, Inc.$1.72M0.20%0.01%+306.6%Q4 2023
UNHUnitedhealth Group Inc$1.59M0.18%0.00%+260.7%Q4 2023
CEGConstellation Energy Corp$1.59M0.18%0.00%NewQ2 2026
MAMastercard Inc$1.57M0.18%0.00%+65.9%Q4 2023
SHOPShopify Inc.$1.42M0.16%0.00%+892.7%Q4 2023
LTHLife Time Group Holdings, Inc.$1.39M0.16%0.02%+3611.8%Q3 2025
NFLXNetflix Inc$1.39M0.16%0.00%+881.2%Q4 2023
Q1 2026Reported May 14, 2026127 positions
NACNuveen California Quality Municipal Income Fund$331K5.23%Not reportedNot reportedQ4 2023
SPYSPDR S&P 500 ETF Trust$318K5.02%Not reported+4.9%Q4 2023
NADNuveen Quality Municipal Income Fund$298K4.71%Not reportedNot reportedQ4 2023
AMZNAmazon Com Inc$258K4.08%0.00%-13.7%Q4 2023
OBDCBlue Owl Capital Corp$179K2.83%0.00%-11.3%Q4 2023
MHDBlackRock Muniholdings Fund, Inc.$156K2.47%Not reportedNewQ1 2026
GOOGAlphabet Inc.$137K2.16%Not reported-9.3%Q4 2023
SOFISoFi Technologies, Inc.$105K1.65%0.00%-47.3%Q4 2023
AAPLApple Inc.$103K1.63%0.00%-10.3%Q4 2023
IBITiShares Bitcoin Trust ETF$89.8K1.42%0.00%-6.6%Q1 2024
ACPabrdn Income Credit Strategies Fund$88.1K1.39%Not reported-15.6%Q3 2024
QQQInvesco QQQ Trust, Series 1$79.9K1.26%Not reported+3.8%Q1 2024
BSVNBank7 Corp.$74.7K1.18%0.06%-0.5%Q4 2023
MSDLMorgan Stanley Direct Lending Fund$73K1.15%0.00%-17.0%Q3 2024
GBDCGOLUB CAPITAL BDC, Inc.$59.6K0.94%0.00%-6.6%Q4 2025
IAUIshares Gold Trust$51.4K0.81%0.00%+4.5%Q4 2023
BACBank of America Corp$50.9K0.80%0.00%-10.6%Q4 2023
GOOGLAlphabet Inc.$48.5K0.77%0.00%-4.0%Q4 2023
WMTWalmart Inc.$45.8K0.72%0.00%+11.3%Q4 2023
NDMONuveen Dynamic Municipal Opportunities Fund$43.4K0.69%Not reportedNot reportedQ4 2023
PLTRPalantir Technologies Inc.$43.4K0.69%0.00%-10.2%Q4 2023
BRK.BBerkshire Hathaway Inc$39.3K0.62%Not reported-5.5%Q4 2023
BSTZBlackRock Science & Technology Term Trust$38.7K0.61%Not reported-8.7%Q4 2023
MSFTMicrosoft Corp$37.8K0.60%0.00%-17.7%Q4 2023
NVDANvidia Corp$37K0.59%0.00%-4.1%Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust$36.3K0.57%Not reported-4.1%Q4 2023
LTHLife Time Group Holdings, Inc.$34K0.54%0.00%-13.8%Q3 2025
PFEPfizer Inc$28.5K0.45%0.00%+12.8%Q4 2023
VZVerizon Communications Inc$24.2K0.38%0.00%+19.0%Q4 2023
BXSLBlackstone Secured Lending Fund$24K0.38%0.00%-5.8%Q4 2023
PANWPalo Alto Networks Inc$22.6K0.36%0.00%+301.6%Q4 2023
MUCBlackRock Muniholdings California Quality Fund, Inc.$21.8K0.34%Not reported-1.7%Q4 2023
NFLXNetflix Inc$20.4K0.32%0.00%+23.4%Q4 2023
ETHAiShares Ethereum Trust ETF$19.7K0.31%0.00%-29.4%Q4 2024
BXBlackstone Inc.$19.4K0.31%0.00%+133.1%Q4 2023
CCitigroup Inc$19.4K0.31%0.00%+9.4%Q4 2023
RPRXRoyalty Pharma plc$18.9K0.30%0.00%+33.1%Q4 2023
CRMSalesforce, Inc.$18.1K0.29%0.00%-27.2%Q4 2023
AVGOBroadcom Inc.$16.6K0.26%0.00%-6.9%Q1 2024
METAMeta Platforms, Inc.$16.4K0.26%Not reported-18.1%Q4 2023
NEENextera Energy Inc$15.7K0.25%0.00%+15.7%Q4 2023
AREAlexandria Real Estate Equities, Inc.$14.7K0.23%0.00%-29.3%Q4 2023
ORCLOracle Corp$14.6K0.23%0.00%-34.9%Q4 2023
MRKMerck & Co., Inc.$14.3K0.23%0.00%+14.2%Q4 2023
JPMJPMorgan Chase & Co$14K0.22%0.00%-3.0%Q4 2023
IRENIREN Ltd$13.6K0.22%0.00%+18.8%Q3 2025
RSIRush Street Interactive, Inc.$13K0.21%0.00%+11.9%Q4 2023
FMARCapital Trust Holdings Inc.$12.7K0.20%0.00%-25.6%Q4 2023
GLDSPDR Gold Trust$12.6K0.20%0.00%+15.0%Q4 2023
QCOMQualcomm Inc$12.5K0.20%0.00%-19.9%Q4 2023
Q4 2025Reported Feb 13, 2026129 positions
SPYSPDR S&P 500 ETF Trust$281K5.05%Not reported-82.9%Q4 2023
AMZNAmazon Com Inc$269K4.84%0.00%-76.9%Q4 2023
OBDCBlue Owl Capital Corp$179K3.22%0.00%-98.2%Q4 2023
BYMBlackRock Municipal Income Quality Trust$166K2.98%Not reported-98.9%Q4 2023
GOOGAlphabet Inc.$137K2.47%Not reported-68.8%Q4 2023
SOFISoFi Technologies, Inc.$120K2.16%0.00%-97.5%Q4 2023
AAPLApple Inc.$107K1.92%0.00%-72.5%Q4 2023
ACPabrdn Income Credit Strategies Fund$97.2K1.75%Not reported-99.5%Q3 2024
BSVNBank7 Corp.$74.7K1.34%0.06%-92.1%Q4 2023
MSDLMorgan Stanley Direct Lending Fund$74.6K1.34%0.00%-97.7%Q3 2024
IBITiShares Bitcoin Trust ETF$74.4K1.34%0.00%-91.6%Q1 2024
QQQInvesco QQQ Trust, Series 1$72.3K1.30%Not reported-35.3%Q1 2024
GBDCGOLUB CAPITAL BDC, Inc.$59.5K1.07%0.00%NewQ4 2025
IAUIshares Gold Trust$53.5K0.96%0.00%-92.0%Q4 2023
BACBank of America Corp$50.5K0.91%0.00%-93.2%Q4 2023
GOOGLAlphabet Inc.$46.4K0.83%0.00%-70.2%Q4 2023
WMTWalmart Inc.$45.9K0.83%0.00%-88.9%Q4 2023
BSTZBlackRock Science & Technology Term Trust$41.6K0.75%Not reported-97.9%Q4 2023
LTHLife Time Group Holdings, Inc.$40K0.72%0.00%-95.9%Q3 2025
PLTRPalantir Technologies Inc.$39.8K0.72%0.00%-82.1%Q4 2023
BRK.BBerkshire Hathaway Inc$39.6K0.71%Not reported-46.5%Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust$36.5K0.66%Not reported-52.1%Q4 2023
NVDANvidia Corp$36.1K0.65%0.00%-81.4%Q4 2023
MSFTMicrosoft Corp$35.2K0.63%0.00%-51.6%Q4 2023
PFEPfizer Inc$28.5K0.51%0.00%-96.7%Q4 2023
VZVerizon Communications Inc$25K0.45%0.00%-96.0%Q4 2023
BXSLBlackstone Secured Lending Fund$23K0.41%0.00%-97.2%Q4 2023
MUCBlackRock Muniholdings California Quality Fund, Inc.$21.8K0.39%Not reported-99.1%Q4 2023
AIC3.ai, Inc.$21.5K0.39%0.01%-98.7%Q4 2023
AREAlexandria Real Estate Equities, Inc.$19.8K0.36%0.00%Not reportedQ4 2023
ETHAiShares Ethereum Trust ETF$19.7K0.35%0.00%-97.8%Q4 2024
RPRXRoyalty Pharma plc$17.7K0.32%0.00%Not reportedQ4 2023
CRMSalesforce, Inc.$17.4K0.31%0.00%-74.1%Q4 2023
METAMeta Platforms, Inc.$17.4K0.31%Not reported-29.0%Q4 2023
FMARCapital Trust Holdings Inc.$17.4K0.31%0.00%-94.9%Q4 2023
CCitigroup Inc$17.1K0.31%0.00%-88.7%Q4 2023
NFLXNetflix Inc$16.9K0.30%0.00%-88.1%Q4 2023
ORCLOracle Corp$16.9K0.30%0.00%-79.8%Q4 2023
AVGOBroadcom Inc.$15.9K0.29%0.00%-64.4%Q1 2024
NEENextera Energy Inc$15.7K0.28%0.00%-92.0%Q4 2023
ORealty Income Corp$14.7K0.26%0.00%-93.7%Q4 2023
DISWalt Disney Co$14.7K0.26%0.00%-88.5%Q4 2023
MRKMerck & Co., Inc.$14.3K0.26%0.00%-91.3%Q4 2023
JPMJPMorgan Chase & Co$13.2K0.24%0.00%-67.7%Q4 2023
RSIRush Street Interactive, Inc.$13K0.23%0.00%-98.1%Q4 2023
KOCoca Cola Co$12.1K0.22%0.00%-93.0%Q4 2023
GLDSPDR Gold Trust$11.9K0.21%0.00%-58.3%Q4 2023
QCOMQualcomm Inc$11.7K0.21%0.00%-82.9%Q4 2023
AMDAdvanced Micro Devices Inc$11.4K0.20%0.00%-78.3%Q4 2023
HTGCHercules Capital, Inc.$10.9K0.20%0.00%-98.1%Q4 2023
Q3 2025Reported Nov 13, 2025125 positions
AMZNAmazon Com Inc$59.2M8.52%0.00%+0.5%Q4 2023
SPYSPDR S&P 500 ETF Trust$45.4M6.55%Not reported+366.0%Q4 2023
QQQInvesco QQQ Trust, Series 1$41.2M5.94%Not reported+119.6%Q1 2024
GOOGAlphabet Inc.$33.6M4.84%Not reported-3.6%Q4 2023
AAPLApple Inc.$26.9M3.87%0.00%-65.2%Q4 2023
BRK.BBerkshire Hathaway Inc$18.7M2.69%Not reported+150.2%Q4 2023
MSFTMicrosoft Corp$18.2M2.62%0.00%-85.1%Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust$17M2.45%Not reported+149.3%Q4 2023
METAMeta Platforms, Inc.$11.9M1.71%Not reported+3.5%Q4 2023
GOOGLAlphabet Inc.$11.8M1.70%0.00%-0.1%Q4 2023
BRK.ABerkshire Hathaway Inc$7.54M1.09%Not reportedNot reportedQ4 2023
PLTRPalantir Technologies Inc.$7.2M1.04%0.00%+0.5%Q4 2023
NVDANvidia Corp$6.76M0.97%0.00%+5.4%Q4 2023
BSVNBank7 Corp.$5.89M0.85%0.79%Not reportedQ4 2023
AVGOBroadcom Inc.$5.09M0.73%0.00%+29.0%Q1 2024
WMTWalmart Inc.$4.77M0.69%0.00%+5.6%Q4 2023
ORCLOracle Corp$4.6M0.66%0.00%-0.4%Q4 2023
COSTCostco Wholesale Corp$4.4M0.63%0.00%Not reportedQ4 2023
CRMSalesforce, Inc.$4.24M0.61%0.00%-1.3%Q4 2023
JPMJPMorgan Chase & Co$4.15M0.60%0.00%+0.8%Q4 2023
TSLATesla, Inc.$4.09M0.59%0.00%-95.7%Q4 2023
GLDSPDR Gold Trust$4M0.58%0.00%+206.2%Q4 2023
IAUIshares Gold Trust$3.96M0.57%0.01%-3.0%Q4 2023
LLYELI LILLY & Co$3.84M0.55%0.00%+0.1%Q4 2023
NACNuveen California Quality Municipal Income Fund$3.68M0.53%Not reportedNot reportedQ4 2023
NADNuveen Quality Municipal Income Fund$3.57M0.51%Not reported-0.9%Q4 2023
SOFISoFi Technologies, Inc.$3.34M0.48%0.01%-6.0%Q4 2023
GSGoldman Sachs Group Inc$3.2M0.46%0.00%-0.4%Q4 2023
IBITiShares Bitcoin Trust ETF$2.87M0.41%0.00%+200.7%Q1 2024
VVisa Inc.$2.8M0.40%0.00%-0.1%Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust$2.32M0.33%Not reported+36.6%Q4 2023
MAMastercard Inc$2.17M0.31%0.00%-3.1%Q4 2023
BACBank of America Corp$2.11M0.30%0.00%-18.0%Q4 2023
QCOMQualcomm Inc$1.95M0.28%0.00%Not reportedQ4 2023
ADBEAdobe Inc.$1.88M0.27%0.00%+301.4%Q4 2023
AMDAdvanced Micro Devices Inc$1.82M0.26%0.00%+12.6%Q4 2023
BYMBlackRock Municipal Income Quality Trust$1.81M0.26%Not reported+0.3%Q4 2023
CCitigroup Inc$1.8M0.26%0.00%-10.2%Q4 2023
ESSEssex Property Trust, Inc.$1.78M0.26%0.01%-3.9%Q4 2023
JNJJohnson & Johnson$1.69M0.24%0.00%+7.0%Q4 2023
DISWalt Disney Co$1.68M0.24%0.00%+11.3%Q4 2023
OBDCBlue Owl Capital Corp$1.66M0.24%0.02%-38.7%Q4 2023
UNHUnitedhealth Group Inc$1.64M0.24%0.00%+45.6%Q4 2023
NFLXNetflix Inc$1.61M0.23%0.00%+6.4%Q4 2023
MRKMerck & Co., Inc.$1.48M0.21%0.00%+13.0%Q4 2023
SBACSba Communications Corp$1.37M0.20%0.01%-2.8%Q4 2023
BLKBlackRock, Inc.$1.33M0.19%0.00%Not reportedQ4 2023
TMOThermo Fisher Scientific Inc.$1.23M0.18%0.00%-1.1%Q4 2023
BXBlackstone Inc.$1.22M0.18%0.00%-9.5%Q4 2023
NEENextera Energy Inc$1.18M0.17%0.00%Not reportedQ4 2023
Premium opens every quarter this fund has filed
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