Wilkerson Advisory Group LLC
Net buyer this quarter
$326M
503
+$714K
29.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $47.5M | 14.60% | Not reported | +1.9% | Q4 2025 |
 QQQ | $15.1M | 4.64% | Not reported | +3.2% | Q4 2025 |
| GLDM | $7.3M | 2.24% | 0.03% | -0.9% | Q4 2025 |
 CAT | $7.16M | 2.20% | 0.00% | -8.9% | Q4 2025 |
 BPRE | $5.27M | 1.62% | Not reported | -2.0% | Q4 2025 |
 AMZN | $4.51M | 1.38% | 0.00% | +1.3% | Q4 2025 |
 WMT | $3.41M | 1.05% | 0.00% | -0.1% | Q4 2025 |
 AAPL | $2.3M | 0.71% | 0.00% | +1.8% | Q4 2025 |
 DE | $2.21M | 0.68% | 0.00% | 0.0% | Q4 2025 |
 JPM | $2.06M | 0.63% | 0.00% | +2.4% | Q4 2025 |
 MSFT | $1.91M | 0.59% | 0.00% | +1.3% | Q4 2025 |
 LLY | $1.75M | 0.54% | 0.00% | +0.6% | Q4 2025 |
 NVDA | $1.69M | 0.52% | 0.00% | -3.2% | Q4 2025 |
 BRK.A | $1.5M | 0.46% | Not reported | Not reported | Q4 2025 |
| BRK.B | $1.22M | 0.37% | Not reported | -11.1% | Q4 2025 |
 ALL | $1.03M | 0.32% | 0.00% | +3.4% | Q4 2025 |
 GOOGL | $1.01M | 0.31% | 0.00% | -0.7% | Q4 2025 |
 AVGO | $898K | 0.28% | 0.00% | +4.0% | Q4 2025 |
 GLW | $879K | 0.27% | 0.00% | -7.4% | Q4 2025 |
 PG | $811K | 0.25% | 0.00% | +2.3% | Q4 2025 |
 INTC | $697K | 0.21% | 0.00% | +38.3% | Q4 2025 |
 JNJ | $680K | 0.21% | 0.00% | -9.0% | Q4 2025 |
 HD | $641K | 0.20% | 0.00% | +9.9% | Q4 2025 |
 VOT | $614K | 0.19% | Not reported | +0.1% | Q4 2025 |
 MMM | $588K | 0.18% | 0.00% | -0.1% | Q4 2025 |
 V | $544K | 0.17% | 0.00% | +2.3% | Q4 2025 |
 AMAT | $529K | 0.16% | 0.00% | +18.5% | Q4 2025 |
 AMD | $503K | 0.15% | 0.00% | +224.3% | Q4 2025 |
 LHX | $497K | 0.15% | 0.00% | -10.5% | Q4 2025 |
 IBM | $495K | 0.15% | 0.00% | +8.0% | Q4 2025 |
 TSLA | $493K | 0.15% | 0.00% | +2.8% | Q4 2025 |
 MU | $482K | 0.15% | 0.00% | +66.8% | Q4 2025 |
 T | $444K | 0.14% | 0.00% | +4.0% | Q4 2025 |
 FLEX | $437K | 0.13% | 0.00% | -22.8% | Q4 2025 |
 META | $425K | 0.13% | Not reported | +5.6% | Q4 2025 |
 ABBV | $409K | 0.13% | 0.00% | -30.9% | Q4 2025 |
 MRK | $392K | 0.12% | 0.00% | -16.2% | Q4 2025 |
 LRCX | $374K | 0.11% | 0.00% | +119.3% | Q4 2025 |
 TSM | $371K | 0.11% | 0.00% | -32.9% | Q4 2025 |
| GOOG | $369K | 0.11% | Not reported | +10.3% | Q4 2025 |
 SPGI | $362K | 0.11% | 0.00% | +1.6% | Q4 2025 |
 ROK | $308K | 0.09% | 0.00% | -10.4% | Q4 2025 |
 BMY | $294K | 0.09% | 0.00% | +20.1% | Q4 2025 |
 ADI | $279K | 0.09% | 0.00% | -6.8% | Q4 2025 |
 USO | $269K | 0.08% | 0.02% | -7.2% | Q4 2025 |
 CRWD | $269K | 0.08% | 0.00% | -11.8% | Q4 2025 |
 Q | $260K | 0.08% | 0.00% | -5.3% | Q4 2025 |
 ORCL | $254K | 0.08% | 0.00% | +4.8% | Q4 2025 |
 C | $248K | 0.08% | 0.00% | +10.1% | Q4 2025 |
 AEE | $248K | 0.08% | 0.00% | +0.1% | Q4 2025 |
| Q1 2026 | |||||
| SPY | $40.6M | 13.96% | Not reported | +5.9% | Q4 2025 |
| QQQ | $11.5M | 3.95% | Not reported | +7.4% | Q4 2025 |
| GLDM | $8.6M | 2.96% | 0.03% | -8.2% | Q4 2025 |
| BPRE | $6.86M | 2.36% | Not reported | +3.6% | Q4 2025 |
| CAT | $5.23M | 1.80% | 0.00% | +4.1% | Q4 2025 |
| AMZN | $3.89M | 1.34% | 0.00% | +9.5% | Q4 2025 |
| WMT | $3.75M | 1.29% | 0.00% | +9.0% | Q4 2025 |
| AAPL | $1.98M | 0.68% | 0.00% | -11.0% | Q4 2025 |
| DE | $1.96M | 0.67% | 0.00% | +0.7% | Q4 2025 |
| MSFT | $1.88M | 0.64% | 0.00% | -18.0% | Q4 2025 |
| JPM | $1.8M | 0.62% | 0.00% | +3.4% | Q4 2025 |
| NVDA | $1.53M | 0.52% | 0.00% | -5.9% | Q4 2025 |
| BRK.A | $1.44M | 0.49% | Not reported | Not reported | Q4 2025 |
| LLY | $1.34M | 0.46% | 0.00% | +18.9% | Q4 2025 |
| BRK.B | $1.31M | 0.45% | Not reported | +1.5% | Q4 2025 |
| ALL | $866K | 0.30% | 0.00% | +3.2% | Q4 2025 |
| GOOGL | $815K | 0.28% | 0.00% | +190.3% | Q4 2025 |
| PG | $781K | 0.27% | 0.00% | +1.9% | Q4 2025 |
| JNJ | $719K | 0.25% | 0.00% | -28.4% | Q4 2025 |
| AVGO | $707K | 0.24% | 0.00% | -23.3% | Q4 2025 |
| LHX | $660K | 0.23% | 0.00% | +87.5% | Q4 2025 |
| T | $599K | 0.21% | 0.00% | +10.1% | Q4 2025 |
| HD | $544K | 0.19% | 0.00% | +8.0% | Q4 2025 |
| MMM | $528K | 0.18% | 0.00% | -0.5% | Q4 2025 |
| VOT | $516K | 0.18% | Not reported | +0.2% | Q4 2025 |
| ABBV | $511K | 0.18% | 0.00% | -43.7% | Q4 2025 |
| GLW | $505K | 0.17% | 0.00% | +47.5% | Q4 2025 |
| V | $468K | 0.16% | 0.00% | -34.0% | Q4 2025 |
| MRK | $438K | 0.15% | 0.00% | +333.4% | Q4 2025 |
| TSLA | $424K | 0.15% | 0.00% | +121.1% | Q4 2025 |
| META | $409K | 0.14% | Not reported | +144.0% | Q4 2025 |
 NEE | $403K | 0.14% | 0.00% | -45.9% | Q4 2025 |
| IBM | $395K | 0.14% | 0.00% | +3.0% | Q4 2025 |
| TSM | $391K | 0.13% | 0.00% | -28.9% | Q4 2025 |
| SPGI | $372K | 0.13% | 0.00% | +4.8% | Q4 2025 |
| USO | $346K | 0.12% | 0.02% | -22.5% | Q4 2025 |
 WELL | $328K | 0.11% | 0.00% | +1946.9% | Q4 2025 |
 PEP | $317K | 0.11% | 0.00% | +3.3% | Q4 2025 |
 HON | $316K | 0.11% | 0.00% | +365.7% | Q4 2025 |
 WM | $299K | 0.10% | 0.00% | -50.8% | Q4 2025 |
 XOM | $291K | 0.10% | 0.00% | +39.3% | Q4 2025 |
 TEL | $288K | 0.10% | 0.00% | -57.9% | Q4 2025 |
 BKR | $280K | 0.10% | 0.00% | +1661.5% | Q4 2025 |
 PSLV | $273K | 0.09% | 0.00% | -2.4% | Q4 2025 |
| GOOG | $271K | 0.09% | Not reported | +81.6% | Q4 2025 |
| BMY | $258K | 0.09% | 0.00% | +42.9% | Q4 2025 |
| ROK | $249K | 0.09% | 0.00% | -62.6% | Q4 2025 |
 EMR | $244K | 0.08% | 0.00% | -46.1% | Q4 2025 |
 CCJ | $244K | 0.08% | 0.00% | -30.4% | Q4 2025 |
| ORCL | $243K | 0.08% | 0.00% | +8.4% | Q4 2025 |
| Q4 2025 | |||||
| SPY | $40.2M | 14.17% | Not reported | New | Q4 2025 |
| QQQ | $11.4M | 4.01% | Not reported | New | Q4 2025 |
| GLDM | $8.63M | 3.04% | 0.04% | New | Q4 2025 |
| BPRE | $5.98M | 2.11% | Not reported | New | Q4 2025 |
| CAT | $4.06M | 1.43% | 0.00% | New | Q4 2025 |
| AMZN | $3.93M | 1.39% | 0.00% | New | Q4 2025 |
| WMT | $3.08M | 1.09% | 0.00% | New | Q4 2025 |
| MSFT | $2.99M | 1.05% | 0.00% | New | Q4 2025 |
| AAPL | $2.38M | 0.84% | 0.00% | New | Q4 2025 |
| JPM | $1.91M | 0.67% | 0.00% | New | Q4 2025 |
| NVDA | $1.73M | 0.61% | 0.00% | New | Q4 2025 |
| DE | $1.61M | 0.57% | 0.00% | New | Q4 2025 |
| BRK.A | $1.51M | 0.53% | Not reported | New | Q4 2025 |
| BRK.B | $1.36M | 0.48% | Not reported | New | Q4 2025 |
| LLY | $1.31M | 0.46% | 0.00% | New | Q4 2025 |
| AVGO | $1.03M | 0.36% | 0.00% | New | Q4 2025 |
| ABBV | $953K | 0.34% | 0.00% | New | Q4 2025 |
| JNJ | $850K | 0.30% | 0.00% | New | Q4 2025 |
| ALL | $843K | 0.30% | 0.00% | New | Q4 2025 |
| V | $823K | 0.29% | 0.00% | New | Q4 2025 |
| PG | $761K | 0.27% | 0.00% | New | Q4 2025 |
| TEL | $745K | 0.26% | 0.00% | New | Q4 2025 |
| ROK | $722K | 0.25% | 0.00% | New | Q4 2025 |
 VLTO | $721K | 0.25% | 0.00% | New | Q4 2025 |
| NEE | $644K | 0.23% | 0.00% | New | Q4 2025 |
 CRM | $599K | 0.21% | 0.00% | New | Q4 2025 |
 ICE | $587K | 0.21% | 0.00% | New | Q4 2025 |
| MMM | $585K | 0.21% | 0.00% | New | Q4 2025 |
| WM | $581K | 0.20% | 0.00% | New | Q4 2025 |
 STE | $561K | 0.20% | 0.00% | New | Q4 2025 |
| VOT | $558K | 0.20% | Not reported | New | Q4 2025 |
 MDT | $548K | 0.19% | 0.00% | New | Q4 2025 |
| HD | $528K | 0.19% | 0.00% | New | Q4 2025 |
| TSM | $495K | 0.17% | 0.00% | New | Q4 2025 |
 JEF | $475K | 0.17% | 0.00% | New | Q4 2025 |
 NOW | $472K | 0.17% | 0.00% | New | Q4 2025 |
| IBM | $468K | 0.16% | 0.00% | New | Q4 2025 |
| T | $466K | 0.16% | 0.00% | New | Q4 2025 |
 CDNS | $466K | 0.16% | 0.00% | New | Q4 2025 |
 AFL | $460K | 0.16% | 0.00% | New | Q4 2025 |
| EMR | $458K | 0.16% | 0.00% | New | Q4 2025 |
| FLEX | $443K | 0.16% | 0.00% | New | Q4 2025 |
 SPOT | $438K | 0.15% | 0.00% | New | Q4 2025 |
| SPGI | $436K | 0.15% | 0.00% | New | Q4 2025 |
 SYK | $435K | 0.15% | 0.00% | New | Q4 2025 |
 GEHC | $418K | 0.15% | 0.00% | New | Q4 2025 |
| CRWD | $414K | 0.15% | 0.00% | New | Q4 2025 |
 APTV | $369K | 0.13% | 0.00% | New | Q4 2025 |
 PANW | $360K | 0.13% | 0.00% | New | Q4 2025 |
 NXPI | $336K | 0.12% | 0.00% | New | Q4 2025 |