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LM Advisors LLC

Q1 2026 Holdings

Filed 2026-05-14 | 212 holdings | $11.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
First TR Exchng Traded FD VI FT Vest Emerging(TDEC)ETF33740U471$24.1K5860.2%
Verizon Communications Inc COM(VZ)COM92343V104$24.2K1,2130.2%
Select Sector Spdr TR State Street HEA(XLV)ETF81369Y209$24.3K3,5560.2%
Pfizer Inc COM(PFE)COM717081103$28.5K8010.2%
Invesco Exch TRD SLF IDX FD Invt GRD Defsv(IIGD)ETF46139W502$29.3K7210.3%
Invesco Exchange Traded FD T S&p500 EQL HLT(RSPH)ETF46137V332$29.8K9000.3%
Proshares TR Ultrapro QQQ(TQQQ)ETF74347X831$30.1K1,2540.3%
Ishares Inc Msci Japan ETF(EWJ)ETF46434G822$31.1K2,6260.3%
Vanguard World FD Health CAR ETF(VHT)ETF92204A504$31.2K8,4920.3%
First TR Exchng Traded FD VI FT Vest U.s EQT(GJUN)ETF33740F433$31.3K1,2280.3%
Life Time Group Holdings Inc Common Stock(LTH)COM53190C102$34.0K9160.3%
Vanguard Index FDS Total STK MKT(VTI)ETF922908769$35.0K11,2210.3%
State STR Spdr DOW Jones IND UT SER 1(DIA)ETF78467X109$36.3K16,8280.3%
Nvidia Corporation COM(NVDA)COM67066G104$37.0K6,4540.3%
Microsoft Corp COM(MSFT)COM594918104$37.8K14,0030.3%
BlackRock Science & Technolo SHS BEN INT(BSTZ)ETF09260K101$38.7K8580.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Cl B084670702$39.3K18,8170.3%
Select Sector Spdr TR State Street FIN(XLF)ETF81369Y605$40.1K1,9820.3%
First TR Exchng Traded FD VI FT Vest US EQT(FJUN)ETF33740F722$42.3K2,3910.4%
Palantir Technologies Inc CL A(PLTR)Cl A69608A108$43.4K6,3530.4%
Nuveen Dynamic MUN Opportuni COM SHS(NDMO)COM67079X102$43.4K4470.4%
Ishares TR Core Msci Eafe(IEFA)ETF46432F842$44.4K4,0220.4%
Walmart Inc COM(WMT)COM931142103$45.8K5,7030.4%
Alphabet Inc Cap STK CL A(GOOGL)Cl A02079K305$48.5K13,9540.4%
Columbia ETF TR I Multi SEC Muni(MUST)ETF19761L607$48.9K1,0020.4%
Bank America Corp COM(BAC)COM060505104$50.9K2,4810.4%
Ishares Gold TR Ishares New(IAU)ETF464285204$51.4K4,5330.4%
EA Series Trust Altrius GBL DIV(DIVD)ETF02072L656$51.8K2,1250.4%
Select Sector Spdr TR State Street UTI(XLU)ETF81369Y886$52.7K2,4180.5%
Columbia ETF TR I Resh Enhnc COR(RECS)ETF19761L706$52.9K2,0570.5%
Invesco Exch Traded FD TR II S&p500 HDL VOL(SPHD)ETF46138E362$57.1K2,8320.5%
First TR Exchng Traded FD VI FT Vest Inter EQ(YMAR)ETF33740F573$57.6K1,5750.5%
Ishares TR U.S. MED DVC ETF(IHI)ETF464288810$58.0K3,0910.5%
Golub Cap BDC Inc COM(GBDC)COM38173M102$59.6K7540.5%
Ishares Inc Msci Emerg Mrkt(EEMV)ETF464286533$59.8K4,3500.5%
First TR Exchng Traded FD VI FT Vest US EQT(GJAN)ETF33740F516$61.9K2,5960.5%
Invesco Exchange Traded FD T S&p500 EQL WGT(RSP)ETF46137V357$64.5K12,3700.6%
Ishares Inc Core Msci Emkt(IEMG)ETF46434G103$66.4K4,6180.6%
Vanguard Intl Equity Index F Ftse EMR MKT ETF(VWO)ETF922042858$67.7K3,6600.6%
Wisdomtree TR US Qtly DIV GRT(DGRW)ETF97717X669$70.2K6,1680.6%
Morgan Stanley Direct Lendin COM SHS(MSDL)COM61774A103$73.0K1,0520.6%
Vanguard BD Index FDS Short TRM Bond(BSV)ETF921937827$74.7K5,8560.6%
Invesco QQQ TR Unit SER 1(QQQ)ETF46090E103$79.9K46,0960.7%
Abrdn Income Credit Strategi COM(ACP)COM003057106$88.1K4500.8%
First TR Exchange Traded FD Smid Risng ETF(SDVY)ETF33741X102$88.4K3,4820.8%
Ishares Bitcoin Trust ETF SHS BEN INT(IBIT)ETF46438F101$89.8K3,4490.8%
First TR Exchng Traded FD VI FT Vest US EQT(FFEB)ETF33740F763$91.5K5,1010.8%
First TR Exchng Traded FD VI FT Vest U.s(XJUN)ETF33740U844$93.2K4,0030.8%
Vanguard Index FDS S&P 500 ETF SHS(VOO)ETF922908363$93.9K56,1170.8%
Vanguard Specialized Funds DIV APP ETF(VIG)ETF921908844$101.1K21,7430.9%
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