Wilkins Miller Wealth Management, LLC
13F Reported Value
ⓘ$165.3M
Holdings
89
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wilkins Miller Wealth Management, LLC disclosed 89 positions worth $165.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $MS. The portfolio is most concentrated in Other (67.8% of disclosed assets). All figures are sourced directly from Wilkins Miller Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2057318.
AI Fund Analysis
Stable
$IVZ$IVZ$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR
—Quality
$15.2M594,346 shSCHWAB STRATEGIC TR
—Quality
$8.7M299,870 shISHARES TR
—Quality
$7.3M11,222 shSPDR INDEX SHS FDS
—Quality
$6.3M137,492 sh- —
Quality
$6.3M306,717 sh - —
Quality
$6.1M366,781 sh - —
Quality
$5.9M318,058 sh SCHWAB STRATEGIC TR
—Quality
$5.9M203,404 shISHARES TR
—Quality
$5.6M256,888 sh- —
Quality
$5.0M58,550 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $15.2M | 594,346 |
| SCHWAB STRATEGIC TR | — | $8.7M | 299,870 |
| ISHARES TR | — | $7.3M | 11,222 |
| SPDR INDEX SHS FDS | — | $6.3M | 137,492 |
| Invesco Ltd.$IVZ | — | $6.3M | 306,717 |
| Invesco Ltd.$IVZ | — | $6.1M | 366,781 |
| Invesco Ltd.$IVZ | — | $5.9M | 318,058 |
| SCHWAB STRATEGIC TR | — | $5.9M | 203,404 |
| ISHARES TR | — | $5.6M | 256,888 |
 GOLDMAN SACHS GROUP INC$GS | — | $5.0M | 58,550 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wilkins Miller Wealth Management, LLC's 89 positions.
Showing top 10 of 89 holdings.
Sector Allocation
Other
$112.1M
Financials
$36.1M
Technology
$7.5M
Energy
$3.0M
Consumer Discretionary
$1.8M
Healthcare
$1.6M
Consumer Staples
$1.3M
Utilities
$931,070
Full Holdings — Wilkins Miller Wealth Management, LLC (Q1 2026)
All 89 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR | $15.2M | 9.2% | -2% | — |
| 2 | — | SCHWAB STRATEGIC TR | $8.7M | 5.3% | +1% | — |
| 3 | — | ISHARES TR | $7.3M | 4.4% | -6% | — |
| 4 | — | SPDR INDEX SHS FDS | $6.3M | 3.8% | +3% | — |
| 5 | $IVZ | Invesco Ltd. | $6.3M | 3.8% | -2% | — |
| 6 | $IVZ | Invesco Ltd. | $6.1M | 3.7% | +7% | — |
| 7 | $IVZ | Invesco Ltd. | $5.9M | 3.6% | +2% | — |
| 8 | — | SCHWAB STRATEGIC TR | $5.9M | 3.6% | +1% | — |
| 9 | — | ISHARES TR | $5.6M | 3.4% | +2% | — |
| 10 | $GS | GOLDMAN SACHS GROUP INC | $5.0M | 3.0% | -3% | — |
| 11 | — | SCHWAB STRATEGIC TR | $4.9M | 3.0% | -3% | — |
| 12 | — | ISHARES TR | $4.4M | 2.7% | -2% | — |
| 13 | — | ISHARES TR | $4.1M | 2.5% | -1% | — |
| 14 | — | VANGUARD WHITEHALL FDS | $3.6M | 2.2% | +4% | — |
| 15 | — | VANGUARD BD INDEX FDS | $3.5M | 2.1% | +26% | — |
| 16 | — | VANGUARD SPECIALIZED FUNDS | $3.2M | 1.9% | -1% | — |
| 17 | $IVZ | Invesco Ltd. | $2.9M | 1.8% | +2% | — |
| 18 | — | VANGUARD WELLINGTON FD | $2.8M | 1.7% | +3% | — |
| 19 | — | SPDR SERIES TRUST | $2.7M | 1.6% | -4% | — |
| 20 | — | SCHWAB STRATEGIC TR | $2.6M | 1.6% | -10% | — |
| 21 | — | VANGUARD BD INDEX FDS | $2.5M | 1.5% | +2% | — |
| 22 | — | SCHWAB STRATEGIC TR | $2.5M | 1.5% | +2% | — |
| 23 |  $AAPL | Apple Inc. | $2.5M | 1.5% | +0% | 76.1 |
| 24 | $IVZ | Invesco Ltd. | $2.4M | 1.5% | -2% | — |
| 25 | — | SCHWAB STRATEGIC TR | $2.3M | 1.4% | +2% | — |
| 26 | — | ISHARES TR | $1.9M | 1.2% | +13% | — |
| 27 | — | ISHARES TR | $1.9M | 1.1% | -6% | — |
| 28 | $IVZ | Invesco Ltd. | $1.8M | 1.1% | -9% | — |
| 29 |  $CVX | CHEVRON CORP | $1.8M | 1.1% | -1% | 54.7 |
| 30 | — | ISHARES TR | $1.7M | 1.0% | +4% | — |
| 31 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 1.0% | -3% | 35.6 |
| 32 | — | ISHARES TR | $1.6M | 1.0% | +6% | — |
| 33 | — | SPDR SERIES TRUST | $1.6M | 0.9% | +1% | — |
| 34 | — | SCHWAB STRATEGIC TR | $1.2M | 0.8% | +9% | — |
| 35 | — | SCHWAB STRATEGIC TR | $1.2M | 0.8% | +1% | — |
| 36 |  $GOOG | Alphabet Inc. | $1.2M | 0.7% | +1% | 80.2 |
| 37 | — | SPDR SERIES TRUST | $1.1M | 0.7% | -8% | — |
| 38 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.7% | +3% | — |
| 39 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.7% | -1% | — |
| 40 |  $META | Meta Platforms, Inc. | $1.1M | 0.7% | -2% | 80.9 |
| 41 | — | VANGUARD INDEX FDS | $1.1M | 0.7% | +9% | — |
| 42 | — | SPDR SERIES TRUST | $1.1M | 0.7% | -0% | — |
| 43 |  $XOM | EXXON MOBIL CORP | $953,308 | 0.6% | -4% | 61.8 |
| 44 |  $HD | HOME DEPOT, INC. | $937,759 | 0.6% | -1% | 69.2 |
| 45 | $IVZ | Invesco Ltd. | $937,105 | 0.6% | +7% | — |
| 46 | — | VANGUARD INDEX FDS | $928,222 | 0.6% | -12% | — |
| 47 |  $MSFT | MICROSOFT CORP | $863,728 | 0.5% | +0% | 83.7 |
| 48 | — | ISHARES TR | $844,646 | 0.5% | -2% | — |
| 49 | — | ISHARES TR | $835,921 | 0.5% | -10% | — |
| 50 | — | SCHWAB STRATEGIC TR | $806,870 | 0.5% | -4% | — |
| 51 | — | VANGUARD WHITEHALL FDS | $724,614 | 0.4% | +9% | — |
| 52 |  $SO | SOUTHERN CO | $706,126 | 0.4% | +0% | 65.1 |
| 53 | — | ISHARES TR | $683,006 | 0.4% | +0% | — |
| 54 |  $KO | COCA COLA CO | $645,401 | 0.4% | +0% | 74 |
| 55 | — | INVESCO EXCH TRD SLF IDX FD | $579,194 | 0.3% | -15% | — |
| 56 | $IVZ | Invesco Ltd. | $556,864 | 0.3% | +16% | — |
| 57 | — | FIDELITY COVINGTON TRUST | $537,736 | 0.3% | +1% | — |
| 58 |  $AMZN | AMAZON COM INC | $483,811 | 0.3% | -4% | 74.6 |
| 59 |  $JNJ | JOHNSON & JOHNSON | $470,694 | 0.3% | +0% | 72.8 |
| 60 | — | SELECT SECTOR SPDR TR | $460,643 | 0.3% | -2% | — |
| 61 |  $BRK.B | BERKSHIRE HATHAWAY INC | $451,406 | 0.3% | +39% | 64.5 |
| 62 |  $LLY | ELI LILLY & Co | $446,088 | 0.3% | -2% | 89.3 |
| 63 |  $EMR | EMERSON ELECTRIC CO | $443,411 | 0.3% | +0% | 65.9 |
| 64 |  $GOOGL | Alphabet Inc. | $435,310 | 0.3% | -2% | 80.2 |
| 65 |  $MRK | Merck & Co., Inc. | $430,883 | 0.3% | +1% | 70.9 |
| 66 | — | SCHWAB STRATEGIC TR | $389,399 | 0.2% | +86% | — |
| 67 |  $ORCL | ORACLE CORP | $385,616 | 0.2% | +0% | 67.2 |
| 68 |  $NVDA | NVIDIA CORP | $383,685 | 0.2% | +0% | 90.2 |
| 69 |  $UNP | UNION PACIFIC CORP | $345,569 | 0.2% | +0% | 74 |
| 70 |  $LOW | LOWES COMPANIES INC | $335,639 | 0.2% | +0% | 63.5 |
| 71 |  $CSL | CARLISLE COMPANIES INC | $320,275 | 0.2% | +0% | 65 |
| 72 |  $PG | PROCTER & GAMBLE Co | $318,826 | 0.2% | -6% | 72.9 |
| 73 | — | ISHARES TR | $301,702 | 0.2% | +0% | — |
| 74 |  $RTX | RTX Corp | $288,959 | 0.2% | +0% | 70 |
| 75 |  $PM | Philip Morris International Inc. | $287,909 | 0.2% | -1% | 80.5 |
| 76 | — | SPDR SERIES TRUST | $284,723 | 0.2% | -2% | — |
| 77 | $IVZ | Invesco Ltd. | $259,378 | 0.2% | -9% | — |
| 78 |  $WT | WisdomTree, Inc. | $258,994 | 0.2% | +0% | 62.9 |
| 79 | — | SCHWAB STRATEGIC TR | $243,450 | 0.1% | +0% | — |
| 80 |  $NSC | NORFOLK SOUTHERN CORP | $241,039 | 0.1% | +0% | 70.8 |
| 81 | — | ISHARES TR | $237,159 | 0.1% | -1% | — |
| 82 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $236,061 | 0.1% | -5% | 66.4 |
| 83 |  $__PARK_1390777 | Bank of New York Mellon Corp | $229,249 | 0.1% | +0% | 36.7 |
| 84 |  $GE | GENERAL ELECTRIC CO | $228,016 | 0.1% | +0% | 74.8 |
| 85 |  $DUK | Duke Energy CORP | $224,944 | 0.1% | +0% | 64 |
| 86 |  $AMGN | AMGEN INC | $218,735 | 0.1% | +0% | 79.5 |
| 87 |  $SPY | SPDR S&P 500 ETF TRUST | $215,745 | 0.1% | -10% | — |
| 88 |  $V | VISA INC. | $214,824 | 0.1% | +0% | 83.5 |
| 89 | — | SPDR SERIES TRUST | $205,426 | 0.1% | -1% | — |
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