Institutional Fund
Lm Advisors LLC
San Diego, CACIK 20113145 filings on record
Portfolio Value
$6.33M
Q1 2026
Holdings
212
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+13.7%
from $5.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exch Trd Slf Idx Fd9.4%
- Nuveen Ca Qualty Mun Income5.2%
- Spdr S&P 500 ETF Tr5.0%
- Nuveen Quality Muncp Income4.7%
- Amazon Com Inc4.1%
- First Tr Exchng Traded Fd Vi3.2%
- Other68.4%
Portfolio Holdings
212 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Trd Slf Idx Fd | 35.7K | $595.3K | 9.4% | −2.1K | Reduced |
| 2 | Nuveen Ca Qualty Mun Income | 3.9K | $330.6K | 5.2% | +3.9K | New |
| 3 | Spdr S&P 500 ETF Tr | 52.2K | $317.7K | 5.0% | +2.4K | Added |
| 4 | Nuveen Quality Muncp Income | 3.4K | $297.8K | 4.7% | +3.4K | New |
| 5 | Amazon Com Inc | 53.6K | $258.2K | 4.1% | −8.5K | Reduced |
| 6 | First Tr Exchng Traded Fd Vi | 5.3K | $201.3K | 3.2% | −194 | Reduced |
| 7 | Blue Owl Capital Corporation | 2.0K | $179.1K | 2.8% | −259 | Reduced |
| 8 | Blackrock Muniholdings Fd In | 1.8K | $156.5K | 2.5% | +1.8K | New |
| 9 | Alphabet Inc | 39.1K | $136.7K | 2.2% | −4.0K | Reduced |
| 10 | Sofi Technologies Inc | 1.7K | $104.6K | 1.7% | −1.5K | Reduced |
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