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WILMAR ADVISORS LLC 13F portfolio summary

WILMAR ADVISORS LLC of WILMAR ADVISORS LLC has 23 current stock holdings with a reported portfolio value of $138.1M. The portfolio 1 year return is +40.03%. Top holdings include QQQ (27.74%), AAPL (22.22%), SPY (8.11%), AMD (6.73%), GOOGL (5.95%).

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WILMAR ADVISORS LLC

WILMAR ADVISORS LLC
Latest filing: 2026-06-30

WILMAR ADVISORS LLC runs WILMAR ADVISORS LLC and currently holds 23 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $138.05M. Their top holdings are QQQ, AAPL, SPY, AMD, GOOGL. The top five represent 70.8% of reported portfolio weight. WILMAR ADVISORS LLC ranks #703 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WILMAR ADVISORS LLC initiated 1 new position. They added to 5 existing positions. They trimmed 4 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
QQQ27.7%
AAPL22.2%
SPY8.1%
AMD6.7%
GOOGL6.0%
Top 5: 70.8%
Portfolio Returns
1 Year
+40.03%
#230/1000
3 Year
+42.29%
#727/1000
5 Year
+42.29%
#724/1000

Portfolio Value

$138.05M

Alpha Score

40.0

#703 of 1000

Holdings

23

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23 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
QQQ
INVESCO QQQ TR
27.74%$511.23$713.44+39.55%
Held
AAPL
APPLE INC
22.22%$250.42$309.35+23.53%
Held
SPY
STATE STR SPDR S&P 500 ETF T
8.11%$586.08$765.62+30.63%
Held
AMD
ADVANCED MICRO DEVICES INC
6.73%$120.79$473.25+291.80%
Trimmed
-27.27%
GOOGL
ALPHABET INC
5.95%$196.61$344.82+75.38%
Added
+4.55%
GOOG
ALPHABET INC
5.37%$197.58$341.75+72.97%
Added
+4.58%
MDY
STATE STR SPDR S&P MIDCAP 40
5.09%$569.58$699.63+22.83%
Held
AMZN
AMAZON COM INC
4.32%$219.39$258.63+17.89%
Trimmed
-7.41%
META
META PLATFORMS INC
3.88%$585.51$549.90-6.08%
Held
IWM
ISHARES TR
2.61%$245.48$299.93+22.18%
Held

Showing 1-10 of 23