LM Advisors LLC
CIK 2011314
13F filing for Q2 2026・No. 2,816
- Holdings
- US$866.37M
- Quarter change
- +US$860.05M
- Entries
- 224
- Net bought (estimate)
- −US$4.74B
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 7
- Cut 7
- Added 198
- Corporate actions 2
- Unchanged 0
Largest holdings
224 stocks worth US$866.37M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| QQQInvesco QQQETF | Added | 95,440 | US$70.26M | 8.11% |
| VOOVanguard S&P 500 ETFETF | Added | 96,457 | US$66.19M | 7.64% |
| SPYSTATE STR SPDR S&P 500 ETF T TR UNITETF | Added | 325,178 | US$61.12M | 7.05% |
| AMZNAmazonCOM | Added | 243,364 | US$58.08M | 6.70% |
| GOOGALPHABET INC CAP STK CL CCl C | Added | 135,276 | US$47.75M | 5.51% |
| INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNMETF | Added | 574,567 | US$39.34M | 4.54% |
| AAPLAppleCOM | Added | 100,835 | US$29.1M | 3.36% |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWCl B | Added | 52,278 | US$26.14M | 3.02% |
| VANGUARD SPECIALIZED FUNDS DIV APP ETFETF | Added | 100,570 | US$23.79M | 2.75% |
| STATE STR SPDR DOW JONES IND UT SER 1ETF | Added | 42,166 | US$22.05M | 2.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.