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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
ELI Lilly & Co COM(LLY)COM532457108$6.8M5,6490.9%
Wisdomtree TR US Qtly DIV GRT(DGRW)ETF97717X669$7.0M73,4170.9%
Palo Alto Networks Inc COM(PANW)COM697435105$7.4M21,8711.0%
Nvidia Corporation COM(NVDA)COM67066G104$7.5M37,4221.0%
Broadcom Inc COM(AVGO)COM11135F101$7.5M19,9741.0%
Spdr Gold TR Gold SHS(GLD)ETF78463V107$7.8M21,2431.0%
Direxion Shares ETF Trust DA 500 BU 3X ETF(SPXL)ETF25459W862$8.2M30,3401.1%
Ishares TR Russell 3000 ETF(IWV)ETF464287689$8.2M19,3341.1%
Meta Platforms Inc CL A(META)Cl A30303M102$8.9M15,7151.1%
Vanguard World FD Health CAR ETF(VHT)ETF92204A504$9.3M30,9011.2%
Vanguard Index FDS Total STK MKT(VTI)ETF922908769$12.5M33,8731.6%
Invesco Exchange Traded FD T S&p500 EQL WGT(RSP)ETF46137V357$13.1M61,5671.7%
Microsoft Corp COM(MSFT)COM594918104$15.2M40,6792.0%
Proshares TR Ultrapro QQQ(TQQQ)ETF74347X831$16.1M198,8722.1%
Alphabet Inc Cap STK CL A(GOOGL)Cl A02079K305$16.7M46,8302.2%
State STR Spdr DOW Jones IND UT SER 1(DIA)ETF78467X109$22.0M42,1662.8%
Vanguard Specialized Funds DIV APP ETF(VIG)ETF921908844$23.8M100,5703.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Cl B084670702$26.1M52,2783.4%
Apple Inc COM(AAPL)COM037833100$29.1M100,8353.8%
Invesco Exch TRD SLF IDX FD Rusl 1000 Dynm(OMFL)ETF46138J619$39.3M574,5675.1%
Alphabet Inc Cap STK CL C(GOOG)Cl C02079K107$47.8M135,2766.2%
Amazon COM Inc COM(AMZN)COM023135106$58.1M243,3647.5%
Vanguard Index FDS S&P 500 ETF SHS(VOO)ETF922908363$66.2M96,4578.5%
Invesco QQQ TR Unit SER 1(QQQ)ETF46090E103$70.3M95,4409.1%
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