LM Advisors LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,563,017
- Description
- San Diego California based planning integrated investment advisor with a limited liability advisory organization and a valuation conscious and methodical investment mandate. The approach emphasizes asset liability coordination, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through thesis validation discipline and exposure consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 210 | 5,563,017 | 13F-HR | LM Advisors LLC |
| Q3 2025 | 11/13/2025 | 207 | 694,217 | 13F-HR | LM Advisors LLC |
| Q2 2025 | 8/14/2025 | 184 | 776,923 | 13F-HR | LM Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.211 M | 39.8% | 1.889 M | 0 | 1.889 M |
| ETFs | 3.352 M | 60.2% | 2.98 M | 0 | 2.98 M |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
5,563,017
Holdings
210
QoQ value change ($000)
4,868,800
(701.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.