William Leventon

Wilmar Advisors Llc

Assets Managed

$115.668M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 13d ago

Growth Rate

-9.65%(2Q avg: -2.28%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wilmar Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 27 positions.

Assets under management

The assets under management (AUM) of Wilmar Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 115.668M in assets, with a quarterly growth rate of -9.65% and a 2-quarter average growth rate of -2.28%. The portfolio is managed by William Leventon, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
QQQ Invesco Qqq Trust Series 1 Recent Activity Decreased -11.86%	25.95%	$30.013M 52,000 shares@ $577.18 avg price	Decreased -11.86%
AAPL Apple Inc Recent Activity	23.26%	$26.902M 106,000 shares@ $253.79 avg price
SPY Spdr S&p 500 Etf Trust Recent Activity	8.44%	$9.755M 15,000 shares@ $650.34 avg price
GOOGL Alphabet Inc-cl A Recent Activity	5.47%	$6.326M 22,000 shares@ $287.56 avg price
MDY Spdr S&p Midcap 400 Etf Trst Recent Activity	5.34%	$6.168M 10,000 shares@ $616.76 avg price
GOOG Alphabet Inc-cl C Recent Activity	4.98%	$5.76M 20,080 shares@ $286.87 avg price
AMZN Amazon.com Inc Recent Activity	4.87%	$5.623M 27,000 shares@ $208.27 avg price
META Meta Platforms Inc-class A Recent Activity	4.7%	$5.435M 9,500 shares@ $572.13 avg price
AMD Advanced Micro Devices Recent Activity	3.87%	$4.475M 22,000 shares@ $203.43 avg price
IWM Ishares Russell 2000 Etf Recent Activity Increased 140%	2.58%	$2.976M 12,000 shares@ $248.0 avg price	Increased 140%

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