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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
First TR Exchng Traded FD VI FT Vest Inter EQ(YMAR)ETF33740F573$1.6M54,8590.2%
Constellation Energy Corp COM(CEG)COM21037T109$1.6M6,4080.2%
Unitedhealth Group Inc COM(UNH)COM91324P102$1.6M3,8230.2%
Select Sector Spdr TR ST STR Util ETF(XLU)ETF81369Y886$1.6M35,1120.2%
Merck & Co Inc COM(MRK)COM58933Y105$1.8M14,0000.2%
Blackstone Inc COM(BX)COM09260D107$1.8M15,5490.2%
Sofi Technologies Inc COM(SOFI)COM83406F102$1.8M101,4590.2%
BlackRock Muniholdings FD in COM(MHD)COM09253N104$1.8M154,4560.2%
Taiwan Semiconductor Manufac Sponsored ADS(TSM)ADR874039100$1.9M3,9530.2%
Ishares TR Core S&p500 ETF(IVV)ETF464287200$2.0M2,7070.3%
Vanguard World FD INF Tech ETF(VGT)ETF92204A702$2.0M17,0750.3%
Johnson & Johnson COM(JNJ)COM478160104$2.3M9,0220.3%
Oracle Corp COM(ORCL)COM68389X105$2.3M15,7010.3%
Qualcomm Inc COM(QCOM)COM747525103$2.3M12,5390.3%
EA Series Trust Altrius GBL DIV(DIVD)ETF02072L656$2.4M57,1580.3%
Columbia ETF TR I Resh Enhnc COR(RECS)ETF19761L706$2.5M58,0300.3%
First TR Exchng Traded FD VI FT Vest US EQT(FJUN)ETF33740F722$2.6M42,6680.3%
Direxion Shares ETF Trust DAI SEM BUL ETF(SOXL)ETF25459W458$2.6M9,7500.3%
Salesforce Inc COM(CRM)COM79466L302$2.7M17,1010.3%
Proshares TR Ultrpro Dow30(UDOW)ETF74347X823$2.7M38,7570.4%
Citigroup Inc COM New(C)COM172967424$2.7M19,3530.4%
State STR Spdr S&P Midcap 40 Utser1 S&pdcrp(MDY)ETF78467Y107$2.7M3,8720.4%
Ishares TR U.S. MED DVC ETF(IHI)ETF464288810$2.7M55,1970.4%
First TR Exchng Traded FD VI FT Vest US EQT(GJAN)ETF33740F516$2.7M60,8410.4%
Visa Inc COM CL A(V)Cl A92826C839$2.7M8,0070.4%
Invesco Exch Traded FD TR II S&p500 HDL VOL(SPHD)ETF46138E362$2.9M57,5340.4%
Ishares Inc Msci Japan ETF(EWJ)ETF46434G822$3.0M32,2440.4%
Bank of Amer Corp COM(BAC)COM060505104$3.2M55,3370.4%
Ishares Bitcoin Trust ETF SHS BEN INT(IBIT)ETF46438F101$3.2M95,2850.4%
Select Sector Spdr TR ST STR Care ETF(XLV)ETF81369Y209$3.6M22,3500.5%
Vanguard Index FDS Value ETF(VTV)ETF922908744$3.6M16,5860.5%
Nuveen Quality Muncp Income COM(NAD)COM67066V101$3.6M300,8450.5%
Proshares TR Ultrpro S&p500(UPRO)ETF74347X864$3.7M25,8980.5%
Select Sector Spdr TR ST STR Finl ETF(XLF)ETF81369Y605$3.7M69,7910.5%
Ishares Gold TR Ishares New(IAU)ETF464285204$3.8M50,4520.5%
First TR Exchange Traded FD Smid Risng ETF(SDVY)ETF33741X102$3.8M88,4290.5%
Vanguard Intl Equity Index F Ftse EMR MKT ETF(VWO)ETF922042858$4.0M66,8630.5%
Nuveen CA Divi ADV MUN COM(NAC)COM67066Y105$4.1M334,7290.5%
First TR Exchng Traded FD VI FT Vest U.s(XJUN)ETF33740U844$4.1M92,0630.5%
Goldman Sachs Group Inc COM(GS)COM38141G104$4.2M4,1900.5%
Tesla Inc COM(TSLA)COM88160R101$4.4M10,4340.6%
JPMorgan Chase & Co COM(JPM)COM46625H100$4.6M13,9180.6%
Ishares TR Core Msci Eafe(IEFA)ETF46432F842$4.9M51,0230.6%
Costco Wholesale Corporation COM(COST)COM22160K105$5.0M5,2580.6%
Palantir Technologies Inc CL A(PLTR)Cl A69608A108$5.0M42,7780.6%
First TR Exchng Traded FD VI FT Vest US EQT(FFEB)ETF33740F763$5.3M87,2760.7%
Walmart Inc COM(WMT)COM931142103$5.4M47,4120.7%
First TR Exchng Traded FD VI FT Vest INT EQ M(YSEP)ETF33740U828$5.5M199,6170.7%
Ishares Inc Core Msci Emkt(IEMG)ETF46434G103$5.9M71,5070.8%
Berkshire Hathaway Inc del CL A(BRK/A)Cl A084670108$6.7M90.9%
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