LM Advisors LLC 13F Holdings

CIK 0002011314 · SAN DIEGO, CA

As of Sep 30, 2025, LM Advisors LLC reported 207 positions worth $692.8K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity269,409$59.2K8.54%
VANGUARD 500 INDEX FUNDVOO—88,517$54.2K7.82%
SPDR S&P 500 ETF TRUSTSPY—291,862$45.4K6.56%
INVESCO QQQ TRUST SERIES 1QQQ—68,614$41.2K5.95%
OPPENHEIMER RUSSELL 1000 DYNAMIC MULTIFACOMFL—622,513$37.5K5.42%
ALPHABET INCGOOGEquity137,998$33.6K4.85%
APPLE INCAAPLTechnology105,476$26.9K3.88%
VANGUARD DIVIDEND APPREC ETFVIG—99,920$21.6K3.11%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services37,200 8.7K2.70%
MICROSOFT CORPMSFTTechnology35,134 8.2K2.63%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA—36,615 7.0K2.45%
META PLATFORMS INCMETACommunication Services16,160 1.9K1.71%
ALPHABET INCGOOGLEquity48,690 1.8K1.71%
VANGUARD TOTAL STOCK MKT ETFVTI—34,918 1.5K1.65%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—57,949 1.0K1.59%
VANGUARD HEALTH CARE INDEX FUNDVHT—31,704$8.2K1.19%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services10$7.5K1.09%
PALANTIR TECHNOLOGIES INCPLTRTechnology39,458$7.2K1.04%
NVIDIA CORPNVDATechnology36,219$6.8K0.98%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—74,684$5.9K0.85%
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBERYSEP—209,941$5.4K0.77%
BROADCOM INCAVGOTechnology15,438$5.1K0.74%
FT VEST US EQUITY BUFFER ETF - FEBRUARYFFEB—91,679$5.1K0.73%
WALMART INCWMTConsumer Defensive46,315$4.8K0.69%
ORACLE CORPORCLTechnology16,362$4.6K0.66%