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CIK: 0002079661
Total reported value
$325.6M
$325.6M
581 檔
36.6%
During the Q4 2025 filing period, Wilkerson Advisory Group LLC (CIK: 0002079661) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $325.6M across 581 reported positions.
During Q4 2025, Wilkerson Advisory Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 581 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.17% | +0.64% | — | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 11.11% | -0.15% | — | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 7.69% | -0.29% | — | |
| 4 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 4.98% | -0.32% | — | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.07% | -0.18% | — | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.07% | +0.12% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.01% | +0.69% | — | |
| 8 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 3.81% | -0.04% | — | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.04% | -0.72% | — | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.76% | +0.04% | — | |
| 11 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.40% | +0.32% | — | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.15% | +0.08% | — | |
| 13 | BPRE | Bluerock Private Real Estate | Stock-Financials | 2.11% | -0.74% | — | |
| 14 | QGRO | American Century US Quality | ETF-Other | 2.05% | +0.21% | — | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.62% | -0.11% | — | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | +0.40% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.04% | — | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.24% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.05% | — | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.00% | -0.05% | — | |
| 21 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.94% | — | — | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.90% | -0.03% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.03% | — | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.84% | -0.02% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.02% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.01% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | — | — | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.57% | +0.01% | — | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.54% | -0.01% | — | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.03% | — | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.51% | -0.04% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.08% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.08% | — | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.40% | -0.05% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.04% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | -0.05% | — | |
| 37 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.31% | +0.03% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.04% | — | |
| 39 | ALL | Allstate CORP | Stock-Financials | 0.30% | +0.02% | — | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.29% | -0.03% | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.01% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.02% | — | |
| 43 | TEL | TE Connectivity plc | Stock-Tech | 0.26% | -0.06% | — | |
| 44 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.25% | — | — | |
| 45 | VLTO | Veralto CORP | Stock-Industrials | 0.25% | — | — | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.23% | -0.08% | — | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.22% | -0.02% | — | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.21% | -0.01% | — | |
| 49 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.21% | — | — | |
| 50 | ICE | Intercontinental Exchange In | Stock-Financials | 0.21% | -0.02% | — |
According to official SEC Form 13F filings, Wilkerson Advisory Group LLC reported a total U.S. public equity portfolio value of $325.6M across 581 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, COWZ, AVDE) accounted for 36.6% of total reported equity market value during Q4 2025.
During Q4 2025, Wilkerson Advisory Group LLC's top holdings by market value included SPY (14.2%)、COWZ (11.1%)、AVDE (7.7%). The largest single position, SPY, represented 14.2% of total portfolio value.
In Q4 2025, Wilkerson Advisory Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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