Investor
Wilian Securities, LLC
CIK 0002109222 · filed 2026-05-04 · SEC filing
13F book
$40.8M
Positions
57
6 new · 44 sold
Largest name
9.4%
Etf Ser Solutions
Est. mark
−$2.45M
Price effect on 51 names still held. Flow −$49.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Etf Ser Solutions | — | 91.4K | $3.84M | 9.4% | −$142K | Added$269.7K |
| Nvidia Corp | NVDA | 16.3K | $2.84M | 7.0% | −$197.4K | Cut−$436.5K |
| Bny Mellon Etf Trust | — | 63.5K | $2.68M | 6.6% | −$8.58K | Added$696.4K |
| Apple Inc. | AAPL | 9.85K | $2.5M | 6.1% | −$167.8K | Added−$26.2K |
| Vanguard Tax-Managed Fds | — | 35.9K | $2.3M | 5.6% | $57.8K | Cut−$2.23M |
| Microsoft Corp | MSFT | 4.33K | $1.6M | 3.9% | −$491.1K | Cut−$550.1K |
| Amazon Com Inc | AMZN | 7.04K | $1.47M | 3.6% | −$158.7K | Cut−$330.2K |
| Alphabet Inc | — | 4.4K | $1.26M | 3.1% | −$111.9K | Cut−$156.7K |
| Doubleline Etf Trust | — | 25.5K | $1.26M | 3.1% | −$5.17K | Added$325K |
| Jpmorgan Chase & Co. | — | 3.15K | $927.7K | 2.3% | −$88.5K | Cut−$264.4K |
| Tesla, Inc. | TSLA | 1.96K | $728.6K | 1.8% | −$151.1K | Added−$142.9K |
| Walmart Inc. | WMT | 5.84K | $726.1K | 1.8% | $75.2K | Cut−$136.6K |
| Broadcom Inc. | AVGO | 2.29K | $707.3K | 1.7% | −$81.2K | Added−$60.8K |
| Meta Platforms, Inc. | META | 1.18K | $673.8K | 1.7% | −$101.7K | Added−$89.7K |
| Exxon Mobil Corp | — | 3.84K | $651.9K | 1.6% | $189.5K | Cut$69.5K |
| Quanta Svcs Inc | — | 1.18K | $647.9K | 1.6% | $149.8K | Cut−$84K |
| Berkshire Hathaway Inc Del | — | 1.33K | $635.4K | 1.6% | −$25.2K | Added$95.1K |
| Bondbloxx Etf Trust | — | 12K | $602.6K | 1.5% | $425 | Added$335.5K |
| Eli Lilly & Co | LLY | 627 | $577K | 1.4% | −$97.2K | Cut−$127.3K |
| Visa Inc. | V | 1.8K | $544.3K | 1.3% | −$87.3K | Cut−$265.8K |
| Diamondback Energy, Inc. | FANG | 2.72K | $537.7K | 1.3% | $129K | Cut−$83.2K |
| Ea Series Trust | — | 9.48K | $517.9K | 1.3% | $32K | Cut−$535.8K |
| Netflix Inc | NFLX | 5.27K | $507.1K | 1.2% | $12.1K | Added$34.4K |
| Vanguard Intl Equity Index F | — | 9.35K | $505.3K | 1.2% | $2.71K | Cut−$508.7K |
| Amphenol Corp New | — | 3.73K | $471.8K | 1.2% | — | New |
| Motorola Solutions, Inc. | MSI | 1.08K | $468.4K | 1.1% | $54.7K | Cut$38.2K |
| Advanced Micro Devices Inc | AMD | 2.3K | $467.3K | 1.1% | — | New |
| Intuitive Surgical Inc | ISRG | 1K | $462.4K | 1.1% | −$103.8K | Added−$95.5K |
| Nextera Energy Inc | — | 4.8K | $445.6K | 1.1% | $59.9K | Added$63.9K |
| American Tower Corp New | — | 2.45K | $422.3K | 1.0% | −$7.28K | Cut−$170.9K |
| Progressive Corp | — | 2.11K | $417.9K | 1.0% | −$62.1K | Cut−$210.4K |
| ServiceNow, Inc. | NOW | 3.96K | $414K | 1.0% | −$192.6K | Cut−$247K |
| Linde Plc | LIN | 830 | $411.6K | 1.0% | $57.6K | Cut−$5.08K |
| Crowdstrike Hldgs Inc | — | 1.03K | $402.1K | 1.0% | −$78.3K | Added−$66.2K |
| Uber Technologies, Inc | UBER | 5.44K | $391.6K | 1.0% | −$51K | Added−$34.5K |
| Chemed Corp New | — | 1.01K | $381.6K | 0.9% | −$50.6K | Cut−$210.6K |
| Copart Inc | CPRT | 11.2K | $373K | 0.9% | −$66.8K | Cut−$310.3K |
| Procter And Gamble Co | PG | 2.46K | $355.4K | 0.9% | $2.75K | Added$6.51K |
| Schwab Charles Corp | — | 3.78K | $355.2K | 0.9% | — | New |
| Accenture Plc Ireland | — | 1.78K | $352.4K | 0.9% | −$120.7K | Added−$110.2K |
| Thermo Fisher Scientific Inc. | TMO | 715 | $351.5K | 0.9% | −$61.2K | Added−$51.9K |
| Broadridge Finl Solutions In | — | 2.15K | $349.2K | 0.9% | −$130.4K | Cut−$242.9K |
| Invesco Actively Managed Exc | — | 13.2K | $336.9K | 0.8% | — | New |
| Pulte Group Inc | — | 2.85K | $335.8K | 0.8% | $975 | Added$9.21K |
| Stryker Corp | SYK | 1.02K | $334.6K | 0.8% | −$22.5K | Added−$11.7K |
| Unitedhealth Group Inc | UNH | 1.23K | $332.2K | 0.8% | −$73.1K | Cut−$87.3K |
| S&P Global Inc. | SPGI | 742 | $315.7K | 0.8% | −$65.8K | Added−$37.7K |
| Cintas Corp | CTAS | 1.86K | $314.5K | 0.8% | −$33.1K | Added−$14.7K |
| Invesco Exchange Traded Fd T | — | 22.2K | $306K | 0.8% | −$6.19K | Added$75.7K |
| Roper Technologies Inc | ROP | 861 | $304.7K | 0.7% | −$78.6K | Cut−$275.8K |
| Wells Fargo Co New | — | 3.4K | $271.1K | 0.7% | −$46.3K | Cut−$47.5K |
| Ishares Inc | — | 3.57K | $249.2K | 0.6% | $9.03K | Cut$3.04K |
| Caterpillar Inc | CAT | 340 | $241.1K | 0.6% | — | New |
| Autozone Inc | AZO | 69 | $233.1K | 0.6% | — | New |
| Strategy Shs | — | 4.94K | $230.4K | 0.6% | −$10.2K | Cut−$56.9K |
| Hartford Insurance Group Inc | — | 1.69K | $227.8K | 0.6% | −$4.31K | Added−$2.95K |
| Boston Scientific Corp | BSX | 3.25K | $203.9K | 0.5% | −$105.9K | Cut−$126.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.