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LM Advisors LLC

Q2 2026 Holdings

Filed 2026-08-12 | 224 holdings | $775.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Invesco QQQ TR Unit SER 1(QQQ)ETF46090E103$70.3M95,4409.1%
Vanguard Index FDS S&P 500 ETF SHS(VOO)ETF922908363$66.2M96,4578.5%
Amazon COM Inc COM(AMZN)COM023135106$58.1M243,3647.5%
Alphabet Inc Cap STK CL C(GOOG)Cl C02079K107$47.8M135,2766.2%
Invesco Exch TRD SLF IDX FD Rusl 1000 Dynm(OMFL)ETF46138J619$39.3M574,5675.1%
Apple Inc COM(AAPL)COM037833100$29.1M100,8353.8%
Berkshire Hathaway Inc del CL B New(BRK/B)Cl B084670702$26.1M52,2783.4%
Vanguard Specialized Funds DIV APP ETF(VIG)ETF921908844$23.8M100,5703.1%
State STR Spdr DOW Jones IND UT SER 1(DIA)ETF78467X109$22.0M42,1662.8%
Alphabet Inc Cap STK CL A(GOOGL)Cl A02079K305$16.7M46,8302.2%
Proshares TR Ultrapro QQQ(TQQQ)ETF74347X831$16.1M198,8722.1%
Microsoft Corp COM(MSFT)COM594918104$15.2M40,6792.0%
Invesco Exchange Traded FD T S&p500 EQL WGT(RSP)ETF46137V357$13.1M61,5671.7%
Vanguard Index FDS Total STK MKT(VTI)ETF922908769$12.5M33,8731.6%
Vanguard World FD Health CAR ETF(VHT)ETF92204A504$9.3M30,9011.2%
Meta Platforms Inc CL A(META)Cl A30303M102$8.9M15,7151.1%
Ishares TR Russell 3000 ETF(IWV)ETF464287689$8.2M19,3341.1%
Direxion Shares ETF Trust DA 500 BU 3X ETF(SPXL)ETF25459W862$8.2M30,3401.1%
Spdr Gold TR Gold SHS(GLD)ETF78463V107$7.8M21,2431.0%
Broadcom Inc COM(AVGO)COM11135F101$7.5M19,9741.0%
Nvidia Corporation COM(NVDA)COM67066G104$7.5M37,4221.0%
Palo Alto Networks Inc COM(PANW)COM697435105$7.4M21,8711.0%
Wisdomtree TR US Qtly DIV GRT(DGRW)ETF97717X669$7.0M73,4170.9%
ELI Lilly & Co COM(LLY)COM532457108$6.8M5,6490.9%
Berkshire Hathaway Inc del CL A(BRK/A)Cl A084670108$6.7M90.9%
Ishares Inc Core Msci Emkt(IEMG)ETF46434G103$5.9M71,5070.8%
First TR Exchng Traded FD VI FT Vest INT EQ M(YSEP)ETF33740U828$5.5M199,6170.7%
Walmart Inc COM(WMT)COM931142103$5.4M47,4120.7%
First TR Exchng Traded FD VI FT Vest US EQT(FFEB)ETF33740F763$5.3M87,2760.7%
Palantir Technologies Inc CL A(PLTR)Cl A69608A108$5.0M42,7780.6%
Costco Wholesale Corporation COM(COST)COM22160K105$5.0M5,2580.6%
Ishares TR Core Msci Eafe(IEFA)ETF46432F842$4.9M51,0230.6%
JPMorgan Chase & Co COM(JPM)COM46625H100$4.6M13,9180.6%
Tesla Inc COM(TSLA)COM88160R101$4.4M10,4340.6%
Goldman Sachs Group Inc COM(GS)COM38141G104$4.2M4,1900.5%
First TR Exchng Traded FD VI FT Vest U.s(XJUN)ETF33740U844$4.1M92,0630.5%
Nuveen CA Divi ADV MUN COM(NAC)COM67066Y105$4.1M334,7290.5%
Vanguard Intl Equity Index F Ftse EMR MKT ETF(VWO)ETF922042858$4.0M66,8630.5%
First TR Exchange Traded FD Smid Risng ETF(SDVY)ETF33741X102$3.8M88,4290.5%
Ishares Gold TR Ishares New(IAU)ETF464285204$3.8M50,4520.5%
Select Sector Spdr TR ST STR Finl ETF(XLF)ETF81369Y605$3.7M69,7910.5%
Proshares TR Ultrpro S&p500(UPRO)ETF74347X864$3.7M25,8980.5%
Nuveen Quality Muncp Income COM(NAD)COM67066V101$3.6M300,8450.5%
Vanguard Index FDS Value ETF(VTV)ETF922908744$3.6M16,5860.5%
Select Sector Spdr TR ST STR Care ETF(XLV)ETF81369Y209$3.6M22,3500.5%
Ishares Bitcoin Trust ETF SHS BEN INT(IBIT)ETF46438F101$3.2M95,2850.4%
Bank of Amer Corp COM(BAC)COM060505104$3.2M55,3370.4%
Ishares Inc Msci Japan ETF(EWJ)ETF46434G822$3.0M32,2440.4%
Invesco Exch Traded FD TR II S&p500 HDL VOL(SPHD)ETF46138E362$2.9M57,5340.4%
Visa Inc COM CL A(V)Cl A92826C839$2.7M8,0070.4%
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