Wilmar Advisors LLC: 13F holdings
CIK 20524812026Q2
| Positions | 23 |
|---|
| Reported value | $138.1m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 23 (-4 vs prior quarter) |
|---|
| Reported value | $138.1m (+19.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 52,000 | $38.3m | 27.7% |
| AAPL APPLE INC | 106,000 | $30.7m | 22.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 15,000 | $11.2m | 8.1% |
| AMD ADVANCED MICRO DEVICES INC | 16,000 | $9.3m | 6.7% |
| GOOGL ALPHABET INC | 23,000 | $8.2m | 6.0% |
| GOOG ALPHABET INC | 21,000 | $7.4m | 5.4% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 10,000 | $7.0m | 5.1% |
| AMZN AMAZON COM INC | 25,000 | $6.0m | 4.3% |
| META META PLATFORMS INC | 9,500 | $5.4m | 3.9% |
| IWM ISHARES TR | 12,000 | $3.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052481")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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