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Wilmar Advisors LLC 13F Filings, Portfolio & Analysis

CIK: 0002052481
Juno Beach 404 Ocean One Lane
Zip Code: 33408
Latest Portfolio Value
$138.05 M
+19.35%
Total Holdings
23
-4
Latest Report Date
Q2 2026
Top 10 Concentration
93.11%

Wilmar Advisors LLC — Portfolio Overview & Company Profile

Wilmar Advisors LLC (CIK: 0002052481) is a financial institution headquartered at 404 Ocean One Lane, , Juno Beach, Florida 33408. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $138.05 M, comprising 23 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 93.1%. Quarterly turnover: 1.4%. ▲ 1 new, +5 added, −4 reduced, ×5 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+19.94%
$136.44 M 98.83%
Options
$0 0.00%
Debt
$0 0.00%
Other
-15.70%
$1.61 M 1.17%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
52,000 $38.29 M 27.74%
106,000 $30.67 M 22.22%
15,000 $11.2 M 8.11%
16,000 $9.29 M 6.73% ▼ 6,000 Reduce -27.3%
23,000 $8.22 M 5.95% ▲ 1,000 Add 4.6%
21,000 $7.42 M 5.37% ▲ 920 Add 4.6%
10,000 $7.03 M 5.09%
25,000 $5.96 M 4.32% ▼ 2,000 Reduce -7.4%
9,500 $5.35 M 3.88%
12,000 $3.61 M 2.61%

Historical Portfolio Charts