Long-term investor
Lm Advisors LLC @lmadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011314).
Record
- Tracked since 2025-12-31 (257 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days -17.2% · 6 months n/a · 1 year n/a · all -13.3%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 8.1% · long · since 2025-12-31
- VOO · 7.6% · long · since 2025-12-31
- SPY · 7.1% · long · since 2025-12-31
- AMZN · 6.7% · long · since 2025-12-31
- GOOG · 5.5% · long · since 2025-12-31
- OMFL · 4.5% · long · since 2025-12-31
- AAPL · 3.4% · long · since 2025-12-31
- BRK-B · 3.0% · long · since 2025-12-31
- VIG · 2.7% · long · since 2025-12-31
- DIA · 2.5% · long · since 2025-12-31
- GOOGL · 1.9% · long · since 2025-12-31
- TQQQ · 1.9% · long · since 2025-12-31