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LM Advisors LLC | Tormere

LM Advisors LLC

Est. AUM

$6.32B

13F long equity, this entity only

Positions

211

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM	ETF	$595.3M	35725	9.42%	SOLE
2	NUVEEN CA DIVI ADV MUN COM	COM	$330.6M	3852	5.23%	SOLE
3	STATE STR SPDR S&P 500 ETF T TR UNIT	ETF	$317.7M	52231	5.03%	SOLE
4	NUVEEN QUALITY MUNCP INCOME COM	COM	$297.8M	3419	4.71%	SOLE
5	AMAZON COM INC COM	COM	$258.2M	53620	4.08%	SOLE
6	FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M	ETF	$201.3M	5268	3.18%	SOLE
7	BLUE OWL CAPITAL CORPORATION COM	COM	$179.1M	2034	2.83%	SOLE
8	BLACKROCK MUNIHOLDINGS FD IN COM	COM	$156.5M	1765	2.48%	SOLE
9	ALPHABET INC CAP STK CL C	Cl C	$136.7M	39061	2.16%	SOLE
10	SOFI TECHNOLOGIES INC COM	COM	$104.6M	1660	1.65%	SOLE
11	APPLE INC COM	COM	$103.1M	26050	1.63%	SOLE
12	VANGUARD SPECIALIZED FUNDS DIV APP ETF	ETF	$101.1M	21743	1.60%	SOLE
13	VANGUARD INDEX FDS S&P 500 ETF SHS	ETF	$93.9M	56117	1.49%	SOLE
14	FIRST TR EXCHNG TRADED FD VI FT VEST U.S	ETF	$93.2M	4003	1.47%	SOLE
15	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	ETF	$91.5M	5101	1.45%	SOLE
16	ISHARES BITCOIN TRUST ETF SHS BEN INT	ETF	$89.8M	3449	1.42%	SOLE
17	FIRST TR EXCHANGE TRADED FD SMID RISNG ETF	ETF	$88.4M	3482	1.40%	SOLE
18	ABRDN INCOME CREDIT STRATEGI COM	COM	$88.1M	450	1.39%	SOLE
19	INVESCO QQQ TR UNIT SER 1	ETF	$79.9M	46096	1.26%	SOLE
20	VANGUARD BD INDEX FDS SHORT TRM BOND	ETF	$74.7M	5856	1.18%	SOLE
21	MORGAN STANLEY DIRECT LENDIN COM SHS	COM	$73.0M	1052	1.15%	SOLE
22	WISDOMTREE TR US QTLY DIV GRT	ETF	$70.2M	6168	1.11%	SOLE
23	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	ETF	$67.7M	3660	1.07%	SOLE
24	ISHARES INC CORE MSCI EMKT	ETF	$66.4M	4618	1.05%	SOLE
25	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT	ETF	$64.5M	12370	1.02%	SOLE
26	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	ETF	$61.9M	2596	0.98%	SOLE
27	ISHARES INC MSCI EMERG MRKT	ETF	$59.8M	4350	0.95%	SOLE
28	GOLUB CAP BDC INC COM	COM	$59.6M	754	0.94%	SOLE
29	ISHARES TR U.S. MED DVC ETF	ETF	$58.0M	3091	0.92%	SOLE
30	FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ	ETF	$57.6M	1575	0.91%	SOLE
31	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL	ETF	$57.1M	2832	0.90%	SOLE
32	COLUMBIA ETF TR I RESH ENHNC COR	ETF	$52.9M	2057	0.84%	SOLE
33	SELECT SECTOR SPDR TR STATE STREET UTI	ETF	$52.7M	2418	0.83%	SOLE
34	EA SERIES TRUST ALTRIUS GBL DIV	ETF	$51.8M	2125	0.82%	SOLE
35	ISHARES GOLD TR ISHARES NEW	ETF	$51.4M	4533	0.81%	SOLE
36	BANK AMERICA CORP COM	COM	$50.9M	2481	0.81%	SOLE
37	COLUMBIA ETF TR I MULTI SEC MUNI	ETF	$48.9M	1002	0.77%	SOLE
38	ALPHABET INC CAP STK CL A	Cl A	$48.5M	13954	0.77%	SOLE
39	WALMART INC COM	COM	$45.8M	5703	0.72%	SOLE
40	ISHARES TR CORE MSCI EAFE	ETF	$44.4M	4022	0.70%	SOLE
41	NUVEEN DYNAMIC MUN OPPORTUNI COM SHS	COM	$43.4M	447	0.69%	SOLE
42	PALANTIR TECHNOLOGIES INC CL A	Cl A	$43.4M	6353	0.69%	SOLE
43	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	ETF	$42.3M	2391	0.67%	SOLE
44	SELECT SECTOR SPDR TR STATE STREET FIN	ETF	$40.1M	1982	0.64%	SOLE
45	BERKSHIRE HATHAWAY INC DEL CL B NEW	Cl B	$39.3M	18817	0.62%	SOLE
46	BLACKROCK SCIENCE & TECHNOLO SHS BEN INT	ETF	$38.7M	858	0.61%	SOLE
47	MICROSOFT CORP COM	COM	$37.8M	14003	0.60%	SOLE
48	NVIDIA CORPORATION COM	COM	$37.0M	6454	0.59%	SOLE
49	STATE STR SPDR DOW JONES IND UT SER 1	ETF	$36.3M	16828	0.57%	SOLE
50	VANGUARD INDEX FDS TOTAL STK MKT	ETF	$35.0M	11221	0.55%	SOLE

1–50 of 211

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.