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Portfolio (Quarterly) Guide ↗

LM Advisors LLC

· CIK 0002011314
13F Portfolio $866M AUM 224 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 198 Added 7 Reduced 7 Exited
Page 3 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLF SELECT SECTOR SPDR TR ST STR FINL ETF 69,791.0 $3.7M 0.43% +68K +3421.2% $53.60 +7.2%
42 UPRO PROSHARES TR ULTRPRO S&P500 25,898.0 $3.7M 0.42% +25K +2711.9% $141.79 +5.7%
43 NAD NUVEEN QUALITY MUNCP INCOME COM Financial Services 300,845.0 $3.6M 0.42% +297K +8699.2% $12.12 -3.7%
44 VTV VANGUARD INDEX FDS VALUE ETF 16,586.0 $3.6M 0.42% +13K +402.1% $218.08 +3.8%
45 XLV SELECT SECTOR SPDR TR ST STR CARE ETF 22,350.0 $3.6M 0.41% +19K +528.5% $159.06 +9.8%
46 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT Financial Services 95,285.0 $3.2M 0.37% +92K +2662.7% $33.39 +30.7%
47 BAC BANK OF AMER CORP COM Financial Services 55,337.0 $3.2M 0.36% +53K +2130.4% $57.07 +8.1%
48 EWJ ISHARES INC MSCI JAPAN ETF 32,244.0 $3.0M 0.35% +30K +1127.9% $93.26 +2.1%
49 SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 57,534.0 $2.9M 0.34% +55K +1931.6% $50.87 +4.6%
50 V VISA INC COM CL A Financial Services 8,007.0 $2.7M 0.32% +6K +228.2% $343.07 +8.2%
51 GJAN FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 60,841.0 $2.7M 0.32% +58K +2243.6% $45.02 +1.7%
52 IHI ISHARES TR U.S. MED DVC ETF 55,197.0 $2.7M 0.32% +52K +1685.7% $49.51 +13.5%
53 MDY STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP Financial Services 3,872.0 $2.7M 0.32% +1K +60.9% $704.03 -0.6%
54 C CITIGROUP INC COM NEW Financial Services 19,353.0 $2.7M 0.32% +17K +787.4% $140.81 -6.5%
55 UDOW PROSHARES TR ULTRPRO DOW30 38,757.0 $2.7M 0.31% +38K +5701.9% $70.08 +4.0%
56 CRM SALESFORCE INC COM Technology 17,101.0 $2.7M 0.31% +14K +408.1% $157.53 +32.8%
57 SOXL DIREXION SHARES ETF TRUST DAI SEM BUL ETF 9,750.0 $2.6M 0.30% +9K +2528.0% $266.67 -54.8%
58 FJUN FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 42,668.0 $2.6M 0.29% +40K +1684.5% $59.95 +1.9%
59 RECS COLUMBIA ETF TR I RESH ENHNC COR 58,030.0 $2.5M 0.29% +56K +2721.1% $43.29 +4.3%
60 DIVD EA SERIES TRUST ALTRIUS GBL DIV 57,158.0 $2.4M 0.28% +55K +2589.8% $42.53 +7.5%
Page 3 of 10  ·  198 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.7%
Technology 21.2%
Consumer Cyclical 15.3%
Communication Services 6.6%
Healthcare 3.5%
Consumer Defensive 2.7%
Industrials 1.0%
Real Estate 0.8%
Utilities 0.8%
Energy 0.5%