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CIK: 0002011314
Total reported value
$866.4M
$866.4M
207 檔
27.4%
During the Q3 2025 filing period, LM Advisors LLC (CIK: 0002011314) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $866.4M across 207 reported positions.
LM Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 36 new positions while fully exiting 44 holdings and trimming 56 positions.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.52% | +2.58% | +0.47% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.81% | +6.14% | +10.29% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.55% | +1.98% | +365.98% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.94% | +6.84% | +119.56% | |
| 5 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 5.40% | -4.96% | -0.86% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.84% | +3.33% | -3.55% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.87% | +1.72% | -65.20% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.11% | +1.14% | +2.76% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.69% | +2.39% | +150.24% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | +1.15% | -85.05% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.45% | +1.96% | +149.25% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | +0.76% | +3.50% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +1.16% | -0.10% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.65% | +0.89% | — | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.58% | +0.48% | +2.91% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 1.19% | +0.57% | -4.10% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.09% | +0.78% | — | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.04% | -0.11% | +0.51% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.27% | +5.40% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.85% | -1.10% | — | |
| 21 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.77% | -2.58% | +0.96% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.61% | +29.04% | |
| 23 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.73% | -0.85% | +3.45% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.11% | +5.59% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.66% | +0.04% | -0.41% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | -0.38% | -0.74% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | +0.48% | — | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.63% | -0.44% | — | |
| 29 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.61% | +0.40% | +0.46% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.61% | +0.02% | -1.29% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.31% | +0.84% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.35% | -95.73% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | +0.70% | +206.23% | |
| 34 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.57% | -1.02% | — | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.57% | -0.38% | -3.01% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.70% | +0.08% | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.55% | -0.61% | -7.09% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.62% | -0.71% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.54% | +0.78% | +884.90% | |
| 40 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.53% | -4.81% | — | |
| 41 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.51% | -4.33% | -0.94% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | +0.02% | +1.34% | |
| 43 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.48% | -1.46% | -6.02% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.48% | -0.97% | +217.52% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | +0.42% | -0.35% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | +0.15% | -0.59% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | -0.14% | +20.34% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.41% | -1.06% | +200.72% | |
| 49 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.40% | -0.57% | +1.76% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.19% | -0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.1% | +119.56% | Add |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +1.4% | +149.25% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | +150.24% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +1% | -3.55% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.6% | +0.51% | Add |
| 6 | IWV | Ishares Russell 3000 ETF | +0.5% | +884.90% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.5% | +10.29% | Add |
| 8 | GLD | Spdr Gold Shares | +0.4% | +206.23% | Add |
| 9 | SDVY | First Trust Smid Cap Rising | +0.3% | +217.52% | Add |
| 10 | FJUN | Ft Vest US Equity Buff Etf-j | +0.3% | — | Add |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +200.72% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.3% | +3.50% | Add |
| 13 | ORCL | Oracle CORP | +0.2% | -0.41% | Trim |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +365.98% | Add |
| 15 | SOFI | Sofi Technologies Inc | +0.2% | -6.02% | Trim |
| 16 | ADBE | Adobe Inc | +0.2% | +301.43% | Add |
| 17 | AVGO | Broadcom Inc | +0.2% | +29.04% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +0.84% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.10% | Trim |
| 20 | NFLX | Netflix Inc | +0.1% | +6.35% | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | +12.55% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | +5.40% | Trim |
| 23 | WMT | Walmart Inc | +0.1% | +5.59% | Add |
| 24 | TSLA | Tesla Inc | +0.1% | -95.73% | Trim |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | -0.35% | Add |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +52.96% | Add |
| 27 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +20.34% | Add |
| 28 | DIVD | Altrius Global Dividend ETF | +0.1% | +28.91% | Add |
| 29 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +12.80% | Add |
| 30 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +24.97% | Add |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +6.55% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | +0.1% | +29.42% | Add |
| 33 | BLK | Blackrock Inc | 0% | — | Add |
| 34 | C | Citigroup Inc | 0% | -10.15% | Trim |
| 35 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 36 | BX | Blackstone Inc | 0% | -9.48% | Add |
| 37 | SMH | Vaneck Semiconductor ETF | 0% | +13.46% | Add |
| 38 | MS | Morgan Stanley | 0% | — | Add |
| 39 | RTX | Rtx CORP | 0% | +19.00% | Add |
| 40 | DIS | Walt Disney Co/the | 0% | +11.29% | Add |
| 41 | ITA | Ishares U.s. Aerospace & Def | 0% | — | Unchanged |
| 42 | ELV | Elevance Health Inc | 0% | +100.00% | Add |
| 43 | SHOP | Shopify Inc - Class A | 0% | -5.56% | Trim |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.92% | Trim |
| 45 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 46 | GM | General Motors Co | 0% | +20.74% | Add |
| 47 | AMZN | Amazon.com Inc | — | +0.47% | Add |
| 48 | PPA | Invesco Aerospace & Defense | — | — | Unchanged |
| 49 | LMT | Lockheed Martin CORP | — | +4.61% | Add |
| 50 | PLD | Prologis Inc | — | +0.08% | Add |
According to official SEC Form 13F filings, LM Advisors LLC reported a total U.S. public equity portfolio value of $866.4M across 207 disclosed positions in Q3 2025.
During Q3 2025, LM Advisors LLC's top holdings by market value included AMZN (8.5%)、VOO (7.8%)、SPY (6.5%). The largest single position, AMZN, represented 8.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, VOO, SPY) accounted for 27.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
EEMV
市值: $4.4M
Top Position Liquidated / Trimmed
GILD
前期市值: $1.5M
In Q3 2025, LM Advisors LLC made 190 total portfolio adjustments, initiating 36 new buys, adding to 54 positions, trimming 56 holdings, and fully liquidating 44 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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