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Wilian Securities

Latest statistics and disclosures from Wilian Securities's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109222

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Positions held by Wilian Securities consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wilian Securities

Wilian Securities holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Actively Managed Exc Total Return (GTO)	6.3	$5.9M	124k	47.42	View chart
Spdr Series Trust State Street Spd (SPYM)	6.0	$5.5M	69k	80.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.9	$4.5M	73k	62.47	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	3.8	$3.6M	82k	43.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.8	$3.5M	35k	99.88	View chart
NVIDIA Corporation (NVDA)	3.5	$3.3M	18k	186.50	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	3.2	$2.9M	107k	27.55	View chart
Apple (AAPL)	2.7	$2.5M	9.3k	271.85	View chart
Microsoft Corporation (MSFT)	2.3	$2.2M	4.5k	483.64	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.3	$2.1M	42k	50.58	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	2.1	$2.0M	47k	42.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.1	$2.0M	10k	191.57	View chart
Amazon (AMZN)	1.9	$1.8M	7.8k	230.82	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.8	$1.7M	6.0k	276.92	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	1.8	$1.6M	78k	21.00	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	1.6	$1.5M	58k	25.10	View chart
Etf Ser Solutions Aptus Defined (DRSK)	1.5	$1.4M	50k	28.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$1.4M	4.5k	313.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$1.3M	5.1k	257.93	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	1.4	$1.3M	48k	26.78	View chart
JPMorgan Chase & Co. (JPM)	1.3	$1.2M	3.7k	322.18	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	1.3	$1.2M	32k	37.03	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	1.2	$1.1M	22k	51.31	View chart
Ishares Tr Faln Angls Usd (FALN)	1.2	$1.1M	40k	27.30	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	1.2	$1.1M	44k	24.33	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.1	$1.1M	21k	51.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$1.0M	19k	53.76	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	1.1	$979k	26k	37.67	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.0	$933k	19k	49.65	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.0	$926k	10k	91.86	View chart
Tesla Motors (TSLA)	0.9	$872k	1.9k	449.72	View chart
Wal-Mart Stores (WMT)	0.9	$863k	7.7k	111.41	View chart
Visa Com Cl A (V)	0.9	$810k	2.3k	350.67	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$785k	3.1k	252.91	View chart
Broadcom (AVGO)	0.8	$768k	2.2k	346.14	View chart
Meta Platforms Cl A (META)	0.8	$764k	1.2k	659.96	View chart
Quanta Services (PWR)	0.8	$732k	1.7k	422.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$705k	1.0k	684.68	View chart
Eli Lilly & Co. (LLY)	0.8	$704k	655.00	1075.31	View chart
Copart (CPRT)	0.7	$683k	18k	39.15	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.7	$677k	31k	21.66	View chart
Servicenow (NOW)	0.7	$661k	4.3k	153.19	View chart
Progressive Corporation (PGR)	0.7	$628k	2.8k	227.73	View chart
Diamondback Energy (FANG)	0.7	$621k	4.1k	150.33	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.6	$598k	27k	22.20	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$595k	8.0k	74.17	View chart
American Tower Reit (AMT)	0.6	$593k	3.4k	175.56	View chart
Chemed Corp Com Stk (CHE)	0.6	$592k	1.4k	427.88	View chart
Broadridge Financial Solutions (BR)	0.6	$592k	2.7k	223.20	View chart
Exxon Mobil Corporation (XOM)	0.6	$582k	4.8k	120.35	View chart
Roper Industries (ROP)	0.6	$581k	1.3k	445.15	View chart
Intuitive Surgical Com New (ISRG)	0.6	$558k	985.00	566.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$540k	1.1k	502.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$529k	1.1k	473.23	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$521k	20k	26.49	View chart
3M Company (MMM)	0.5	$486k	3.0k	160.10	View chart
Netflix (NFLX)	0.5	$473k	5.0k	93.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$468k	999.00	468.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$463k	1.7k	268.30	View chart
Lowe's Companies (LOW)	0.5	$446k	1.9k	241.13	View chart
Motorola Solutions Com New (MSI)	0.5	$430k	1.1k	383.40	View chart
Uber Technologies (UBER)	0.5	$426k	5.2k	81.71	View chart
UnitedHealth (UNH)	0.5	$420k	1.3k	330.06	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$418k	13k	32.73	View chart
Linde SHS (LIN)	0.4	$417k	977.00	426.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$412k	3.3k	123.25	View chart
Thermo Fisher Scientific (TMO)	0.4	$403k	696.00	579.47	View chart
Nextera Energy (NEE)	0.4	$382k	4.8k	80.27	View chart
Anthem (ELV)	0.4	$379k	1.1k	350.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$374k	1.8k	210.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$372k	1.2k	313.82	View chart
Devon Energy Corporation (DVN)	0.4	$356k	9.7k	36.63	View chart
S&p Global (SPGI)	0.4	$353k	676.00	522.79	View chart
Procter & Gamble Company (PG)	0.4	$349k	2.4k	143.29	View chart
Stryker Corporation (SYK)	0.4	$346k	985.00	351.59	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$340k	5.6k	60.81	View chart
Sherwin-Williams Company (SHW)	0.4	$333k	1.0k	324.12	View chart
Boston Scientific Corporation (BSX)	0.4	$330k	3.5k	95.35	View chart
Cintas Corporation (CTAS)	0.4	$329k	1.8k	188.10	View chart
Pulte (PHM)	0.4	$327k	2.8k	117.27	View chart
Wells Fargo & Company (WFC)	0.3	$319k	3.4k	93.20	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$297k	2.1k	141.07	View chart
Strategy Day Hagan Smart (SSUS)	0.3	$287k	5.9k	48.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$282k	4.0k	71.42	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.3	$267k	5.3k	50.25	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$262k	4.1k	64.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$247k	1.2k	198.68	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$246k	3.7k	67.23	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$244k	4.4k	55.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$243k	1.1k	212.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$235k	2.1k	113.95	View chart
Etf Ser Solutions Mcelhenny Shefld (MSMR)	0.3	$234k	6.7k	34.83	View chart
Hartford Financial Services (HIG)	0.2	$231k	1.7k	137.79	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.2	$230k	16k	14.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$214k	7.8k	27.43	View chart

Past Filings by Wilian Securities

SEC 13F filings are viewable for Wilian Securities going back to 2025

Wilian Securities 2025 Q4 filed Feb. 6, 2026

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