Wilmar Advisors LLC Long-Term Concentrated

Location: Juno Beach, FL

CIK: 0002052481 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $128M (100.0% shares, 0.0% debt)

Holdings (27)

QQQ INVESCO QQQ TR 28.3%
Value $36.24M Shares 59,000 Est. Cost $511.23 Unrealized
AAPL APPLE INC 22.5%
Value $28.82M Shares 106,000 Est. Cost $234.51 Unrealized +14.4%
SPY SPDR S&P 500 ETF TR 8.0%
Value $10.23M Shares 15,000 Est. Cost $586.08 Unrealized
GOOGL ALPHABET INC 5.4%
Value $6.886M Shares 22,000 Est. Cost $174.14 Unrealized +64.0%
GOOG ALPHABET INC 4.9%
Value $6.301M Shares 20,080 Est. Cost $175.67 Unrealized +63.0%
META META PLATFORMS INC 4.9%
Value $6.271M Shares 9,500 Est. Cost $584.74 Unrealized +14.1%
AMZN AMAZON COM INC 4.9%
Value $6.232M Shares 27,000 Est. Cost $204.58 Unrealized +11.8%
MDY SPDR S&P MIDCAP 400 ETF TR 4.7%
Value $6.033M Shares 10,000 Est. Cost $569.58 Unrealized
AMD ADVANCED MICRO DEVICES INC 3.7%
Value $4.712M Shares 22,000 Est. Cost $143.89 Unrealized +56.1%
CEF SPROTT ASSET MANAGEMENT LP 1.8%
Value $2.29M Shares 50,000 Est. Cost $23.76 Unrealized
SLV ISHARES SILVER TR 1.8%
Value $2.255M Shares 35,000 Est. Cost $27.47 Unrealized
BA BOEING CO 1.4%
Value $1.737M Shares 8,000 Est. Cost $179.58 Unrealized +14.5%
CRWD CROWDSTRIKE HLDGS INC 1.3%
Value $1.641M Shares 3,500 Est. Cost $389.66 Unrealized +30.7%
IWM ISHARES TR 1.0%
Value $1.231M Shares 5,000 Est. Cost $241.96 Unrealized
GLD SPDR GOLD TR 0.9%
Value $1.189M Shares 3,000 Est. Cost $242.13 Unrealized
GEV GE VERNOVA INC 0.8%
Value $980K Shares 1,500 Est. Cost $609.04 Unrealized 0.0%
QXO QXO INC 0.6%
Value $772K Shares 40,000 Est. Cost $17.28 Unrealized +10.9%
GRNY TIDAL TRUST I 0.6%
Value $743K Shares 30,000 Est. Cost $24.99 Unrealized
COIN COINBASE GLOBAL INC 0.5%
Value $678K Shares 3,000 Est. Cost $268.06 Unrealized +11.2%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.3%
Value $444K Shares 6,500 Est. Cost $68.36 Unrealized
ETHA ISHARES ETHEREUM TR 0.3%
Value $393K Shares 16,000 Est. Cost $24.54 Unrealized
QBTS D-WAVE QUANTUM INC 0.3%
Value $392K Shares 15,000 Est. Cost $29.13 Unrealized 0.0%
ORCL ORACLE CORP 0.3%
Value $390K Shares 2,000 Est. Cost $250.14 Unrealized -4.8%
NVDA NVIDIA CORPORATION 0.3%
Value $373K Shares 2,000 Est. Cost $125.82 Unrealized +47.9%
ARM ARM HOLDINGS PLC 0.3%
Value $328K Shares 3,000 Est. Cost $109.31 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value $298K Shares 6,000 Est. Cost $61.97 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.1%
Value $168K Shares 6,000 Est. Cost $39.18 Unrealized