Holdings of Wilkerson Advisory Group LLC
543 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 61.5 % of the equity sleeve
Sector breakdown
- Industrials 4.7 %
- Technology 4.1 %
- Financials 3.3 %
- Consumer discretionary 2.3 %
- Consumer staples 2.2 %
- Health care 2.1 %
- Communication 1.1 %
- Funds 0.9 %
- Energy 0.4 %
- Materials 0.3 %
- Utilities 0.3 %
- Real estate 0.2 %
- Unattributed 78.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- TW 0.2 %
- GB 0.0 %
- NL 0.0 %
- KY 0.0 %
- CA 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 538 | 256M $ | 99.84 % |
| 2 | TW | 1 | 391.4K $ | 0.15 % |
| 3 | GB | 1 | 7.1K $ | 0.00 % |
| 4 | NL | 1 | 1.3K $ | 0.00 % |
| 5 | KY | 1 | 534 $ | 0.00 % |
| 6 | CA | 1 | 78 $ | 0.00 % |