Wilkerson Advisory Group LLC Top Holdings and 13F Report (2026) About Wilkerson Advisory Group LLCInvestment ActivityWilkerson Advisory Group LLC has $290.96 million in total holdings as of March 31, 2026.Wilkerson Advisory Group LLC owns shares of 617 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 20.97% of the portfolio was purchased this quarter.About 18.34% of the portfolio was sold this quarter.This quarter, Wilkerson Advisory Group LLC has purchased 581 new stocks and bought additional shares in 340 stocks.Wilkerson Advisory Group LLC sold shares of 113 stocks and completely divested from 41 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $40,607,611VictoryShares Free Cash Flow ETF $23,101,598Avantis International Equity ETF $22,730,636FEDERATED HERMES TOTAL RETURN BOND ETF $14,942,587PIMCO Multi Sector Bond Active ETF $12,110,722 Largest New Holdings this Quarter 92647X830 - VictoryShares Free Cash Flow ETF $23,101,598 Holding25434V864 - Dimensional Short-Duration Fixed Income ETF $10,785,814 Holding25434V666 - Dimensional US Large Cap Value ETF $2,266,266 Holding879360105 - Teledyne Technologies $229,299 HoldingG0593M107 - AstraZeneca $229,170 Holding Largest Purchases this Quarter VictoryShares Free Cash Flow ETF 585,147 shares (about $23.10M)Dimensional Short-Duration Fixed Income ETF 225,268 shares (about $10.79M)American Century U.S. Quality Growth ETF 60,300 shares (about $6.33M)Dimensional US Large Cap Value ETF 63,463 shares (about $2.27M)SPDR S&P 500 ETF Trust 3,450 shares (about $2.24M) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 484,702 shares (about $30.32M)Avantis Short-Term Fixed Income ETF 218,053 shares (about $10.20M)SPDR Gold MiniShares Trust 8,270 shares (about $766.55K)VERALTO CORP COM SHS 6,825 shares (about $603.46K)STERIS 2,123 shares (about $469.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilkerson Advisory Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$40,607,611$2,243,658 ▲5.8%62,44114.0%FinanceVFLOVictoryShares Free Cash Flow ETF$23,101,598$23,101,598 ▲New Holding585,1477.9%ETFAVDEAvantis International Equity ETF$22,730,636$223,977 ▲1.0%267,9247.8%ETFFEDERATED HERMES TOTAL RETURN BOND ETF$14,942,587$949,852 ▲6.8%594,2575.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$12,110,722$765,145 ▲6.7%462,2414.2%ETFAVUSAvantis U.S. Equity ETF$11,823,986$337,209 ▲2.9%106,3504.1%ETFQGROAmerican Century U.S. Quality Growth ETF$11,681,044$6,333,324 ▲118.4%111,2164.0%ETFQQQInvesco QQQ$11,481,067$788,991 ▲7.4%19,8923.9%FinanceDFSDDimensional Short-Duration Fixed Income ETF$10,785,814$10,785,814 ▲New Holding225,2683.7%ETFAVUVAvantis U.S. Small Cap Value ETF$8,650,559$160,734 ▲1.9%78,3073.0%ETFGLDMSPDR Gold MiniShares Trust$8,603,857$766,546 ▼-8.2%92,8243.0%FinanceBLUEROCK PVT REAL ESTATE FD COM$6,861,945$238,952 ▲3.6%413,1212.4%CEFGBILGoldman Sachs Access Treasury 0-1 Year ETF$6,666,892$155,396 ▼-2.3%66,5422.3%ETFAVEMAvantis Emerging Markets Equity ETF$6,246,682$133,602 ▼-2.1%77,5212.1%ETFCATCaterpillar$5,228,435$206,162 ▲4.1%7,3801.8%IndustrialsLMBSFirst Trust Low Duration Opportunities ETF$4,733,393$160,737 ▲3.5%95,0291.6%ManufacturingAMZNAmazon.com$3,887,984$338,022 ▲9.5%18,6681.3%Retail/WholesaleWALMART INC COM$3,749,634$310,947 ▲9.0%30,1711.3%StockPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$2,948,375$126,333 ▲4.5%31,9501.0%ETFAVGEAvantis All Equity Markets ETF$2,834,846$92,421 ▲3.4%32,2071.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,745,485$209,759 ▲8.3%81,8570.9%ETFJAAAJanus Henderson AAA CLO ETF$2,588,383$222,939 ▲9.4%51,3870.9%ETFCOWZPacer US Cash Cows 100 ETF$2,468,003$30,323,092 ▼-92.5%39,4500.8%ETFDFLVDimensional US Large Cap Value ETF$2,266,266$2,266,266 ▲New Holding63,4630.8%ETFAAPLApple$1,980,356$244,658 ▼-11.0%7,8030.7%Computer and TechnologyDEDeere & Company$1,960,298$13,519 ▲0.7%3,4800.7%IndustrialsVOOVanguard S&P 500 ETF$1,924,334$76,495 ▼-3.8%3,2200.7%ETFMSFTMicrosoft$1,875,025$412,765 ▼-18.0%5,0650.6%Computer and TechnologyJPMJPMorgan Chase & Co.$1,803,268$58,834 ▲3.4%6,1300.6%FinanceNVDANVIDIA$1,525,670$96,096 ▼-5.9%8,7480.5%Computer and TechnologyEFViShares MSCI EAFE Value ETF$1,466,705$54,350 ▼-3.6%19,7270.5%ETFDFACDimensional U.S. Core Equity 2 ETF$1,455,939$61,827 ▼-4.1%37,4660.5%ETFBRK.ABerkshire Hathaway$1,436,2800.0%20.5%FinanceLLYEli Lilly and Company$1,337,346$212,467 ▲18.9%1,4540.5%MedicalBRK.BBerkshire Hathaway$1,311,570$19,168 ▲1.5%2,7370.5%FinanceDFSVDimensional US Small Cap Value ETF$1,179,847$34,094 ▼-2.8%33,6710.4%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$913,758$44,506 ▲5.1%11,6000.3%ETFALLAllstate$866,285$26,955 ▲3.2%4,1780.3%FinanceGOOGLAlphabet$814,791$534,086 ▲190.3%2,8330.3%Computer and TechnologyPGProcter & Gamble$780,838$14,299 ▲1.9%5,4060.3%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$744,529$86,139 ▼-10.4%14,7110.3%ETFJNJJohnson & Johnson$719,142$285,261 ▼-28.4%2,9420.2%MedicalAVGOBroadcom$706,540$214,159 ▼-23.3%2,2830.2%Computer and TechnologyLHXL3Harris Technologies$659,688$307,923 ▲87.5%1,9110.2%AerospaceCOMDirexion Auspice Broad Commodity Strategy ETF$621,880$2,786 ▲0.5%18,5250.2%ETFTAT&T$598,613$54,675 ▲10.1%20,6490.2%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$581,830$33,596 ▼-5.5%9,7330.2%ManufacturingXLGInvesco S&P 500 Top 50 ETF$550,6820.0%10,0950.2%ETFMOATVanEck Morningstar Wide Moat ETF$547,6070.0%5,6630.2%ETFHDHome Depot$544,345$40,127 ▲8.0%1,6550.2%Retail/WholesaleAVSFAvantis Short-Term Fixed Income ETF$532,798$10,204,497 ▼-95.0%11,3850.2%ETFMMM3M$527,524$2,760 ▼-0.5%3,6320.2%Multi-Sector ConglomeratesVOTVanguard Mid-Cap Growth ETF$515,698$1,029 ▲0.2%2,0040.2%ETFJQUAJPMorgan U.S. Quality Factor ETF$511,533$11,467 ▲2.3%8,3420.2%ETFABBVAbbVie$511,102$396,050 ▼-43.7%2,3500.2%MedicalGLWCorning$504,741$162,627 ▲47.5%3,7120.2%Computer and TechnologyVVisa$468,044$241,123 ▼-34.0%1,5490.2%Business ServicesMRKMerck & Co., Inc.$438,481$337,312 ▲333.4%3,6450.2%MedicalAVDVAvantis International Small Cap Value ETF$428,988$27,960 ▼-6.1%4,2960.1%ETFTSLATesla$424,167$232,344 ▲121.1%1,1410.1%Auto/Tires/TrucksMETAMeta Platforms$409,073$241,439 ▲144.0%7150.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$407,244$7,869 ▼-1.9%2,1220.1%ETFNEENextEra Energy$403,006$341,798 ▼-45.9%4,3390.1%UtilitiesIBMInternational Business Machines$394,548$11,391 ▲3.0%1,6280.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$391,354$159,178 ▼-28.9%1,1580.1%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$387,513$1,843 ▲0.5%2,1030.1%ETFSPGIS&P Global$371,662$17,010 ▲4.8%8740.1%FinanceVUGVanguard Growth ETF$358,168$5,241 ▼-1.4%8200.1%ETFUSOUnited States Oil Fund$346,120$100,273 ▼-22.5%2,7200.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$337,582$3,237 ▼-0.9%7,1960.1%ETFWELLWelltower$327,803$311,788 ▲1,946.9%1,6580.1%FinanceIJRiShares Core S&P Small-Cap ETF$323,206$1,367 ▼-0.4%2,6000.1%ETFPEPPepsiCo$316,741$10,248 ▲3.3%2,0400.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$316,3020.0%2,3800.1%ETFHONHoneywell International$315,764$247,955 ▲365.7%1,3970.1%Multi-Sector ConglomeratesWMWaste Management$299,229$308,882 ▼-50.8%1,3020.1%Business ServicesXOMExxonMobil$291,476$82,285 ▲39.3%1,7180.1%EnergyTE CONNECTIVITY PLC ORD SHS$288,239$396,302 ▼-57.9%1,3790.1%StockBKRBaker Hughes$279,613$263,740 ▲1,661.5%4,5800.1%EnergySPROTT ASSET MANAGEMENT LP PHYSICAL SILVER$272,900$6,585 ▼-2.4%11,1890.1%CEFGOOGAlphabet$271,372$121,917 ▲81.6%9460.1%Computer and TechnologyBMYBristol Myers Squibb$257,640$77,389 ▲42.9%4,2480.1%MedicalROKRockwell Automation$249,063$417,019 ▼-62.6%6940.1%Computer and TechnologyEMREmerson Electric$243,828$208,322 ▼-46.1%1,8610.1%IndustrialsCCJCameco$243,721$106,221 ▼-30.4%2,2440.1%Basic MaterialsORCLOracle$243,173$18,830 ▲8.4%1,6530.1%Computer and TechnologyAEEAmeren$240,447$115,881 ▲93.0%2,1870.1%UtilitiesEWEdwards Lifesciences$240,080$235,275 ▲4,896.7%2,9980.1%MedicalADIAnalog Devices$239,559$225,243 ▲1,573.3%7530.1%Computer and TechnologySYKStryker$234,285$172,839 ▼-42.5%7130.1%MedicalTDYTeledyne Technologies$229,299$229,299 ▲New Holding3790.1%AerospaceAZNCFAstraZeneca$229,170$229,170 ▲New Holding1,1620.1%MedicalFLEXFlex$228,390$251,563 ▼-52.4%3,4890.1%Computer and TechnologyVTVVanguard Value ETF$227,003$4,709 ▼-2.0%1,1570.1%ETFLINDE PLC SHS$218,134$197,312 ▲947.6%4400.1%StockATIATI$214,408$214,408 ▲New Holding1,4740.1%Basic MaterialsGEHCGE HealthCare Technologies$212,906$149,696 ▼-41.3%2,9910.1%MedicalAMATApplied Materials$210,884$175,680 ▲499.0%6170.1%Computer and TechnologyMAMastercard$206,794$50,949 ▲32.7%4140.1%Business ServicesFCXFreeport-McMoRan$198,030$186,450 ▲1,610.2%3,3690.1%Basic MaterialsShowing 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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