13F Filings History of LM Advisors LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$1,030,770
Signature - Title
Jonathan Chatfield - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by LM Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LM Advisors LLC reported 210 stock holdings with total value $1,030,770 as of Q4 2025. Top holdings included YSEP, SOFI, XJUN, SDVY, and GJAN.

Notify me when LM Advisors LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 210 $1,030,770 $0 $0 $0 YSEP, SOFI, XJUN, SDVY, GJAN 13F-HR 13 Feb 2026, 16:27
Q3 2025 207 $648,769,000 +$83,866,753 -$256,418,120 -$172,551,367 AMZN, VOO, QQQ, OMFL, GOOG 13F-HR 13 Nov 2025, 16:38
Q2 2025 184 $776,923,000 +$226,771,360 -$53,808,221 +$172,963,139 MSFT, TSLA, AAPL, AMZN, VOO 13F-HR 14 Aug 2025, 11:50
Q1 2025 215 $555,401,000 +$49,929,983 -$28,177,163 +$21,752,820 AMZN, VOO, SPY, OMFL, AAPL 13F-HR 13 May 2025, 10:47
Q4 2024 186 $558,906,000 +$69,753,952 -$23,128,264 +$46,625,688 AMZN, VOO, SPY, OMFL, GOOG Restatement 26 Feb 2025, 09:42
Q3 2024 171 $491,967,000 +$10,017,174 -$43,505,389 -$33,488,215 AMZN, VOO, SPY, OMFL, AAPL 13F-HR 07 Nov 2024, 10:48
Q2 2024 172 $505,795,000 +$18,575,314 -$93,803,807 -$75,228,493 AMZN, VOO, OMFL, SPY, GOOG 13F-HR 14 Aug 2024, 08:51
Q1 2024 205 $563,691,000 +$97,931,819 -$64,179,365 +$33,752,454 VOO, AMZN, OMFL, SPY, AAPL 13F-HR 15 May 2024, 13:37
Q4 2023 734 $495,974,039 $0 $0 $0 AMZN, OMFL, VOO, SPY, AAPL 13F-HR 14 Feb 2024, 16:36