Wilmar Advisors
Latest statistics and disclosures from Wilmar Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, AAPL, SPY, GOOGL, MDY, and represent 68.44% of Wilmar Advisors's stock portfolio.
- Added to shares of these 2 stocks: IWM, IBIT.
- Reduced shares in these 6 stocks: QQQ, SLV, CEF, GEV, GBTC, ETHA.
- Wilmar Advisors was a net seller of stock by $-4.7M.
- Wilmar Advisors has $116M in assets under management (AUM), dropping by -9.65%.
- Central Index Key (CIK): 0002052481
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Portfolio Holdings for Wilmar Advisors
Wilmar Advisors holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 25.9 | $30M | -11% | 52k | 577.18 |
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| Apple (AAPL) | 23.3 | $27M | 106k | 253.79 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 8.4 | $9.8M | 15k | 650.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $6.3M | 22k | 287.56 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 5.3 | $6.2M | 10k | 616.76 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $5.8M | 20k | 286.86 |
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| Amazon (AMZN) | 4.9 | $5.6M | 27k | 208.27 |
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| Meta Platforms Cl A (META) | 4.7 | $5.4M | 9.5k | 572.13 |
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| Advanced Micro Devices (AMD) | 3.9 | $4.5M | 22k | 203.43 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.6 | $3.0M | +140% | 12k | 248.00 |
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| Sprott Asset Management Physical Gold An (CEF) | 1.7 | $1.9M | -20% | 40k | 47.72 |
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| Boeing Company (BA) | 1.4 | $1.6M | 8.0k | 199.03 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $1.4M | 3.5k | 390.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $1.3M | 3.0k | 430.29 |
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| Ishares Silver Tr Ishares (SLV) | 0.9 | $1.0M | -57% | 15k | 68.14 |
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| Ge Vernova (GEV) | 0.8 | $873k | -33% | 1.0k | 872.90 |
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| Qxo Com New (QXO) | 0.7 | $777k | 40k | 19.42 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.6 | $716k | 30k | 23.87 |
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| Coinbase Global Com Cl A (COIN) | 0.5 | $524k | 3.0k | 174.61 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $457k | +98% | 12k | 38.42 |
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| Arm Holdings Sponsored Ads (ARM) | 0.4 | $454k | 3.0k | 151.28 |
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| NVIDIA Corporation (NVDA) | 0.3 | $349k | 2.0k | 174.40 |
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| Oracle Corporation (ORCL) | 0.3 | $294k | 2.0k | 147.11 |
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| D-wave Quantum (QBTS) | 0.2 | $217k | 15k | 14.43 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $158k | -37% | 10k | 15.83 |
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| Grayscale Ethereum Staking Shs New (ETH) | 0.1 | $119k | 6.0k | 19.86 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $116k | -66% | 2.2k | 52.76 |
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Past Filings by Wilmar Advisors
SEC 13F filings are viewable for Wilmar Advisors going back to 2024
- Wilmar Advisors 2026 Q1 filed May 14, 2026
- Wilmar Advisors 2025 Q4 filed Feb. 13, 2026
- Wilmar Advisors 2025 Q3 filed Nov. 13, 2025
- Wilmar Advisors 2025 Q2 filed Aug. 14, 2025
- Wilmar Advisors 2025 Q1 filed May 12, 2025
- Wilmar Advisors 2024 Q4 filed Feb. 5, 2025