DOSSIER · 13F-HR · Q1 2026
Data quality notice: this filer's reported share counts and dollar values are inconsistent with other institutions holding the same securities. Figures on this page reflect the filing as submitted to the SEC and may be unreliable.

LM Advisors LLC

$6M in tracked AUM across 212 positions as of Q1 2026.

LA
CIK 0002011314 · last filed Mar 31, 2026
Total AUM
$6M
as of Q1 2026
Holdings
212
positions
Whale Score
35
35
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

LM Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
OMFL
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM
$595K36K9.4%
02
NAC
NUVEEN CA DIVI ADV MUN COM
$331K4K5.2%
03
SPY
STATE STR SPDR S&P 500 ETF T TR UNIT
$318K52K5.0%
04
NAD
NUVEEN QUALITY MUNCP INCOME COM
$298K3K4.7%
05
AMZN
AMAZON COM INC COM
$258K54K4.1%
06
YSEP
FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M
$201K5K3.2%
07
OBDC
BLUE OWL CAPITAL CORPORATION COM
$179K2K2.8%
08
MHD
BLACKROCK MUNIHOLDINGS FD IN COM
$156K2K2.5%
09
GOOG
ALPHABET INC CAP STK CL C
$137K39K2.2%
10
SOFI
SOFI TECHNOLOGIES INC COM
$105K2K1.7%

Filing history

2026Q1Mar 31
$6M 13.7%
212 positionsView →
2025Q4Dec 31
$6M 99.2%
210 positionsView →
2025Q3Sep 30
$694M 10.6%
207 positionsView →
2025Q2Jun 30
$777M 39.9%
184 positionsLocked
2025Q1Mar 31
$555M 0.6%
215 positionsLocked
2024Q4Dec 31
$559M 13.6%
186 positionsLocked
2024Q3Sep 30
$492M 99.2%
171 positionsLocked
2024Q2Jun 30
$61.8B 9714.1%
196 positionsLocked
2024Q1Mar 31
$630M 26.7%
246 positionsLocked
2023Q4Dec 31
$497M
740 positionsLocked