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Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

LM Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

LM Advisors LLC (CIK 2011314) reported $866.4M across 224 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($70.3M, 8.11%), VOO ($66.2M, 7.64%), SPY ($61.1M, 7.05%), AMZN ($58.1M, 6.70%), GOOG ($47.8M, 5.51%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TR UNIT SER 1$70.3M8.11%95,440Added
2VOOVANGUARD INDEX FDS S&P 500 ETF SHS$66.2M7.64%96,457Added
3SPYSTATE STR SPDR S&P 500 ETF T TR UNIT$61.1M7.05%325,178Added
4AMZNAMAZON COM INC COM$58.1M6.70%243,364Added
5GOOGALPHABET INC CAP STK CL C$47.8M5.51%135,276Added
6OMFLINVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM$39.3M4.54%574,567Added
7AAPLAPPLE INC COM$29.1M3.36%100,835Added
8BRKBBERKSHIRE HATHAWAY INC DEL CL B NEW$26.1M3.02%52,278Added
9VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF$23.8M2.75%100,570Added
10DIASTATE STR SPDR DOW JONES IND UT SER 1$22.0M2.54%42,166Added
11GOOGLALPHABET INC CAP STK CL A$16.7M1.93%46,830Added
12TQQQPROSHARES TR ULTRAPRO QQQ$16.1M1.86%198,872Added
13MSFTMICROSOFT CORP COM$15.2M1.75%40,679Added
14RSPINVESCO EXCHANGE TRADED FD T S&P500 EQL WGT$13.1M1.51%61,567Added
15VTIVANGUARD INDEX FDS TOTAL STK MKT$12.5M1.45%33,873Added
16VHTVANGUARD WORLD FD HEALTH CAR ETF$9.3M1.07%30,901Added
17METAMETA PLATFORMS INC CL A$8.9M1.02%15,715Added
18IWVISHARES TR RUSSELL 3000 ETF$8.2M0.95%19,334Added
19SPXLDIREXION SHARES ETF TRUST DA 500 BU 3X ETF$8.2M0.95%30,340Added
20GLDSPDR GOLD TR GOLD SHS$7.8M0.90%21,243Added
21AVGOBROADCOM INC COM$7.5M0.87%19,974Added
22NVDANVIDIA CORPORATION COM$7.5M0.86%37,422Added
23PANWPALO ALTO NETWORKS INC COM$7.4M0.86%21,871Added
24DGRWWISDOMTREE TR US QTLY DIV GRT$7.0M0.81%73,417Added
25BRK/ABERKSHIRE HATHAWAY INC DEL CL A$6.7M0.78%9Trimmed

Source: SEC Form 13F filings · as of 2026-06-30