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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 12 of 31  ·  617 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTI VANGUARD TOTAL STOCK MARKET ETF 131.0 $42K 0.01% +1.0 +0.8% $319.59 +13.8%
222 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 291.0 $41K 0.01% $142.21 +13.4%
223 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 784.0 $41K 0.01% $52.76 -8.4%
224 EBAY EBAY INC. COM Consumer Cyclical 453.0 $41K 0.01% +207.0 +84.2% $91.08 +19.6%
225 FLCC FEDERATED HERMES MDT LARGE CAP CORE ETF 1,336.0 $41K 0.01% +7.0 +0.5% $30.84 +11.8%
226 CI THE CIGNA GROUP COM Healthcare 147.0 $39K 0.01% +57.0 +63.3% $266.75 +6.1%
227 GLD SPDR GOLD SHARES Financial Services 91.0 $39K 0.01% -1.0 -1.1% $430.29 -12.3%
228 JBL JABIL INC COM Technology 147.0 $39K 0.01% -4.0 -2.6% $265.63 +40.4%
229 MUB ISHARES NATIONAL MUNI BOND ETF 363.0 $39K 0.01% $106.15 +1.0%
230 NOW SERVICENOW INC COM Technology 367.0 $38K 0.01% -3K -88.1% $104.55 -8.2%
231 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 422.0 $38K 0.01% +154.0 +57.5% $90.19 +24.6%
232 TFC TRUIST FINL CORP COM Financial Services 826.0 $38K 0.01% +421.0 +104.0% $45.97 +8.0%
233 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 342.0 $38K 0.01% $110.86 -3.2%
234 SPG SIMON PPTY GROUP INC NEW COM Real Estate 203.0 $38K 0.01% +45.0 +28.5% $186.53 +16.2%
235 PRU PRUDENTIAL FINL INC COM Financial Services 387.0 $38K 0.01% +60.0 +18.4% $97.69 +11.0%
236 F FORD MTR CO COM Consumer Cyclical 3,248.0 $37K 0.01% +606.0 +22.9% $11.54 +21.3%
237 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 402.0 $37K 0.01% +106.0 +35.8% $92.31 -5.2%
238 OKE ONEOK INC NEW COM Energy 392.0 $35K 0.01% +133.0 +51.4% $90.41 -2.6%
239 AXP AMERICAN EXPRESS CO COM Financial Services 117.0 $35K 0.01% +38.0 +48.1% $302.71 +11.6%
240 VIG VANGUARD DIVIDEND APPRECIATION ETF 164.0 $35K 0.01% +109.0 +198.2% $215.62 +8.6%
Page 12 of 31  ·  617 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%