Carmen McClennon

Wilkerson Advisory Group Llc

Assets Managed

$290.96M

Holdings

617

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

2.49%(2Q avg: 1.25%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wilkerson Advisory Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 617 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 290.96M in assets, with a quarterly growth rate of 2.49% and a 2-quarter average growth rate of 1.25%. 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 5.85%	13.96%	$40.608M 62,441 shares@ $650.34 avg price	Increased 5.85%
VFLO Victoryshares Free Cash Flow Recent Activity New Position	7.94%	$23.102M 585,147 shares@ $39.48 avg price	New Position
AVDE Avantis International Equity Recent Activity Increased 1%	7.82%	$22.731M 267,924 shares@ $84.84 avg price	Increased 1%
FTRB Federated Herm Ttl Rtrn Bnd Recent Activity Increased 6.79%	5.14%	$14.943M 594,257 shares@ $25.15 avg price	Increased 6.79%
PYLD Pimco Multisector Bond Actv Recent Activity Increased 6.75%	4.17%	$12.111M 462,241 shares@ $26.21 avg price	Increased 6.75%
AVUS Avantis U.s. Equity Etf Recent Activity Increased 2.94%	4.07%	$11.824M 106,350 shares@ $111.18 avg price	Increased 2.94%
QGRO American Century Us Quality Recent Activity Increased 118.44%	4.02%	$11.681M 111,216 shares@ $105.04 avg price	Increased 118.44%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 7.38%	3.95%	$11.481M 19,892 shares@ $577.18 avg price	Increased 7.38%
DFSD Dimensional Short Duration Recent Activity New Position	3.71%	$10.786M 225,268 shares@ $47.88 avg price	New Position
AVUV Avantis Us Small Cap Value Recent Activity Increased 1.9%	2.98%	$8.651M 78,307 shares@ $110.47 avg price	Increased 1.9%

1-10 of 617