LM Advisors
LM Advisors reported 224 stocks worth $866K in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are QQQ (8.1%), VOO (7.6%) and SPY (7.0%). Compared with Q1 2026, the fund opened new positions in PSUS, CEG and MU, added to QQQ, VOO and SPY, trimmed BRK.A, COST and ASML and sold out of RPRX, FEZ and FISV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $70K | 8.1% | 95K | +49K (+107%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $66K | 7.6% | 96K | +40K (+72%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $61K | 7.0% | 325K | +273K (+523%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $58K | 6.7% | 243K | +190K (+354%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $48K | 5.5% | 135K | +96K (+246%) | 8 of 8 | |
| 6 |  OMFL Invesco Exch Trd Slf Idx FD | $39K | 4.5% | 575K | +539K (+1508%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $29K | 3.4% | 101K | +75K (+287%) | 8 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $26K | 3.0% | 52K | +33K (+178%) | 8 of 8 | |
| 9 |  VIG Vanguard Dividend Appreciation ETF | $24K | 2.8% | 101K | +79K (+363%) | 8 of 8 | |
| 10 |  DIA Spdr Dow Jones Indl Average | $22K | 2.5% | 42K | +25K (+151%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 RPRX Royalty Pharma PLC | $19K | 909 |
 FEZ Spdr Index Shs Fds | $5K | 296 |
 FISV Fiserv Inc | $4K | 224 |
 TXRH Texas Roadhouse Inc | $4K | 578 |
 CHKP Check Point Software Tech LT | $2K | 214 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →LM Advisors 13F FAQ
What does LM Advisors own?
LM Advisors reported 224 stocks worth $866K in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are QQQ (8.1%), VOO (7.6%) and SPY (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did LM Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 198 added to, 7 trimmed and 7 sold out. New positions include PSUS, CEG and MU. It sold all of RPRX, FEZ and FISV.
When will LM Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is LM Advisors's portfolio worth?
The Q2 2026 filing reports $866K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.