Wilkerson Advisory Group LLC holds a focused book of 620 stocks worth $325.6M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed SPDR Gold Minishares Trust. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 15% of the equity book. Cloning the disclosed picks since 2026 would be +3% (+8.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2079661/holdings"
Use Arkolith to show Wilkerson Advisory Group LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +7.7%, a 4.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Wilkerson Advisory Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
23% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State Street SPDR S&P 500 ETF ETF | $47.5M | 63.7K | 14.6% | ▲+1.9% Added · +1K sh | |
| 2 | Victoryshares Free Cash Flow ETF ETF | $27.0M | 589.6K | 8.3% | ▲+0.8% Added · +4K sh | |
| 3 | Avantis International Equity ETF ETF | $24.5M | 274.7K | 7.5% | ▲+2.5% Added · +7K sh | |
| 4 | Federated Hermes Total Return Bond ETF ETF | $15.7M | 625.7K | 4.8% | ▲+5.3% Added · +31K sh | |
| 5 | Invesco QQQ Trust Series I ETF | $15.1M | 20.5K | 4.6% | ▲+3.2% Added · +642 sh | |
| 6 | American Century U.S. Quality Growth ETF ETF | $13.7M | 116.5K | 4.2% | ▲+4.7% Added · +5K sh | |
| 7 | Avantis U.S. Equity ETF ETF | $13.6M | 106.4K | 4.2% | ▲~0% Added · +10 sh | |
| 8 | Pimco Multisector Bond Active Exchange-Traded Fund ETF | $13.0M | 488.7K | 4.0% | ▲+5.7% Added · +27K sh | |
| 9 | Dimensional Short-Duration Fixed Income ETF ETF | $11.4M | 238.5K | 3.5% | ▲+5.8% Added · +13K sh | |
| 10 | Avantis U.S. Small Cap Value ETF ETF | $9.8M | 78.6K | 3.0% | ▲+0.3% Added · +264 sh | |
| 11 | Access Treasury 0-1 Year ETF ETF | $8.5M | 84.8K | 2.6% | ▲+27% Added · +18K sh | |
| 12 | SPDR Gold Minishares Trust Of Beneficial Interest ETF | $7.3M | 91.9K | 2.2% | ▼−0.9% Reduced · −876 sh | |
| 13 | Avantis Emerging Markets Equity ETF ETF | $7.3M | 75.3K | 2.2% | ▼−2.9% Reduced · −2K sh | |
| 14 | Caterpillar Inc Com Stock | $7.2M | 6.7K | 2.2% | ▼−8.9% Reduced · −656 sh | |
| 15 | Bluerock PVT Real Estate FD Com CEF | $5.3M | 404.9K | 1.6% | ▼−2.0% Reduced · −8K sh | |
| 16 | First Trust Low Duration Opportunities ETF ETF | $5.0M | 99.4K | 1.5% | ▲+4.6% Added · +4K sh | |
| 17 | Amazon Com Inc Com Stock | $4.5M | 18.9K | 1.4% | ▲+1.3% Added · +248 sh | |
| 18 | Walmart Inc Com Stock | $3.4M | 30.1K | 1.0% | ▼−0.1% Reduced · −41 sh | |
| 19 | Avantis All Equity Markets ETF ETF | $3.2M | 32.0K | 1.0% | ▼−0.6% Reduced · −194 sh | |
| 20 | Pimco Active Bond Exchange-Traded Fund ETF | $3.1M | 34.0K | 1.0% | ▲+6.3% Added · +2K sh | |
| 21 | State Street SPDR Portfolio Intermediate Term Corporate Bond ETF ETF | $3.0M | 88.6K | 0.9% | ▲+8.2% Added · +7K sh | |
| 22 | Janus Henderson Aaa Clo ETF ETF | $2.8M | 56.3K | 0.9% | ▲+9.5% Added · +5K sh | |
| 23 | Dimensional US Large Cap Value ETF ETF | $2.7M | 68.3K | 0.8% | ▲+7.6% Added · +5K sh | |
| 24 | Apple Inc Com Stock | $2.3M | 7.9K | 0.7% | ▲+1.8% Added · +141 sh | |
| 25 | Pacer US Cash Cows 100 ETF ETF | $2.3M | 36.7K | 0.7% | ▼−7.0% Reduced · −3K sh | |
| 26 | Vanguard S&P 500 ETF ETF | $2.2M | 3.2K | 0.7% | ▲+0.3% Added · +10 sh | |
| 27 | Deere & Co Com Stock | $2.2M | 3.5K | 0.7% | ▼~0% Reduced · −1 sh | |
| 28 | JPMorgan Chase & Co Com Stock | $2.1M | 6.3K | 0.6% | ▲+2.4% Added · +149 sh | |
| 29 | Microsoft Corp Com Stock | $1.9M | 5.1K | 0.6% | ▲+1.3% Added · +64 sh | |
| 30 | Eli Lilly & Co Com Stock | $1.8M | 1.5K | 0.5% | ▲+0.6% Added · +9 sh | |
| 31 | Nvidia Corporation Com Stock | $1.7M | 8.5K | 0.5% | ▼−3.2% Reduced · −280 sh | |
| 32 | Dimensional U.S. Core Equity 2 ETF ETF | $1.6M | 36.2K | 0.5% | ▼−3.3% Reduced · −1K sh | |
| 33 | Ishares Msci Eafe Value ETF ETF | $1.5M | 19.7K | 0.5% | ▼~0% Reduced · −4 sh | |
| 34 | Berkshire Hathaway Inc Del CL A Stock | $1.5M | 2 | 0.5% | —Held | |
| 35 | Berkshire Hathaway Inc Del CL B New Stock | $1.2M | 2.4K | 0.4% | ▼−11% Reduced · −304 sh | |
| 36 | Dimensional US Small Cap Value ETF ETF | $1.2M | 30.6K | 0.4% | ▼−9.3% Reduced · −3K sh | |
| 37 | Ishares Morningstar Mid-Cap Growth ETF ETF | $1.1M | 11.2K | 0.3% | ▼−3.4% Reduced · −389 sh | |
| 38 | Allstate Corp Com Stock | $1.0M | 4.3K | 0.3% | ▲+3.4% Added · +140 sh | |
| 39 | Alphabet Inc Cap STK CL A Stock | $1.0M | 2.8K | 0.3% | ▼−0.7% Reduced · −20 sh | |
| 40 | Broadcom Inc Com Stock | $898K | 2.4K | 0.3% | ▲+4.0% Added · +92 sh | |
| 41 | Corning Inc Com Stock | $879K | 3.4K | 0.3% | ▼−7.3% Reduced · −273 sh | |
| 42 | Procter & Gamble Co Com Stock | $811K | 5.5K | 0.2% | ▲+2.3% Added · +126 sh | |
| 43 | JPMorgan Ultra-Short Income ETF ETF | $736K | 14.5K | 0.2% | ▼−1.1% Reduced · −164 sh | |
| 44 | Intel Corp Com Stock | $697K | 5.0K | 0.2% | ▲+38% Added · +1K sh | |
| 45 | Johnson & Johnson Com Stock | $680K | 2.7K | 0.2% | ▼−9.0% Reduced · −265 sh | |
| 46 | Home Depot Inc Com Stock | $641K | 1.8K | 0.2% | ▲+9.8% Added · +163 sh | |
| 47 | Invesco S&P 500 Top 50 ETF ETF | $618K | 10.1K | 0.2% | —Held | |
| 48 | Vanguard Mid-Cap Growth ETF ETF | $614K | 2.0K | 0.2% | ▲+0.1% Added · +2 sh | |
| 49 | Direxion Auspice Broad Commodity Strategy ETF ETF | $608K | 18.6K | 0.2% | ▲+0.6% Added · +116 sh | |
| 50 | JPMorgan U.S. Quality Factor ETF ETF | $605K | 8.4K | 0.2% | ▲+0.3% Added · +21 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.