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Vickerman Investment Advisors

Latest statistics and disclosures from Vickerman Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are BOND, XLK, PULS, SGOV, PYLD, and represent 40.14% of Vickerman Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: BOND, PULS, SGOV, XLK, XLF, ESGV, PYLD, CORP, CRM, AMGN.
Started 2 new stock positions in ESGV, DFSU.
Reduced shares in these 10 stocks: LONZ, BA, IXN, BIL, CSCO, MSFT, JNJ, GOOGL, LLY, LNG.
Sold out of its position in BA.
Vickerman Investment Advisors was a net buyer of stock by $11M.
Vickerman Investment Advisors has $495M in assets under management (AUM), dropping by 6.26%.
Central Index Key (CIK): 0001898296

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Positions held by Vickerman Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vickerman Investment Advisors

Vickerman Investment Advisors holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pimco Etf Tr Active Bd Etf (BOND)	12.9	$64M	+6%	684k	93.35	View chart
Select Sector Spdr Tr Technology (XLK)	8.3	$41M	+2%	146k	281.86	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	8.0	$40M	+7%	798k	49.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	5.8	$29M	+7%	284k	100.70	View chart
Pimco Etf Tr Multisector Bd (PYLD)	5.1	$25M	+3%	935k	26.84	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	4.7	$23M	+3%	234k	98.62	View chart
Select Sector Spdr Tr Financial (XLF)	3.3	$16M	+7%	301k	53.87	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	2.7	$13M		356k	37.31	View chart
Ishares Tr Global Tech Etf (IXN)	2.6	$13M	-5%	125k	103.21	View chart
Select Sector Spdr Tr Communication (XLC)	2.5	$13M		106k	118.37	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	2.2	$11M		46k	239.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.1	$10M	+2%	75k	139.17	View chart
Select Sector Spdr Tr Energy (XLE)	1.9	$9.4M		105k	89.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$8.2M		34k	243.10	View chart
Select Sector Spdr Tr Indl (XLI)	1.7	$8.2M		53k	154.23	View chart
Microsoft Corporation (MSFT)	1.5	$7.6M		15k	517.93	View chart
Apple (AAPL)	1.5	$7.3M	+6%	29k	254.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$5.5M	+2%	11k	502.74	View chart
NVIDIA Corporation (NVDA)	1.1	$5.3M		28k	186.58	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.1	$5.2M	+5%	67k	78.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$5.1M		25k	208.71	View chart
Visa Com Cl A (V)	1.0	$5.0M		15k	341.38	View chart
Wal-Mart Stores (WMT)	1.0	$4.9M		47k	103.06	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.0	$4.8M		55k	87.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$4.8M		16k	293.74	View chart
Vanguard World Materials Etf (VAW)	1.0	$4.7M		23k	204.86	View chart
Ge Aerospace Com New (GE)	0.9	$4.7M		16k	300.82	View chart
Cheniere Energy Com New (LNG)	0.9	$4.6M		20k	234.98	View chart
Costco Wholesale Corporation (COST)	0.9	$4.6M	+3%	4.9k	925.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.9	$4.4M		16k	279.29	View chart
Amgen (AMGN)	0.9	$4.4M	+12%	16k	282.20	View chart
salesforce (CRM)	0.9	$4.3M	+15%	18k	237.00	View chart
Merck & Co (MRK)	0.8	$4.2M	+12%	50k	83.93	View chart
Union Pacific Corporation (UNP)	0.8	$4.1M	+6%	18k	236.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$4.0M		33k	118.83	View chart
Honeywell International (HON)	0.8	$3.9M		18k	210.50	View chart
Amazon (AMZN)	0.8	$3.8M		17k	219.57	View chart
Meta Platforms Cl A (META)	0.8	$3.7M		5.1k	734.38	View chart
Pepsi (PEP)	0.7	$3.7M		26k	140.44	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.7	$3.5M		45k	78.34	View chart
Metropcs Communications (TMUS)	0.7	$3.5M		15k	239.38	View chart
Adobe Systems Incorporated (ADBE)	0.7	$3.5M	+15%	9.8k	352.75	View chart
FedEx Corporation (FDX)	0.7	$3.4M	+2%	14k	235.81	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.7	$3.3M	+8%	78k	42.13	View chart
Nike CL B (NKE)	0.6	$3.2M		46k	69.73	View chart
Walt Disney Company (DIS)	0.6	$3.1M		27k	114.50	View chart
Ishares Tr Global 100 Etf (IOO)	0.6	$3.1M	-2%	26k	120.01	View chart
Paypal Holdings (PYPL)	0.5	$2.7M		40k	67.06	View chart
Snowflake Com Shs (SNOW)	0.5	$2.6M		12k	225.55	View chart
Home Depot (HD)	0.5	$2.6M		6.4k	405.19	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.5	$2.6M	-18%	28k	91.75	View chart
Constellation Brands Cl A (STZ)	0.5	$2.4M	+6%	18k	134.67	View chart
Starbucks Corporation (SBUX)	0.4	$2.1M		25k	84.60	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$2.1M		7.1k	297.62	View chart
Cisco Systems (CSCO)	0.3	$1.6M	-8%	23k	68.42	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M	-9%	5.5k	185.42	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$899k	NEW	7.6k	118.44	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$819k		7.4k	110.59	View chart
Vanguard World Energy Etf (VDE)	0.1	$720k	-5%	5.7k	125.86	View chart
Thermo Fisher Scientific (TMO)	0.1	$688k	+39%	1.4k	485.02	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$575k		4.1k	141.50	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$563k		5.8k	96.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$488k		19k	25.71	View chart
Comcast Corp Cl A (CMCSA)	0.1	$471k		15k	31.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$420k	-2%	631.00	666.18	View chart
Vanguard World Financials Etf (VFH)	0.1	$409k	+3%	3.1k	131.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$397k	-3%	1.6k	241.96	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$385k		4.0k	95.89	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$372k	NEW	8.8k	42.47	View chart
Pfizer (PFE)	0.1	$346k		14k	25.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$325k		5.4k	59.92	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$317k	-91%	6.2k	51.07	View chart
Eli Lilly & Co. (LLY)	0.1	$287k	-23%	376.00	763.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$277k		2.1k	129.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$268k		572.00	468.41	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$248k		3.7k	67.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$248k		2.8k	87.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$245k		4.5k	54.18	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$241k	-2%	2.7k	89.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$238k	-17%	2.2k	108.71	View chart

Past Filings by Vickerman Investment Advisors

SEC 13F filings are viewable for Vickerman Investment Advisors going back to 2021

Vickerman Investment Advisors 2025 Q3 filed Nov. 3, 2025
Vickerman Investment Advisors 2025 Q2 filed Aug. 12, 2025
Vickerman Investment Advisors 2025 Q1 filed April 29, 2025
Vickerman Investment Advisors 2024 Q4 filed Feb. 11, 2025
Vickerman Investment Advisors 2024 Q3 filed Oct. 31, 2024
Vickerman Investment Advisors 2024 Q2 filed Aug. 9, 2024
Vickerman Investment Advisors 2024 Q1 filed May 9, 2024
Vickerman Investment Advisors 2023 Q4 filed Jan. 10, 2024
Vickerman Investment Advisors 2023 Q3 filed Nov. 2, 2023
Vickerman Investment Advisors 2023 Q2 filed July 31, 2023
Vickerman Investment Advisors 2023 Q1 filed May 4, 2023
Vickerman Investment Advisors 2022 Q4 filed Feb. 10, 2023
Vickerman Investment Advisors 2022 Q3 filed Nov. 8, 2022
Vickerman Investment Advisors 2022 Q2 filed Aug. 9, 2022
Vickerman Investment Advisors 2022 Q1 filed May 9, 2022
Vickerman Investment Advisors 2021 Q4 filed Jan. 28, 2022

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