WAL
Wilmar Advisors LLC Portfolio
Invests via Wilmar Advisors LLC | Managed by William Louis Leventon
Invests via Wilmar Advisors LLC
Managed by William Louis Leventon
Automatically Tracked
Company Profile
Boutique investment advisory firm focused on wealth management, strategic asset allocation and bespoke portfolio solutions for high-net-worth clients and institutions. Wilmar Advisors LLC offers discretionary portfolio management, financial planning, and access to private markets and alternatives, positioning itself as a multi-asset allocator that blends traditional equities and fixed income with private equity and real assets. Operates as a fee-based adviser with customized mandates and institutional reporting standards.
Boutique investment advisory firm focused on wealth management, strategic asset allocation and bespoke portfolio solutions for high-net-worth clients and institutions. Wilmar Advisors LLC offers discretionary portfolio management, financial planning, and access to private markets and alternatives, positioning itself as a multi-asset allocator that blends traditional equities and fixed income with private equity and real assets. Operates as a fee-based adviser with customized mandates and institutional reporting standards.
Investment Philosophy & Strategy
Boutique investment advisory firm focused on wealth management, strategic asset allocation and bespoke portfolio solutions for high-net-worth clients and institutions. Wilmar Advisors LLC offers discretionary portfolio management, financial planning, and access to private markets and alternatives, positioning itself as a multi-asset allocator that blends traditional equities and fixed income with private equity and real assets. Operates as a fee-based adviser with customized mandates and institutional reporting standards.
Boutique investment advisory firm focused on wealth management, strategic asset allocation and bespoke portfolio solutions for high-net-worth clients and institutions. Wilmar Advisors LLC offers discretionary portfolio management, financial planning, and access to private markets and alternatives, positioning itself as a multi-asset allocator that blends traditional equities and fixed income with private equity and real assets. Operates as a fee-based adviser with customized mandates and institutional reporting standards.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
3.18%
Gain
Monthly
0.17%
Yearly
2.05%
Drawdown
32.17%
$144.43M
Equity
Holdings
$144.43M
Investment
$103.61M
$44.23M
Profit -$1.76M
Realized
$3.42M
Unrealized
$40.81M
Dividends
$826,540.42
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.76M
Win %
64%
This Week
Compared To Last Week
Gain
-1.77%
Profit
-$2.6M
Win %
64%
This Month
Compared to last month
Gain
0.13%
Profit
$185,601.81
Win %
64%
This Year
Compared to last year
Gain
24.86%
Profit
$28.76M
Win %
65%
CRWD CrowdStrike Holdings, Inc.
+1.25%
+$35,629.86 
GEV GE Vernova Inc.
+1.17%
+$12,170.01 
BA Boeing Company
+0.88%
+$15,120 
GLD SPDR Gold Shares
+0.46%
+$5,025.3 
ORCL Oracle Corporation
+0.41%
+$1,020 
CEF Sprott Physical Gold and Silver Trust
+0.35%
+$5,400 
META Meta Platforms Inc Class A
-4.27%
-$269,705.09 
ETHA iShares Ethereum Trust
-2.37%
-$3,350 
ETH Ethan Allen Interiors Inc
-2.35%
-$2,520 
AMD Advanced Micro Devices, Inc.
-2.32%
-$255,640 
QBTS D-Wave Quantum Inc.
-2.31%
-$5,850 
GOOG Alphabet Inc
-2.08%
-$147,788.6 
GOOGL Alphabet Inc
-2.06%
-$160,710 
COIN Coinbase Global, Inc.
-1.76%
-$8,490 
IBIT iShares Bitcoin Trust
-1.42%
-$6,128.5 
NVDA NVIDIA Corporation
-1.41%
-$5,840 
GBTC Grayscale Bitcoin Trust ETF
-1.39%
-$1,518 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$490,880 
AAPL Apple Inc.
-0.95%
-$336,021.06 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.8%
-$6,600 
AMZN Amazon.com Inc
-0.73%
-$49,410 
ARM Arm Holdings plc American Depositary Receipt
-0.63%
-$4,935 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$66,150 
QXO Qxo Inc.
-0.3%
-$1,856 
MDY SPDR S&P MidCap 400 ETF Trust
-0.17%
-$12,000 
IWM iShares Russell 2000 ETF
-0.05%
-$1,800 
SLV iShares Silver Trust
-0.04%
-$300 Events
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Dividends
Dividend Analysis
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| Trades 68 | Longs Won 44/68 64% | Profit Factor 20.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.88M |
| Average Win $1.06M | Best Trade (Jul 14) $10.96M | Sharpe Ratio -88.65 |
| Average Loss -$93,691.48 | Worst Trade (Mar 31) -$282,900 | Z-Score 0.92 (64.34%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $650,453.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.38% |
| Consecutive Losing Trades | 1,541 | 1,387 | 1,233 | 1,079 | 924 | 770 | 616 | 462 | 308 | 154 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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