Wilmar Advisors LLC
CIK
2052481
Location
Juno Beach, FL
Portfolio Value
Micro
$34,056,945
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,578
/ 8,586
▼ 85
Top Industry
Consumer Electronics
47.1%
3Y Alpha vs SPY
+7.8%
Period ended 3 months ago
Filed May 14, 2026 · 33d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+37.3%
SPY
+25.8%
Annualised alpha
+8.1%
Max drawdown
−24.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.3%
−2.0 pts
Top 5
74.5%
+0.7 pts
Top 10
92.5%
+0.6 pts
HHI
1,677
Moderately concentrated−35
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 46.2% | $49,099,760 |
| Technology | 32.1% | $34,056,945 |
| Communication Services | 11.1% | $11,761,555 |
| Consumer Cyclical | 5.3% | $5,623,290 |
| Industrials | 3.1% | $3,241,940 |
| Financial Services | 2.3% | $2,432,630 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +5,900 | 11,900 | $457,198 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | −20,000 | 15,000 | $1,022,100 | |
| CEF | Sprott Physical Gold & Silver Trust | −10,000 | 40,000 | $1,908,800 | |
| QQQ | Invesco Qqq Trust, Series 1 | −7,000 | 52,000 | $30,013,360 | |
| ETHA | iShares Ethereum Trust ETF | −6,000 | 10,000 | $158,300 | |
| GBTC | Grayscale Bitcoin Trust ETF | −4,300 | 2,200 | $116,072 | |
| GEV | GE Vernova Inc. | −500 | 1,000 | $872,900 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
7 positions ·
$34,056,945 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 106,000 | $26,901,740 | 78.99% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 22,000 | $4,475,460 | 13.14% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 3,500 | $1,366,435 | 4.01% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Held | 3,000 | $453,840 | 1.33% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,000 | $348,800 | 1.02% | |
| ORCL |
Oracle Corp
Technology
|
Held | 2,000 | $294,220 | 0.86% | |
| QBTS |
D-Wave Quantum Inc.
Technology
|
Held | 15,000 | $216,450 | 0.64% |