Carmen McClennon

Wilkerson Advisory Group Llc

Assets Managed

$325.605M

Holdings

620

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

11.91%(2Q avg: 7.2%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Wilkerson Advisory Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 620 positions.

Assets under management

The assets under management (AUM) of Wilkerson Advisory Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 325.605M in assets, with a quarterly growth rate of 11.91% and a 2-quarter average growth rate of 7.2%. The portfolio is managed by Carmen McClennon, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 1.94%	14.6%	$47.534M 63,652 shares@ $746.79 avg price	Increased 1.94%
VFLO Victoryshares Free Cash Flow Recent Activity Increased 0.76%	8.29%	$26.972M 589,559 shares@ $45.76 avg price	Increased 0.76%
AVDE Avantis International Equity Recent Activity Increased 2.52%	7.53%	$24.501M 274,672 shares@ $89.21 avg price	Increased 2.52%
FTRB Federated Herm Ttl Rtrn Bnd Recent Activity Increased 5.29%	4.83%	$15.702M 625,688 shares@ $25.1 avg price	Increased 5.29%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 3.23%	4.65%	$15.122M 20,534 shares@ $736.42 avg price	Increased 3.23%
QGRO American Century Us Quality Recent Activity Increased 4.73%	4.23%	$13.749M 116,467 shares@ $118.06 avg price	Increased 4.73%
AVUS Avantis U.s. Equity Etf Recent Activity Increased 0.01%	4.19%	$13.623M 106,360 shares@ $128.09 avg price	Increased 0.01%
PYLD Pimco Multisector Bond Actv Recent Activity Increased 5.74%	3.99%	$12.962M 488,746 shares@ $26.53 avg price	Increased 5.74%
DFSD Dimensional Short Duration Recent Activity Increased 5.86%	3.5%	$11.386M 238,451 shares@ $47.76 avg price	Increased 5.86%
AVUV Avantis Us Small Cap Value Recent Activity Increased 0.34%	3.02%	$9.803M 78,571 shares@ $124.77 avg price	Increased 0.34%

1-10 of 620