Wilkerson Advisory Group LLC - Portfolio overview

Wilkerson Advisory Group LLC has 614 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STREET SPDR S&P 500 ETF, 13.96%
2. VFLO - VICTORYSHARES FREE CASH FLOW ETF, 7.94%
3. AVDE - AVANTIS INTERNATIONAL EQUITY ETF, 7.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.