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Portfolio (Quarterly) Guide ↗

Wilmar Advisors LLC

· CIK 0002052481
13F Portfolio $116M AUM 27 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 Added 6 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 52,000.0 $30.0M 25.95% -7K -11.9% $577.18 +21.5%
2 CEF SPROTT ASSET MANAGEMENT LP Financial Services 40,000.0 $1.9M 1.65% -10K -20.0% $47.72 -2.1%
3 SLV ISHARES SILVER TR Financial Services 15,000.0 $1.0M 0.88% -20K -57.1% $68.14 -1.8%
4 GEV GE VERNOVA INC Utilities 1,000.0 $873K 0.76% -500.0 -33.3% $872.90 +16.0%
5 ETHA ISHARES ETHEREUM TR Financial Services 10,000.0 $158K 0.14% -6K -37.5% $15.83 +0.6%
6 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,200.0 $116K 0.10% -4K -66.2% $52.76 +13.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.0%
Technology 30.4%
Communication Services 15.6%
Consumer Cyclical 5.0%
Industrials 2.1%
Utilities 0.8%