LM Advisors LLC

SAN DIEGO, CA · CIK 2011314 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Diego, CA

$866.4m reported value +4764.5% vs Q1 2026

224positions

51.2%in top 10

19 new 197 added 8 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	95,440	$70.3m8.11%	8.11%	Added +49.3k	+49,344 107.0%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	96,457	$66.2m7.64%	7.64%	Added +40.3k	+40,340 71.9%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	325,178	$61.1m7.05%	7.05%	Added +272.9k	+272,947 522.6%
4	AMAZON COM INC COM AMZN	AMZN	243,364	$58.1m6.70%	6.70%	Added +189.7k	+189,744 353.9%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	135,276	$47.8m5.51%	5.51%	Added +96.2k	+96,215 246.3%
6	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	574,567	$39.3m4.54%	4.54%	Added +538.8k	+538,842 1508.3%
7	APPLE INC COM AAPL	AAPL	100,835	$29.1m3.36%	3.36%	Added +74.8k	+74,785 287.1%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	52,278	$26.1m3.02%	3.02%	Added +33.5k	+33,461 177.8%
9	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	100,570	$23.8m2.75%	2.75%	Added +78.8k	+78,827 362.5%
10	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	42,166	$22.0m2.54%	2.54%	Added +25.3k	+25,338 150.6%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	46,830	$16.7m1.93%	1.93%	Added +32.9k	+32,876 235.6%
12	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	198,872	$16.1m1.86%	1.86%	Added +197.6k	+197,618 15759.0%
13	MICROSOFT CORP COM MSFT	MSFT	40,679	$15.2m1.75%	1.75%	Added +26.7k	+26,676 190.5%
14	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	61,567	$13.1m1.51%	1.51%	Added +49.2k	+49,197 397.7%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	33,873	$12.5m1.45%	1.45%	Added +22.7k	+22,652 201.9%
16	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	30,901	$9.3m1.07%	1.07%	Added +22.4k	+22,409 263.9%
17	META PLATFORMS INC CL A META	META	15,715	$8.9m1.02%	1.02%	Added +6.3k	+6,312 67.1%
18	ISHARES TR RUSSELL 3000 ETF IWV	IWV	19,334	$8.2m0.95%	0.95%	Added +15.4k	+15,389 390.1%
19	DIREXION SHS ETF TR DRX S&P500BULL SPXL	SPXL	30,340	$8.2m0.95%	0.95%	Added +29.6k	+29,628 4161.2%
20	SPDR GOLD TR GOLD SHS GLD	GLD	21,243	$7.8m0.90%	0.90%	Added +15.8k	+15,841 293.2%
21	BROADCOM INC COM AVGO	AVGO	19,974	$7.5m0.87%	0.87%	Added +14.9k	+14,852 290.0%
22	NVIDIA CORPORATION COM NVDA	NVDA	37,422	$7.5m0.86%	0.86%	Added +31.0k	+30,968 479.8%
23	PALO ALTO NETWORKS INC COM PANW	PANW	21,871	$7.4m0.86%	0.86%	Added +18.2k	+18,249 503.8%
24	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	73,417	$7.0m0.81%	0.81%	Added +67.2k	+67,249 1090.3%
25	ELI LILLY & CO COM LLY	LLY	5,649	$6.8m0.78%	0.78%	Added +957	+957 20.4%
26	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	9	$6.7m0.78%	0.78%	Reduced -7.2k	-7,172 -99.9%
27	ISHARES INC CORE MSCI EMKT IEMG	IEMG	71,507	$5.9m0.68%	0.68%	Added +66.9k	+66,889 1448.4%
28	FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M YSEP	YSEP	199,617	$5.5m0.63%	0.63%	Added +194.3k	+194,349 3689.2%
29	WALMART INC COM WMT	WMT	47,412	$5.4m0.62%	0.62%	Added +41.7k	+41,709 731.4%
30	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FFEB	FFEB	87,276	$5.3m0.61%	0.61%	Added +82.2k	+82,175 1611.0%
31	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	42,778	$5.0m0.58%	0.58%	Added +36.4k	+36,425 573.4%
32	COSTCO WHSL CORP NEW COM COST	COST	5,258	$5.0m0.57%	0.57%	Reduced -94	-94 -1.8%
33	ISHARES TR CORE MSCI EAFE IEFA	IEFA	51,023	$4.9m0.57%	0.57%	Added +47.0k	+47,001 1168.6%
34	JPMORGAN CHASE & CO COM JPM	JPM	13,918	$4.6m0.53%	0.53%	Added +9.8k	+9,796 237.7%
35	ISHARES INC MSCI EMERG MRKT EEMV	EEMV	60,239	$4.5m0.51%	0.51%	Added +55.9k	+55,889 1284.8%
36	TESLA INC COM TSLA	TSLA	10,434	$4.4m0.50%	0.50%	Added +6.9k	+6,880 193.6%
37	GOLDMAN SACHS GROUP INC COM GS	GS	4,190	$4.2m0.49%	0.49%	Added +569	+569 15.7%
38	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XJUN	XJUN	92,063	$4.1m0.47%	0.47%	Added +88.1k	+88,060 2199.8%
39	NUVEEN CA QUALTY MUN INCOME COM NAC	NAC	334,729	$4.1m0.47%	0.47%	Added +330.9k	+330,877 8589.8%
40	WELLS FARGO CO NEW PERP PFD CNV A WFC 7.5 PERP L	WFC 7.5 PERP L	3,458	$4.0m0.46%	0.46%	Reduced -536	-536 -13.4%
41	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	66,863	$4.0m0.46%	0.46%	Added +63.2k	+63,203 1726.9%
42	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	88,429	$3.8m0.44%	0.44%	Added +84.9k	+84,947 2439.6%
43	ISHARES GOLD TR ISHARES NEW IAU	IAU	50,452	$3.8m0.44%	0.44%	Added +45.9k	+45,919 1013.0%
44	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	69,791	$3.7m0.43%	0.43%	Added +67.8k	+67,809 3421.2%
45	PROSHARES TR ULTRPRO S&P500 UPRO	UPRO	25,898	$3.7m0.42%	0.42%	Added +25.0k	+24,977 2711.9%
46	NUVEEN QUALITY MUNCP INCOME COM NAD	NAD	300,845	$3.6m0.42%	0.42%	Added +297.4k	+297,426 8699.2%
47	VANGUARD INDEX FDS VALUE ETF VTV	VTV	16,586	$3.6m0.42%	0.42%	Added +13.3k	+13,283 402.1%
48	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	22,350	$3.6m0.41%	0.41%	Added +18.8k	+18,794 528.5%
49	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	95,285	$3.2m0.37%	0.37%	Added +91.8k	+91,836 2662.7%
50	BANK AMERICA CORP COM BAC	BAC	55,337	$3.2m0.36%	0.36%	Added +52.9k	+52,856 2130.4%
51	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	32,244	$3.0m0.35%	0.35%	Added +29.6k	+29,618 1127.9%
52	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	57,534	$2.9m0.34%	0.34%	Added +54.7k	+54,702 1931.6%
53	VISA INC COM CL A V	V	8,007	$2.7m0.32%	0.32%	Added +5.6k	+5,567 228.2%
54	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT GJAN	GJAN	60,841	$2.7m0.32%	0.32%	Added +58.2k	+58,245 2243.6%
55	ISHARES TR U.S. MED DVC ETF IHI	IHI	55,197	$2.7m0.32%	0.32%	Added +52.1k	+52,106 1685.7%
56	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,872	$2.7m0.31%	0.31%	Added +1.5k	+1,465 60.9%
57	CITIGROUP INC COM NEW C	C	19,353	$2.7m0.31%	0.31%	Added +17.2k	+17,172 787.4%
58	PROSHARES TR ULTRPRO DOW30 UDOW	UDOW	38,757	$2.7m0.31%	0.31%	Added +38.1k	+38,089 5701.9%
59	SALESFORCE INC COM CRM	CRM	17,101	$2.7m0.31%	0.31%	Added +13.7k	+13,735 408.1%
60	DIREXION SHS ETF TR DLY SCOND 3XBU SOXL	SOXL	9,750	$2.6m0.30%	0.30%	Added +9.4k	+9,379 2528.0%
61	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FJUN	FJUN	42,668	$2.6m0.30%	0.30%	Added +40.3k	+40,277 1684.5%
62	COLUMBIA ETF TR I RESH ENHNC COR RECS	RECS	58,030	$2.5m0.29%	0.29%	Added +56.0k	+55,973 2721.1%
63	EA SERIES TRUST ALTRIUS GBL DIV DIVD	DIVD	57,158	$2.4m0.28%	0.28%	Added +55.0k	+55,033 2589.8%
64	PERSHING SQUARE USA LTD COM SHS PSUS	PSUS	63,950	$2.4m0.28%	0.28%	New
65	QUALCOMM INC COM QCOM	QCOM	12,539	$2.3m0.27%	0.27%	Added +10.9k	+10,936 682.2%
66	ORACLE CORP COM ORCL	ORCL	15,701	$2.3m0.27%	0.27%	Added +13.6k	+13,554 631.3%
67	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,100	$2.3m0.26%	0.26%	Added +1.9k	+1,878 84.5%
68	JOHNSON & JOHNSON COM JNJ	JNJ	9,022	$2.3m0.26%	0.26%	Added +6.8k	+6,817 309.2%
69	VANGUARD WORLD FD INF TECH ETF VGT	VGT	17,075	$2.0m0.24%	0.24%	Added +5.2k	+5,163 43.3%
70	ISHARES TR CORE S&P500 ETF IVV	IVV	2,707	$2.0m0.23%	0.23%	Added +920	+920 51.5%
71	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	174,217	$1.9m0.22%	0.22%	Added +172.2k	+172,183 8465.2%
72	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	955	$1.9m0.22%	0.22%	Reduced -351	-351 -26.9%
73	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,953	$1.9m0.22%	0.22%	Added +2.7k	+2,728 222.7%
74	BLACKROCK MUNIHOLDINGS FD IN COM MHD	MHD	154,456	$1.8m0.21%	0.21%	Added +152.7k	+152,691 8651.0%
75	SOFI TECHNOLOGIES INC COM SOFI	SOFI	101,459	$1.8m0.21%	0.21%	Added +99.8k	+99,799 6012.0%
76	BLACKSTONE INC COM BX	BX	15,549	$1.8m0.21%	0.21%	Added +13.3k	+13,318 597.0%
77	MERCK & CO INC COM MRK	MRK	14,000	$1.8m0.21%	0.21%	Added +12.3k	+12,273 710.6%
78	ESSEX PPTY TR INC COM ESS	ESS	5,843	$1.7m0.20%	0.20%	Added +4.4k	+4,406 306.6%
79	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	35,112	$1.6m0.18%	0.18%	Added +32.7k	+32,694 1352.1%
80	UNITEDHEALTH GROUP INC COM UNH	UNH	3,823	$1.6m0.18%	0.18%	Added +2.8k	+2,763 260.7%
81	CONSTELLATION ENERGY CORP COM CEG	CEG	6,408	$1.6m0.18%	0.18%	New
82	FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ YMAR	YMAR	54,859	$1.6m0.18%	0.18%	Added +53.3k	+53,284 3383.1%
83	MASTERCARD INCORPORATED CL A MA	MA	3,055	$1.6m0.18%	0.18%	Added +1.2k	+1,214 65.9%
84	ISHARES TR RUS 1000 GRW ETF IWF	IWF	12,644	$1.6m0.18%	0.18%	Added +7.6k	+7,620 151.7%
85	ISHARES TR SHORT TREAS BD SHV	SHV	14,050	$1.6m0.18%	0.18%	Added +12.6k	+12,649 902.9%
86	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	12,419	$1.4m0.16%	0.16%	Added +11.2k	+11,168 892.7%
87	LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH	LTH	34,000	$1.4m0.16%	0.16%	Added +33.1k	+33,084 3611.8%
88	NETFLIX INC COM NFLX	NFLX	19,242	$1.4m0.16%	0.16%	Added +17.3k	+17,281 881.2%
89	NEXTERA ENERGY INC COM NEE	NEE	15,589	$1.4m0.16%	0.16%	Added +14.1k	+14,135 972.1%
90	MORGAN STANLEY DIRECT LENDIN COM SHS MSDL	MSDL	84,112	$1.3m0.15%	0.15%	Added +83.1k	+83,060 7895.4%
91	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,722	$1.3m0.15%	0.15%	Added +854	+854 98.4%
92	FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GJUN	GJUN	31,290	$1.3m0.15%	0.15%	Added +30.1k	+30,062 2448.1%
93	MORGAN STANLEY COM NEW MS	MS	6,120	$1.3m0.15%	0.15%	Added +5.1k	+5,113 507.8%
94	DISNEY WALT CO COM DIS	DIS	13,221	$1.3m0.15%	0.15%	Added +12.0k	+12,021 1001.8%
95	ISHARES TR ISHARES BIOTECH IBB	IBB	6,624	$1.3m0.15%	0.15%	Added +5.5k	+5,515 497.3%
96	SERVICENOW INC COM NOW	NOW	12,584	$1.2m0.14%	0.14%	Added +11.5k	+11,471 1030.6%
97	SELECT SECTOR SPDR TR ENERGY XLE	XLE	23,517	$1.2m0.14%	0.14%	Added +23.1k	+23,102 5566.8%
98	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	13,100	$1.2m0.14%	0.14%	Added +12.3k	+12,319 1577.3%
99	MICRON TECHNOLOGY INC COM MU	MU	991	$1.1m0.13%	0.13%	New
100	BLACKROCK SCIENCE & TECHNOLO SHS BEN INT BSTZ	BSTZ	37,591	$1.1m0.13%	0.13%	Added +36.7k	+36,733 4281.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ROYALTY PHARMA PLC RPRX	RPRX	909	$18.9k909 shares
SPDR INDEX SHS FDS FEZ	FEZ	296	$4.8k296 shares
FISERV INC FISV	FISV	224	$4.0k224 shares
TEXAS ROADHOUSE INC TXRH	TXRH	578	$3.5k578 shares
CHECK POINT SOFTWARE TECH LT CHKP	CHKP	214	$1.5k214 shares
APPLIED MATLS INC AMAT	AMAT	371	$1.1k371 shares
ELBIT SYS LTD ESLT	ESLT	212	$250212 shares