StockDriftsStockDriftsTop 50 Wilkerson Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 15.06% | 66.2K | $50.5M | +4.01%(+2.55K) | $677.03(+13.21%) | 2026-09-30 | |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | 9.1% | 596.1K | $30.5M | +1.10%(+6.51K) | $39.55(+36.87%) | 2026-09-30 | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 7.77% | 289.0K | $26.0M | +5.20%(+14.28K) | $81.20(+10.22%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 4.87% | 22.1K | $16.3M | +7.45%(+1.53K) | $616.85(+16.46%) | 2026-09-30 | |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | 4.81% | 673.1K | $16.1M | +7.57%(+47.37K) | $25.31(-4.25%) | 2026-09-30 | |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | 4.37% | 125.1K | $14.7M | +7.39%(+8.61K) | $112.22(+3.62%) | 2026-09-30 | |
| AVUS | AVANTIS U.S. EQUITY ETF | 4.13% | 108.2K | $13.9M | +1.74%(+1.85K) | $110.58(+16.59%) | 2026-09-30 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 3.95% | 521.6K | $13.2M | +6.73%(+32.89K) | $26.67(-4.75%) | 2026-09-30 | |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 3.57% | 257.9K | $12.0M | +8.17%(+19.49K) | $47.85(-2.31%) | 2026-09-30 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 2.87% | 81.8K | $9.6M | +4.05%(+3.18K) | $101.70(+17.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.51% |
Wilkerson Advisory Group LLC reports $335.32M in US-listed equity holdings across 644 positions in its most recent 13F filing. Its largest disclosed positions are SPY (15.1%), VFLO (9.1%) and AVDE (7.8%). The top 20 holdings account for 76.28% of reported assets. Its disclosed equity book has returned +9.70% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wilkerson Advisory Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2079661). View Wilkerson Advisory Group LLC’s 13F filings on SEC