LM ADVISORS LLC
Q2 2025 Form 13-F
SAN DIEGO, DELAWARE
CIK 0002011314
· CRD 153940
· SEC-registered investment adviser
$776.9M Reported Value Total
LM ADVISORS LLC reports 1,158 total accounts under management (AUM). There are 1,152 discretionary accounts valued at $2,289,812,745, and 6 non-discretionary accounts valued at $13,572,973.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $76.7M gross asset value
Other: $76.7M
Source: Form ADV filed 2026-03-30
Reported value
$776.9M
Quarter over quarter
+9.3%
Holdings
184
Top-10 concentration
63.0%
Key People
Form ADV owners & control persons
Uriel Bank
TRUSTEE
Yoel Bank
PRESIDENT AND TRUSTEE
Josef Frymerman
GENERAL MANAGER
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | August 14, 2025 |
| Form | 13F-HR |
| Reported value | $776.9M |
| Positions | 184 |
| Change in reported value | +39.9% |
| New positions | 15 |
| Exited positions | 46 |
| Position turnover | 26.5% |
| Top-10 concentration | 63.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
224 | $866.4M |
|
Q1 2026 13F
Filed May 14, 2026
|
212 | $6.3M |
|
Q4 2025 13F
Filed Feb 13, 2026
|
210 | $5.6M |
|
Q3 2025 13F
Filed Nov 13, 2025
|
207 | $694.2M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
184 | $776.9M |
|
Q1 2025 13F
Filed May 13, 2025
|
215 | $555.4M |
|
Q4 2024 13F
Filed Feb 12, 2025
|
186 | $558.9M |
|
Q3 2024 13F
Filed Nov 7, 2024
|
171 | $492.0M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
193 | $61.8B |
|
Q1 2024 13F
Filed May 15, 2024
|
232 | $629.9M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
735 | $497.2M |
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP COM | $116.9M | 15.05% |
| 2 | TSLA TESLA INC COM | $68.4M | 8.8% |
| 3 | AAPL APPLE INC COM | $62.2M | 8.0% |
| 4 | AMZN AMAZON COM INC COM | $58.8M | 7.57% |
| 5 | VOO VANGUARD INDEX FDS S&P 500 ETF SHS | $45.6M | 5.87% |
| 6 | SPY SPDR S&P 500 ETF TR TR UNIT | $38.7M | 4.98% |
| 7 | OMFL INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $36.3M | 4.67% |
| 8 | GOOG ALPHABET INC CAP STK CL C | $25.4M | 3.27% |
| 9 | VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF | $19.9M | 2.56% |
| 10 | QQQ INVESCO QQQ TR UNIT SER 1 | $17.2M | 2.22% |
| 11 | META META PLATFORMS INC CL A | $11.5M | 1.48% |
| 12 | VTI VANGUARD INDEX FDS TOTAL STK MKT | $10.6M | 1.37% |
| 13 | RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $10.2M | 1.32% |
| 14 | GOOGL ALPHABET INC CAP STK CL A | $8.6M | 1.11% |
| 15 | VHT VANGUARD WORLD FD HEALTH CAR ETF | $8.2M | 1.06% |
| 16 | BRK-A BERKSHIRE HATHAWAY INC DEL CL A | $7.3M | 0.94% |
| 17 | BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | $7.2M | 0.93% |
| 18 | DIA SPDR DOW JONES INDL AVERAGE UT SER 1 | $6.5M | 0.83% |
| 19 | BSV VANGUARD BD INDEX FDS SHORT TRM BOND | $5.9M | 0.76% |
| 20 | NVDA NVIDIA CORPORATION COM | $5.4M | 0.7% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.