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 Companies Only

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%
$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%
$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%
$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%
$453B
$7.54 Million 1.09% of portfolio
10
Q4 2024 Reduced 9.09%
$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%
$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%
$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%
$1.29T
$4.09 Million 0.59% of portfolio
9,197
Q3 2025 Reduced 95.73%
$971B
$3.84 Million 0.55% of portfolio
5,035
Q3 2025 Added 0.08%
$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%
$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%
$533B
$2.8 Million 0.4% of portfolio
8,192
Q3 2025 Reduced 0.09%
$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%
$187B
$1.95 Million 0.28% of portfolio
11,692
Q2 2025 Reduced 6.28%
$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%
$388B
$1.82 Million 0.26% of portfolio
11,253
Q3 2025 Added 12.55%
$190B
$1.8 Million 0.26% of portfolio
17,701
Q3 2025 Reduced 10.15%
$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%
-
$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%
$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%
$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%
$61.4B
$941,000 0.14% of portfolio
4,621
Q3 2025 Added 52.96%
$270B
$970,000 0.14% of portfolio
6,104
Q2 2025 Added 6.36%

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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