Lm Advisors LLC Portfolio Holdings

Lm Advisors LLC

  • $694 Million
  • Q3 2025

Lm Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $694 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $59.2M, Vanguard Index Fds S&P 500 ETF with a value of $54.2M, Spdr S&P 500 ETF Trust with a value of $45.4M, Invesco Qqq Trust, Series 1 with a value of $41.2M, and Invesco Exchange Traded Self I with a value of $37.5M.

Examining the 13F form we can see an decrease of $82.7M in the current position value, from $777M to 694M.

Lm Advisors LLC is based out at San Diego, CA

Below you can find more details about Lm Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $694 Million
ETFs: $351 Million
Technology: $85.2 Million
Consumer Cyclical: $68.4 Million
Financial Services: $63.5 Million
Communication Services: $61.7 Million
Healthcare: $12.5 Million
Consumer Defensive: $10.6 Million
Real Estate: $4.87 Million
Other: $8.49 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt
-
$2.58 Million 0.37% of portfolio
-
Q3 2025 Added 0.59%
$0
$2.47 Million 0.36% of portfolio
44,186
Q2 2025 Added 700.76%
$0
$2.46 Million 0.35% of portfolio
28,179
Q3 2025 Reduced 0.23%
$0
$2.43 Million 0.35% of portfolio
30,317
Q2 2025 Added 0.59%
$0
$2.32 Million 0.33% of portfolio
3,884
Q3 2025 Added 36.57%
$0
$2.21 Million 0.32% of portfolio
24,875
Q3 2025 Added 6.55%
$512B
$2.17 Million 0.31% of portfolio
3,821
Q3 2025 Reduced 3.09%
$413B
$2.11 Million 0.3% of portfolio
40,887
Q3 2025 Reduced 18.04%
$0
$2.05 Million 0.29% of portfolio
50,698
Q3 2025 Added 24.97%
$187B
$1.95 Million 0.28% of portfolio
11,692
Q2 2025 Reduced 6.28%
$0
$1.91 Million 0.28% of portfolio
35,520
Q3 2025 Added 4.68%
$0
$1.93 Million 0.28% of portfolio
2,587
Q1 2025 Added 4.15%
$151B
$1.88 Million 0.27% of portfolio
5,327
Q3 2025 Added 301.43%
$0
$1.81 Million 0.26% of portfolio
165,392
Q3 2025 Added 0.33%
$0
$1.83 Million 0.26% of portfolio
2,736
Q2 2025 Reduced 1.08%
$388B
$1.82 Million 0.26% of portfolio
11,253
Q3 2025 Added 12.55%
$17.7B
$1.78 Million 0.26% of portfolio
6,600
Q3 2025 Reduced 3.9%
$193B
$1.68 Million 0.24% of portfolio
14,647
Q3 2025 Added 11.29%
$300B
$1.64 Million 0.24% of portfolio
4,739
Q3 2025 Added 45.59%
$5.27B
$1.66 Million 0.24% of portfolio
126,607
Q3 2025 Reduced 38.72%
$522B
$1.69 Million 0.24% of portfolio
9,114
Q3 2025 Added 6.95%
$49.1B
$1.61 Million 0.23% of portfolio
1,340
Q3 2025 Added 6.35%
$0
$1.5 Million 0.22% of portfolio
13,572
Q1 2025 Added 0.47%
$0
$1.54 Million 0.22% of portfolio
58,682
Q3 2025 Reduced 1.78%
-
$1.5 Million 0.22% of portfolio
-
Q3 2025 Added 28.91%
$235B
$1.48 Million 0.21% of portfolio
17,401
Q3 2025 Added 12.99%
$21.3B
$1.37 Million 0.2% of portfolio
7,103
Q3 2025 Reduced 2.75%
$0
$1.39 Million 0.2% of portfolio
2,969
Q3 2025 Added 29.42%
Blackrock Inc Com
-
$1.33 Million 0.19% of portfolio
-
Q2 2025 Added 32.33%
First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt
-
$1.22 Million 0.18% of portfolio
-
Q4 2024 Added 47.52%
$222B
$1.23 Million 0.18% of portfolio
2,532
Q3 2025 Reduced 1.13%
$98.1B
$1.22 Million 0.18% of portfolio
7,150
Q3 2025 Reduced 9.48%
$168B
$1.18 Million 0.17% of portfolio
15,628
Q2 2025 Added 13.92%
$172B
$1.11 Million 0.16% of portfolio
25,344
Q3 2025 Added 0.01%
$0
$1.14 Million 0.16% of portfolio
11,035
Q3 2025 New
$367B
$1.02 Million 0.15% of portfolio
2,504
Q2 2025 Reduced 46.92%
$115B
$1.07 Million 0.15% of portfolio
2,185
Q3 2025 Added 12.8%
$140B
$1.05 Million 0.15% of portfolio
2,800
Q3 2025 Reduced 2.44%
$0
$1.01 Million 0.15% of portfolio
45,528
Q3 2025 Reduced 8.68%
$0
$997,000 0.14% of portfolio
13,111
Q1 2025 Added 15.81%
$61.4B
$941,000 0.14% of portfolio
4,621
Q3 2025 Added 52.96%
$0
$948,000 0.14% of portfolio
6,569
Q2 2025 Reduced 3.1%
$270B
$970,000 0.14% of portfolio
6,104
Q2 2025 Added 6.36%
Morgan Stanley Direct Lendin Com Shs
-
$925,000 0.13% of portfolio
-
Q3 2025 Reduced 1.86%
$0
$878,000 0.13% of portfolio
8,760
Q3 2025 Reduced 1.32%
$490B
$923,000 0.13% of portfolio
8,184
Q2 2025 Reduced 0.91%
$123B
$929,000 0.13% of portfolio
1,860
Q3 2025 Added 4.61%
$0
$913,000 0.13% of portfolio
16,003
Q1 2025 Reduced 1.62%
$0
$933,000 0.13% of portfolio
6,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $694 Million
  • Prior Value $777 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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