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Jonathan Chatfield

Lm Advisors Llc

Assets Managed
$6.326M
Holdings
212
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
13.71%(2Q avg: -42.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lm Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 212 positions.

Assets under management

The assets under management (AUM) of Lm Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.326M in assets, with a quarterly growth rate of 13.71% and a 2-quarter average growth rate of -42.74%. The portfolio is managed by Jonathan Chatfield, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OMFL
Invesco Russell 1000 Dyn M F
Recent Activity
Decreased -5.64%
9.42%
$595,305
35,725 shares@ $16.67 avg price
NAC
Nuveen Ca Qlty Muni Inc
Recent Activity
New Position
5.23%
$330,619
3,852 shares@ $85.84 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.86%
5.03%
$317,675
52,231 shares@ $6.09 avg price
NAD
Nuveen Quality Municipal Inc
Recent Activity
New Position
4.71%
$297,845
3,419 shares@ $87.12 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -13.7%
4.09%
$258,170
53,620 shares@ $4.82 avg price
YSEP
Ft Vst Int Eq Mb Etf-usd Inc
Recent Activity
Decreased -3.55%
3.19%
$201,304
5,268 shares@ $38.22 avg price
OBDC
Blue Owl Capital Corp
Recent Activity
Decreased -11.29%
2.84%
$179,107
2,034 shares@ $88.06 avg price
MHD
Blackrock Muniholdings Fund
Recent Activity
New Position
2.48%
$156,484
1,765 shares@ $88.66 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -9.31%
2.17%
$136,702
39,061 shares@ $3.5 avg price
SOFI
Sofi Technologies Inc
Recent Activity
Decreased -47.3%
1.66%
$104,559
1,660 shares@ $62.99 avg price

1-10 of 212