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 | 13.96% | 62.4K | $40.6M | +5.85%(+3.45K) | $673.61(+10.57%) | 2026-03-31 | |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | 7.94% | 585.1K | $23.1M | new | $39.43(+19.20%) | 2026-03-31 | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 7.81% | 267.9K | $22.7M | +1.00%(+2.64K) | $80.64(+11.51%) | 2026-03-31 | |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | 5.14% | 594.3K | $14.9M | +6.79%(+37.77K) | $25.38(-1.27%) | 2026-03-31 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 4.16% | 462.2K | $12.1M | +6.74%(+29.20K) | $26.74(-1.31%) | 2026-03-31 | |
| AVUS | AVANTIS U.S. EQUITY ETF | 4.06% | 106.3K | $11.8M | +2.94%(+3.03K) | $110.28(+15.25%) | 2026-03-31 | |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | 4.01% | 111.2K | $11.7M | +118.43%(+60.30K) | $111.92(+3.87%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 3.95% | 19.9K | $11.5M | +7.38%(+1.37K) | $606.54(+17.49%) | 2026-03-31 | |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 3.71% | 225.3K | $10.8M | new | $47.92(-0.34%) | 2026-03-31 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 2.97% | 78.3K | $8.7M | +1.89%(+1.46K) | $100.86(+22.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.75% | +5.36% |
| Top 20 Holdings Unweighted | +3.53% | +10.98% |
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