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
$2.39T
$59.2 Million 8.52% of portfolio
269,409
Q3 2025 Added 0.47%
$0
$54.2 Million 7.81% of portfolio
88,517
Q3 2025 Added 10.29%
$0
$45.4 Million 6.55% of portfolio
291,862
Q3 2025 Added 365.98%
$0
$41.2 Million 5.94% of portfolio
68,614
Q3 2025 Added 119.56%
$0
$37.5 Million 5.4% of portfolio
622,513
Q3 2025 Reduced 0.86%
$1.74T
$33.6 Million 4.84% of portfolio
137,998
Q3 2025 Reduced 3.55%
$4.3T
$26.9 Million 3.87% of portfolio
105,476
Q3 2025 Reduced 65.2%
$0
$21.6 Million 3.11% of portfolio
99,920
Q3 2025 Added 2.76%
$662B
$18.7 Million 2.69% of portfolio
37,200
Q3 2025 Added 150.24%
$3.78T
$18.2 Million 2.62% of portfolio
35,134
Q3 2025 Reduced 85.05%
$0
$17 Million 2.45% of portfolio
36,615
Q3 2025 Added 149.25%
$1.37T
$11.9 Million 1.71% of portfolio
16,160
Q3 2025 Added 3.5%
$1.65T
$11.8 Million 1.7% of portfolio
48,690
Q3 2025 Reduced 0.1%
$0
$11.5 Million 1.65% of portfolio
34,918
Q2 2025 Added 0.07%
$0
$11 Million 1.58% of portfolio
57,949
Q3 2025 Added 2.91%
$0
$8.23 Million 1.19% of portfolio
31,704
Q3 2025 Reduced 4.1%
$342B
$7.2 Million 1.04% of portfolio
39,458
Q3 2025 Added 0.51%
$465B
$6.76 Million 0.97% of portfolio
36,219
Q3 2025 Added 5.4%
$0
$5.89 Million 0.85% of portfolio
74,684
Q3 2024 Reduced 1.04%
$0
$5.35 Million 0.77% of portfolio
209,941
Q3 2025 Added 0.96%
$139B
$5.09 Million 0.73% of portfolio
15,438
Q3 2025 Added 29.04%
-
$5.06 Million 0.73% of portfolio
-
Q3 2025 Added 3.45%
$279B
$4.77 Million 0.69% of portfolio
46,315
Q3 2025 Added 5.59%
$593B
$4.6 Million 0.66% of portfolio
16,362
Q3 2025 Reduced 0.41%
$0
$4.55 Million 0.65% of portfolio
68,957
Q3 2025 Reduced 0.74%
$0
$4.38 Million 0.63% of portfolio
59,811
Q3 2025 New
$404B
$4.4 Million 0.63% of portfolio
4,752
Q2 2025 Reduced 1.41%
$237B
$4.24 Million 0.61% of portfolio
17,873
Q3 2025 Reduced 1.29%
Wells Fargo CO New Perp Pfd Cnv A
-
$4.27 Million 0.61% of portfolio
-
Q3 2025 Added 0.46%
$881B
$4.15 Million 0.6% of portfolio
13,162
Q3 2025 Added 0.84%
$1.29T
$4.09 Million 0.59% of portfolio
9,197
Q3 2025 Reduced 95.73%
$130B
$4 Million 0.58% of portfolio
11,257
Q3 2025 Added 206.23%
$65.3B
$3.96 Million 0.57% of portfolio
54,452
Q3 2025 Reduced 3.01%
$0
$3.98 Million 0.57% of portfolio
94,380
Q1 2025 Reduced 0.31%
$0
$3.78 Million 0.55% of portfolio
62,974
Q3 2025 Reduced 7.09%
$971B
$3.84 Million 0.55% of portfolio
5,035
Q3 2025 Added 0.08%
$0
$3.76 Million 0.54% of portfolio
69,383
Q3 2025 Reduced 0.71%
$0
$3.73 Million 0.54% of portfolio
9,849
Q3 2025 Added 884.9%
$0
$3.68 Million 0.53% of portfolio
320,013
Q2 2025 Reduced 5.3%
$0
$3.57 Million 0.51% of portfolio
305,359
Q3 2025 Reduced 0.94%
$0
$3.48 Million 0.5% of portfolio
25,005
Q3 2025 Added 1.34%
$0
$3.32 Million 0.48% of portfolio
87,363
Q3 2025 Added 217.52%
$22.2B
$3.34 Million 0.48% of portfolio
126,503
Q3 2025 Reduced 6.02%
$265B
$3.2 Million 0.46% of portfolio
4,022
Q3 2025 Reduced 0.35%
$0
$3.19 Million 0.46% of portfolio
17,092
Q3 2025 Reduced 0.59%
$0
$3 Million 0.43% of portfolio
34,364
Q3 2025 Added 20.34%
Ishares Bitcoin Trust ETF Shs Ben Int
-
$2.87 Million 0.41% of portfolio
-
Q3 2025 Added 200.72%
$0
$2.8 Million 0.4% of portfolio
56,603
Q3 2025 Added 1.76%
$533B
$2.8 Million 0.4% of portfolio
8,192
Q3 2025 Reduced 0.09%

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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