LM Advisors LLC 13F Holdings · Q2 2026
LM Advisors LLC reported 224 securities worth $866.37M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: QQQ (8.11%), VOO (7.64%), SPY (7.05%). Among its top 25 positions this quarter: 24 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR UNIT SER 1 | $70.3M | 8.11% | 95,440 | Added |
| 2 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $66.2M | 7.64% | 96,457 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $61.1M | 7.05% | 325,178 | Added |
| 4 | AMZN | AMAZON COM INC COM | $58.1M | 6.70% | 243,364 | Added |
| 5 | GOOG | ALPHABET INC CAP STK CL C | $47.8M | 5.51% | 135,276 | Added |
| 6 | OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $39.3M | 4.54% | 574,567 | Added |
| 7 | AAPL | APPLE INC COM | $29.1M | 3.36% | 100,835 | Added |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $26.1M | 3.02% | 52,278 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $23.8M | 2.75% | 100,570 | Added |
| 10 | DIA | STATE STR SPDR DOW JONES IND UT SER 1 | $22.0M | 2.54% | 42,166 | Added |
| 11 | GOOGL | ALPHABET INC CAP STK CL A | $16.7M | 1.93% | 46,830 | Added |
| 12 | TQQQ | PROSHARES TR ULTRAPRO QQQ | $16.1M | 1.86% | 198,872 | Added |
| 13 | MSFT | MICROSOFT CORP COM | $15.2M | 1.75% | 40,679 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $13.1M | 1.51% | 61,567 | Added |
| 15 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $12.5M | 1.45% | 33,873 | Added |
| 16 | VHT | VANGUARD WORLD FD HEALTH CAR ETF | $9.3M | 1.07% | 30,901 | Added |
| 17 | META | META PLATFORMS INC CL A | $8.9M | 1.02% | 15,715 | Added |
| 18 | IWV | ISHARES TR RUSSELL 3000 ETF | $8.2M | 0.95% | 19,334 | Added |
| 19 | SPXL | DIREXION SHARES ETF TRUST DA 500 BU 3X ETF | $8.2M | 0.95% | 30,340 | Added |
| 20 | GLD | SPDR GOLD TR GOLD SHS | $7.8M | 0.90% | 21,243 | Added |
| 21 | AVGO | BROADCOM INC COM | $7.5M | 0.87% | 19,974 | Added |
| 22 | NVDA | NVIDIA CORPORATION COM | $7.5M | 0.86% | 37,422 | Added |
| 23 | PANW | PALO ALTO NETWORKS INC COM | $7.4M | 0.86% | 21,871 | Added |
| 24 | DGRW | WISDOMTREE TR US QTLY DIV GRT | $7.0M | 0.81% | 73,417 | Added |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $6.7M | 0.78% | 9 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR