LM Advisors LLC: 13F holdings
CIK 20113142026Q2
| Positions | 224 |
|---|---|
| Reported value | $866.4m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR UNIT SER 1 | 95,440 | $70.3m | 8.1% |
| VOO VANGUARD INDEX FDS S&P 500 ETF SHS | 96,457 | $66.2m | 7.6% |
| SPY STATE STR SPDR S&P 500 ETF T TR UNIT | 325,178 | $61.1m | 7.1% |
| AMZN AMAZON COM INC COM | 243,364 | $58.1m | 6.7% |
| GOOG ALPHABET INC CAP STK CL C | 135,276 | $47.8m | 5.5% |
| OMFL INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 574,567 | $39.3m | 4.5% |
| AAPL APPLE INC COM | 100,835 | $29.1m | 3.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 52,278 | $26.1m | 3.0% |
| VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF | 100,570 | $23.8m | 2.7% |
| DIA STATE STR SPDR DOW JONES IND UT SER 1 | 42,166 | $22.0m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011314")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.