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LM Advisors LLC - Portfolio Stock Holdings

LM Advisors LLC disclosed 229 stock positions in a recent SEC 13F filing. $1,042,444,383 of stock holdings were filed, with the largest holdings including SPY, QQQ, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,877,248,160 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

229

Est. Stock Holding Value:

$1,042,444,383

Top Stock Holdings By Sector

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Portfolio Stock Holdings - LM Advisors LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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