Wilkerson Advisory Group LLC

DOSSIER · 13F-HR · Q3 2026

Wilkerson Advisory Group LLC

$335M in tracked AUM across 644 positions as of Q3 2026.

WA

CIK 0002079661 · last filed Sep 30, 2026

Total AUM

$335M

as of Q3 2026

Holdings

644

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Wilkerson Advisory Group LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

SPY

STATE STREET SPDR S&P 500 ETF

$50M66K15.1%02

VFLO

VICTORYSHARES FREE CASH FLOW ETF

$31M596K9.1%03

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

$26M289K7.8%04

QQQ

INVESCO QQQ TRUST SERIES I

$16M22K4.9%05

FTRB

FEDERATED HERMES TOTAL RETURN BOND ETF

$16M673K4.8%06

QGRO

AMERICAN CENTURY U.S. QUALITY GROWTH ETF

$15M125K4.4%07

AVUS

AVANTIS U.S. EQUITY ETF

$14M108K4.1%08

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

$13M522K3.9%09

DFSD

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF