Long-term investor
Wilkerson Advisory Group LLC @wilkersonadvisorygroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002079661).
Record
- Tracked since 2025-12-31 (250 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year n/a · all +8.4%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 14.6% · long · since 2025-12-31
- VFLO · 8.3% · long · since 2026-03-31
- AVDE · 7.5% · long · since 2025-12-31
- FTRB · 4.8% · long · since 2025-12-31
- 46090E103 · 4.6% · long · since 2025-12-31
- QGRO · 4.2% · long · since 2025-12-31
- AVUS · 4.2% · long · since 2025-12-31
- PYLD · 4.0% · long · since 2025-12-31
- DFSD · 3.5% · long · since 2026-03-31
- AVUV · 3.0% · long · since 2025-12-31
- GBIL · 2.6% · long · since 2025-12-31
- GLDM · 2.2% · long · since 2025-12-31