LM Advisors
SAN DIEGO, CAfiles as LM Advisors LLC
$866m in 224 US stocks at the end of 30 June 2026. The top 10 are 51.2% of the money. It changed about 47.7% of the portfolio this quarter.
Value
$866m
Stocks
224
Top 10 share
51.2%
Turnover
47.7%
What changed this quarter
New
Bought for the first time this quarter.
- Pershing Square USAPSUS0.3% of the fund
- Constellation EnergyCEG0.2% of the fund
- Micron TechnologyMU0.1% of the fund
- Vaneck ETF TrustCLOI0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- First TR Exchange-Traded FDACYN<0.1% of the fund
- lululemon athleticaLULU<0.1% of the fund
- IntelINTC<0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- RedditRDDT<0.1% of the fund
- AbbVieABBV<0.1% of the fund
- CorningGLW<0.1% of the fund
- ETF SER SolutionsQTUM<0.1% of the fund
- Select Sector Spdr TRXLK<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- Novo Nordisk A SNVO<0.1% of the fund
- PNC Financial Services GroupPNC<0.1% of the fund
- Spdr Index SHS FDSSPDW<0.1% of the fund
- WelltowerWELL<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ8.1% of the fund+107%
- Vanguard Index FDSVOO7.6% of the fund+72%
- State STR Spdr S&P 500 ETF TSPY7.1% of the fund+523%
- Amazon.comAMZN6.7% of the fund+354%
- AlphabetGOOG5.5% of the fund+246%
- Invesco Exch TRD SLF IDX FDOMFL4.5% of the fund+1508%
- AppleAAPL3.4% of the fund+287%
- Berkshire HathawayBRK-B3.0% of the fund+178%
- Vanguard Specialized FundsVIG2.7% of the fund+363%
- State STR Spdr DOW Jones INDDIA2.5% of the fund+151%
- AlphabetGOOGL1.9% of the fund+236%
- Proshares TRTQQQ1.9% of the fund+15759%
- MicrosoftMSFT1.7% of the fund+191%
- Invesco Exchange Traded FD TRSP1.5% of the fund+398%
- Vanguard Index FDSVTI1.4% of the fund+202%
- Vanguard World FDVHT1.1% of the fund+264%
- Meta PlatformsMETA1.0% of the fund+67%
- Ishares TRIWV1.0% of the fund+390%
- Direxion Shares ETF TrustSPXL0.9% of the fund+4161%
- Spdr Gold TRGLD0.9% of the fund+293%
- BroadcomAVGO0.9% of the fund+290%
- NvidiaNVDA0.9% of the fund+480%
- Palo Alto NetworksPANW0.9% of the fund+504%
- Wisdomtree TRDGRW0.8% of the fund+1090%
- Eli LillyLLY0.8% of the fund+20%
Cut
Sold some of their stake.
- Berkshire Hathaway INC DELBRK-A0.8% of the fund-100%
- Wells Fargo0.5% of the fund-13%
- ASML Holding NVASML0.2% of the fund-27%
- BlackRockBLK<0.1% of the fund-19%
- AppLovinAPP<0.1% of the fund-19%
- MercadoLibreMELI<0.1% of the fund-20%
Sold out
Sold their entire stake.
- Royalty PharmaRPRX-100%
- Spdr Index SHS FDSFEZ-100%
- FiservFISV-100%
- Texas RoadhouseTXRH-100%
- Check Point Software TechnologiesCHKP-100%
- Applied MaterialsAMAT-100%
- Elbit SystemsESLT-100%
Holdings
- Invesco QQQ TRQQQ
- Share
- 8.1%
- Value
- $70m
- Shares
- 95,440
+107%
- Vanguard Index FDSVOO
- Share
- 7.6%
- Value
- $66m
- Shares
- 96,457
+72%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 7.1%
- Value
- $61m
- Shares
- 325,178
+523%
- Invesco Exch TRD SLF IDX FDOMFL
- Share
- 4.5%
- Value
- $39m
- Shares
- 574,567
+1508%
- Vanguard Specialized FundsVIG
- Share
- 2.7%
- Value
- $24m
- Shares
- 100,570
+363%
- State STR Spdr DOW Jones INDDIA
- Share
- 2.5%
- Value
- $22m
- Shares
- 42,166
+151%
- Proshares TRTQQQ
- Share
- 1.9%
- Value
- $16m
- Shares
- 198,872
+15759%
- Invesco Exchange Traded FD TRSP
- Share
- 1.5%
- Value
- $13m
- Shares
- 61,567
+398%
- Vanguard Index FDSVTI
- Share
- 1.4%
- Value
- $13m
- Shares
- 33,873
+202%
- Vanguard World FDVHT
- Share
- 1.1%
- Value
- $9m
- Shares
- 30,901
+264%
- Ishares TRIWV
- Share
- 1.0%
- Value
- $8m
- Shares
- 19,334
+390%
- Direxion Shares ETF TrustSPXL
- Share
- 0.9%
- Value
- $8m
- Shares
- 30,340
+4161%
- Spdr Gold TRGLD
- Share
- 0.9%
- Value
- $8m
- Shares
- 21,243
+293%
- Wisdomtree TRDGRW
- Share
- 0.8%
- Value
- $7m
- Shares
- 73,417
+1090%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.8%
- Value
- $7m
- Shares
- 9
-100%
- IsharesIEMG
- Share
- 0.7%
- Value
- $6m
- Shares
- 71,507
+1448%
- First TR Exchng Traded FD VIYSEP
- Share
- 0.6%
- Value
- $5m
- Shares
- 199,617
+3689%
- First TR Exchng Traded FD VIFFEB
- Share
- 0.6%
- Value
- $5m
- Shares
- 87,276
+1611%
- Ishares TRIEFA
- Share
- 0.6%
- Value
- $5m
- Shares
- 51,023
+1169%
- IsharesEEMV
- Share
- 0.5%
- Value
- $4m
- Shares
- 60,239
+1285%
- First TR Exchng Traded FD VIXJUN
- Share
- 0.5%
- Value
- $4m
- Shares
- 92,063
+2200%
- Nuveen California Quality Municipal Income FundNAC
- Share
- 0.5%
- Value
- $4m
- Shares
- 334,729
+8590%
- Wells Fargo
- Share
- 0.5%
- Value
- $4m
- Shares
- 3,458
-13%
- Vanguard Intl Equity Index FVWO
- Share
- 0.5%
- Value
- $4m
- Shares
- 66,863
+1727%
- First TR Exchange Traded FDSDVY
- Share
- 0.4%
- Value
- $4m
- Shares
- 88,429
+2440%
- Ishares Gold TRIAU
- Share
- 0.4%
- Value
- $4m
- Shares
- 50,452
+1013%
- Select Sector Spdr TRXLF
- Share
- 0.4%
- Value
- $4m
- Shares
- 69,791
+3421%
- Proshares TRUPRO
- Share
- 0.4%
- Value
- $4m
- Shares
- 25,898
+2712%
- Nuveen Quality Municipal Income FundNAD
- Share
- 0.4%
- Value
- $4m
- Shares
- 300,845
+8699%
- Vanguard Index FDSVTV
- Share
- 0.4%
- Value
- $4m
- Shares
- 16,586
+402%
- Select Sector Spdr TRXLV
- Share
- 0.4%
- Value
- $4m
- Shares
- 22,350
+529%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.4%
- Value
- $3m
- Shares
- 95,285
+2663%
- IsharesEWJ
- Share
- 0.3%
- Value
- $3m
- Shares
- 32,244
+1128%
- Invesco Exch Traded FD TR IISPHD
- Share
- 0.3%
- Value
- $3m
- Shares
- 57,534
+1932%
- First TR Exchng Traded FD VIGJAN
- Share
- 0.3%
- Value
- $3m
- Shares
- 60,841
+2244%
- Ishares TRIHI
- Share
- 0.3%
- Value
- $3m
- Shares
- 55,197
+1686%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.3%
- Value
- $3m
- Shares
- 3,872
+61%
- Proshares TRUDOW
- Share
- 0.3%
- Value
- $3m
- Shares
- 38,757
+5702%
- Direxion Shares ETF TrustSOXL
- Share
- 0.3%
- Value
- $3m
- Shares
- 9,750
+2528%
- First TR Exchng Traded FD VIFJUN
- Share
- 0.3%
- Value
- $3m
- Shares
- 42,668
+1685%
- Columbia ETF TR IRECS
- Share
- 0.3%
- Value
- $3m
- Shares
- 58,030
+2721%
- EA Series TrustDIVD
- Share
- 0.3%
- Value
- $2m
- Shares
- 57,158
+2590%
- Pershing Square USAPSUS
- Share
- 0.3%
- Value
- $2m
- Shares
- 63,950
New
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $2m
- Shares
- 17,075
+1047%
- Ishares TRIVV
- Share
- 0.2%
- Value
- $2m
- Shares
- 2,707
+51%
- Blackrock Muniholdings FundMHD
- Share
- 0.2%
- Value
- $2m
- Shares
- 154,456
+8651%
- Select Sector Spdr TRXLU
- Share
- 0.2%
- Value
- $2m
- Shares
- 35,112
+1352%
- First TR Exchng Traded FD VIYMAR
- Share
- 0.2%
- Value
- $2m
- Shares
- 54,859
+3383%
- Ishares TRIWF
- Share
- 0.2%
- Value
- $2m
- Shares
- 12,644
+907%
- Ishares TRSHV
- Share
- 0.2%
- Value
- $2m
- Shares
- 14,050
+903%
- First TR Exchng Traded FD VIGJUN
- Share
- 0.1%
- Value
- $1m
- Shares
- 31,290
+2448%
- Ishares TRIBB
- Share
- 0.1%
- Value
- $1m
- Shares
- 6,624
+497%
- Select Sector Spdr TRXLE
- Share
- 0.1%
- Value
- $1m
- Shares
- 23,517
+5567%
- First TR Exchange-Traded FDCIBR
- Share
- 0.1%
- Value
- $1m
- Shares
- 13,100
+1577%
- BlackRock Science & Technology Term TrustBSTZ
- Share
- 0.1%
- Value
- $1m
- Shares
- 37,591
+4281%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco QQQ TRQQQ | 8.1% | $70m | 95,440 | +107% |
| Vanguard Index FDSVOO | 7.6% | $66m | 96,457 | +72% |
| State STR Spdr S&P 500 ETF TSPY | 7.1% | $61m | 325,178 | +523% |
| Amazon.comAMZN | 6.7% | $58m | 243,364 | +354% |
| AlphabetGOOG | 5.5% | $48m | 135,276 | +246% |
| Invesco Exch TRD SLF IDX FDOMFL | 4.5% | $39m | 574,567 | +1508% |
| AppleAAPL | 3.4% | $29m | 100,835 | +287% |
| Berkshire HathawayBRK-B | 3.0% | $26m | 52,278 | +178% |
| Vanguard Specialized FundsVIG | 2.7% | $24m | 100,570 | +363% |
| State STR Spdr DOW Jones INDDIA | 2.5% | $22m | 42,166 | +151% |
| AlphabetGOOGL | 1.9% | $17m | 46,830 | +236% |
| Proshares TRTQQQ | 1.9% | $16m | 198,872 | +15759% |
| MicrosoftMSFT | 1.7% | $15m | 40,679 | +191% |
| Invesco Exchange Traded FD TRSP | 1.5% | $13m | 61,567 | +398% |
| Vanguard Index FDSVTI | 1.4% | $13m | 33,873 | +202% |
| Vanguard World FDVHT | 1.1% | $9m | 30,901 | +264% |
| Meta PlatformsMETA | 1.0% | $9m | 15,715 | +67% |
| Ishares TRIWV | 1.0% | $8m | 19,334 | +390% |
| Direxion Shares ETF TrustSPXL | 0.9% | $8m | 30,340 | +4161% |
| Spdr Gold TRGLD | 0.9% | $8m | 21,243 | +293% |
| BroadcomAVGO | 0.9% | $8m | 19,974 | +290% |
| NvidiaNVDA | 0.9% | $7m | 37,422 | +480% |
| Palo Alto NetworksPANW | 0.9% | $7m | 21,871 | +504% |
| Wisdomtree TRDGRW | 0.8% | $7m | 73,417 | +1090% |
| Eli LillyLLY | 0.8% | $7m | 5,649 | +20% |
| Berkshire Hathaway INC DELBRK-A | 0.8% | $7m | 9 | -100% |
| IsharesIEMG | 0.7% | $6m | 71,507 | +1448% |
| First TR Exchng Traded FD VIYSEP | 0.6% | $5m | 199,617 | +3689% |
| WalmartWMT | 0.6% | $5m | 47,412 | +731% |
| First TR Exchng Traded FD VIFFEB | 0.6% | $5m | 87,276 | +1611% |
| Palantir TechnologiesPLTR | 0.6% | $5m | 42,778 | +573% |
| Costco WholesaleCOST | 0.6% | $5m | 5,258 | Held |
| Ishares TRIEFA | 0.6% | $5m | 51,023 | +1169% |
| JPMorgan ChaseJPM | 0.5% | $5m | 13,918 | +238% |
| IsharesEEMV | 0.5% | $4m | 60,239 | +1285% |
| TeslaTSLA | 0.5% | $4m | 10,434 | +194% |
| Goldman Sachs GroupGS | 0.5% | $4m | 4,190 | +16% |
| First TR Exchng Traded FD VIXJUN | 0.5% | $4m | 92,063 | +2200% |
| Nuveen California Quality Municipal Income FundNAC | 0.5% | $4m | 334,729 | +8590% |
| Wells Fargo | 0.5% | $4m | 3,458 | -13% |
| Vanguard Intl Equity Index FVWO | 0.5% | $4m | 66,863 | +1727% |
| First TR Exchange Traded FDSDVY | 0.4% | $4m | 88,429 | +2440% |
| Ishares Gold TRIAU | 0.4% | $4m | 50,452 | +1013% |
| Select Sector Spdr TRXLF | 0.4% | $4m | 69,791 | +3421% |
| Proshares TRUPRO | 0.4% | $4m | 25,898 | +2712% |
| Nuveen Quality Municipal Income FundNAD | 0.4% | $4m | 300,845 | +8699% |
| Vanguard Index FDSVTV | 0.4% | $4m | 16,586 | +402% |
| Select Sector Spdr TRXLV | 0.4% | $4m | 22,350 | +529% |
| Ishares Bitcoin Trust ETFIBIT | 0.4% | $3m | 95,285 | +2663% |
| Bank of AmericaBAC | 0.4% | $3m | 55,337 | +2130% |
| IsharesEWJ | 0.3% | $3m | 32,244 | +1128% |
| Invesco Exch Traded FD TR IISPHD | 0.3% | $3m | 57,534 | +1932% |
| VisaV | 0.3% | $3m | 8,007 | +228% |
| First TR Exchng Traded FD VIGJAN | 0.3% | $3m | 60,841 | +2244% |
| Ishares TRIHI | 0.3% | $3m | 55,197 | +1686% |
| State STR Spdr S&P Midcap 40MDY | 0.3% | $3m | 3,872 | +61% |
| CitigroupC | 0.3% | $3m | 19,353 | +787% |
| Proshares TRUDOW | 0.3% | $3m | 38,757 | +5702% |
| SalesforceCRM | 0.3% | $3m | 17,101 | +408% |
| Direxion Shares ETF TrustSOXL | 0.3% | $3m | 9,750 | +2528% |
| First TR Exchng Traded FD VIFJUN | 0.3% | $3m | 42,668 | +1685% |
| Columbia ETF TR IRECS | 0.3% | $3m | 58,030 | +2721% |
| EA Series TrustDIVD | 0.3% | $2m | 57,158 | +2590% |
| Pershing Square USAPSUS | 0.3% | $2m | 63,950 | New |
| QualcommQCOM | 0.3% | $2m | 12,539 | +682% |
| OracleORCL | 0.3% | $2m | 15,701 | +631% |
| Advanced Micro DevicesAMD | 0.3% | $2m | 4,100 | +85% |
| Johnson & JohnsonJNJ | 0.3% | $2m | 9,022 | +309% |
| Vanguard World FDVGT | 0.2% | $2m | 17,075 | +1047% |
| Ishares TRIVV | 0.2% | $2m | 2,707 | +51% |
| Blue Owl CapitalOBDC | 0.2% | $2m | 174,217 | +8465% |
| ASML Holding NVASML | 0.2% | $2m | 955 | -27% |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $2m | 3,953 | +223% |
| Blackrock Muniholdings FundMHD | 0.2% | $2m | 154,456 | +8651% |
| SoFi TechnologiesSOFI | 0.2% | $2m | 101,459 | +6012% |
| BlackstoneBX | 0.2% | $2m | 15,549 | +597% |
| MerckMRK | 0.2% | $2m | 14,000 | +711% |
| Essex Property TrustESS | 0.2% | $2m | 5,843 | +307% |
| Select Sector Spdr TRXLU | 0.2% | $2m | 35,112 | +1352% |
| UnitedHealth GroupUNH | 0.2% | $2m | 3,823 | +261% |
| Constellation EnergyCEG | 0.2% | $2m | 6,408 | New |
| First TR Exchng Traded FD VIYMAR | 0.2% | $2m | 54,859 | +3383% |
| MastercardMA | 0.2% | $2m | 3,055 | +66% |
| Ishares TRIWF | 0.2% | $2m | 12,644 | +907% |
| Ishares TRSHV | 0.2% | $2m | 14,050 | +903% |
| ShopifySHOP | 0.2% | $1m | 12,419 | +893% |
| Life Time Group HoldingsLTH | 0.2% | $1m | 34,000 | +3612% |
| NetflixNFLX | 0.2% | $1m | 19,242 | +881% |
| NextEra EnergyNEE | 0.2% | $1m | 15,589 | +972% |
| Morgan Stanley Direct Lending FundMSDL | 0.2% | $1m | 84,112 | +7895% |
| CrowdStrike HoldingsCRWD | 0.2% | $1m | 1,722 | +98% |
| First TR Exchng Traded FD VIGJUN | 0.1% | $1m | 31,290 | +2448% |
| Morgan StanleyMS | 0.1% | $1m | 6,120 | +508% |
| Walt DisneyDIS | 0.1% | $1m | 13,221 | +1002% |
| Ishares TRIBB | 0.1% | $1m | 6,624 | +497% |
| ServiceNowNOW | 0.1% | $1m | 12,584 | +1031% |
| Select Sector Spdr TRXLE | 0.1% | $1m | 23,517 | +5567% |
| First TR Exchange-Traded FDCIBR | 0.1% | $1m | 13,100 | +1577% |
| Micron TechnologyMU | 0.1% | $1m | 991 | New |
| BlackRock Science & Technology Term TrustBSTZ | 0.1% | $1m | 37,591 | +4281% |
Showing the largest 100 of 224.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 11.5% since 30 June 2025.
Where the money is
Technology10.9%
Media & telecom9.0%
Retail & consumer7.9%
Financial services6.4%
Health care1.8%
Everyday goods1.4%
Industrials0.8%
Real estate0.4%
Utilities0.4%
Energy0.2%
Other60.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.