Vickerman Investment Advisors, Inc. logo

Vickerman Investment Advisors, Inc.

RIA/Wealth

Vickerman Investment Advisors, Inc. is a RIA/Wealth based in Spokane, WA led by Michael James Vickerman, managing $494.5M across 80 long positions as of Q3 2025 with 66% ETF concentration and 56% concentrated in top 10 holdings.

PresidentMichael James Vickerman
Portfolio Value
$494.5M
Positions
80
Top Holding
BOND at 12.91%
Last Reported
Q3 2025
Address108 N. Washington Street, Suite 603, Spokane, WA, 99201, United States

Top Holdings

Largest long holdings in Vickerman Investment Advisors, Inc.'s portfolio (55.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$63.8M
12.91%
+$4.0M
Bought
684.0K shares
ETF
ETF
$41.2M
8.33%
+$1.1M
Bought
146.2K shares
Unknown
Unknown
$39.8M
8.04%
+$2.7M
Bought
797.9K shares
ETF
ETF
$28.6M
5.77%
+$1.9M
Bought
283.5K shares
ETF
ETF
$25.1M
5.08%
+$767.9K
Bought
935.2K shares
ETF
ETF
$23.1M
4.67%
+$683.2K
Bought
234.2K shares
ETF
ETF
$16.2M
3.28%
+$1.1M
Bought
300.7K shares
ETF
ETF
$13.3M
2.69%
+$85.7K
Bought
356.4K shares
ETF
ETF
$12.9M
2.61%
-$697.6K
Sold
124.8K shares
ETF
ETF
$12.5M
2.53%
-$19.6K
Sold
105.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Vickerman Investment Advisors, Inc.'s latest filing

See all changes
Market Value
$494.5M
Prior: $465.3M
Q/Q Change
+6.26%
+$29.1M
Net Flows % of MV
+2.21%
Turnover Ratio
2.33%
New Purchases
2 stocks
$1.3M
Added To
35 stocks
+$17.2M
Sold Out Of
1 stocks
$1.5M
Reduced Holdings
37 stocks
-$6.0M

Increased Positions

PositionShares Δ
New
New
+39.8%
+15.27%
5
Adobe logo
Adobe
ADBE
+15.17%

Decreased Positions

PositionShares Δ
Sold
-91.22%
-23.27%
-18.18%
-17.31%

Analytics

Portfolio insights and performance metrics for Vickerman Investment Advisors, Inc.

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Sector Allocation

ETF: 66.20%ETFTechnology: 7.40%Communication Services: 3.80%Industrials: 3.20%Consumer Defensive: 3.10%Financial Services: 2.70%Consumer Cyclical: 2.40%Healthcare: 2.20%Energy: 0.90%
ETF
66.20%
Technology
7.40%
Communication Services
3.80%
Industrials
3.20%
Consumer Defensive
3.10%
Financial Services
2.70%
Consumer Cyclical
2.40%
Healthcare
2.20%
Energy
0.90%

Market Cap Distribution

Mega Cap (> $200B): 16.40%Mega Cap (> $200B)Large Cap ($10B - $200B): 8.48%Large Cap ($10B - $200B)N/A (ETF or Unknown): 75.11%N/A (ETF or Unknown)
Mega Cap (> $200B)
16.40%
Large Cap ($10B - $200B)
8.48%
N/A (ETF or Unknown)
75.11%

Portfolio Concentration

Top 10 Holdings %
55.91%
Top 20 Holdings %
71.71%
Top 50 Holdings %
95.55%
Top 100 Holdings %
100.0%

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