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Portfolio (Quarterly) Guide ↗

Wilkerson Advisory Group LLC

· CIK 0002079661
13F Portfolio $291M AUM 617 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 335 Added 112 Reduced 39 Exited
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BBJP JPMORGAN BETABUILDERS JAPAN ETF 91.0 $6K 0.00% NEW $68.91 +8.7%
22 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 29.0 $6K 0.00% NEW $191.79 +11.1%
23 HRB BLOCK H & R INC COM Consumer Cyclical 167.0 $5K 0.00% NEW $31.74 +13.0%
24 SIL GLOBAL X SILVER MINERS ETF 58.0 $5K 0.00% NEW $90.09 -12.8%
25 IRM IRON MTN INC DEL COM Real Estate 43.0 $4K 0.00% NEW $102.14 +30.3%
26 NBR NABORS INDUSTRIES LTD SHS Energy 50.0 $4K 0.00% NEW $86.06 +0.5%
27 BBCA JPMORGAN BETABUILDERS CANADA ETF 45.0 $4K 0.00% NEW $94.07 +5.7%
28 BBEU JPMORGAN BETABUILDERS EUROPE ETF 54.0 $4K 0.00% NEW $72.41 +5.3%
29 GOVT ISHARES U.S. TREASURY BOND ETF 166.0 $4K 0.00% NEW $22.91 -0.9%
30 RF REGIONS FINANCIAL CORP NEW COM Financial Services 137.0 $4K 0.00% NEW $26.12 +12.2%
31 CFG CITIZENS FINL GROUP INC COM Financial Services 58.0 $3K 0.00% NEW $59.97 +15.0%
32 DTE DTE ENERGY CO COM Utilities 23.0 $3K 0.00% NEW $146.22 +2.0%
33 BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 50.0 $3K 0.00% NEW $59.46 +0.5%
34 CMS CMS ENERGY CORP COM Utilities 37.0 $3K 0.00% NEW $77.57 -2.9%
35 KGS KODIAK GAS SVCS INC COM Energy 45.0 $3K 0.00% NEW $58.44 +22.7%
36 WHEELS UP EXPERIENCE INC COM CL A 5,000.0 $3K 0.00% NEW $0.52
37 XMHQ INVESCO S&P MIDCAP QUALITY ETF 24.0 $2K 0.00% NEW $103.38 +6.4%
38 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 115.0 $2K 0.00% NEW $21.48 -23.2%
39 PGX INVESCO PREFERRED ETF 206.0 $2K 0.00% NEW $10.88 -0.4%
40 EXR EXTRA SPACE STORAGE INC COM Real Estate 17.0 $2K 0.00% NEW $131.12 +12.7%
Page 2 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.4%
Industrials 10.6%
Technology 9.9%
Consumer Cyclical 5.0%
Consumer Defensive 4.9%
Healthcare 4.8%
Communication Services 2.5%
Energy 1.5%
Basic Materials 0.9%
Utilities 0.9%