Wilmar Advisors LLC - Portfolio overview
Wilmar Advisors LLC has 28 reported holdings in this dataset, with the latest filing dated 2026-05-14.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- QQQ - INVESCO QQQ TR, 25.85%
- AAPL - APPLE INC, 23.17%
- SPY - STATE STR SPDR S&P 500 ETF T, 8.40%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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