Portfolio (Quarterly) Guide ↗

Wilkerson Advisory Group LLC

· CIK 0002079661

13F Portfolio $326M AUM 620 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 46 New 262 Added 169 Reduced 43 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	LCID	LUCID GROUP INC COM NEW	Consumer Cyclical	3	$29.0	—	SOLD
42	EVGO	EVGO INC CL A COM	Consumer Cyclical	4	$7.0	—	SOLD
43	OPK	OPKO HEALTH INC COM	Healthcare	4	$5.0	—	SOLD

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Sector Allocation

Financial Services 58.6%

Technology 12.3%

Industrials 10.6%

Consumer Cyclical 5.1%

Healthcare 4.5%

Consumer Defensive 4.1%

Communication Services 1.9%

Energy 1.0%

Basic Materials 0.7%

Utilities 0.7%