Wilmar Advisors LLC
Annual return '25
+29.1%
SPY '25
+17.7%
Alpha
+11.4ptsvs SPY
Invested
$115.7M
Holdings
27
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 97.3% (59.0k → 1.6k shares)
25.9%
02
$AAPL
APPLE INC
Q1 2026: Sold 46.9% (106.0k → 56.3k shares)
23.3%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 15.0k shares)
8.4%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 96.7% (22.0k → 729 shares)
5.5%
05
$MDY
STATE STR SPDR S&P MIDCAP 40
Q1 2026: Exited (was 10.0k shares)
5.3%
06
$GOOG
ALPHABET INC
Q1 2026: Sold 95.9% (20.1k → 827 shares)
5.0%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 72.3% (27.0k → 7.5k shares)
4.9%
08
$META
META PLATFORMS INC
Q1 2026: Exited (was 9.5k shares)
4.7%
09
$AMD
ADVANCED MICRO DEVICES INC
Q1 2026: Exited (was 22.0k shares)
3.9%
10
$IWM
ISHARES TR
Q1 2026: Exited (was 5.0k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.