CIK 2011314
LM Advisors LLC
Institutional 13F holdings & portfolio
Holdings
210
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 210
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 38K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR TR UNIT | 50K | $100K–$500K | SH |
| AMZN | AMAZON COM INC COM | 62K | $100K–$500K | SH |
| YSEP | FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M | 5K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 2K | $100K–$500K | SH |
| BYM | BLACKROCK MUN INCOME QUALITY COM | 2K | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 43K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 3K | $100K–$500K | SH |
| AAPL | APPLE INC COM | 29K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | 22K | $100K–$500K | SH |
| ACP | ABRDN INCOME CREDIT STRATEGI COM | 533 | $50K–$100K | SH |
| XJUN | FIRST TR EXCHNG TRADED FD VI FT VEST U.S | 4K | $50K–$100K | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 5K | $50K–$100K | SH |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 57K | $50K–$100K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF | 3K | $50K–$100K | SH |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | 6K | $50K–$100K | SH |
| MSDL | MORGAN STANLEY DIRECT LENDIN COM SHS | 1K | $50K–$100K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | 4K | $50K–$100K | SH |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 44K | $50K–$100K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 4K | $50K–$100K | SH |
| IEMG | ISHARES INC CORE MSCI EMKT | 5K | $50K–$100K | SH |
| GJAN | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 3K | $50K–$100K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 12K | $50K–$100K | SH |
| EEMV | ISHARES INC MSCI EMERG MRKT | 4K | $50K–$100K | SH |
| IHI | ISHARES TR U.S. MED DVC ETF | 4K | $50K–$100K | SH |
| GBDC | GOLUB CAP BDC INC COM | 807 | $50K–$100K | SH |
| YMAR | FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ | 2K | $50K–$100K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II S&P500 HDL VOL | 3K | $50K–$100K | SH |
| XLU | SELECT SECTOR SPDR TR STATE STREET UTI | 2K | $50K–$100K | SH |
| IAU | ISHARES GOLD TR ISHARES NEW | 4K | $50K–$100K | SH |
| RECS | COLUMBIA ETF TR I RESH ENHNC COR | 2K | $50K–$100K | SH |
| BAC | BANK AMERICA CORP COM | 3K | $50K–$100K | SH |
| FJUN | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 3K | $15K–$50K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 15K | $15K–$50K | SH |
| WMT | WALMART INC COM | 5K | $15K–$50K | SH |
| MUST | COLUMBIA ETF TR I MULTI SEC MUNI | 924 | $15K–$50K | SH |
| DIVD | EA SERIES TRUST ALTRIUS GBL DIV | 2K | $15K–$50K | SH |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO SHS BEN INT | 940 | $15K–$50K | SH |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 1K | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 7K | $15K–$50K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 20K | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE UT SER 1 | 18K | $15K–$50K | SH |
| NVDA | NVIDIA CORPORATION COM | 7K | $15K–$50K | SH |
| MSFT | MICROSOFT CORP COM | 17K | $15K–$50K | SH |
| IEFA | ISHARES TR CORE MSCI EAFE | 3K | $15K–$50K | SH |
| XLF | SELECT SECTOR SPDR TR STATE STREET FIN | 2K | $15K–$50K | SH |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | 12K | $15K–$50K | SH |
| GJUN | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | 1K | $15K–$50K | SH |
| VHT | VANGUARD WORLD FD HEALTH CAR ETF | 9K | $15K–$50K | SH |
| EWJ | ISHARES INC MSCI JAPAN ETF | 2K | $15K–$50K | SH |