Wilkinson Global Asset Management LLC - Portfolio Stock Holdings

Wilkinson Global Asset Management LLC disclosed 65 stock positions in a recent SEC 13F filing. $1,255,891,081 of stock holdings were filed, with the largest holdings including NVDA, TSM, and JPM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,876,751,606 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.