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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
Vaneck ETF Trust Mrngstr WDE Moat(MOAT)ETF92189F643$295.0K2,8420.0%
Phillips 66 COM(PSX)COM718546104$295.0K1,7420.0%
Vaneck ETF Trust Gold Miners ETF(GDX)ETF92189F106$296.0K3,9230.0%
Abbvie Inc COM(ABBV)COM00287Y109$300.0K1,1900.0%
Invesco Exchange Traded FD T S&p500 EQL ENR(RSPG)ETF46137V365$300.0K3,0660.0%
Corning Inc COM(GLW)COM219350105$300.0K1,1760.0%
Elevance Health Inc Formerly COM(ELV)COM036752103$311.0K8020.0%
Spdr Series Trust ST STR SP DIV(SDY)ETF78464A763$319.0K2,0950.0%
Procter & Gamble Co COM(PG)COM742718109$330.0K2,2510.0%
Reddit Inc CL A(RDDT)Cl A75734B100$350.0K2,0100.0%
Barclays Bank PLC Djubs Cmdt Etn36(DJP)ADR06738C778$350.0K8,0000.0%
Vanguard Index FDS Mcap GR Idxvip(VOT)ETF922908538$352.0K1,1500.0%
Ishares Inc Msci World ETF(URTH)ETF464286392$354.0K1,7460.0%
Ishares TR Core DIV Grwth(DGRO)ETF46434V621$355.0K4,6840.0%
First TR Exchng Traded FD VI FT Vest U.s EQT(GMAR)ETF33740F482$365.0K8,2480.0%
Ishares TR Glob Hlthcre ETF(IXJ)ETF464287325$370.0K3,7480.0%
Invesco Exch Traded FD TR II KBW BK ETF(KBWB)ETF46138E628$372.0K4,0000.0%
Snowflake Inc COM SHS(SNOW)COM833445109$382.0K1,5000.0%
Ishares TR Core S&P TTL STK(ITOT)ETF464287150$382.0K2,3280.0%
International Business Machs COM(IBM)COM459200101$387.0K1,3770.0%
Rush Street Interactive Inc COM(RSI)COM782011100$387.0K13,0000.0%
Caterpillar Inc COM(CAT)COM149123101$388.0K3650.1%
J P Morgan Exchange Traded F Municipal ETF(JMUB)ETF46641Q647$393.0K7,7680.1%
J P Morgan Exchange Traded F Betabuldrs Japan(BBJP)ETF46641Q217$395.0K5,2440.1%
Cisco SYS Inc COM(CSCO)COM17275R102$395.0K3,3610.1%
State STR Corp COM(STT)COM857477103$396.0K2,3370.1%
Mckesson Corp COM(MCK)COM58155Q103$405.0K5410.1%
Ishares TR Msci EMG MKT ETF(EEM)ETF464287234$413.0K6,0950.1%
Intel Corp COM(INTC)COM458140100$413.0K2,9640.1%
Ishares TR Core US Aggbd ET(AGG)ETF464287226$415.0K4,1860.1%
General Mtrs Co COM(GM)COM37045V100$421.0K5,4640.1%
Boeing Co COM(BA)COM097023105$431.0K1,9940.1%
Ishares TR Iboxx INV CP ETF(LQD)ETF464287242$435.0K3,9790.1%
Mcdonalds Corp COM(MCD)COM580135101$438.0K1,6240.1%
Listed FDS TR Hori KI Infl ETF(INFL)ETF53656F623$442.0K8,8600.1%
Abrdn Income Credit Strategi COM(ACP)COM003057106$444.0K85,3360.1%
Nuveen Dynamic MUN Opportuni COM SHS(NDMO)COM67079X102$452.0K43,4430.1%
Bank of NY Mellon Corp COM(BK)COM064058100$506.0K3,4960.1%
Airbnb Inc COM CL A(ABNB)Cl A009066101$513.0K3,5690.1%
Lululemon Athletica Inc COM(LULU)COM550021109$522.0K4,5680.1%
First TR Exchange-Traded FD Vest Laddered(ACYN)ETF33733E690$526.0K25,3000.1%
Mercadolibre Inc COM(MELI)COM58733R102$553.0K3260.1%
Vanguard MUN BD FDS TAX Exempt BD(VTEB)ETF922907746$565.0K11,1550.1%
GE Aerospace COM New(GE)COM369604301$571.0K1,5280.1%
Applovin Corp COM CL A(APP)Cl A03831W108$590.0K1,1460.1%
First TR Exchng Traded FD VI FT VES Mark Dece(TDEC)ETF33740U471$609.0K23,1900.1%
Chevron Corporation COM(CVX)COM166764100$615.0K3,6930.1%
Nike Inc CL B(NKE)Cl B654106103$615.0K14,9570.1%
First TR Exchng Traded FD VI FT Vest US EQT(XMAR)ETF33740F474$656.0K15,3800.1%
First TR Exchng Traded FD VI FT Vest US EQT(FMAR)ETF33740F599$662.0K12,6700.1%
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