Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

QQQ Invesco QQQ Tr Unit Ser 1 8.1% Added +107%

VOO Vanguard Index FDS S&P 500 ETF SHS 7.6% Added +72%

SPY SPDR S&P 500 ETF Trust 7.1% Added +523%AMZN Amazon.com Inc 6.7% Added +354%GOOG Alphabet Inc. 5.5% Added +246%

OMFL Invesco Exch TRD SLF Idx Fd Rusl 1000 Dynm 4.5% Added +1508%

AAPL Apple Inc. 3.4% Added +287%BRK-B Berkshire Hathaway Inc 3.0% Added +178%

VIG Vanguard Specialized Funds Div App ETF 2.7% Added +363%

DIA SPDR Dow Jones Industrial Average ETF Trust 2.5% Added +151%GOOGL Alphabet Inc. 1.9% Added +236%

TQQQ Proshares Tr Ultrapro QQQ 1.9% Added +15759%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the May 14, 2026 filing

add_circleNew

PSUS $2.39M
CEG $1.59M
MU $1.14M
CLOI $904K

arrow_upwardAdded

TQQQ +15759%
NAD +8699%
MHD +8651%
NAC +8590%

arrow_downwardTrimmed

Berkshire Hathaway Inc Del Cl A −100%
ASML −27%
Wells Fargo & Co Perp PFD CNV A −13%

remove_circleSold out

RPRX $18.9K
FEZ $4.77K
FISV $4.01K
TXRH $3.5K

LM Advisors LLC

Where the money is

Biggest moves since Mar 31, 2026

Free weekly email