Wilkerson Advisory Group LLC has filed its latest 13F-HR report, revealing a total of $335.3 million in assets as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and highlights its positions in major companies, including Amazon and Procter & Gamble.
The report indicates that Wilkerson Advisory Group holds substantial positions in various sectors, showcasing its active management approach in the financial services industry. The firm’s investments reflect a diverse portfolio, which may influence its competitive edge in the market.
Background
Wilkerson Advisory Group LLC is an investment management firm based in Columbia, Missouri. The company is classified under the SEC filings with a Central Index Key (CIK) of 0002079661. It has been active in filing various forms, including its recent 13F-HR on October 20, 2026, and prior filings on July 21, 2026, and May 8, 2026.
What the Filing Says
The latest filing, with accession number 0002079661-26-000005, reports a total of 644 entries, indicating a well-rounded investment strategy. Notably, the firm has invested in:
"AMAZON COM INC COM" with a value of $4,862,522,
"PROCTER & GAMBLE CO COM" valued at $906,762,
"COSTCO WHOLESALE CORPORATION COM" valued at $169,323.
This diverse investment strategy highlights the firm’s focus on both growth and stability in its portfolio.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the financial services sector. The substantial asset holdings indicate Wilkerson Advisory Group's strong market presence and investment acumen, which may influence market trends and investor sentiment.
What's Next
The filing does not specify what happens next, but it is likely that Wilkerson Advisory Group will continue to monitor its investments closely and may adjust its portfolio in response to market conditions.