Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LM Advisors LLC (CIK 2011314) reported $6.3M across 212 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: OMFL ($595,305, 9.41%), NAC ($330,619, 5.23%), SPY ($317,675, 5.02%), NAD ($297,845, 4.71%), AMZN ($258,170, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $595,305 | 9.41% | 35,725 | Trimmed |
| 2 | NAC | NUVEEN CA DIVI ADV MUN COM | $330,619 | 5.23% | 3,852 | New |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $317,675 | 5.02% | 52,231 | Added |
| 4 | NAD | NUVEEN QUALITY MUNCP INCOME COM | $297,845 | 4.71% | 3,419 | New |
| 5 | AMZN | AMAZON COM INC COM | $258,170 | 4.08% | 53,620 | Trimmed |
| 6 | YSEP | FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M | $201,304 | 3.18% | 5,268 | Trimmed |
| 7 | OBDC | BLUE OWL CAPITAL CORPORATION COM | $179,107 | 2.83% | 2,034 | Trimmed |
| 8 | MHD | BLACKROCK MUNIHOLDINGS FD IN COM | $156,484 | 2.47% | 1,765 | New |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $136,702 | 2.16% | 39,061 | Trimmed |
| 10 | SOFI | SOFI TECHNOLOGIES INC COM | $104,559 | 1.65% | 1,660 | Trimmed |
| 11 | AAPL | APPLE INC COM | $103,087 | 1.63% | 26,050 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $101,147 | 1.60% | 21,743 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $93,918 | 1.48% | 56,117 | Trimmed |
| 14 | XJUN | FIRST TR EXCHNG TRADED FD VI FT VEST U.S | $93,234 | 1.47% | 4,003 | Trimmed |
| 15 | FFEB | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $91,460 | 1.45% | 5,101 | Trimmed |
| 16 | IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $89,760 | 1.42% | 3,449 | Trimmed |
| 17 | SDVY | FIRST TR EXCHANGE TRADED FD SMID RISNG ETF | $88,385 | 1.40% | 3,482 | Added |
| 18 | ACP | ABRDN INCOME CREDIT STRATEGI COM | $88,144 | 1.39% | 450 | Trimmed |
| 19 | QQQ | INVESCO QQQ TR UNIT SER 1 | $79,870 | 1.26% | 46,096 | Added |
| 20 | BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $74,684 | 1.18% | 5,856 | Trimmed |
| 21 | MSDL | MORGAN STANLEY DIRECT LENDIN COM SHS | $72,996 | 1.15% | 1,052 | Trimmed |
| 22 | DGRW | WISDOMTREE TR US QTLY DIV GRT | $70,215 | 1.11% | 6,168 | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $67,707 | 1.07% | 3,660 | Trimmed |
| 24 | IEMG | ISHARES INC CORE MSCI EMKT | $66,356 | 1.05% | 4,618 | Trimmed |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $64,475 | 1.02% | 12,370 | Added |
Source: SEC Form 13F filings · as of 2026-03-31