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LM Advisors Portfolio holdings
AUM
$6.33M
1-Year Est. Return
20.74%
This Fund
S&P 500
This Quarter
Est. Return
+1.73%
1 Year Est. Return
+20.74%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$5.56M
AUM Growth
-$689M
(-99%)
Cap. Flow
+$5.02B
Cap. Flow
% of AUM
90,243.79%
Top 10 Holdings %
Top 10 Hldgs %
39.35%
Holding
222
New
15
Increased
7
Reduced
188
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$5.63B |
| 2 |
Applovin
APP
|
+$1.45M |
| 3 |
Mercado Libre
MELI
|
+$994K |
| 4 |
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
|
+$933K |
| 5 |
Eli Lilly
LLY
|
+$438K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$164M |
| 2 |
Amazon
AMZN
|
+$47.4M |
| 3 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$35.3M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$27.2M |
| 5 |
Apple
AAPL
|
+$20.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 11.75% |
| 2 | Consumer Discretionary | 6.71% |
| 3 | Technology | 6.22% |
| 4 | Communication Services | 4.79% |
| 5 | Healthcare | 1.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
CrowdStrike
CRWD
$207B
| $2.17K | 0.04% |
4,064
-4,676
| -54% | -$595K |
|
177
SBA Communications
SBAC
$19.7B
| $2.15K | 0.04% |
415
-6,688
| -94% | -$1.29M |
|
178
State Street SPDR S&P Dividend ETF
SDY
$21.8B
| $2.08K | 0.04% |
289
-1,711
| -86% | -$238K |
|
179
American Express
AXP
$242B
| $2.07K | 0.04% |
767
-1,301
| -63% | -$466K |
|
180
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
| $2.07K | 0.04% |
219
-1,849
| -89% | -$203K |
|
181
IBM
IBM
$200B
| $2.03K | 0.04% |
601
-1,868
| -76% | -$559K |
|
182
iShares Semiconductor ETF
SOXX
$43.4B
| $1.98K | 0.04% |
597
-832
| -58% | -$245K |
|
183
iShares Core S&P Small-Cap ETF
IJR
$110B
| $1.96K | 0.04% |
235
-1,722
| -88% | -$206K |
|
184
Elevance Health
ELV
$80.9B
| $1.94K | 0.03% |
679
-1,321
| -66% | -$446K |
|
185
Lockheed Martin
LMT
$117B
| $1.92K | 0.03% |
930
-930
| -50% | -$445K |
|
186
Wynn Resorts
WYNN
$10B
| $1.9K | 0.03% |
229
-1,671
| -88% | -$207K |
|
187
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
| $1.89K | 0.03% |
281
-1,607
| -85% | -$237K |
|
188
Phillips 66
PSX
$82.9B
| $1.74K | 0.03% |
225
-1,512
| -87% | -$204K |
|
189
McDonald's
MCD
$190B
| $1.63K | 0.03% |
498
-1,124
| -69% | -$344K |
|
190
VanEck Semiconductor ETF
SMH
$67.5B
| $1.59K | 0.03% |
574
-825
| -59% | -$289K |
|
191
DoorDash
DASH
$80.2B
| $1.5K | 0.03% |
+341
| New | +$80K |
|
192
Check Point Software Technologies
CHKP
$14.3B
| $1.5K | 0.03% |
278
-1,222
| -81% | -$236K |
|
193
Thermo Fisher Scientific
TMO
$198B
| $1.49K | 0.03% |
865
-1,667
| -66% | -$943K |
|
194
ServiceNow
NOW
$106B
| $1.35K | 0.02% |
207
-1,078
| -84% | -$185K |
|
195
GE Aerospace
GE
$364B
| $1.25K | 0.02% |
384
-561
| -59% | -$169K |
|
196
iShares MSCI World ETF
URTH
$8.04B
| $1.17K | 0.02% |
218
-953
| -81% | -$175K |
|
197
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
| $1.15K | 0.02% |
321
-829
| -72% | -$237K |
|
198
Blackrock
BLK
$166B
| $1.14K | 0.02% |
1,222
+84
| +7% | +$91.8K |
|
199
Howmet Aerospace
HWM
$109B
| $1.07K | 0.02% |
220
-847
| -79% | -$169K |
|
200
Applied Materials
AMAT
$421B
| $1.01K | 0.02% |
259
-741
| -74% | -$178K |
|
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LM Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, LM Advisors held 222 positions worth $5.56M, down 99% from $694M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
LM Advisors deployed $5.02B of net new capital in Q4 2025, opening 15 new positions and adding to 7 existing holdings. Its largest new stake was Applovin: 2,302 shares worth $3.42K.
By sector, the portfolio is most concentrated in Financials at 12% of assets, up from 8% a quarter earlier, followed by Consumer Discretionary and Technology.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $164M trimmed.
- LM Advisors's largest Q4 2025 buy was Applovin: 2,302 shares worth $3.42K.
- LM Advisors added most to Berkshire Hathaway Class A in Q4 2025, an estimated $5.63B increase.
- LM Advisors's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $164M.
- LM Advisors fully exited Nuveen California Quality Municipal Income Fund in Q4 2025, selling an estimated $3.68M.
- LM Advisors's ten largest holdings make up 39% of its $5.56M portfolio in Q4 2025.
- LM Advisors opened 15 new positions and closed 12 in Q4 2025.
- LM Advisors's portfolio value fell 99% quarter-over-quarter to $5.56M.
Based on LM Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.