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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
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARM ARM HOLDINGS PLC Technology 3,000.0 $454K 0.39% $151.28 +68.0%
22 NVDA NVIDIA CORPORATION Technology 2,000.0 $349K 0.30% $174.40 +28.8%
23 ORCL ORACLE CORP Technology 2,000.0 $294K 0.25% $147.11 +25.1%
24 QBTS D-WAVE QUANTUM INC Technology 15,000.0 $216K 0.19% $14.43 +32.4%
25 ETHA ISHARES ETHEREUM TR Financial Services 10,000.0 $158K 0.14% -6K -37.5% $15.83 +1.6%
26 ETH GRAYSCALE ETHEREUM STAKING Financial Services 6,000.0 $119K 0.10% $19.86 +1.9%
27 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,200.0 $116K 0.10% -4K -66.2% $52.76 +13.7%
Page 2 of 2  ·  27 positions

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%