LM Advisors LLC
Annual return '25
+33.2%
SPY '25
+17.7%
Alpha
+15.5ptsvs SPY
Invested
$6.3M
Holdings
215
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$OMFL
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM
Held since at least Q1 2024
9.4%
02
$NAC
NUVEEN CA DIVI ADV MUN COM
Held since at least Q1 2024
5.2%
03
$SPY
STATE STR SPDR S&P 500 ETF T TR UNIT
Q4 2025: New position (2.2k shares)
5.0%
04
$NAD
NUVEEN QUALITY MUNCP INCOME COM
Held since at least Q1 2024
4.7%
05
$AMZN
AMAZON COM INC COM
Q1 2026: Increased +21.6% (17.6k → 21.4k shares)
4.1%
06
$YSEP
FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M
Held since at least Q1 2024
3.2%
07
$OBDC
BLUE OWL CAPITAL CORPORATION COM
Held since at least Q1 2024
2.8%
08
$MHD
BLACKROCK MUNIHOLDINGS FD IN COM
Held since at least Q1 2024
2.5%
09
$GOOG
ALPHABET INC CAP STK CL C
Q1 2026: Increased +63.3% (2.1k → 3.5k shares)
2.2%
10
$SOFI
SOFI TECHNOLOGIES INC COM
Q1 2026: Exited (was 17.3k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:26 UTC.