Wilian Securities, LLC Top Holdings and 13F Report (2026) About Wilian Securities, LLCInvestment ActivityWilian Securities, LLC has $40.77 million in total holdings as of March 31, 2026.Wilian Securities, LLC owns shares of 57 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 10.85% of the portfolio was purchased this quarter.About 132.49% of the portfolio was sold this quarter.This quarter, Wilian Securities, LLC has purchased 95 new stocks and bought additional shares in 23 stocks.Wilian Securities, LLC sold shares of 28 stocks and completely divested from 44 stocks this quarter.Largest Holdings Aptus Collared Investment Opportunity ETF $3,836,333NVIDIA $2,844,866BNY Mellon Core Bond ETF $2,681,286Apple $2,498,476Vanguard FTSE Developed Markets ETF $2,299,424 Largest New Holdings this Quarter 032095101 - Amphenol $471,846 Holding007903107 - Advanced Micro Devices $467,279 Holding808513105 - Charles Schwab $355,153 Holding46090A721 - Invesco AAA CLO Floating Rate Note ETF $336,876 Holding149123101 - Caterpillar $241,067 Holding Largest Purchases this Quarter BNY Mellon Core Bond ETF 16,706 shares (about $704.99K)Amphenol 3,734 shares (about $471.85K)Advanced Micro Devices 2,297 shares (about $467.28K)Aptus Collared Investment Opportunity ETF 9,812 shares (about $411.71K)Charles Schwab 3,779 shares (about $355.15K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 36,598 shares (about $2.35M)Freedom 100 Emerging Markets ETF 11,075 shares (about $605.25K)Vanguard FTSE Emerging Markets ETF 9,513 shares (about $514.18K)Quanta Services 554 shares (about $304.16K)Diamondback Energy 1,412 shares (about $279.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilian Securities, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACIOAptus Collared Investment Opportunity ETF$3,836,333$411,713 ▲12.0%91,4289.4%ETFNVDANVIDIA$2,844,866$223,585 ▼-7.3%16,3127.0%Computer and TechnologyBKAGBNY Mellon Core Bond ETF$2,681,286$704,989 ▲35.7%63,5386.6%ETFAAPLApple$2,498,476$141,610 ▲6.0%9,8456.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,299,424$2,345,177 ▼-50.5%35,8845.6%ETFMSFTMicrosoft$1,602,541$45,163 ▼-2.7%4,3293.9%Computer and TechnologyAMZNAmazon.com$1,466,013$154,745 ▼-9.5%7,0393.6%Retail/WholesaleGOOGLAlphabet$1,264,811$41,125 ▼-3.1%4,3983.1%Computer and TechnologyDMBSDoubleLine Mortgage ETF$1,257,791$330,200 ▲35.6%25,4723.1%ETFJPMJPMorgan Chase & Co.$927,672$160,593 ▼-14.8%3,1542.3%FinanceTSLATesla$728,630$8,179 ▲1.1%1,9601.8%Auto/Tires/TrucksWALMART INC$726,141$236,247 ▼-24.5%5,8431.8%COMAVGOBroadcom$707,318$20,430 ▲3.0%2,2851.7%Computer and TechnologyMETAMeta Platforms$673,841$12,012 ▲1.8%1,1781.7%Computer and TechnologyXOMExxonMobil$651,881$169,163 ▼-20.6%3,8421.6%EnergyPWRQuanta Services$647,854$304,162 ▼-31.9%1,1801.6%ConstructionBRK.BBerkshire Hathaway$635,419$120,279 ▲23.3%1,3261.6%FinanceXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$602,551$335,047 ▲125.2%11,9721.5%ETFLLYEli Lilly and Company$577,048$25,769 ▼-4.3%6271.4%MedicalVVisa$544,259$153,819 ▼-22.0%1,8011.3%Business ServicesFANGDiamondback Energy$537,652$279,310 ▼-34.2%2,7181.3%EnergyFRDMFreedom 100 Emerging Markets ETF$517,866$605,252 ▼-53.9%9,4761.3%ETFNFLXNetflix$507,095$22,307 ▲4.6%5,2741.2%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$505,265$514,183 ▼-50.4%9,3481.2%ETFAPHAmphenol$471,846$471,846 ▲New Holding3,7341.2%Computer and TechnologyMSIMotorola Solutions$468,353$18,665 ▼-3.8%1,0791.1%Computer and TechnologyAMDAdvanced Micro Devices$467,279$467,279 ▲New Holding2,2971.1%Computer and TechnologyISRGIntuitive Surgical$462,373$8,298 ▲1.8%1,0031.1%MedicalNEENextEra Energy$445,599$3,993 ▲0.9%4,7981.1%UtilitiesAMTAmerican Tower$422,326$160,853 ▼-27.6%2,4471.0%FinancePGRProgressive$417,917$129,063 ▼-23.6%2,1081.0%FinanceNOWServiceNow$414,018$37,115 ▼-8.2%3,9601.0%Computer and TechnologyLINDE PLC$411,612$72,900 ▼-15.0%8301.0%SHSCRWDCrowdStrike$402,122$12,103 ▲3.1%1,0301.0%Computer and TechnologyUBERUber Technologies$391,587$16,472 ▲4.4%5,4441.0%Computer and TechnologyCHEChemed$381,551$141,287 ▼-27.0%1,0100.9%MedicalCPRTCopart$373,002$206,471 ▼-35.6%11,2350.9%Business ServicesPGProcter & Gamble$355,418$3,755 ▲1.1%2,4610.9%Consumer StaplesSCHWCharles Schwab$355,153$355,153 ▲New Holding3,7790.9%FinanceACNAccenture$352,361$10,509 ▲3.1%1,7770.9%Computer and TechnologyTMOThermo Fisher Scientific$351,456$9,339 ▲2.7%7150.9%MedicalBRBroadridge Financial Solutions$349,241$81,907 ▼-19.0%2,1490.9%Computer and TechnologyICLOInvesco AAA CLO Floating Rate Note ETF$336,876$336,876 ▲New Holding13,2060.8%ETFPHMPulteGroup$335,798$8,233 ▲2.5%2,8550.8%ConstructionSYKStryker$334,613$10,847 ▲3.4%1,0180.8%MedicalUNHUnitedHealth Group$332,231$11,633 ▼-3.4%1,2280.8%MedicalSPGIS&P Global$315,710$28,082 ▲9.8%7420.8%FinanceCTASCintas$314,483$18,439 ▲6.2%1,8590.8%Business ServicesPGFInvesco Financial Preferred ETF$306,045$81,939 ▲36.6%22,2420.8%ManufacturingROPER TECHNOLOGIES INC$304,691$156,769 ▼-34.0%8610.7%COMWFCWells Fargo & Company$271,064$1,035 ▼-0.4%3,4050.7%FinanceIEMGiShares Core MSCI Emerging Markets ETF$249,233$6,208 ▼-2.4%3,5730.6%ETFCATCaterpillar$241,067$241,067 ▲New Holding3400.6%IndustrialsAZOAutoZone$233,067$233,067 ▲New Holding690.6%Retail/WholesaleSSUSDay Hagan Smart Sector ETF$230,440$44,771 ▼-16.3%4,9360.6%ETFHIGThe Hartford Insurance Group$227,843$1,352 ▲0.6%1,6850.6%FinanceBSXBoston Scientific$203,938$13,429 ▼-6.2%3,2500.5%MedicalGTOInvesco Total Return Bond ETF$0$5,865,711 ▼-100.0%00.0%ETFSPLGSPDR Portfolio S&P 500 ETF$0$5,537,244 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$3,509,604 ▼-100.0%00.0%FinanceINVESCO EXCH TRADED FD TR II$0$2,937,943 ▼-100.0%00.0%EQUAL WEGT 0-30JAAAJanus Henderson AAA CLO ETF$0$2,106,049 ▼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$1,980,412 ▼-100.0%00.0%ETFIWYiShares Russell Top 200 Growth ETF$0$1,651,264 ▼-100.0%00.0%ETFBKLNInvesco Senior Loan ETF$0$1,631,328 ▼-100.0%00.0%ETFVRIGInvesco Variable Rate Investment Grade ETF$0$1,454,907 ▼-100.0%00.0%ETFDRSKAptus Defined Risk ETF$0$1,436,284 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$1,324,459 ▼-100.0%00.0%ETFETF SER SOLUTIONS$0$1,271,076 ▼-100.0%00.0%APTUS LRG CAP UPOSCVOpus Small Cap Value Plus ETF$0$1,178,989 ▼-100.0%00.0%ETFADMEAptus Drawdown Managed Equity ETF$0$1,141,353 ▼-100.0%00.0%ETFFALNiShares Fallen Angels USD Bond ETF$0$1,087,272 ▼-100.0%00.0%ManufacturingIDUBAptus International Enhanced Yield ETF$0$1,078,005 ▼-100.0%00.0%ETFETF SER SOLUTIONS$0$978,684 ▼-100.0%00.0%APTUS LARGE CAPIWXiShares Russell Top 200 Value ETF$0$925,753 ▼-100.0%00.0%ETFQQQMInvesco NASDAQ 100 ETF$0$785,019 ▼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$704,533 ▼-100.0%00.0%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$0$676,733 ▼-100.0%00.0%ETFJUCYAptus Enhanced Yield ETF$0$597,859 ▼-100.0%00.0%ETFDFUSDimensional U.S. Equity ETF$0$594,863 ▼-100.0%00.0%ETFIWFiShares Russell 1000 Growth ETF$0$529,073 ▼-100.0%00.0%ETFSCHPSchwab U.S. TIPS ETF$0$521,293 ▼-100.0%00.0%ETFMMM3M$0$486,375 ▼-100.0%00.0%Multi-Sector ConglomeratesLOWLowe's Companies$0$446,338 ▼-100.0%00.0%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$0$417,966 ▼-100.0%00.0%ETFIVWiShares S&P 500 Growth ETF$0$411,787 ▼-100.0%00.0%ETFELVElevance Health$0$379,038 ▼-100.0%00.0%MedicalIWDiShares Russell 1000 Value ETF$0$373,665 ▼-100.0%00.0%ETFGOOGAlphabet$0$371,566 ▼-100.0%00.0%Computer and TechnologyDVNDevon Energy$0$356,332 ▼-100.0%00.0%EnergyDYNFiShares U.S. Equity Factor Rotation Active ETF$0$340,245 ▼-100.0%00.0%ETFSHWSherwin-Williams$0$332,876 ▼-100.0%00.0%Basic MaterialsIWSiShares Russell Mid-Cap Value ETF$0$296,519 ▼-100.0%00.0%ETFEFViShares MSCI EAFE Value ETF$0$282,390 ▼-100.0%00.0%ETFSECTMain Sector Rotation ETF$0$262,009 ▼-100.0%00.0%ETFQUALiShares MSCI USA Quality Factor ETF$0$247,153 ▼-100.0%00.0%ETFVGLTVanguard Long-Term Treasury ETF$0$244,293 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$242,641 ▼-100.0%00.0%ETFEFGiShares MSCI EAFE Growth ETF$0$235,414 ▼-100.0%00.0%ETFMSMRMcElhenny Sheffield Managed Risk ETF$0$233,589 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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