Lhm, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $302 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $129B, Blackrock ETF Trust Ii with a value of $23.2B, Pimco ETF Tr with a value of $16.2B, Spdr Ser Tr Spdr S&P Biotech E with a value of $12B, and Take Two Interactive Software Inc with a value of $10.6B.

Examining the 13F form we can see an increase of $510M in the current position value, from $302B to 302B.

Lhm, Inc. is based out at Sandy, UT

Below you can find more details about Lhm, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $302 Billion
ETFs: $150 Billion
Technology: $33.7 Billion
Consumer Cyclical: $22.5 Billion
Financial Services: $21.8 Billion
Communication Services: $10.6 Billion
Healthcare: $10.2 Billion
Industrials: $9.26 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $302 Billion
  • Prior Value $302 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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