BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 66,863.0 $4.0M 0.46% +63K +1726.9% $59.66 +0.6%
42 SDVY FIRST TR EXCHANGE TRADED FD SMID RISNG ETF 88,429.0 $3.8M 0.44% +85K +2439.6% $43.14 +1.2%
43 IAU ISHARES GOLD TR ISHARES NEW Financial Services 50,452.0 $3.8M 0.44% +46K +1013.0% $75.52 +12.7%
44 XLF SELECT SECTOR SPDR TR ST STR FINL ETF 69,791.0 $3.7M 0.43% +68K +3421.2% $53.60 +6.2%
45 UPRO PROSHARES TR ULTRPRO S&P500 25,898.0 $3.7M 0.42% +25K +2711.9% $141.79 +4.6%
46 NAD NUVEEN QUALITY MUNCP INCOME COM Financial Services 300,845.0 $3.6M 0.42% +297K +8699.2% $12.12 -3.8%
47 VTV VANGUARD INDEX FDS VALUE ETF 16,586.0 $3.6M 0.42% +13K +402.1% $218.08 +3.3%
48 XLV SELECT SECTOR SPDR TR ST STR CARE ETF 22,350.0 $3.6M 0.41% +19K +528.5% $159.06 +8.4%
49 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT Financial Services 95,285.0 $3.2M 0.37% +92K +2662.7% $33.39 +23.4%
50 BAC BANK OF AMER CORP COM Financial Services 55,337.0 $3.2M 0.36% +53K +2130.4% $57.07 +8.4%
51 EWJ ISHARES INC MSCI JAPAN ETF 32,244.0 $3.0M 0.35% +30K +1127.9% $93.26 +1.1%
52 SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 57,534.0 $2.9M 0.34% +55K +1931.6% $50.87 +4.8%
53 V VISA INC COM CL A Financial Services 8,007.0 $2.7M 0.32% +6K +228.2% $343.07 +6.6%
54 GJAN FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 60,841.0 $2.7M 0.32% +58K +2243.6% $45.02 +1.5%
55 IHI ISHARES TR U.S. MED DVC ETF 55,197.0 $2.7M 0.32% +52K +1685.7% $49.51 +12.0%
56 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 -1.1%
57 C CITIGROUP INC COM NEW Financial Services 19,353.0 $2.7M 0.32% +17K +787.4% $140.81 -7.9%
58 UDOW PROSHARES TR ULTRPRO DOW30 38,757.0 $2.7M 0.31% +38K +5701.9% $70.08 +1.1%
59 CRM SALESFORCE INC COM Technology 17,101.0 $2.7M 0.31% +14K +408.1% $157.53 +30.4%
60 SOXL DIREXION SHARES ETF TRUST DAI SEM BUL ETF 9,750.0 $2.6M 0.30% +9K +2528.0% $266.67 -54.2%
Page 3 of 12  ·  224 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 43.1%
Technology 19.2%
Communication Services 15.5%
Consumer Cyclical 13.8%
Healthcare 3.1%
Consumer Defensive 2.4%
Industrials 0.9%
Real Estate 0.7%
Utilities 0.7%
Energy 0.5%