Wilmar Advisors LLC Portfolio Holdings

Wilmar Advisors LLC

  • $105 Billion
  • Q2 2025

Wilmar Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 21 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 $32.5B, Apple Inc. with a value of $21.7B, Spdr S&P 500 ETF Trust with a value of $9.27B, Meta Platforms, Inc. with a value of $7.01B, and Amazon Com Inc with a value of $5.92B.

Examining the 13F form we can see an increase of $8.52B in the current position value, from $96.6B to 105B.

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 $105 Billion
ETFs: $50.7 Billion
Technology: $27.6 Billion
Communication Services: $14.5 Billion
Consumer Cyclical: $5.92 Billion
Financial Services: $2.68 Billion
Industrials: $1.26 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.5 Billion 30.96% of portfolio
59,000
Q2 2025 Reduced 3.28%
$0
$9.27 Billion 8.81% of portfolio
15,000
Q4 2024 New
$0
$5.66 Billion 5.39% of portfolio
10,000
Q4 2024 New
$18B
$2.3 Billion 2.18% of portfolio
70,000
Q2 2025 Reduced 14.63%
$106B
$914 Million 0.87% of portfolio
3,000
Q2 2025 Reduced 25.0%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $105 Billion
  • Prior Value $96.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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