Q2 2026 13F · SEC CIK 1898296

Vickerman Investment Advisors, Inc.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $515.1M
Reported positions: 100
Top holdings a year, 3 yrs: +10.3%
Assets under management: $632.3M

Vickerman Investment Advisors, Inc. is a wealth manager that reported 100 positions worth $515.1M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Select Sector Spdr Tr (XLK, 12.5%), Pimco ETF Tr (BOND, 11.5%), Pimco ETF Tr (PYLD, 9.5%). A portfolio copying its top holdings returned 10.3% a year over the last 3 years, against 22.3% for the S&P 500.

Vickerman Investment Advisors, Inc. holdings largest 50 of 100 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Vickerman Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
XLKSelect Sector Spdr Tr	12.5%	8.8%	339,185	+8.2%	$64.6M
BONDPimco ETF Tr	11.5%	14.3%	639,932	-13.3%	$59.0M
PYLDPimco ETF Tr	9.5%	9.0%	1,847,265	+13.0%	$49.0M
PULSPgim ETF Tr	6.5%	7.1%	672,130	-2.0%	$33.3M
XLFSelect Sector Spdr Tr	3.6%	3.6%	342,991	+0.2%	$18.4M
SGOVIshares Tr	3.2%	3.8%	165,037	-8.6%	$16.6M
FLQHFranklin Templeton ETF Tr	3.0%	3.0%	357,350	-0.8%	$15.3M
XLCSelect Sector Spdr Tr	2.4%	2.6%	117,281	+4.5%	$12.6M
XLVSelect Sector Spdr Tr	2.3%	2.2%	74,387	+3.9%	$11.8M
XLYSelect Sector Spdr Tr	2.2%	2.4%	96,398	-6.3%	$11.3M
XLISelect Sector Spdr Tr	2.0%	1.8%	54,477	+1.4%	$10.1M
XLESelect Sector Spdr Tr	1.9%	2.6%	182,273	-11.0%	$9.7M
GOOGLAlphabet Inc	1.8%	1.6%	26,131	-0.6%	$9.3M
IXNIshares Tr	1.6%	2.0%	57,026	-39.2%	$8.2M
AAPLApple Inc	1.4%	1.3%	24,833	+2.7%	$7.2M
VYMVanguard Whitehall Fds	1.4%	0.5%	44,374	+154.4%	$7.0M
VBRVanguard Index Fds	1.3%	1.2%	26,660	+0.2%	$6.5M
XLPSelect Sector Spdr Tr	1.3%	1.3%	77,924	+3.0%	$6.5M
TSMTaiwan Semiconductor Manufac	1.1%	0.9%	12,259	-0.2%	$5.9M
SNOWSnowflake Inc	1.1%	0.4%	22,154	+96.1%	$5.6M
MSFTMicrosoft Corp	1.1%	1.1%	15,050	+6.9%	$5.6M
VOVanguard Index Fds	1.0%	1.0%	66,595	+293.9%	$5.4M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	10,696	+0.5%	$5.4M
IJRIshares Tr	1.0%	0.9%	35,408	-0.8%	$5.3M
AMGNAmgen Inc	1.0%	1.1%	14,355	+0.0%	$5.2M
VVisa Inc	1.0%	0.9%	14,385	-1.2%	$4.9M
MRKMerck & Co Inc	1.0%	1.0%	38,353	-5.4%	$4.9M
VAWVanguard World Fd	0.9%	1.0%	20,839	-2.8%	$4.8M
XLUSelect Sector Spdr Tr	0.9%	1.0%	102,625	-3.0%	$4.7M
GEGe Aerospace	0.9%	0.7%	12,072	-1.4%	$4.5M
NVDANvidia Corporation	0.9%	0.8%	22,369	+0.6%	$4.5M
METAMeta Platforms Inc	0.8%	0.7%	7,764	+39.0%	$4.4M
COSTCostco Wholesale Corporation	0.8%	1.0%	4,506	-8.7%	$4.2M
AMZNAmazon Com Inc	0.8%	0.7%	16,988	-0.4%	$4.0M
UNPUnion Pac Corp	0.8%	0.9%	14,663	-14.8%	$4.0M
XLRESelect Sector Spdr Tr	0.7%	0.8%	83,091	-10.9%	$3.7M
SPLGSpdr Series Trust	0.7%	0.7%	41,439	-7.4%	$3.6M
PANWPalo Alto Networks Inc	0.7%	—	10,555	—	$3.6M
IOOIshares Tr	0.7%	0.7%	25,731	-1.0%	$3.5M
LNGCheniere Energy Inc	0.7%	1.1%	14,125	-25.8%	$3.4M
FTNTFortinet Inc	0.6%	—	21,102	—	$3.2M
CRMSalesforce Inc	0.6%	0.7%	18,088	+0.3%	$2.8M
BILSpdr Series Trust	0.5%	0.6%	29,917	+2.7%	$2.7M
TMUST-Mobile US Inc	0.5%	0.6%	16,115	+24.1%	$2.7M
FDXFedex Corp	0.5%	1.0%	8,446	-36.8%	$2.6M
WMTWalmart Inc	0.5%	1.1%	22,541	-47.2%	$2.6M
VBKVanguard Index Fds	0.5%	0.4%	6,916	-2.1%	$2.5M
GEHCGe Healthcare Technologies I	0.4%	—	35,346	—	$2.3M
PEPPepsico Inc	0.4%	0.6%	15,121	-23.0%	$2.0M
AVGOBroadcom Inc	0.4%	—	5,387	—	$2.0M

What Vickerman Investment Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+293.9% shares
VYM Vanguard Whitehall Fds+154.4% shares
SNOW Snowflake Inc+96.1% shares
META Meta Platforms Inc+39.0% shares
TMUS T-Mobile US Inc+24.1% shares
PYLD Pimco ETF Tr+13.0% shares
XLK Select Sector Spdr Tr+8.2% shares
MSFT Microsoft Corp+6.9% shares

Reduced

WMT Walmart Inc-47.2% shares
IXN Ishares Tr-39.2% shares
FDX Fedex Corp-36.8% shares
LNG Cheniere Energy Inc-25.8% shares
PEP Pepsico Inc-23.0% shares
UNP Union Pac Corp-14.8% shares
BOND Pimco ETF Tr-13.3% shares
XLE Select Sector Spdr Tr-11.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +4.3% /yr; S&P 500 +11.7%
3 years: +10.3% /yr; S&P 500 +22.3%
5 years: +4.5% /yr; S&P 500 +10.7%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$515.1M	100
Q1 2026	$475.8M	94
Q4 2025	$500.3M	89
Q3 2025	$494.5M	80
Q2 2025	$465.3M	79
Q1 2025	$441.5M	84
Q4 2024	$368.0M	67
Q3 2024	$340.3M	65
Q2 2024	$311.5M	64
Q1 2024	$310.0M	64
Q4 2023	$293.3M	64
Q3 2023	$244.9M	64

Questions about Vickerman Investment Advisors, Inc.'s portfolio

What stocks does Vickerman Investment Advisors, Inc. own?

Vickerman Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 100 positions worth $515.1M. The largest are Select Sector Spdr Tr (XLK) at 12.5%, Pimco ETF Tr (BOND) at 11.5%, Pimco ETF Tr (PYLD) at 9.5%, Pgim ETF Tr (PULS) at 6.5% and Select Sector Spdr Tr (XLF) at 3.6%.

What did Vickerman Investment Advisors, Inc. buy last quarter?

In Q2 2026, Vickerman Investment Advisors, Inc. added Vanguard Index Fds (VO) (+293.9% shares), Vanguard Whitehall Fds (VYM) (+154.4% shares) and Snowflake Inc (SNOW) (+96.1% shares), compared with its Q1 2026 filing.

What did Vickerman Investment Advisors, Inc. sell last quarter?

In Q2 2026, Vickerman Investment Advisors, Inc. cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Pimco ETF Tr (CORP), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Paypal Hldgs Inc (PYPL), Walmart Inc (WMT) (-47.2% shares), Ishares Tr (IXN) (-39.2% shares) and Fedex Corp (FDX) (-36.8% shares), compared with its Q1 2026 filing.

How has Vickerman Investment Advisors, Inc.'s portfolio performed?

A portfolio copying Vickerman Investment Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.3% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +4.3% against +11.7%. Over 5 years: +4.5% a year against +10.7%.

When is Vickerman Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Vickerman Investment Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Vickerman Investment Advisors, Inc. manage?

Vickerman Investment Advisors, Inc. reported $632.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $515.1M.