Institutions / LM Advisors LLC
LM Advisors LLC
CIK 2011314 · Institution · as of Dec 31, 2025
Portfolio value
$5.56M
Positions
210
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 210 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm | $619.4K | 11.1% |
| SPDR S&P 500 ETF Tr Tr Unit | $280.9K | 5.0% |
| Amazon.com Inc | $269.2K | 4.8% |
| First Trust Exchange-Traded Fund VIII | $209.9K | 3.8% |
| Blue Owl Capital CorpOBDC | $179.1K | 3.2% |
| BlackRock Mun Income Quality Com | $165.6K | 3.0% |
| Alphabet Inc. | $137.3K | 2.5% |
| SoFi Technologies, Inc. | $120.3K | 2.2% |
| Apple Inc. | $106.8K | 1.9% |
| Vanguard Specialized Funds Div App ETF | $100.8K | 1.8% |
| abrdn Income Credit Strategies Fund | $97.2K | 1.7% |
| First Trust Exchange-Traded Fund VIII | $93.4K | 1.7% |
| First Tr Exchng Traded Fd VI Ft Vest US Eqt | $93.4K | 1.7% |
| Vanguard Index Fds S&P 500 ETF Shs | $90.7K | 1.6% |
| First Tr Exchange-Traded Fd Smid Risng ETF | $90.6K | 1.6% |
| Vanguard Bd Index Fds Short Trm Bond | $74.7K | 1.3% |
| Morgan Stanley Direct Lending FundMSDL | $74.6K | 1.3% |
| iShares Bitcoin Trust ETF Shs Ben Int | $74.4K | 1.3% |
| Invesco Qqq Tr Unit Ser 1 | $72.3K | 1.3% |
| Vanguard Intl Equity Index F Ftse Emr Mkt ETF | $69.0K | 1.2% |
| iShares Inc Core MSCI Emkt | $68.8K | 1.2% |
| First Trust Exchange-Traded Fund VIII | $62.0K | 1.1% |
| Invesco Exchange Traded Fd T S&P500 Eql Wgt | $60.2K | 1.1% |
| iShares Inc MSCI Emerg Mrkt | $59.8K | 1.1% |
| iShares Tr U.S. Med Dvc ETF | $59.6K | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.