Wilmar Advisors LLC — 13F holdings

Wilmar Advisors LLC reported 23 holdings worth $138M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. QQQ Invesco Qqq Tr — $38.3M (27.7%)
2. AAPL APPLE INC — $30.7M (22.2%)
3. SPY SPDR S&P 500 ETF TR — $11.2M (8.1%)
4. AMD ADVANCED MICRO DEVICES INC — $9.29M (6.7%)
5. GOOGL ALPHABET INC — $8.22M (6.0%)
6. GOOG ALPHABET INC — $7.42M (5.4%)
7. MDY SPDR S&P MIDCAP 400 ETF TR — $7.03M (5.1%)
8. AMZN AMAZON COM INC — $5.96M (4.3%)
9. META META PLATFORMS INC — $5.35M (3.9%)
10. IWM ISHARES TR — $3.61M (2.6%)