LM Advisors LLC - Portfolio overview

LM Advisors LLC has 226 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. OMFL - INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM, 9.40%
2. NAC - NUVEEN CA DIVI ADV MUN COM, 5.22%
3. SPY - STATE STR SPDR S&P 500 ETF T TR UNIT, 5.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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