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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, PYLD, XLK, PULS, SGOV, and represent 43.04% of Vickerman Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$12M), XLK, VYM, XLC, PMBS, MSFT, GEV, XLRE, XLP, PRFD.
Started 5 new stock positions in PRFD, NSC, CSX, PMBS, GEV.
Reduced shares in these 10 stocks: CORP (-$17M), SGOV (-$6.2M), PULS (-$5.5M), BOND, XLY, IXN, VAW, XLE, BIL, WMT.
Vickerman Investment Advisors was a net seller of stock by $-18M.
Vickerman Investment Advisors has $476M in assets under management (AUM), dropping by -4.91%.
Central Index Key (CIK): 0001898296

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Portfolio Holdings for Vickerman Investment Advisors

Vickerman Investment Advisors holds 94 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pimco Etf Tr Active Bd Etf (BOND)	14.3	$68M	-5%	738k	92.28	View chart
Pimco Etf Tr Multisector Bd (PYLD)	9.0	$43M	+39%	1.6M	26.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	8.8	$42M	+4%	314k	132.90	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	7.1	$34M	-14%	686k	49.50	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.8	$18M	-25%	181k	100.66	View chart
Select Sector Spdr Tr State Street Fin (XLF)	3.6	$17M		342k	49.37	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	3.0	$14M		360k	39.81	View chart
Select Sector Spdr Tr State Street Ene (XLE)	2.6	$13M		205k	61.26	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.6	$12M	+5%	112k	110.86	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.4	$11M	-6%	103k	108.98	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.2	$11M		72k	146.61	View chart
Ishares Tr Global Tech Etf (IXN)	2.0	$9.4M	-4%	94k	99.97	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.8	$8.7M		54k	161.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$7.6M		26k	287.56	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.3	$6.2M	+3%	76k	81.98	View chart
Apple (AAPL)	1.3	$6.1M		24k	253.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$5.8M		27k	217.25	View chart
Cheniere Energy Com New (LNG)	1.1	$5.4M		19k	283.76	View chart
Wal-Mart Stores (WMT)	1.1	$5.3M	-3%	43k	124.28	View chart
Microsoft Corporation (MSFT)	1.1	$5.2M	+5%	14k	370.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$5.1M	-3%	11k	479.20	View chart
Amgen (AMGN)	1.1	$5.1M		14k	351.85	View chart
Costco Wholesale Corporation (COST)	1.0	$4.9M		4.9k	996.49	View chart
Merck & Co (MRK)	1.0	$4.9M	-2%	41k	120.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$4.9M		17k	287.18	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.0	$4.9M		106k	45.89	View chart
Vanguard World Materials Etf (VAW)	1.0	$4.8M	-8%	21k	225.34	View chart
FedEx Corporation (FDX)	1.0	$4.8M	-2%	13k	356.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$4.4M	+2%	36k	124.31	View chart
Visa Com Cl A (V)	0.9	$4.4M		15k	302.24	View chart
Union Pacific Corporation (UNP)	0.9	$4.2M		17k	242.62	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$4.2M		12k	337.95	View chart
Honeywell International (HON)	0.8	$4.0M	-2%	18k	226.03	View chart
NVIDIA Corporation (NVDA)	0.8	$3.9M		22k	174.40	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.8	$3.8M	+6%	93k	40.83	View chart
Amazon (AMZN)	0.7	$3.6M	+3%	17k	208.27	View chart
Ge Aerospace Com New (GE)	0.7	$3.5M		12k	283.77	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$3.4M		45k	76.54	View chart
salesforce (CRM)	0.7	$3.4M		18k	186.67	View chart
Meta Platforms Cl A (META)	0.7	$3.2M		5.6k	572.14	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$3.1M	+2%	26k	120.97	View chart
Pepsi (PEP)	0.6	$3.0M		20k	155.29	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.6	$3.0M	-85%	31k	96.80	View chart
Metropcs Communications (TMUS)	0.6	$2.7M		13k	210.03	View chart
Spdr Series Trust State Street Spd (BIL)	0.6	$2.7M	-7%	29k	91.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$2.6M	+224%	17k	148.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$2.1M		7.1k	302.25	View chart
Snowflake Com Shs (SNOW)	0.4	$1.7M		11k	150.82	View chart
Adobe Systems Incorporated (ADBE)	0.4	$1.7M		6.9k	243.08	View chart
Paypal Holdings (PYPL)	0.3	$1.6M		36k	45.23	View chart
Cisco Systems (CSCO)	0.3	$1.4M		18k	77.59	View chart
Constellation Brands Cl A (STZ)	0.3	$1.4M	-3%	9.2k	150.00	View chart
Nike CL B (NKE)	0.3	$1.3M	-5%	25k	52.82	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M		5.1k	244.44	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$1.2M		5.5k	224.59	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$959k	+29%	10k	94.24	View chart
Vanguard World Energy Etf (VDE)	0.2	$892k	-9%	5.2k	173.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$838k	-4%	7.1k	118.45	View chart
Starbucks Corporation (SBUX)	0.2	$813k	-12%	9.1k	89.59	View chart
Home Depot (HD)	0.2	$768k	-5%	2.3k	328.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$749k		1.1k	697.72	View chart
Thermo Fisher Scientific (TMO)	0.1	$697k		1.4k	491.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$635k	+12%	6.5k	97.23	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$622k	-20%	5.5k	112.27	View chart
Walt Disney Company (DIS)	0.1	$581k	-11%	6.0k	96.38	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$563k	-3%	3.9k	144.71	View chart
Vanguard World Health Car Etf (VHT)	0.1	$561k	-8%	2.1k	272.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$540k	+26%	9.5k	56.68	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$534k	-15%	1.5k	359.03	View chart
Vanguard World Financials Etf (VFH)	0.1	$515k	-13%	4.3k	120.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$445k	+32%	5.0k	88.70	View chart
Eli Lilly & Co. (LLY)	0.1	$440k	-7%	478.00	919.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$439k	+41%	672.00	653.21	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$418k		4.2k	100.62	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$386k	NEW	7.8k	49.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$382k	-4%	1.5k	248.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$369k		15k	25.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$347k		533.00	650.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$343k		5.4k	64.08	View chart
Micron Technology (MU)	0.1	$314k		928.00	337.92	View chart
Servicenow (NOW)	0.1	$274k		2.6k	104.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$272k		3.7k	74.35	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$269k		1.5k	179.84	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$267k	-5%	2.0k	132.50	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$265k	-20%	6.5k	41.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$260k		2.9k	90.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$254k	+3%	4.7k	54.05	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$253k		2.9k	88.16	View chart
Ge Vernova (GEV)	0.1	$243k	NEW	278.00	872.90	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$240k	-3%	4.8k	49.97	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.0	$222k	NEW	4.4k	50.67	View chart
Norfolk Southern (NSC)	0.0	$218k	NEW	759.00	287.00	View chart
CSX Corporation (CSX)	0.0	$204k	NEW	5.0k	41.05	View chart
Gossamer Bio (GOSS)	0.0	$11k		35k	0.33	View chart

Past Filings by Vickerman Investment Advisors

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

Vickerman Investment Advisors 2026 Q1 filed May 12, 2026
Vickerman Investment Advisors 2025 Q4 filed Feb. 12, 2026
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

View all past filings

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