Wilmar Advisors LLC Portfolio Holdings

Wilmar Advisors LLC

  • $122 Billion
  • Q3 2025

Wilmar Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $35.4B, Apple Inc. with a value of $27B, Spdr S&P 500 ETF Trust with a value of $9.99B, Meta Platforms, Inc. with a value of $6.98B, and Spdr S&P Midcap 400 ETF Trust with a value of $5.96B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $105B to 122B.

Wilmar Advisors LLC is based out at Juno Beach, FL

Below you can find more details about Wilmar Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $56.9 Billion
Technology: $34.2 Billion
Communication Services: $17.2 Billion
Consumer Cyclical: $5.93 Billion
Financial Services: $2.99 Billion
Industrials: $1.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.4 Billion 29.08% of portfolio
59,000
Q2 2025 Reduced 3.28%
$4.3T
$27 Billion 22.15% of portfolio
106,000
Q2 2025 Reduced 3.64%
$0
$9.99 Billion 8.2% of portfolio
15,000
Q4 2024 New
$1.37T
$6.98 Billion 5.73% of portfolio
9,500
Q2 2025 Reduced 5.0%
$0
$5.96 Billion 4.89% of portfolio
10,000
Q4 2024 New
$2.39T
$5.93 Billion 4.87% of portfolio
27,000
Q4 2024 New
$1.65T
$5.35 Billion 4.39% of portfolio
22,000
Q2 2025 Reduced 15.38%
$1.74T
$4.89 Billion 4.01% of portfolio
20,080
Q2 2025 Reduced 16.61%
$388B
$3.88 Billion 3.19% of portfolio
24,000
Q4 2024 New
$0
$2.57 Billion 2.11% of portfolio
70,000
Q3 2025 Reduced 6.67%
$24.1B
$2.54 Billion 2.09% of portfolio
60,000
Q3 2025 Reduced 14.29%
$0
$1.94 Billion 1.59% of portfolio
8,000
Q3 2025 New
$114B
$1.51 Billion 1.24% of portfolio
7,000
Q3 2025 Added 16.67%
$115B
$1.47 Billion 1.21% of portfolio
3,000
Q3 2025 Added 20.0%
$130B
$1.07 Billion 0.88% of portfolio
3,000
Q2 2025 Reduced 25.0%
$40.3B
$1.01 Billion 0.83% of portfolio
3,000
Q3 2025 Added 20.0%
Qxo Inc
-
$953 Million 0.78% of portfolio
-
Q3 2025 Added 25.0%
Tidal Trust I
-
$750 Million 0.62% of portfolio
-
Q3 2025 New
Grayscale Ethereum Trust Mini Tr E
-
$431 Million 0.35% of portfolio
-
Q3 2025 New
$77.2B
$425 Million 0.35% of portfolio
2,000
Q2 2025 New
$593B
$422 Million 0.35% of portfolio
1,500
Q3 2025 New
$465B
$373 Million 0.31% of portfolio
2,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $122 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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