13F

Investor

LM Advisors LLC

CIK 0002011314 · filed 2026-05-14 · SEC filing

13F book

$6.33M

Positions

212

14 new · 12 sold

Largest name

9.4%

Invesco Exch Trd Slf Idx Fd

Est. mark

$253.5K

Price effect on 198 names still held. Flow $509.1K.
NameTickerSharesValueWeightEst. markChange
Invesco Exch Trd Slf Idx Fd35.7K$595.3K9.4%$10.9KCut−$24.1K
Nuveen Ca Qualty Mun Income3.85K$330.6K5.2%New
Spdr S&P 500 Etf Tr52.2K$317.7K5.0%$22.1KAdded$36.8K
Nuveen Quality Muncp Income3.42K$297.8K4.7%New
Amazon Com IncAMZN53.6K$258.2K4.1%$25.9KCut−$11K
First Tr Exchng Traded Fd Vi5.27K$201.3K3.2%−$1.18KCut−$8.64K
Blue Owl Capital Corporation2.03K$179.1K2.8%$20.2KCut$0
Blackrock Muniholdings Fd In1.76K$156.5K2.5%New
Alphabet Inc39.1K$136.7K2.2%$12.2KCut−$560
SoFi Technologies, Inc.SOFI1.66K$104.6K1.7%$41.2KCut−$15.7K
Apple Inc.AAPL26.1K$103.1K1.6%$7.26KCut−$3.68K
Vanguard Specialized Funds21.7K$101.1K1.6%$2.22KCut$384
Vanguard Index Fds56.1K$93.9K1.5%$4.44KCut$3.19K
First Tr Exchng Traded Fd Vi4K$93.2K1.5%$40Cut−$146
First Tr Exchng Traded Fd Vi5.1K$91.5K1.4%$1.37KCut−$1.91K
Ishares Bitcoin Trust EtfIBIT3.45K$89.8K1.4%$20.3KCut$15.3K
First Tr Exchange-Traded Fd3.48K$88.4K1.4%−$2.47KAdded−$2.22K
Abrdn Income Credit Strategi450$88.1K1.4%$6.06KCut−$9.07K
Invesco Qqq Tr46.1K$79.9K1.3%$4.66KAdded$7.56K
Vanguard Bd Index Fds5.86K$74.7K1.2%$381Cut$0
Morgan Stanley Direct Lendin1.05K$73K1.2%$11.1KCut−$1.65K
Wisdomtree Tr6.17K$70.2K1.1%$481Added$43.8K
Vanguard Intl Equity Index F3.66K$67.7K1.1%−$371Cut−$1.32K
Ishares Inc4.62K$66.4K1.0%−$2.33KCut−$2.48K
Invesco Exchange Traded Fd T12.4K$64.5K1.0%−$91Added$4.24K
First Tr Exchng Traded Fd Vi2.6K$61.9K1.0%$1.26KCut−$50
Ishares Inc4.35K$59.8K0.9%$666Cut$0
Golub Cap Bdc Inc754$59.6K0.9%$3.99KCut$83
Ishares Tr3.09K$58K0.9%$8.3KCut−$1.61K
First Tr Exchng Traded Fd Vi1.57K$57.6K0.9%−$655Cut−$1.06K
Invesco Exch Traded Fd Tr Ii2.83K$57.1K0.9%−$1.85KAdded$0
Columbia Etf Tr I2.06K$52.9K0.8%$2.52KCut$613
Select Sector Spdr Tr2.42K$52.7K0.8%−$3.93KAdded−$3.58K
Ea Series Trust2.13K$51.8K0.8%−$2.71KAdded$7.29K
Ishares Gold Tr4.53K$51.4K0.8%−$4.24KAdded−$2.04K
Bank America Corp2.48K$50.9K0.8%$5.8KCut$450
Columbia Etf Tr I1K$48.9K0.8%$234Added$4.04K
Alphabet Inc14K$48.5K0.8%$3.95KCut$2.09K
Walmart Inc.WMT5.7K$45.8K0.7%−$4.75KAdded−$110
Ishares Tr4.02K$44.4K0.7%−$410Added$9.39K
Nuveen Dynamic Mun Opportuni447$43.4K0.7%New
Palantir Technologies Inc.PLTR6.35K$43.4K0.7%$7.69KCut$3.63K
First Tr Exchng Traded Fd Vi2.39K$42.3K0.7%$419Cut−$6.43K
Select Sector Spdr Tr1.98K$40.1K0.6%$3.83KAdded$5.13K
Berkshire Hathaway Inc Del18.8K$39.3K0.6%$1.83KCut−$347
Blackrock Science & Technolo858$38.7K0.6%$806Cut−$2.82K
Microsoft CorpMSFT14K$37.8K0.6%$8.87KCut$2.63K
Nvidia CorpNVDA6.45K$37K0.6%$2.41KCut$911
Spdr Dow Jones Indl Average16.8K$36.3K0.6%$1.31KCut−$172
Vanguard Index Fds11.2K$35K0.6%$1.51KCut$60
Life Time Group Holdings, Inc.LTH916$34K0.5%−$468Cut−$6K
First Tr Exchng Traded Fd Vi1.23K$31.3K0.5%$278Cut$0
Vanguard World Fd8.49K$31.2K0.5%$1.72KCut$106
Ishares Inc2.63K$31.1K0.5%−$1.34KAdded$472
Proshares Tr1.25K$30.1K0.5%$5.58KAdded$9.04K
Invesco Exchange Traded Fd T900$29.8K0.5%$1.55KCut−$522
Invesco Exch Trd Slf Idx Fd721$29.3K0.5%$284Added$1.63K
Pfizer IncPFE801$28.5K0.5%−$3.23KAdded$14
Select Sector Spdr Tr3.56K$24.3K0.4%$1.28KCut−$1.14K
Verizon Communications IncVZ1.21K$24.2K0.4%−$4.72KAdded−$851
First Tr Exchng Traded Fd Vi586$24.1K0.4%New
Blackstone Secd Lending Fd587$24K0.4%$2.33KCut$1K
Palo Alto Networks IncPANW3.62K$22.6K0.4%$729Added$17.7K
Blackrock Munihldngs Cali Ql227$21.8K0.3%$378Cut$0
Netflix IncNFLX1.96K$20.4K0.3%−$415Added$3.45K
Ishares Ethereum Tr312$19.7K0.3%$5.8KCut$0
Blackstone Inc.BX2.23K$19.4K0.3%$2.11KAdded$13.2K
Citigroup Inc2.18K$19.4K0.3%$609Added$2.28K
Royalty Pharma PLCRPRX909$18.9K0.3%−$3.45KAdded$1.26K
Salesforce, Inc.CRM3.37K$18.1K0.3%$5.38KCut$631
Vanguard Index Fds3.3K$16.9K0.3%−$380Added$152
Ishares Tr959$16.9K0.3%New
Broadcom Inc.AVGO5.12K$16.6K0.3%$1.75KCut$652
Meta Platforms, Inc.META9.4K$16.4K0.3%$2.19KCut−$949
Nextera Energy Inc1.45K$15.7K0.2%−$2.12KAdded$6
First Tr Exchng Traded Fd Vi615$15.4K0.2%−$25Added$0
Alexandria Real Estate Eq In695$14.7K0.2%$752Cut−$5.05K
First Tr Exchng Traded Fd Vi736$14.6K0.2%$339Cut$300
Oracle Corp2.15K$14.6K0.2%$3.58KCut−$2.34K
Merck & Co., Inc.MRK1.73K$14.3K0.2%−$1.77KAdded$7
Jpmorgan Chase & Co.4.12K$14K0.2%$1.22KCut$822
Iren Limited467$13.6K0.2%$1.04KAdded$3.2K
Proshares Tr668$13.3K0.2%$1.78KCut$1.21K
Rush Street Interactive, Inc.RSI283$13K0.2%−$1.38KAdded$0
Ishares Tr1.4K$12.7K0.2%−$28Cut−$881
First Tr Exchng Traded Fd Vi614$12.7K0.2%−$262Cut−$4.71K
Spdr Gold Tr5.4K$12.6K0.2%−$936Added$702
Qualcomm Inc1.6K$12.5K0.2%$3.1KCut$781
First Tr Exchange Traded Fd781$12.5K0.2%$1.53KCut−$656
Disney Walt Co1.2K$12.5K0.2%$1.98KCut−$2.21K
Coca Cola CoKO920$12.1K0.2%−$985Added$14
First Tr Exchng Traded Fd Vi646$12K0.2%$447Cut$0
Vanguard Mun Bd Fds557$11.2K0.2%$80Cut$0
Advanced Micro Devices IncAMD2.22K$10.9K0.2%$545Cut−$468
Enterprise Finl Svcs Corp586$10.8K0.2%−$18Added$0
ServiceNow, Inc.NOW1.11K$10.6K0.2%$632Added$9.3K
Ishares Tr3.94K$10.6K0.2%$432Added$775
Shopify Inc.SHOP1.25K$10.5K0.2%$1.06KAdded$7.56K
Realty Income CorpO632$10.3K0.2%−$874Cut−$4.44K
Ishares Tr789$9.86K0.2%$667Added$7.79K
Tesla, Inc.TSLA3.55K$9.56K0.2%$1.66KCut$687
Proshares Tr921$9.49K0.1%$1.1KAdded$3.77K
Ishares Tr638$9.46K0.1%−$207Added$0
Johnson & JohnsonJNJ2.21K$9.02K0.1%−$1.4KAdded−$116
Vanguard Intl Equity Index F703$8.53K0.1%$107Added$1.15K
First Tr Exchng Traded Fd Vi344$8.25K0.1%−$144Added$0
Exxon Mobil Corp1.4K$8.24K0.1%−$2.41KAdded$14
Visa Inc.V2.44K$8.08K0.1%$1.12KCut$54
Barclays Bank Plc385$8K0.1%−$1.75KAdded$0
J P Morgan Exchange Traded F388$7.77K0.1%New
Direxion Shs Etf Tr371$7.75K0.1%−$638Added$2.6K
Listed Fds Tr394$7.57K0.1%−$1.02KAdded$500
Spdr Series Trust955$7.48K0.1%−$352Added−$282
Select Sector Spdr Tr415$6.77K0.1%−$1.83KAdded$0
Ishares Tr1.11K$6.57K0.1%$0Held
Enterprise Prods Partners L240$6.36K0.1%−$953Added$0
First Tr Exchng Traded Fd Vi237$6.22K0.1%$103Cut$0
Morgan Stanley1.01K$6.12K0.1%$449Cut$4
Invesco Exchange Traded Fd T994$6K0.1%−$326Added$0
Ishares Tr338$5.96K0.1%−$212Added$17
Paypal Hldgs Inc267$5.91K0.1%$1.33KCut−$552
Essex Ppty Tr Inc1.44K$5.88K0.1%$384Cut−$312
Costco Whsl Corp New5.35K$5.37K0.1%−$721Added$14
Wisdomtree Tr217$5.32K0.1%$630Cut$500
J P Morgan Exchange Traded F360$5.24K0.1%−$204Added$0
Adobe Inc.ADBE1.25K$5.13K0.1%$1.57KCut−$364
Eli Lilly & CoLLY4.69K$5.1K0.1%$736Cut−$9
Chevron Corp NewCVX1.02K$4.93K0.1%−$1.18KAdded$442
General Mtrs Co359$4.82K0.1%$400Cut−$1.67K
Spdr Index Shs Fds296$4.77K0.1%$171Cut$0
NIKE, Inc.NKE249$4.72K0.1%$810Cut$229
Ishares Tr329$4.68K0.1%−$57Added$0
Flutter Entmt Plc474$4.65K0.1%$1.11KAdded$3.65K
RTX CorpRTX841$4.37K0.1%−$177Added$654
Boston Scientific CorpBSX272$4.34K0.1%$1.45KAdded$1.55K
Goldman Sachs Group Inc3.62K$4.29K0.1%$165Added$279
Ishares Tr413$4.16K0.1%$20Cut−$100
Fiserv IncFISV224$4.01K0.1%$674Cut$4
Invesco Exch Traded Fd Tr Ii306$4K0.1%$368Cut$0
Ishares Tr434$3.98K0.1%$36Cut$0
Ishares Tr866$3.96K0.1%−$72Added$42
Unitedhealth Group IncUNH1.06K$3.92K0.1%$713Cut−$998
Vaneck Etf Trust359$3.92K0.1%New
Spdr S&P Midcap 400 Etf Tr2.41K$3.9K0.1%−$77Added$31
Direxion Shs Etf Tr712$3.85K0.1%$621Cut$0
Uber Technologies, IncUBER271$3.76K0.1%New
Ishares Tr351$3.75K0.1%$144Cut$0
Mastercard IncMA1.84K$3.69K0.1%$460Cut$19
Marvell Technology, Inc.MRVL360$3.63K0.1%−$591Added−$470
Taiwan Semiconductor Mfg Ltd1.23K$3.61K0.1%−$273Added$925
Target CorpTGT432$3.6K0.1%−$723Added−$298
Applovin CorpAPP1.41K$3.54K0.1%$1.45KCut$126
Texas Roadhouse, Inc.TXRH578$3.5K0.1%$18Cut−$500
Bank New York Mellon Corp415$3.5K0.1%−$76Added$8
Wells Fargo Co New3.99K$3.46K0.1%$162Cut−$20
Vanguard Tax-Managed Fds219$3.42K0.1%−$78Added$0
Schwab Charles Corp317$3.37K0.1%New
Invesco Exchange Traded Fd T336$3.07K0.0%−$839Added$0
Oreilly Automotive Inc277$3.01K0.0%−$27Added$6
Ishares Tr356$3K0.0%$240Cut$0
Ishares Tr1.26K$2.95K0.0%$294Cut$0
Ishares Tr628$2.94K0.0%−$42Added$0
Vanguard Index Fds600$2.92K0.0%$41Added$527
Home Depot, Inc.HD928$2.82K0.0%$124Cut−$88
Vaneck Etf Trust265$2.74K0.0%$172Added$400
Ishares Tr1.79K$2.74K0.0%$127Cut$0
ConocophillipsCOP352$2.66K0.0%−$774Added$4
Eaton Corp PlcETN930$2.6K0.0%−$296Added−$114
Airbnb, Inc.ABNB328$2.6K0.0%$181Cut$4
Vanguard Index Fds228$2.57K0.0%−$1Held
Ishares Tr623$2.51K0.0%−$17Cut−$3.23K
American Express CoAXP734$2.43K0.0%$443Cut$354
Vanguard Intl Equity Index F233$2.38K0.0%−$174Added$0
International Business Machs568$2.36K0.0%$445Cut$334
Abbott LabsABT241$2.34K0.0%$419Cut−$52
State Str Corp296$2.34K0.0%$43Cut$4
Ishares Tr332$2.33K0.0%$82Added$440
Boeing Co456$2.29K0.0%$193Cut$0
Procter And Gamble CoPG326$2.25K0.0%−$18Added$30
Crowdstrike Hldgs Inc868$2.22K0.0%$372Cut$56
Alibaba Group Hldg Ltd276$2.2K0.0%$318Cut−$575
Vanguard World Fd1.49K$2.13K0.0%$159Cut−$494
Spdr Series Trust303$2.08K0.0%−$96Added$0
Snowflake Inc.SNOW303$2.01K0.0%New
Ishares Tr651$1.98K0.0%−$164Added$0
Ishares Tr243$1.96K0.0%−$64Added$0
Lockheed Martin CorpLMT1.16K$1.92K0.0%−$383Added$1
Prologis Inc.236$1.78K0.0%−$62Cut−$2.13K
Phillips 66PSX317$1.74K0.0%−$505Added$1
Vaneck Etf Trust642$1.68K0.0%−$97Added$81
Mcdonalds CorpMCD507$1.63K0.0%−$25Added$4
Ge Aerospace459$1.61K0.0%$103Added$367
Ishares Inc278$1.54K0.0%$41Added$374
DoorDash, Inc.DASH225$1.5K0.0%$510Cut−$2
Check Point Software Tech Lt214$1.5K0.0%$345Cut$0
Thermo Fisher Scientific Inc.TMO724$1.47K0.0%$224Cut−$19
S&P Global Inc.SPGI612$1.44K0.0%$190Added$601
Vanguard Index Fds296$1.15K0.0%$90Cut$0
Applied Matls Inc371$1.09K0.0%−$250Added$78
Howmet Aerospace Inc.HWM248$1.07K0.0%−$120Added$1
BlackRock, Inc.BLK984$1.02K0.0%$103Cut−$119
Asml Holding N V1.31K$9890.0%−$172Added$79
Elevance Health Inc Formerly236$8070.0%$134Cut−$1.13K
Hilton Worldwide Hldgs Inc242$7960.0%−$45Added$1
GE Vernova Inc.GEV581$6660.0%−$106Added$245
Mckesson CorpMCK469$5420.0%−$28Added$1
Vanguard Growth Etf226$5180.0%New
Caterpillar IncCAT258$3650.0%New
Kla CorpKLAC420$2850.0%−$49Added$4
Elbit Sys Ltd212$2500.0%New
Mercadolibre IncMELI410$2370.0%$33Cut−$121
Berkshire Hathaway Inc Del7.18K$100.0%$0Cut$0

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.