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CIK: 0002052481
Total reported value
$138.1M
$138.1M
21 檔
55.4%
As reported in its official Q2 2025 Form 13F filing, Wilmar Advisors LLC's tracked investment portfolio stood at $138.1M with 21 total positions.
During Q2 2025, Wilmar Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, AAPL, SPY) accounted for 55.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 30.96% | +1.79% | -3.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 20.69% | -1.04% | -3.64% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.81% | -0.32% | — | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.67% | -0.82% | -5.00% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.63% | -0.54% | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.39% | -0.24% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.69% | +0.48% | -15.38% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.39% | +0.39% | -16.61% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 3.24% | +2.86% | — | |
| 10 | SLV | Ishares Silver Trust | ETF-Commodities | 2.18% | -0.30% | -14.63% | |
| 11 | CEF | Sprott Physical Gold And Sil | Stock-Other | 2.15% | -0.48% | -14.77% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.21% | -1.18% | EXIT | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 1.20% | -0.28% | +50.00% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 0.87% | -0.32% | -25.00% | |
| 15 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 0.87% | — | — | |
| 16 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.83% | -0.13% | — | |
| 17 | QXO | Qxo Inc | Stock-Industrials | 0.82% | -0.04% | — | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.70% | -0.40% | EXIT | |
| 19 | COF | Capital One Financial CORP | Stock-Financials | 0.40% | — | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.13% | — | |
| 21 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-Large Cap & Growth | — | — | — |
According to official SEC Form 13F filings, Wilmar Advisors LLC reported a total U.S. public equity portfolio value of $138.1M across 21 disclosed positions in Q2 2025.
During Q2 2025, Wilmar Advisors LLC's top holdings by market value included QQQ (31.0%)、AAPL (20.7%)、SPY (8.8%). The largest single position, QQQ, represented 31.0% of total portfolio value.
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In Q2 2025, Wilmar Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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