LM Advisors LLC - Portfolio Stock Holdings
LM Advisors LLC disclosed 222 stock positions in a recent SEC 13F filing. $5,378,201,651 of stock holdings were filed, with the largest holdings including BRK.A, SPY, and VOO. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.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:
March 31, 2026No. of Stocks:
222Est. Stock Holding Value:
$5,378,201,651Top Stock Holdings By Sector
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Portfolio Stock Holdings - LM Advisors LLC
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% of Portfolio
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