Wilkerson Advisory Group LLC: 13F holdings
CIK 20796612026Q2
| Positions | 620 |
|---|---|
| Reported value | $325.6m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STREET SPDR S&P 500 ETF | 63,652 | $47.5m | 14.6% |
| ACT VICTORYSHARES FREE CASH FLOW ETF | 589,559 | $27.0m | 8.3% |
| AVDE AVANTIS INTERNATIONAL EQUITY ETF | 274,672 | $24.5m | 7.5% |
| FEDERATED HERMES TOTAL RETURN BOND ETF | 625,688 | $15.7m | 4.8% |
| QQQ INVESCO QQQ TRUST SERIES I | 20,534 | $15.1m | 4.6% |
| IWF AMERICAN CENTURY U.S. QUALITY GROWTH ETF | 116,467 | $13.7m | 4.2% |
| AVUS AVANTIS U.S. EQUITY ETF | 106,360 | $13.6m | 4.2% |
| PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 488,746 | $13.0m | 4.0% |
| DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 238,451 | $11.4m | 3.5% |
| AVUV AVANTIS U.S. SMALL CAP VALUE ETF | 78,571 | $9.8m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2079661")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.