account_balance
Investment manager · 13F filer · SEC CIK 2052481
Wilmar Advisors LLC
Reported value$142Mas of Sep 30, 2026
Positions22 2 new, 3 sold out
Top 10 weight93.5%QQQ alone is 28%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
27.7%
AAPLApple Inc.
24.9%
SPYSPDR S&P 500 ETF Trust
8.1%
AMDAdvanced Micro Devices Inc
6.5%Trimmed −6%
GOOGLAlphabet Inc.
5.6%
METAMeta Platforms, Inc.
5.1%
GOOGAlphabet Inc.
5.0%
MDYSPDR S&P Midcap 400 ETF Trust
4.6%
AMZNAmazon.com Inc
4.4%
IWM1.6%
CEF1.2%GLDQQQInvesco QQQ Tr
27.7%
AAPLApple Inc.
24.9%
SPYSPDR S&P 500 ETF Trust
8.1%
AMDAdvanced Micro Devices Inc
6.5%−6%
GOOGLAlphabet Inc.
5.6%
METAMeta Platforms, Inc.
5.1%
GOOG5.0%MDY4.6%AMZN4.4%IWM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 27.7% Held
AAPL Apple Inc. 24.9% HeldSPY SPDR S&P 500 ETF Trust 8.1% HeldAMD Advanced Micro Devices Inc 6.5% Trimmed −6%GOOGL Alphabet Inc. 5.6% HeldMETA Meta Platforms, Inc. 5.1% HeldGOOG Alphabet Inc. 5.0% HeldMDY SPDR S&P Midcap 400 ETF Trust 4.6% HeldAMZN Amazon.com Inc 4.4% HeldIWM iShares Tr 1.6% Trimmed −33%
CEF Sprott Physical Gold & Silver Trust 1.2% HeldGLD SPDR Gold Trust 0.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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