Wilkerson Advisory Group LLC
SEC Form 13F institutional filer · CIK 0002079661
13F-HR · 375 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
67.6%
Wilkerson Advisory Group LLC — $118M AUM allocation strategy
Wilkerson Advisory Group LLC files SEC Form 13F and reports $118M of long US equity value across 375 reported holdings for 2026-03-31.
Its largest sector bet is Financials 9.9%, followed by Industrials 7.4% and Information Technology 4.6%.
The top 10 holdings account for 68% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Wilkerson Advisory Group LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$118M
total across 375 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
68% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BKR +4.32K sh · +$268K+$SPY +3.45K sh · +$380K+$FCX +3.17K sh · +$188K
Biggest trims (shares)
−$VLTO −6.83K sh · −$686K−$MDT −5.02K sh · −$489K−$APTV −4.22K sh · −$325K
Exited to nil (held last quarter, gone now)
$XLRE ($5.61K last qtr)$LEN ($2.88K last qtr)$EFX ($1.52K last qtr)$NRG ($1.43K last qtr)$CSGP ($1.41K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage5.7%—
- Construction Machinery & Heavy Transportation Equipment4.4%—
- Broadline Retail3.3%—
- Consumer Staples Merchandise Retail3.2%—
- Pharmaceuticals1.8%—
- Technology Hardware, Storage & Peripherals1.7%—
- Agricultural & Farm Machinery1.7%—
- Systems Software1.6%—
- Other holdings76.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GS | Goldman Sachs Group Inc | 66.6K | $6.74M | -1.53K | 5.7% |
| $CAT | Caterpillar Inc | 7.38K | $5.23M | +291 | 4.4% |
| $AMZN | Amazon.com Inc | 18.7K | $3.89M | +1.62K | 3.3% |
| $WMT | Walmart Inc | 30.2K | $3.75M | +2.5K | 3.2% |
| $AAPL | Apple Inc | 7.8K | $1.98M | -964 | 1.7% |
| $DE | Deere & Company | 3.48K | $1.96M | +24 | 1.7% |
| $MSFT | Microsoft Corporation | 5.07K | $1.88M | -1.11K | 1.6% |
…and 368 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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