StockDriftsStockDriftsTop 50 Lm Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR UNIT SER 1 | 8.11% | 95.4K | $70.3M | +107.05%(+49.34K) | $582.89(+25.67%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 7.64% | 96.5K | $66.2M | +71.89%(+40.34K) | $530.15(+34.43%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | 7.05% | 325.2K | $61.1M | +522.58%(+272.95K) | $676.06(+14.69%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 6.7% | 243.4K | $58.1M | +353.87%(+189.74K) | $203.47(+29.03%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 5.51% | 135.3K | $47.8M | +246.32%(+96.22K) | $262.82(+30.37%) | 2026-06-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 4.54% | 574.6K | $39.3M | +1508.31%(+538.84K) | $62.65(+13.49%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.36% | 100.8K | $29.1M | +287.08%(+74.78K) | $251.48(+21.43%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.02% | 52.3K | $26.1M | +177.82%(+33.46K) | $470.26(+6.61%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | 2.75% | 100.6K | $23.8M | +362.54%(+78.83K) | $211.70(+15.76%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND UT SER 1 | 2.54% | 42.2K | $22.0M | +150.57%(+25.34K) | $458.91(+16.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +78.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +53.40% |
Lm Advisors LLC reports $866.37M in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (8.1%), VOO (7.6%) and SPY (7.0%). The top 20 holdings account for 64.61% of reported assets. Its disclosed equity book has returned +78.75% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lm Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011314). View Lm Advisors LLC’s 13F filings on SEC