Wilkerson Advisory Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists a total of 644 positions held by the firm.
The largest holding disclosed in the portfolio is Microsoft Corporation, for which Wilkerson Advisory Group reported ownership of 2,973,112 shares. The firm also holds significant positions in Alphabet Inc. Class A, with 1,037,929 shares, and Amazon.com Inc., with 1,951,600 shares. Other notable positions include Procter & Gamble Co. (906,762 shares), Johnson & Johnson (624,257 shares), and Visa Inc. Class A (184,742 shares).
Wilkerson Advisory Group holds a mix of individual equities and exchange-traded funds (ETFs). Among the ETFs listed are the iShares Core S&P Small Cap ETF (353,704 shares), the SPDR Gold Shares ETF (300,86 shares), and the Vanguard Morningstar Total Stock Market ETF ETF (48,960 shares). The filing also includes positions in various other companies, including Tesla Inc. (401,978 shares), Eli Lilly and Company (282,32 shares), and Broadcom Inc. (107,533 shares).
The report was signed by Carmen McClennon, Chief Compliance Officer of Wilkerson Advisory Group LLC, and was filed on October 20, 2026.
