LM Advisors LLC
•CIK: 2011314•Filing: Q4 2025
**LM Advisors LLC** manages $6M across a diversified portfolio of 210 positions. Top allocations include a $0.6M stake in OMFL, supplemented by significant exposure to market staples such as SPY ($0.3M) and AMZN ($0.3M). The fund maintains tactical positioning across sectors, evidenced by holdings in YSEP, OBDC, and VYLD, alongside core tech names like GOOG, SOFI, AAPL, and VIG. This structure suggests a focused, multi-asset approach within its current mandate.
Total AUM
$5.6M
QoQ Performance
-99.2%
Positions
201
Top 10 Concentration
39.4%
Latest Filing
Q4 2025
Top Holdings Allocation
OMFL
SPY
OMFL11.1%
SPY5.0%
AMZN4.8%
YSEP3.8%
OBDC3.2%
BLACKROCK3.0%
GOOG2.5%
SOFI2.2%
📈 Biggest Buys
📉 Biggest Sells
ACP
ABRDN INCOME CREDIT STRATEGI COM
-99.5%
1.7% of portfolio
—
BLACKROCK MUN INCOME QUALITY COM
-98.9%
3.0% of portfolio
OBDC
BLUE OWL CAPITAL CORPORATION COM
-98.2%
3.2% of portfolio
OMFL
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM
-93.9%
11.1% of portfolio
YSEP
FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M
-97.4%
3.8% of portfolio
Sector Breakdown
Other73.1%
Technology8.3%
ETF6.7%
Consumer6.1%
Financial2.6%
Healthcare1.2%
Communication0.6%
Real Estate0.5%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW13 new positions
↑4 increased
↓183 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023