account_balance

Investment manager · 13F filer · SEC CIK 2079661

Wilkerson Advisory Group LLC

Reported value$335Mas of Sep 30, 2026

Positions644 58 new, 34 sold out

Top 10 weight60.5%SPY alone is 15%

FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYSPDR S&P 500 ETF Trust

15.1%Added +4%

VFLOVictoryshares Free Cash Flow ETF

9.1%

AVDEAvantis International Equity ETF

7.8%Added +5%

QQQInvesco QQQ Trust Series I

4.9%Added +7%

FTRBFederated Hermes Total Return Bond ETF

4.8%Added +8%

QGROAmerican Century U.S. Quality Growth ETF

4.4%Added +7%

AVUSAvantis U.S. Equity ETF

4.1%

PYLDPimco Multisector Bond Active Exchange-Traded Fund

3.9%Added +7%

DFSDDimensional Short-Duration Fixed Income ETF

3.6%Added +8%

AVUVAvantis U.S. Small Cap Value ETF

2.9%Added +4%

GBILAccess Treasury 0-1 Year ETF

2.8%Added +9%

GLDMWorld Gold Trust

2.4%Added +8%

SPYSPDR S&P 500 ETF Trust

15.1%Added +4%

VFLOVictoryshares Free Cash Flow ETF

9.1%

AVDEAvantis International Equity ETF

7.8%

QQQInvesco QQQ Trust Series I

4.9%

FTRBFederated Hermes Total Return Bond ETF

4.8%+8%

QGROAmerican Century U.S. Quality Growth ETF

4.4%

AVUSAvantis U.S. Equity ETF

4.1%

PYLDPimco Multisector Bond Active Exchange-Traded Fund

3.9%

DFSD3.6%

AVUV

GBIL2.8%

GLDM

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPY SPDR S&P 500 ETF Trust 15.1% Added +4%

VFLO Victoryshares Free Cash Flow ETF 9.1% Held

AVDE Avantis International Equity ETF 7.8% Added +5%

QQQ Invesco QQQ Trust Series I 4.9% Added +7%

FTRB Federated Hermes Total Return Bond ETF 4.8% Added +8%

QGRO American Century U.S. Quality Growth ETF 4.4% Added +7%

AVUS Avantis U.S. Equity ETF 4.1% Held

PYLD Pimco Multisector Bond Active Exchange-Traded Fund 3.9% Added +7%

DFSD Dimensional Short-Duration Fixed Income ETF 3.6% Added +8%

AVUV Avantis U.S. Small Cap Value ETF 2.9% Added +4%

GBIL Access Treasury 0-1 Year ETF 2.8% Added +9%

GLDM World Gold Trust 2.4% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 21, 2026 filing

add_circleNew

IOND $139K
DT $93.8K
FWONK $74.7K
LITE $70.9K

arrow_upwardAdded

NVDA +16%
DFLV +15%
MSFT +13%
PG +13%

arrow_downwardTrimmed

WMT −4%

remove_circleSold out

NOK $81.5K
EA $15.2K
SPHD $11.2K
CSL $10.9K

Wilkerson Advisory Group LLC

Where the money is

Biggest moves since Jun 30, 2026

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