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Wilkerson Advisory Group LLC

Q2 2026 13F filing

Updated 51 days ago

620 disclosed positions worth $325.6M

Portfolio value
$325.6M
Total holdings
620
New positions
46
Closed positions
43
Increased
272
Decreased
179
Turnover
14.3%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STREET SPDR S&P 500 ETF

+1.9%
Value
$47.5M
Shares
63.7K
% Port
14.60%
V

VICTORYSHARES FREE CASH FLOW ETF

+0.8%
Value
$27M
Shares
589.6K
% Port
8.28%
?
3.N/A

AVANTIS INTERNATIONAL EQUITY ETF

+2.5%
Value
$24.5M
Shares
274.7K
% Port
7.52%
?
4.N/A

FEDERATED HERMES TOTAL RETURN BOND ETF

+5.3%
Value
$15.7M
Shares
625.7K
% Port
4.82%
Q
5.QQQ

INVESCO QQQ TRUST SERIES I

+3.2%
Value
$15.1M
Shares
20.5K
% Port
4.64%
?
6.N/A

AMERICAN CENTURY U.S. QUALITY GROWTH ETF

+4.7%
Value
$13.7M
Shares
116.5K
% Port
4.22%
?
7.N/A

AVANTIS U.S. EQUITY ETF

+0.0%
Value
$13.6M
Shares
106.4K
% Port
4.18%
?
8.N/A

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

+5.7%
Value
$13M
Shares
488.7K
% Port
3.98%
?
9.N/A

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF

+5.8%
Value
$11.4M
Shares
238.5K
% Port
3.50%
?
10.N/A

AVANTIS U.S. SMALL CAP VALUE ETF

+0.3%
Value
$9.8M
Shares
78.6K
% Port
3.01%
?
11.N/A

ACCESS TREASURY 0-1 YEAR ETF

+27.4%
Value
$8.5M
Shares
84.8K
% Port
2.61%
G
12.GLD

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

-0.9%
Value
$7.3M
Shares
91.9K
% Port
2.24%
?
13.N/A

AVANTIS EMERGING MARKETS EQUITY ETF

-2.9%
Value
$7.3M
Shares
75.3K
% Port
2.23%
C
14.CAT

CATERPILLAR INC COM

-8.9%
Value
$7.2M
Shares
6.7K
% Port
2.20%
B
15.BPRE

BLUEROCK PVT REAL ESTATE FD COM

-2.0%
Value
$5.3M
Shares
404.9K
% Port
1.62%
?
16.N/A

FIRST TRUST LOW DURATION OPPORTUNITIES ETF

+4.6%
Value
$5M
Shares
99.4K
% Port
1.52%
A
17.AMZN

AMAZON COM INC COM

+1.3%
Value
$4.5M
Shares
18.9K
% Port
1.38%
W
18.WMT

WALMART INC COM

-0.1%
Value
$3.4M
Shares
30.1K
% Port
1.05%
?
19.N/A

AVANTIS ALL EQUITY MARKETS ETF

-0.6%
Value
$3.2M
Shares
32.0K
% Port
0.97%
?
20.N/A

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

+6.3%
Value
$3.1M
Shares
34.0K
% Port
0.96%
S

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+8.2%
Value
$3M
Shares
88.6K
% Port
0.91%
?
22.N/A

JANUS HENDERSON AAA CLO ETF

+9.5%
Value
$2.8M
Shares
56.3K
% Port
0.87%
?
23.N/A

DIMENSIONAL US LARGE CAP VALUE ETF

+7.6%
Value
$2.7M
Shares
68.3K
% Port
0.83%
A
24.AAPL

APPLE INC COM

+1.8%
Value
$2.3M
Shares
7.9K
% Port
0.71%
?
25.N/A

PACER US CASH COWS 100 ETF

-7.0%
Value
$2.3M
Shares
36.7K
% Port
0.70%
V
26.VGES

VANGUARD S&P 500 ETF

+0.3%
Value
$2.2M
Shares
3.2K
% Port
0.68%
D
27.DE

DEERE & CO COM

-0.0%
Value
$2.2M
Shares
3.5K
% Port
0.68%
J

JPMORGAN CHASE & CO COM

+2.4%
Value
$2.1M
Shares
6.3K
% Port
0.63%
M
29.MSFT

MICROSOFT CORP COM

+1.3%
Value
$1.9M
Shares
5.1K
% Port
0.59%
L
30.LLY

ELI LILLY & CO COM

+0.6%
Value
$1.8M
Shares
1.5K
% Port
0.54%
N
31.NVDA

NVIDIA CORPORATION COM

-3.2%
Value
$1.7M
Shares
8.5K
% Port
0.52%
?
32.N/A

DIMENSIONAL U.S. CORE EQUITY 2 ETF

-3.3%
Value
$1.6M
Shares
36.2K
% Port
0.49%
E
33.ETHA

ISHARES MSCI EAFE VALUE ETF

-0.0%
Value
$1.5M
Shares
19.7K
% Port
0.46%
B

BERKSHIRE HATHAWAY INC DEL CL A

Unchanged
Value
$1.5M
Shares
2
% Port
0.46%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-11.1%
Value
$1.2M
Shares
2.4K
% Port
0.37%
?
36.N/A

DIMENSIONAL US SMALL CAP VALUE ETF

-9.3%
Value
$1.2M
Shares
30.6K
% Port
0.36%
E
37.ETHA

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

-3.4%
Value
$1.1M
Shares
11.2K
% Port
0.34%
A

ALLSTATE CORP COM

+3.4%
Value
$1M
Shares
4.3K
% Port
0.32%
G

ALPHABET INC CAP STK CL A

-0.7%
Value
$1M
Shares
2.8K
% Port
0.31%
A
40.AVGO

BROADCOM INC COM

+4.0%
Value
$898K
Shares
2.4K
% Port
0.28%
G
41.GLW

CORNING INC COM

-7.3%
Value
$879K
Shares
3.4K
% Port
0.27%
P
42.PG

PROCTER & GAMBLE CO COM

+2.3%
Value
$811K
Shares
5.5K
% Port
0.25%
?
43.N/A

JPMORGAN ULTRA-SHORT INCOME ETF

-1.1%
Value
$736K
Shares
14.5K
% Port
0.23%
I
44.INTC

INTEL CORP COM

+38.3%
Value
$697K
Shares
5.0K
% Port
0.21%
J
45.JNJ

JOHNSON & JOHNSON COM

-9.0%
Value
$680K
Shares
2.7K
% Port
0.21%
H
46.HD

HOME DEPOT INC COM

+9.8%
Value
$641K
Shares
1.8K
% Port
0.20%
I
47.IVZ

INVESCO S&P 500 TOP 50 ETF

Unchanged
Value
$618K
Shares
10.1K
% Port
0.19%
V
48.VGES

VANGUARD MID-CAP GROWTH ETF

+0.1%
Value
$614K
Shares
2.0K
% Port
0.19%
?
49.N/A

DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF

+0.6%
Value
$608K
Shares
18.6K
% Port
0.19%
J

JPMORGAN U.S. QUALITY FACTOR ETF

+0.3%
Value
$605K
Shares
8.4K
% Port
0.19%