Wilian Securities, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Wilian Securities, LLC held in its portfolio 95 assets valued at $92,768,282 (i.e. $92.77M).
The most valuable assets in the portfolio included: INVESCO ACTIVELY MANAGED EXC ($5.87M), SPDR SERIES TRUST ($5.54M), and VANGUARD TAX-MANAGED FDS ($4.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 95 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wilian Securities, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO ACTIVELY MANAGED EXC | 123697 | 5865711 | TOTAL RETURN |
| SPDR SERIES TRUST | 69026 | 5537244 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 72482 | 4527941 | VAN FTSE DEV MKT |
| ETF SER SOLUTIONS | 81616 | 3566635 | APTUS COLLRD INV |
| ISHARES TR | 35138 | 3509604 | CORE US AGGBD ET |
| NVIDIA CORPORATION | 17594 | 3281338 | COM |
| INVESCO EXCH TRADED FD TR II | 106640 | 2937943 | EQUAL WEGT 0-30 |
| APPLE INC | 9287 | 2524646 | COM |
| MICROSOFT CORP | 4451 | 2152681 | COM |
| JANUS DETROIT STR TR | 41638 | 2106049 | HENDRSON AAA CL |
| BNY MELLON ETF TRUST | 46832 | 1984881 | CORE BOND ETF |
| INVESCO EXCHANGE TRADED FD T | 10338 | 1980412 | S&P500 EQL WGT |
| AMAZON COM INC | 7782 | 1796241 | COM |
| ISHARES TR | 5963 | 1651264 | RUS TP200 GR ETF |
| INVESCO EXCH TRADED FD TR II | 77682 | 1631328 | SR LN ETF |
| INVESCO ACTIVELY MANAGED EXC | 57964 | 1454907 | VAR RATE INVT |
| ETF SER SOLUTIONS | 50449 | 1436284 | APTUS DEFINED |
| ALPHABET INC | 4541 | 1421465 | CAP STK CL A |
| VANGUARD INDEX FDS | 5135 | 1324459 | SMALL CP ETF |
| ETF SER SOLUTIONS | 47464 | 1271076 | APTUS LRG CAP UP |
| JPMORGAN CHASE & CO. | 3700 | 1192072 | COM |
| ETF SER SOLUTIONS | 31839 | 1178989 | OPUS SML CP VL |
| ETF SER SOLUTIONS | 22244 | 1141353 | APTUS DRAWDOWN |
| ISHARES TR | 39827 | 1087272 | FALN ANGLS USD |
| ETF SER SOLUTIONS | 44308 | 1078005 | APTUS INT ENH YL |
| EA SERIES TRUST | 20551 | 1053643 | FREEDOM 100 EM |
| VANGUARD INTL EQUITY INDEX F | 18861 | 1013982 | FTSE EMR MKT ETF |
| ETF SER SOLUTIONS | 25979 | 978684 | APTUS LARGE CAP |
| DOUBLELINE ETF TRUST | 18785 | 932763 | MORTGAGE ETF |
| ISHARES TR | 10078 | 925753 | RUS TP200 VL ETF |
| TESLA INC | 1938 | 871557 | COM |
| WALMART INC | 7744 | 862724 | COM |
| VISA INC | 2310 | 810044 | COM CL A |
| INVESCO EXCH TRADED FD TR II | 3104 | 785019 | NASDAQ 100 ETF |
| BROADCOM INC | 2219 | 768094 | COM |
| META PLATFORMS INC | 1157 | 763577 | CL A |
| QUANTA SVCS INC | 1734 | 731859 | COM |
| ISHARES TR | 1029 | 704533 | CORE S&P500 ETF |
| ELI LILLY & CO | 655 | 704326 | COM |
| COPART INC | 17454 | 683324 | COM |
| INVESCO EXCH TRADED FD TR II | 31243 | 676733 | EMRNG MKT SVRG |
| SERVICENOW INC | 4315 | 661015 | COM |
| PROGRESSIVE CORP | 2759 | 628308 | COM |
| DIAMONDBACK ENERGY INC | 4130 | 620882 | COM |
| ETF SER SOLUTIONS | 26931 | 597859 | APTUS ENHANCED |
| DIMENSIONAL ETF TRUST | 8020 | 594863 | US EQUITY MARKET |
| AMERICAN TOWER CORP NEW | 3379 | 593229 | COM |
| CHEMED CORP NEW | 1384 | 592191 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 2653 | 592150 | COM |
| EXXON MOBIL CORP | 4839 | 582385 | COM |
| ROPER TECHNOLOGIES INC | 1304 | 580470 | COM |
| INTUITIVE SURGICAL INC | 985 | 557865 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 1075 | 540349 | CL B NEW |
| ISHARES TR | 1118 | 529073 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 19679 | 521293 | US TIPS ETF |
| 3M CO | 3038 | 486375 | COM |
| NETFLIX INC | 5042 | 472738 | COM |
| CROWDSTRIKE HLDGS INC | 999 | 468291 | CL A |
| ACCENTURE PLC IRELAND | 1724 | 462549 | SHS CLASS A |
| LOWES COS INC | 1851 | 446338 | COM |
| MOTOROLA SOLUTIONS INC | 1122 | 430173 | COM NEW |
| UBER TECHNOLOGIES INC | 5215 | 426118 | COM |
| UNITEDHEALTH GROUP INC | 1271 | 419505 | COM |
| DIMENSIONAL ETF TRUST | 12770 | 417966 | WORLD EX US CORE |
| LINDE PLC | 977 | 416696 | SHS |
| ISHARES TR | 3341 | 411787 | S&P 500 GRWT ETF |
| THERMO FISHER SCIENTIFIC INC | 696 | 403312 | COM |
| NEXTERA ENERGY INC | 4755 | 381698 | COM |
| ELEVANCE HEALTH INC FORMERLY | 1081 | 379038 | COM |
| ISHARES TR | 1776 | 373665 | RUS 1000 VAL ETF |
| ALPHABET INC | 1184 | 371566 | CAP STK CL C |
| DEVON ENERGY CORP NEW | 9728 | 356332 | COM |
| S&P GLOBAL INC | 676 | 353404 | COM |
| PROCTER AND GAMBLE CO | 2435 | 348911 | COM |
| STRYKER CORPORATION | 985 | 346314 | COM |
| BLACKROCK ETF TRUST | 5595 | 340245 | ISHARES US EQUIT |
| SHERWIN WILLIAMS CO | 1027 | 332876 | COM |
| BOSTON SCIENTIFIC CORP | 3464 | 330292 | COM |
| CINTAS CORP | 1750 | 329180 | COM |
| PULTE GROUP INC | 2785 | 326590 | COM |
| WELLS FARGO CO NEW | 3418 | 318570 | COM |
| ISHARES TR | 2102 | 296519 | RUS MDCP VAL ETF |
| STRATEGY SHS | 5895 | 287381 | DAY HAGAN SMART |
| ISHARES TR | 3954 | 282390 | EAFE VALUE ETF |
| BONDBLOXX ETF TRUST | 5315 | 267079 | BLOOMBERG SIX MN |
| NORTHERN LTS FD TR IV | 4060 | 262009 | MAIN SECTR ROTN |
| ISHARES TR | 1244 | 247153 | MSCI USA QLT FCT |
| ISHARES INC | 3662 | 246189 | CORE MSCI EMKT |
| VANGUARD SCOTTSDALE FDS | 4378 | 244293 | LONG TERM TREAS |
| ISHARES TR | 1144 | 242641 | S&P 500 VAL ETF |
| ISHARES TR | 2066 | 235414 | EAFE GRWTH ETF |
| ETF SER SOLUTIONS | 6707 | 233589 | MCELHENNY SHEFLD |
| HARTFORD INSURANCE GROUP INC | 1675 | 230796 | COM |
| INVESCO EXCHANGE TRADED FD T | 16287 | 230297 | FINL PFD ETF |
| SCHWAB STRATEGIC TR | 7789 | 213656 | US DIVIDEND EQ |
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