Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LM Advisors LLC (CIK 2011314) reported $866,372 across 224 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($70,259, 8.11%), VOO ($66,185, 7.64%), SPY ($61,121, 7.05%), AMZN ($58,078, 6.70%), GOOG ($47,750, 5.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR UNIT SER 1 | $70,259 | 8.11% | 95,440 | Added |
| 2 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $66,185 | 7.64% | 96,457 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $61,121 | 7.05% | 325,178 | Added |
| 4 | AMZN | AMAZON COM INC COM | $58,078 | 6.70% | 243,364 | Added |
| 5 | GOOG | ALPHABET INC CAP STK CL C | $47,750 | 5.51% | 135,276 | Added |
| 6 | OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $39,340 | 4.54% | 574,567 | Added |
| 7 | AAPL | APPLE INC COM | $29,104 | 3.36% | 100,835 | Added |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $26,141 | 3.02% | 52,278 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $23,788 | 2.75% | 100,570 | Added |
| 10 | DIA | STATE STR SPDR DOW JONES IND UT SER 1 | $22,047 | 2.54% | 42,166 | Added |
| 11 | GOOGL | ALPHABET INC CAP STK CL A | $16,734 | 1.93% | 46,830 | Added |
| 12 | TQQQ | PROSHARES TR ULTRAPRO QQQ | $16,109 | 1.86% | 198,872 | Added |
| 13 | MSFT | MICROSOFT CORP COM | $15,151 | 1.75% | 40,679 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $13,102 | 1.51% | 61,567 | Added |
| 15 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $12,532 | 1.45% | 33,873 | Added |
| 16 | VHT | VANGUARD WORLD FD HEALTH CAR ETF | $9,254 | 1.07% | 30,901 | Added |
| 17 | META | META PLATFORMS INC CL A | $8,851 | 1.02% | 15,715 | Added |
| 18 | SPXL | DIREXION SHARES ETF TRUST DA 500 BU 3X ETF | $8,212 | 0.95% | 30,340 | Added |
| 19 | IWV | ISHARES TR RUSSELL 3000 ETF | $8,244 | 0.95% | 19,334 | Added |
| 20 | GLD | SPDR GOLD TR GOLD SHS | $7,825 | 0.90% | 21,243 | Added |
| 21 | AVGO | BROADCOM INC COM | $7,544 | 0.87% | 19,974 | Added |
| 22 | NVDA | NVIDIA CORPORATION COM | $7,458 | 0.86% | 37,422 | Added |
| 23 | PANW | PALO ALTO NETWORKS INC COM | $7,431 | 0.86% | 21,871 | Added |
| 24 | DGRW | WISDOMTREE TR US QTLY DIV GRT | $7,015 | 0.81% | 73,417 | Added |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $6,740 | 0.78% | 9 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30