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CIK: 0002011314
Total reported value
$866.4M
$866.4M
210 檔
0.2%
The Q4 2025 SEC filing reveals that LM Advisors LLC held a total portfolio value of $866.4M, covering 210 public equity positions.
In Q4 2025, LM Advisors LLC adopted a defensive or profit-taking posture, trimming 180 positions and completely liquidating 12 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including OMFL, SPY, AMZN) accounted for 0.2% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 11.17% | -4.96% | -93.92% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.07% | +1.98% | -82.93% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.86% | +2.58% | -76.94% | |
| 4 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 3.79% | -2.58% | -97.40% | |
| 5 | OBDC | Blue Owl Capital CORP | Stock-Financials | 3.23% | -2.64% | -98.19% | |
| 6 | BLK | BlackRock, Inc. | Stock-Financials | 2.99% | — | -98.90% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.48% | +3.33% | -68.79% | |
| 8 | SOFI | Sofi Technologies Inc | Stock-Financials | 2.17% | -1.46% | -97.51% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.93% | +1.72% | -72.48% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.82% | +1.14% | -77.84% | |
| 11 | ACP | Abrdn Income Credit Strat | Stock-Other | 1.75% | -1.36% | -99.45% | |
| 12 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 1.68% | -1.02% | -95.75% | |
| 13 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.68% | -0.85% | -94.23% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | +6.14% | -35.72% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.63% | -0.97% | -96.03% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.35% | -1.10% | -92.12% | |
| 17 | MSDL | Morgan Stanley Direct Lendin | Stock-Other | 1.35% | -1.01% | -97.73% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.34% | -1.06% | -91.62% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | +6.84% | -35.26% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.25% | -0.62% | -94.65% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.24% | -0.38% | -93.29% | |
| 22 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 1.12% | -0.67% | -95.72% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.09% | +0.48% | -80.09% | |
| 24 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.08% | -0.44% | -92.65% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.08% | -0.61% | -94.11% | |
| 26 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.07% | -0.87% | — | |
| 27 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-Other | 1.06% | -0.74% | -97.30% | |
| 28 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.03% | -0.57% | -95.16% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.02% | -0.66% | -91.48% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.96% | -0.38% | -92.03% | |
| 31 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.94% | -0.55% | -95.79% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | -0.45% | -93.21% | |
| 33 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.88% | -0.38% | -93.70% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +1.16% | -70.15% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.11% | -88.93% | |
| 36 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.81% | -0.66% | -97.87% | |
| 37 | DIVD | Altrius Global Dividend ETF | ETF-Other | 0.80% | -0.55% | -95.78% | |
| 38 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | 0.75% | -0.49% | -97.94% | |
| 39 | LTH | Life Time Group Holdings Inc | Stock-Other | 0.72% | -0.38% | -95.91% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.72% | -0.11% | -82.07% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | +2.39% | -46.47% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.66% | +1.96% | -52.09% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.27% | -81.41% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | +1.15% | -51.56% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.63% | -0.14% | -90.88% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | -0.21% | -94.60% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.89% | -66.47% | |
| 48 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.56% | -0.35% | -96.04% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.56% | +0.57% | -71.75% | |
| 50 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.55% | -0.15% | -91.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OMFL | Invesco Russell 1000 Dyn M/f | +5.7% | -93.92% | Trim |
| 2 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | +3% | -97.40% | Trim |
| 3 | OBDC | Blue Owl Capital CORP | +3% | -98.19% | Trim |
| 4 | BLK | BlackRock, Inc. | +2.7% | -98.90% | Trim |
| 5 | SOFI | Sofi Technologies Inc | +1.7% | -97.51% | Trim |
| 6 | ACP | Abrdn Income Credit Strat | +1.7% | -99.45% | Trim |
| 7 | MSDL | Morgan Stanley Direct Lendin | +1.2% | -97.73% | Trim |
| 8 | SDVY | First Trust Smid Cap Rising | +1.2% | -96.03% | Trim |
| 9 | XJUN | Ft Vest U.s. Equity Enhance | +1.1% | -95.75% | Trim |
| 10 | FFEB | Ft Vest US Equity Buffer ETF | +1% | -94.23% | Trim |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.9% | -91.62% | Trim |
| 12 | YMAR | Ft Vt Int Equ M B- Mar-us I | +0.8% | -97.30% | Trim |
| 13 | GJAN | Ft Vest US Equity Moderate B | +0.7% | -95.72% | Trim |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.7% | -94.65% | Trim |
| 15 | MUST | Columbia Multi-sect Muni Inc | +0.7% | -97.87% | Trim |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.7% | -91.48% | Trim |
| 17 | RECS | Columbia Resear Enh Cor ETF | +0.7% | -95.79% | Trim |
| 18 | SPHD | Invesco S&p 500 High Dividen | +0.6% | -95.16% | Trim |
| 19 | LTH | Life Time Group Holdings Inc | +0.6% | -95.91% | Trim |
| 20 | BAC | Bank Of America CORP | +0.6% | -93.21% | Trim |
| 21 | BSTZ | Blackrock Sci & Tech Trm Tr | +0.6% | -97.94% | Trim |
| 22 | IEMG | Ishares Core Msci Emerging | +0.6% | -93.29% | Trim |
| 23 | DIVD | Altrius Global Dividend ETF | +0.6% | -95.78% | Trim |
| 24 | IHI | Ishares U.s. Medical Devices | +0.5% | -94.11% | Trim |
| 25 | FJUN | Ft Vest US Equity Buff Etf-j | +0.5% | -93.70% | Trim |
| 26 | BSV | Vanguard Short-term Bond ETF | +0.5% | -92.12% | Trim |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.5% | -92.65% | Trim |
| 28 | PFE | Pfizer Inc | +0.4% | -96.65% | Trim |
| 29 | RSPH | Invesco S&p 500 Equal Weight | +0.4% | -96.94% | Trim |
| 30 | IIGD | Invesco Inv Grade Defensive | +0.4% | -97.59% | Trim |
| 31 | IAU | Ishares Gold Trust | +0.4% | -92.03% | Trim |
| 32 | GJUN | Ft Vest US Equity Moderate B | +0.4% | -96.04% | Trim |
| 33 | XLF | Ss Financial Select Sector | +0.4% | -94.60% | Trim |
| 34 | MUC | Blackrock Munihold Ca Qlty | +0.4% | -99.10% | Trim |
| 35 | AI | C3.ai Inc-a | +0.3% | -98.65% | Trim |
| 36 | BXSL | Blackstone Secured Lending F | +0.3% | -97.18% | Trim |
| 37 | VZ | Verizon Communications Inc | +0.3% | -95.98% | Trim |
| 38 | ETHA | Ishares Ethereum Trust ETF | +0.3% | -97.76% | Trim |
| 39 | TQQQ | Proshares Ultrapro Qqq | +0.2% | -89.94% | Trim |
| 40 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | -90.88% | Trim |
| 41 | EWJ | Ishares Msci Japan ETF | +0.2% | -91.84% | Trim |
| 42 | FMAR | Ft Vest US Equity Buffer ETF | +0.2% | -94.94% | Trim |
| 43 | XMAR | Ft Vest US Equity Enhance & | +0.2% | -96.01% | Trim |
| 44 | FSEP | Ft Vest U.s. Equity Buffer E | +0.2% | -92.62% | Trim |
| 45 | RSI | Rush Street Interactive Inc | +0.2% | -98.05% | Trim |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | -90.49% | Trim |
| 47 | IREN | IREN Limited | +0.2% | -93.50% | Trim |
| 48 | WMT | Walmart Inc | +0.1% | -88.93% | Trim |
| 49 | O | Realty Income CORP | +0.1% | -93.69% | Trim |
| 50 | FJUL | Ft Vest US Equity Buffer ETF | +0.1% | -94.41% | Trim |
According to official SEC Form 13F filings, LM Advisors LLC reported a total U.S. public equity portfolio value of $866.4M across 210 disclosed positions in Q4 2025.
During Q4 2025, LM Advisors LLC's top holdings by market value included OMFL (11.2%)、SPY (5.1%)、AMZN (4.9%). The largest single position, OMFL, represented 11.2% of total portfolio value.
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Top Position Liquidated / Trimmed
NAC
前期市值: $3.7M
In Q4 2025, LM Advisors LLC made 200 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 180 holdings, and fully liquidating 12 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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