Wilkerson Advisory Group LLC
All 13F Filings
- Location
- Columbia, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 325,605
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 620 | 325,605 | 13F-HR | Wilkerson Advisory Group LLC |
| Q1 2026 | 5/8/2026 | 617 | 290,960 | 13F-HR | Wilkerson Advisory Group LLC |
| Q4 2025 | 2/13/2026 | 581 | 283,902 | 13F-HR | Wilkerson Advisory Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.36 K | 21.9% | 6.711 K | 0 | 6.711 K |
| ETFs | 254.3 K | 78.1% | 27.95 K | 0 | 27.95 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
325,605
Holdings
620
QoQ value change ($000)
34,645
(11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.