Institutional Fund
Wilkerson Advisory Group LLC
Columbia, MOCIK 20796612 filings on record
Portfolio Value
$290.96M
Q1 2026
Holdings
617
Reported positions
New Buys
75
Opened this quarter
QoQ Change
+2.5%
from $283.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr14.0%
- Victory Portfolios II7.9%
- American Centy ETF Tr7.8%
- Federated Hermes ETF Trust5.1%
- Pimco ETF Tr4.2%
- American Centy ETF Tr4.1%
- Other56.9%
Portfolio Holdings
617 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 62.4K | $40.61M | 14.0% | +3.5K | Added |
| 2 | Victory Portfolios II | 585.1K | $23.10M | 7.9% | +585.1K | New |
| 3 | American Centy ETF Tr | 267.9K | $22.73M | 7.8% | +2.6K | Added |
| 4 | Federated Hermes ETF Trust | 594.3K | $14.94M | 5.1% | +37.8K | Added |
| 5 | Pimco ETF Tr | 462.2K | $12.11M | 4.2% | +29.2K | Added |
| 6 | American Centy ETF Tr | 106.3K | $11.82M | 4.1% | +3.0K | Added |
| 7 | American Centy ETF Tr | 111.2K | $11.68M | 4.0% | +60.3K | Added |
| 8 | Invesco Qqq Tr | 19.9K | $11.48M | 3.9% | +1.4K | Added |
| 9 | Dimensional ETF Trust | 225.3K | $10.79M | 3.7% | +225.3K | New |
| 10 | American Centy ETF Tr | 78.3K | $8.65M | 3.0% | +1.5K | Added |
607 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio