Wilkerson Advisory Group LLC

DOSSIER · 13F-HR · Q2 2026

Wilkerson Advisory Group LLC

$326M in tracked AUM across 620 positions as of Q2 2026.

WA

CIK 0002079661 · last filed Jun 30, 2026

Total AUM

$326M

as of Q2 2026

Holdings

620

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Wilkerson Advisory Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SPY

STATE STREET SPDR S&P 500 ETF

$48M64K14.6%02

VFLO

VICTORYSHARES FREE CASH FLOW ETF

$27M590K8.3%03

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

$25M275K7.5%04

FTRB

FEDERATED HERMES TOTAL RETURN BOND ETF

$16M626K4.8%05

QQQ

INVESCO QQQ TRUST SERIES I

$15M21K4.6%06

QGRO

AMERICAN CENTURY U.S. QUALITY GROWTH ETF

$14M116K4.2%07

AVUS

AVANTIS U.S. EQUITY ETF

$14M106K4.2%08

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

$13M489K4.0%09

DFSD

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF