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CIK: 0002011314
Total reported value
$866.4M
$866.4M
212 檔
0.2%
In Q1 2026, LM Advisors LLC's U.S. equity holdings reached a combined market value of $866.4M, distributed across 212 disclosed stock positions.
LM Advisors LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 12 holdings and trimming 93 positions.
In terms of portfolio concentration, the top 5 core holdings (including OMFL, NAC, SPY) accounted for 0.2% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 9.50% | -4.96% | -5.65% | |
| 2 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 5.28% | -4.81% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.07% | +1.98% | +4.86% | |
| 4 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 4.75% | -4.33% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.12% | +2.58% | -13.71% | |
| 6 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 3.21% | -2.58% | -3.55% | |
| 7 | OBDC | Blue Owl Capital CORP | Stock-Financials | 2.86% | -2.64% | -11.30% | |
| 8 | MHD | Blackrock Muniholdings Fund | Stock-Other | 2.50% | -2.29% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.18% | +3.33% | -9.31% | |
| 10 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.67% | -1.46% | -47.30% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.64% | +1.72% | -10.25% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.61% | +1.14% | -1.82% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +6.14% | -1.37% | |
| 14 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 1.49% | -1.02% | -0.20% | |
| 15 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.46% | -0.85% | -3.52% | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.43% | -1.06% | -6.63% | |
| 17 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.41% | -0.97% | +0.29% | |
| 18 | ACP | Abrdn Income Credit Strat | Stock-Other | 1.41% | -1.36% | -15.57% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | +6.84% | +3.78% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.19% | -1.10% | -0.51% | |
| 21 | MSDL | Morgan Stanley Direct Lendin | Stock-Other | 1.16% | -1.01% | -17.03% | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.12% | -0.31% | +160.80% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.08% | -0.62% | -1.37% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | -0.38% | -0.22% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.03% | +0.48% | +7.19% | |
| 26 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 0.99% | -0.67% | -2.11% | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.95% | -0.44% | -1.11% | |
| 28 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.95% | -0.87% | -6.57% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.93% | -0.61% | -16.62% | |
| 30 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-Other | 0.92% | -0.74% | -0.69% | |
| 31 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.91% | -0.57% | +3.36% | |
| 32 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.84% | -0.55% | -3.65% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.84% | -0.66% | +0.67% | |
| 34 | DIVD | Altrius Global Dividend ETF | ETF-Other | 0.83% | -0.55% | +23.91% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.82% | -0.38% | +4.47% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.81% | -0.45% | -10.59% | |
| 37 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.78% | -0.66% | +8.44% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +1.16% | -4.00% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.11% | +11.28% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.14% | +28.29% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | -0.11% | -10.19% | |
| 42 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.68% | -0.38% | -14.05% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.64% | -0.21% | +3.34% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | +2.39% | -5.50% | |
| 45 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | 0.62% | -0.49% | -8.72% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | +1.15% | -17.73% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.27% | -4.14% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.58% | +1.96% | -4.07% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.89% | -4.15% | |
| 50 | LTH | Life Time Group Holdings Inc | Stock-Other | 0.54% | -0.38% | -13.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NAC | Nuveen Ca Qlty Muni Inc | +5.3% | NEW | New buy |
| 2 | NAD | Nuveen Quality Municipal Inc | +4.8% | NEW | New buy |
| 3 | MHD | Blackrock Muniholdings Fund | +2.5% | NEW | New buy |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | +0.6% | +160.80% | Add |
| 5 | TDEC | Ft Vest Em Buff ETF Dec | +0.4% | NEW | New buy |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | +301.55% | Add |
| 7 | CMF | Ishares California Muni Bond | +0.3% | NEW | New buy |
| 8 | BX | Blackstone Inc | +0.2% | +133.12% | Add |
| 9 | NOW | Servicenow Inc | +0.2% | +437.68% | Add |
| 10 | IGV | Ishares Expanded Tech-softwa | +0.1% | +260.27% | Add |
| 11 | JMUB | Jpmorgan Municipal ETF | +0.1% | NEW | New buy |
| 12 | SHOP | Shopify Inc - Class A | +0.1% | +160.63% | Add |
| 13 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +12.97% | Add |
| 14 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | -6.63% | Trim |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +28.29% | Add |
| 16 | NDMO | Nuveen Dynamic Municipal Opp | +0.1% | NEW | New buy |
| 17 | GDX | Vaneck Gold Miners ETF | +0.1% | NEW | New buy |
| 18 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 19 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | +39.12% | Add |
| 20 | FLUT | Flutter Entertainment plc | +0.1% | +120.47% | Add |
| 21 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 22 | DIVD | Altrius Global Dividend ETF | 0% | +23.91% | Add |
| 23 | IREN | IREN Limited | 0% | +18.83% | Add |
| 24 | SOXL | Direx Dail Semi Bu 3x Et-usd | 0% | +71.76% | Add |
| 25 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 26 | NFLX | Netflix Inc | 0% | +23.41% | Add |
| 27 | BSX | Boston Scientific CORP | 0% | +2.26% | Add |
| 28 | XLF | Ss Financial Select Sector | 0% | +3.34% | Add |
| 29 | VGK | Vanguard Ftse Europe ETF | 0% | +13.94% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | +49.57% | Add |
| 31 | VXF | Vanguard Extended Market ETF | 0% | +20.00% | Add |
| 32 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
| 33 | ITOT | Ishares Core S&p Total U.s. | 0% | +18.15% | Add |
| 34 | GE | General Electric | 0% | +19.53% | Add |
| 35 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +4.86% | Add |
| 37 | C | Citigroup Inc | — | +9.43% | Add |
| 38 | RTX | Rtx CORP | — | +23.49% | Add |
| 39 | SPGI | S&p Global Inc | — | +40.05% | Add |
| 40 | CVX | Chevron CORP | — | +49.12% | Add |
| 41 | MOAT | Vaneck Morningstar Wide Moat | — | +9.05% | Add |
| 42 | URTH | Ishares Msci World ETF | — | +27.52% | Add |
| 43 | AXP | American Express Co | — | -4.30% | Trim |
| 44 | IBM | Intl Business Machines CORP | — | -5.49% | Trim |
| 45 | GS | Goldman Sachs Group Inc | — | +2.72% | Add |
| 46 | ESLT | Elbit Systems Ltd. | — | NEW | New buy |
| 47 | GEV | GE Vernova Inc | — | +111.27% | Add |
| 48 | NKE | Nike Inc -cl B | — | -12.94% | Trim |
| 49 | APP | Applovin Corp-class A | — | -38.75% | Trim |
| 50 | BLK | Blackrock Inc | — | -19.48% | Trim |
According to official SEC Form 13F filings, LM Advisors LLC reported a total U.S. public equity portfolio value of $866.4M across 212 disclosed positions in Q1 2026.
During Q1 2026, LM Advisors LLC's top holdings by market value included OMFL (9.5%)、NAC (5.3%)、SPY (5.1%). The largest single position, OMFL, represented 9.5% 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.
Top New Position Initiated
NAC
市值: $330.6K
Top Position Liquidated / Trimmed
BLK
前期市值: $165.6K
In Q1 2026, LM Advisors LLC made 199 total portfolio adjustments, initiating 14 new buys, adding to 80 positions, trimming 93 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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